| |
Institutional
Holders
Total
Institutions:
 |
75  13 |
|
|
Total
shares held :
|
4,968,788 |
|
|
% of shares
held :
|
55.21% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
24 |
|
|
Amount
of shares held :
|
764,797 |
|
|
% of shares
held change :
|
8.5% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
N/A |
|
|
Last
Quarter's Ending
Price :
|
N/A |
|
|
Last
Quarter's Average
Price :
|
N/A |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  SPINNAKER TRUST |
4 |
- |
2024-03-31 |
1,868,470 |
$70,019,000 |
6,584 |
|
| TOWNSQUARE CAPITAL LLC |
109 |
- |
2023-12-31 |
295,569 |
$10,569,000 |
48,359 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1664 |
- |
2023-12-31 |
194,514 |
$6,955,000 |
117,632 |
|
| Change Path LLC |
55 |
- |
2023-12-31 |
191,317 |
$6,841,000 |
104,574 |
|
| JANNEY MONTGOMERY SCOTT LLC |
801 |
- |
2024-03-31 |
119,418 |
$4,475,000 |
103,555 |
|
| HARTFORD FINANCIAL MANAGEMENT INC. |
35 |
- |
2024-03-31 |
114,763 |
$4,301,000 |
56,064 |
|
| Kestra Advisory Services LLC |
577 |
- |
2023-12-31 |
97,086 |
$3,472,000 |
63,903 |
|
| Donald L. Hagan LLC |
9 |
- |
2024-03-31 |
80,201 |
$3,005,000 |
1,031 |
|
| HARBOUR INVESTMENTS INC. |
161 |
- |
2023-12-31 |
81,753 |
$2,923,000 |
19,242 |
|
| FINANCIAL NETWORK |
810 |
- |
2023-12-31 |
79,989 |
$2,860,000 |
39,956 |
|
| Cetera Investment Advisers |
648 |
- |
2023-12-31 |
79,142 |
$2,830,000 |
37,800 |
|
| LPL FINANCIAL CORP |
2363 |
- |
2024-03-31 |
63,567 |
$2,382,000 |
11,457 |
|
| AE Wealth Management LLC |
877 |
- |
2023-12-31 |
58,694 |
$2,127,000 |
21,594 |
|
| MinichMacGregor Wealth Management LLC |
46 |
- |
2024-03-31 |
55,478 |
$2,075,000 |
593 |
|
| Ignite Planners LLC |
55 |
- |
2024-03-31 |
50,144 |
$1,875,000 |
32,369 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1329 |
- |
2024-03-31 |
48,109 |
$1,803,000 |
4,525 |
|
| RAYMOND JAMES & ASSOCIATES |
2462 |
- |
2024-03-31 |
32,138 |
$1,204,000 |
15,625 |
|
| Encompass More Asset Management |
21 |
- |
2024-03-31 |
31,019 |
$1,162,000 |
9,659 |
|
| IFP Advisors Inc |
353 |
- |
2023-12-31 |
31,350 |
$1,121,000 |
666 |
|
| Integrity Financial Corp /WA |
33 |
- |
2024-03-31 |
28,893 |
$1,083,000 |
4,259 |
|
| Spire Wealth Management |
374 |
- |
2024-03-31 |
27,034 |
$1,013,000 |
822 |
|
| OGOREK ANTHONY JOSEPH /NY/ /ADV |
37 |
- |
2024-03-31 |
26,196 |
$981,000 |
1,050 |
|
| CITADEL ADVISORS LLC |
3296 |
- |
2023-12-31 |
18,938 |
$677,000 |
3,317 |
|
| SOA Wealth Advisors LLC. |
95 |
- |
2024-03-31 |
15,059 |
$564,000 |
4,291 |
|
| ALPHAMARK ADVISORS LLC |
121 |
- |
2024-03-31 |
9,255 |
$347,000 |
4,703 |
|
| Smart Money Group LLC |
80 |
- |
2024-03-31 |
9,140 |
$338,000 |
3,128 |
|
| Capital Investment Advisory Services LLC |
472 |
- |
2024-03-31 |
5,613 |
$210,000 |
700 |
|
| Mutual Advisors LLC |
1033 |
- |
2024-03-31 |
5,374 |
$201,000 |
5,374 |
|
| UBS Group AG |
4712 |
- |
2023-12-31 |
4,233 |
$151,000 |
3,493 |
|
| ROYAL BANK OF CANADA |
4898 |
- |
2023-12-31 |
3,058 |
$109,000 |
3,058 |
|
| J P MORGAN CHASE & CO |
5014 |
- |
2024-03-31 |
298 |
$11,000 |
192 |
|
|
31 Records found
|
1
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