| |
Institutional
Holders
Total
Institutions:
 |
61  7 |
|
|
Total
shares held :
|
5,566,122 |
|
|
% of shares
held :
|
10.6% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-10 |
|
|
Amount
of shares held :
|
-409,035 |
|
|
% of shares
held change :
|
-0.78% |
|
| 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 |
  Steward Partners Investment Advisory LLC |
151 |
*New |
2024-03-31 |
394,121 |
$13,479,000 |
394,121 |
|
| Stratos Wealth Advisors LLC |
30 |
*New |
2024-03-31 |
320,898 |
$10,975,000 |
320,898 |
|
| BMS Financial Advisors LLC |
12 |
*New |
2023-06-30 |
122,768 |
$3,837,000 |
122,768 |
|
| Goss Wealth Management LLC |
739 |
*New |
2024-03-31 |
50,400 |
$1,724,000 |
50,400 |
|
| Lloyd Advisory Services LLC. |
60 |
*New |
2024-03-31 |
26,727 |
$1,286,000 |
26,727 |
|
| Truadvice LLC |
153 |
*New |
2023-09-30 |
12,231 |
$372,000 |
12,231 |
|
| S.C. Financial Services Inc. |
97 |
*New |
2022-12-31 |
8,023 |
$235,000 |
8,023 |
|
| GREAT VALLEY ADVISOR GROUP INC. |
678 |
*New |
2024-03-31 |
6,521 |
$223,000 |
6,521 |
|
| HARBOUR INVESTMENTS INC. |
2532 |
*New |
2023-12-31 |
100 |
$3,000 |
100 |
|
|
9 Records found
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1
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