|
Institutional
Holders
Total
Institutions:
|
233 5 |
|
Total
shares held :
|
45,477,810 |
|
% of shares
held :
|
50.53% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-1 |
|
Amount
of shares held :
|
872,230 |
|
% of shares
held change :
|
0.97% |
|
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 |
Imprint Wealth LLC |
8 |
*New |
2024-03-31 |
204,256 |
$7,911,000 |
204,256 |
|
We Are One Seven LLC |
56 |
*New |
2023-12-31 |
188,778 |
$6,900,000 |
188,778 |
|
Coulter & Justus Financial Services LLC |
37 |
*New |
2024-03-31 |
81,193 |
$3,157,000 |
81,193 |
|
Global Assets Advisory LLC |
161 |
*New |
2024-03-31 |
77,460 |
$2,000,000 |
77,460 |
|
OLD MISSION CAPITAL LLC |
381 |
*New |
2023-12-31 |
33,015 |
$1,207,000 |
33,015 |
|
Capital Square LLC |
43 |
*New |
2024-03-31 |
28,246 |
$1,098,000 |
28,246 |
|
CFO4Life L.P. |
67 |
*New |
2022-12-31 |
23,974 |
$860,000 |
23,974 |
|
Mayflower Financial Advisors LLC |
180 |
*New |
2024-03-31 |
17,558 |
$683,000 |
17,558 |
|
Aptus Capital Advisors LLC |
456 |
*New |
2023-12-31 |
8,550 |
$313,000 |
8,550 |
|
Prime Capital Investment Advisors LLC |
|
*New |
2023-12-31 |
7,384 |
$270,000 |
7,384 |
|
High Net Worth Advisory Group LLC |
177 |
*New |
2024-03-31 |
6,636 |
$258,000 |
6,636 |
|
FINEMARK NATIONAL BANK & TRUST |
378 |
*New |
2023-12-31 |
6,126 |
$224,000 |
6,126 |
|
GREAT VALLEY ADVISOR GROUP INC. |
682 |
*New |
2024-03-31 |
5,746 |
$223,000 |
5,746 |
|
Sequoia Financial Advisors LLC |
1031 |
*New |
2024-03-31 |
5,441 |
$212,000 |
5,441 |
|
Arrowroot Family Office LLC |
118 |
*New |
2023-12-31 |
5,772 |
$211,000 |
5,772 |
|
Raleigh Capital Management Inc. |
221 |
*New |
2023-12-31 |
2,998 |
$110,000 |
2,998 |
|
DAGCO INC. |
97 |
*New |
2023-12-31 |
2,610 |
$95,000 |
2,610 |
|
NORTH STAR INVESTMENT MANAGEMENT CORP. |
550 |
*New |
2024-03-31 |
1,960 |
$76,000 |
1,960 |
|
Parallel Advisors LLC |
2240 |
*New |
2024-03-31 |
275 |
$11,000 |
275 |
|
HAZLETT BURT & WATSON INC. |
534 |
*New |
2024-03-31 |
213 |
$8,000 |
213 |
|
TOMPKINS FINANCIAL CORP |
517 |
*New |
2024-03-31 |
200 |
$8,000 |
200 |
|
Glassman Wealth Services |
171 |
*New |
2024-03-31 |
175 |
$7,000 |
175 |
|
Annis Gardner Whiting Capital Advisors LLC |
664 |
*New |
2023-12-31 |
27 |
$1,000 |
27 |
|
BNP PARIBAS ARBITRAGE SA |
3016 |
*New |
2024-03-31 |
20 |
$1,000 |
20 |
|
Farther Finance Advisors LLC |
2787 |
*New |
2023-12-31 |
36 |
$1,000 |
36 |
|
Bogart Wealth LLC |
1069 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
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26 Records found
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1
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