|
Institutional
Holders
Total
Institutions:
|
61 2 |
|
Total
shares held :
|
3,329,325 |
|
% of shares
held :
|
14.29% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
Amount
of shares held :
|
915,081 |
|
% of shares
held change :
|
3.93% |
|
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 |
LPL FINANCIAL CORP |
747 |
- |
2024-03-31 |
637,457 |
$30,630,000 |
-274,731 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1512 |
- |
2024-03-31 |
59,966 |
$2,881,000 |
-1,312 |
|
Integrated Wealth Concepts LLC |
398 |
- |
2023-12-31 |
54,521 |
$2,509,000 |
-10,084 |
|
JANNEY MONTGOMERY SCOTT LLC |
1308 |
- |
2024-03-31 |
30,028 |
$1,443,000 |
-1,351 |
|
ICA Group Wealth Management LLC |
96 |
- |
2023-12-31 |
20,549 |
$946,000 |
-2,721 |
|
Advisor Group Holdings Inc. |
2511 |
- |
2024-03-31 |
16,896 |
$812,000 |
-785 |
|
ROYAL BANK OF CANADA |
3464 |
- |
2023-12-31 |
13,558 |
$624,000 |
-612 |
|
PARK AVENUE SECURITIES LLC |
996 |
- |
2024-03-31 |
9,494 |
$456,000 |
-5,240 |
|
Kestra Advisory Services LLC |
1612 |
- |
2023-12-31 |
9,154 |
$421,000 |
-524 |
|
GREAT VALLEY ADVISOR GROUP INC. |
531 |
- |
2024-03-31 |
8,762 |
$421,000 |
-712 |
|
FINANCIAL NETWORK |
2185 |
- |
2023-12-31 |
7,039 |
$324,000 |
-219 |
|
Perennial Investment Advisors LLC |
264 |
- |
2023-12-31 |
5,715 |
$263,000 |
-660 |
|
Lakeview Capital Partners LLC |
356 |
- |
2024-03-31 |
5,294 |
$254,000 |
-223 |
|
HIGHTOWER ADVISORS, LLC |
2879 |
- |
2024-03-31 |
4,603 |
$219,000 |
-582 |
|
Stratos Wealth Advisors LLC |
618 |
- |
2024-03-31 |
4,382 |
$211,000 |
-153 |
|
MORGAN STANLEY |
5810 |
- |
2023-12-31 |
1,791 |
$82,000 |
-87 |
|
Geneos Wealth Management Inc. |
1225 |
- |
2024-03-31 |
662 |
$32,000 |
-677 |
|
Financial Advisory Service Inc. |
444 |
- |
2024-03-31 |
1 |
$0 |
-642 |
|
WELLS FARGO & CO/MN |
6523 |
- |
2024-03-31 |
1 |
$0 |
-85 |
|
|
19 Records found
|
1
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