|
Institutional
Holders
Total
Institutions:
|
173 13 |
|
Total
shares held :
|
6,886,530 |
|
% of shares
held :
|
20.66% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-10 |
|
Amount
of shares held :
|
-1,203,237 |
|
% of shares
held change :
|
-3.61% |
|
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 |
Kingsview Wealth Management LLC |
418 |
*New |
2023-12-31 |
47,541 |
$1,173,000 |
47,541 |
|
WESTWOOD HOLDINGS GROUP INC |
357 |
*New |
2023-12-31 |
20,161 |
$497,000 |
20,161 |
|
PATHSTONE FAMILY OFFICE, LLC |
1379 |
*New |
2023-09-30 |
10,898 |
$256,000 |
10,898 |
|
J P MORGAN CHASE & CO |
4113 |
*New |
2023-12-31 |
9,347 |
$231,000 |
9,347 |
|
JONES FINANCIAL COMPANIES LLLP |
338 |
*New |
2023-12-31 |
7,349 |
$181,000 |
7,349 |
|
Farther Finance Advisors LLC |
621 |
*New |
2023-12-31 |
6,667 |
$164,000 |
6,667 |
|
ADVISORY SERVICES NETWORK, LLC |
1717 |
*New |
2023-12-31 |
3,404 |
$84,000 |
3,404 |
|
UMB BANK N A/MO |
|
*New |
2023-12-31 |
487 |
$12,000 |
487 |
|
ODell Group LLC |
398 |
*New |
2023-12-31 |
216 |
$5,000 |
216 |
|
Scarborough Advisors LLC |
506 |
*New |
2023-12-31 |
179 |
$4,000 |
179 |
|
Ahrens Investment Partners LLC |
897 |
*New |
2023-03-31 |
100 |
$2,000 |
100 |
|
Tradewinds Capital Management LLC |
442 |
*New |
2024-03-31 |
21 |
$1,000 |
21 |
|
CITIGROUP INC |
4417 |
*New |
2023-12-31 |
46 |
$1,000 |
46 |
|
Friedenthal Financial |
226 |
*New |
2023-12-31 |
53 |
$1,000 |
53 |
|
Compagnie Lombard Odier SCA |
566 |
*New |
2023-12-31 |
0 |
$0 |
0 |
|
Future Financial Wealth Managment LLC |
497 |
*New |
2024-03-31 |
20 |
$0 |
20 |
|
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16 Records found
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1
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Page 1 of 1 |
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