|
Institutional
Holders
Total
Institutions:
|
27 12 |
|
Total
shares held :
|
7,770,883 |
|
% of shares
held :
|
90.31% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
13 |
|
Amount
of shares held :
|
223,456 |
|
% of shares
held change :
|
2.6% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
336 |
*New |
2024-03-31 |
319,821 |
$7,730,000 |
319,821 |
|
Envestnet Portfolio Solutions Inc. |
389 |
*New |
2024-03-31 |
193,894 |
$4,686,000 |
193,894 |
|
AE Wealth Management LLC |
795 |
*New |
2023-12-31 |
114,374 |
$2,726,000 |
114,374 |
|
ENVESTNET ASSET MANAGEMENT INC |
3097 |
*New |
2023-12-31 |
30,567 |
$745,000 |
30,567 |
|
Walkner Condon Financial Advisors LLC |
121 |
*New |
2024-03-31 |
29,407 |
$711,000 |
29,407 |
|
Hibernia Wealth Partners LLC |
32 |
*New |
2024-03-31 |
26,441 |
$639,000 |
26,441 |
|
RFG Advisory Group LLC |
482 |
*New |
2024-03-31 |
22,727 |
$549,000 |
22,727 |
|
HIGHTOWER ADVISORS, LLC |
2251 |
*New |
2024-03-31 |
20,708 |
$498,000 |
20,708 |
|
McNamara Financial Services Inc. |
54 |
*New |
2024-03-31 |
16,001 |
$387,000 |
16,001 |
|
Aveo Capital Partners LLC |
260 |
*New |
2024-03-31 |
15,767 |
$377,000 |
15,767 |
|
FSB PREMIER WEALTH MANAGEMENT INC. |
117 |
*New |
2024-03-31 |
15,472 |
$374,000 |
15,472 |
|
Ascent Group LLC |
453 |
*New |
2023-12-31 |
10,012 |
$239,000 |
10,012 |
|
RICHARDSON FINANCIAL SERVICES INC. |
138 |
*New |
2024-03-31 |
9,232 |
$223,000 |
9,232 |
|
CWM LLC |
1764 |
*New |
2024-03-31 |
4,901 |
$118,000 |
4,901 |
|
HARBOUR INVESTMENTS INC. |
1231 |
*New |
2023-12-31 |
3,238 |
$79,000 |
3,238 |
|
VisionPoint Advisory Group LLC |
234 |
*New |
2024-03-31 |
3,075 |
$74,000 |
3,075 |
|
Castleview Partners LLC |
343 |
*New |
2024-03-31 |
2,228 |
$54,000 |
2,228 |
|
Raleigh Capital Management Inc. |
751 |
*New |
2023-12-31 |
219 |
$5,000 |
219 |
|
Covestor Ltd |
2198 |
*New |
2024-03-31 |
5 |
$0 |
5 |
|
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19 Records found
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1
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