|
Institutional
Holders
Total
Institutions:
|
75 6 |
|
Total
shares held :
|
4,899,035 |
|
% of shares
held :
|
6.95% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-12 |
|
Amount
of shares held :
|
-351,715 |
|
% of shares
held change :
|
-0.5% |
|
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 |
Bank Julius Baer & Co. Ltd Zurich |
160 |
- |
2023-12-31 |
230,916 |
$8,394,000 |
-2,723 |
|
Vontobel Holding Ltd. |
289 |
- |
2023-12-31 |
214,979 |
$7,814,000 |
-8,083 |
|
UBS Group AG |
1707 |
- |
2023-12-31 |
189,644 |
$6,894,000 |
-24,740 |
|
MORGAN STANLEY |
3833 |
- |
2023-12-31 |
138,707 |
$5,042,000 |
-29,172 |
|
MERCER GLOBAL ADVISORS INC /ADV |
610 |
- |
2023-12-31 |
82,661 |
$3,005,000 |
-6,549 |
|
WELLS FARGO & CO/MN |
2331 |
- |
2023-12-31 |
70,662 |
$2,569,000 |
-9,629 |
|
BB&T CORP |
1136 |
- |
2023-12-31 |
69,492 |
$2,526,000 |
-1,095 |
|
MT LUCAS MANAGEMENT CORP |
50 |
- |
2023-12-31 |
67,789 |
$2,464,000 |
-2,859 |
|
Betterment LLC |
124 |
- |
2023-12-31 |
62,652 |
$2,277,000 |
-5,120 |
|
Advisor Group Holdings Inc. |
1765 |
- |
2023-12-31 |
62,292 |
$2,264,000 |
-10,890 |
|
PROEQUITIES INC. |
172 |
- |
2024-03-31 |
50,986 |
$1,910,000 |
-34 |
|
ROYAL BANK OF CANADA |
2710 |
- |
2023-12-31 |
44,458 |
$1,616,000 |
-465 |
|
Nilsine Partners LLC |
135 |
- |
2024-03-31 |
36,050 |
$1,350,000 |
-1,580 |
|
Cetera Investment Advisers |
958 |
- |
2023-12-31 |
36,179 |
$1,315,000 |
-1,868 |
|
Advisory Alpha LLC |
|
- |
2023-12-31 |
26,469 |
$962,000 |
-3,387 |
|
MARINER WEALTH ADVISORS, LLC |
1524 |
- |
2023-12-31 |
24,058 |
$875,000 |
-2,936 |
|
MONTICELLO WEALTH MANAGEMENT LLC |
128 |
- |
2024-03-31 |
19,002 |
$712,000 |
-7,139 |
|
Snowden Capital Advisors LLC |
703 |
- |
2023-12-31 |
12,946 |
$471,000 |
-163 |
|
VIAWEALTH LLC |
117 |
- |
2023-12-31 |
10,410 |
$378,000 |
-1,543 |
|
AlphaCentric Advisors LLC |
95 |
- |
2024-03-31 |
9,669 |
$362,000 |
-483 |
|
New Insight Wealth Advisors |
59 |
- |
2024-03-31 |
8,150 |
$305,000 |
-2,052 |
|
McAdam LLC |
246 |
- |
2024-03-31 |
7,186 |
$269,000 |
-489 |
|
COMERICA BANK |
2416 |
- |
2023-12-31 |
3,484 |
$127,000 |
-21 |
|
Park Place Capital Corp |
393 |
- |
2024-03-31 |
1,333 |
$50,000 |
-1,332 |
|
Geneos Wealth Management Inc. |
1132 |
- |
2024-03-31 |
1,126 |
$42,000 |
-14 |
|
PNC FINANCIAL SERVICES GROUP INC |
3401 |
- |
2023-12-31 |
552 |
$20,000 |
-81 |
|
Semmax Financial Advisors Inc. |
278 |
- |
2023-12-31 |
91 |
$3,000 |
-3,802 |
|
|
27 Records found
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1
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