| |
Institutional
Holders
Total
Institutions:
 |
106  3 |
|
|
Total
shares held :
|
11,784,668 |
|
|
% of shares
held :
|
13.09% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-8 |
|
|
Amount
of shares held :
|
-15,592 |
|
|
% of shares
held change :
|
-0.02% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$45.63 |
|
|
Last
Quarter's Ending
Price :
|
$50.12 |
|
|
Last
Quarter's Average
Price :
|
$47.21 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 7.90 (16.73%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Financial Gravity Wealth Inc. |
17 |
- |
2023-12-31 |
3,042,548 |
$124,218,000 |
0 |
|
| IEQ CAPITAL LLC |
69 |
- |
2023-12-31 |
265,154 |
$13,288,000 |
0 |
|
| Steward Partners Investment Advisory LLC |
869 |
- |
2023-12-31 |
13,299 |
$666,000 |
0 |
|
| Paul Damon & Associates Inc. |
38 |
- |
2024-03-31 |
10,000 |
$554,000 |
0 |
|
| Berger Financial Group Inc |
214 |
- |
2024-03-31 |
8,161 |
$452,000 |
0 |
|
| Bouchey Financial Group Ltd |
87 |
- |
2024-03-31 |
7,815 |
$433,000 |
0 |
|
| IFG Advisory LLC |
473 |
- |
2023-12-31 |
5,767 |
$289,000 |
0 |
|
| Insight Financial Services |
12 |
- |
2024-03-31 |
5,063 |
$280,000 |
0 |
|
| WESTWOOD HOLDINGS GROUP INC |
402 |
- |
2023-12-31 |
5,113 |
$256,000 |
0 |
|
| OLD NATIONAL BANCORP /IN/ |
523 |
- |
2024-03-31 |
4,624 |
$256,000 |
0 |
|
| MOLLER FINANCIAL SERVICES |
49 |
- |
2024-03-31 |
4,194 |
$232,000 |
0 |
|
| Global Retirement Partners LLC |
781 |
- |
2024-03-31 |
3,650 |
$202,000 |
0 |
|
| UMB BANK N A/MO |
578 |
- |
2024-03-31 |
3,517 |
$195,000 |
0 |
|
| GPS Wealth Strategies Group LLC |
|
- |
2024-03-31 |
1,375 |
$76,000 |
0 |
|
| PNC FINANCIAL SERVICES GROUP INC |
2884 |
- |
2023-12-31 |
1,179 |
$59,000 |
0 |
|
| BANK OF MONTREAL /CAN/ |
3028 |
- |
2023-12-31 |
900 |
$45,000 |
0 |
|
| ANCORA ADVISORS, LLC |
995 |
- |
2023-12-31 |
660 |
$33,000 |
0 |
|
| Sound Income Strategies LLC |
519 |
- |
2024-03-31 |
536 |
$30,000 |
0 |
|
| Geneos Wealth Management Inc. |
|
- |
2024-03-31 |
400 |
$22,000 |
0 |
|
| HANSON MCCLAIN, INC. |
1741 |
- |
2024-03-31 |
385 |
$21,000 |
0 |
|
| Laurel Wealth Advisors LLC |
392 |
- |
2023-12-31 |
219 |
$11,000 |
0 |
|
| PSI Advisors LLC |
658 |
- |
2024-03-31 |
29 |
$2,000 |
0 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
23 Records found
|
1
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Page 1 of 1 |
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