|
Institutional
Holders
Total
Institutions:
|
37 2 |
|
Total
shares held :
|
3,522,494 |
|
% of shares
held :
|
20.29% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
3 |
|
Amount
of shares held :
|
217,607 |
|
% of shares
held change :
|
1.25% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$5.63 |
|
Last
Quarter's Ending
Price :
|
$6.29 |
|
Last
Quarter's Average
Price :
|
$5.80 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.58 (10%) |
|
|
|
|
|
|
|
|
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 |
2815 |
- |
2023-12-31 |
199,037 |
$1,252,000 |
-73,665 |
|
MORGAN STANLEY |
5003 |
- |
2023-12-31 |
106,515 |
$670,000 |
-8,212 |
|
Advisor Group Holdings Inc. |
2904 |
- |
2023-12-31 |
105,997 |
$667,000 |
-40,703 |
|
ROYAL BANK OF CANADA |
3534 |
- |
2023-12-31 |
92,457 |
$582,000 |
-2,302 |
|
Goss Wealth Management LLC |
1234 |
- |
2023-12-31 |
86,611 |
$537,000 |
-51,826 |
|
Beacon Pointe Advisors LLC |
1031 |
- |
2023-12-31 |
51,974 |
$327,000 |
-2,750 |
|
Dynamic Advisors Solutions LLC |
869 |
- |
2024-03-31 |
29,227 |
$193,000 |
-1,082 |
|
OXBOW ADVISORS, LLC |
200 |
- |
2023-12-31 |
27,200 |
$171,000 |
-25,325 |
|
SFI Advisors LLC |
86 |
- |
2023-12-31 |
23,645 |
$149,000 |
-2,543 |
|
ADVISORY SERVICES NETWORK, LLC |
1597 |
- |
2023-12-31 |
16,783 |
$106,000 |
-3,928 |
|
Capital Investment Advisors LLC |
612 |
- |
2024-03-31 |
10,350 |
$68,000 |
-1,189 |
|
|
11 Records found
|
1
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