|
Institutional
Holders
Total
Institutions:
|
22 1 |
|
Total
shares held :
|
6,986,334 |
|
% of shares
held :
|
7.76% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
9 |
|
Amount
of shares held :
|
57,358 |
|
% of shares
held change :
|
0.06% |
|
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 |
Prentice Wealth Management LLC |
4 |
- |
2024-03-31 |
621,697 |
$14,753,000 |
29,946 |
|
LPL FINANCIAL CORP |
1305 |
- |
2024-03-31 |
432,147 |
$10,255,000 |
60,697 |
|
ROYAL BANK OF CANADA |
2142 |
- |
2024-03-31 |
147,590 |
$3,502,000 |
23,390 |
|
WELLS FARGO & CO/MN |
2385 |
- |
2024-03-31 |
111,869 |
$2,655,000 |
37,980 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1527 |
- |
2024-03-31 |
104,475 |
$2,479,000 |
24,657 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
82 |
- |
2024-03-31 |
98,579 |
$2,320,000 |
17,275 |
|
Advisor Group Holdings Inc. |
1590 |
- |
2024-03-31 |
95,611 |
$2,269,000 |
47,386 |
|
ENVESTNET ASSET MANAGEMENT INC |
3052 |
- |
2024-03-31 |
39,358 |
$934,000 |
9,010 |
|
VALMARK ADVISERS INC |
334 |
- |
2024-03-31 |
26,523 |
$629,000 |
634 |
|
J.W. COLE ADVISORS INC. |
571 |
- |
2024-03-31 |
18,199 |
$432,000 |
85 |
|
GUARANTY TRUST CO OF MISSOURI /MO/ |
608 |
- |
2024-03-31 |
5,970 |
$142,000 |
244 |
|
Aspire Wealth Management Corp |
131 |
- |
2024-03-31 |
2,630 |
$62,000 |
28 |
|
Geneos Wealth Management Inc. |
1546 |
- |
2024-03-31 |
432 |
$10,000 |
400 |
|
|
13 Records found
|
1
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