|
Institutional
Holders
Total
Institutions:
|
25 1 |
|
Total
shares held :
|
2,935,964 |
|
% of shares
held :
|
3.26% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
Amount
of shares held :
|
-151,181 |
|
% of shares
held change :
|
-0.17% |
|
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 |
ENVESTNET ASSET MANAGEMENT INC |
833 |
- |
2024-03-31 |
523,071 |
$33,982,000 |
66,610 |
|
UBS Group AG |
2024 |
- |
2024-03-31 |
92,027 |
$5,979,000 |
11,830 |
|
Bedel Financial Consulting Inc. |
18 |
- |
2024-03-31 |
64,857 |
$4,214,000 |
1,219 |
|
MML INVESTORS SERVICES LLC |
827 |
- |
2024-03-31 |
49,624 |
$3,224,000 |
32,147 |
|
SkyOak Wealt LLC |
42 |
- |
2024-03-31 |
39,551 |
$2,569,000 |
20,082 |
|
CPA Asset Management LLC |
26 |
- |
2024-03-31 |
22,233 |
$1,444,000 |
2,029 |
|
Allen Capital Group LLC |
91 |
- |
2024-03-31 |
16,755 |
$1,089,000 |
2,362 |
|
BANK OF AMERICA CORP /DE/ |
4279 |
- |
2024-03-31 |
9,581 |
$622,000 |
6,713 |
|
Beacon Financial Advisory LLC |
149 |
- |
2024-03-31 |
5,734 |
$373,000 |
390 |
|
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9 Records found
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1
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Page 1 of 1 |
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