|
Institutional
Holders
Total
Institutions:
|
108 5 |
|
Total
shares held :
|
3,148,571 |
|
% of shares
held :
|
55.73% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
3 |
|
Amount
of shares held :
|
-48,760 |
|
% of shares
held change :
|
-0.86% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$43.58 |
|
Last
Quarter's Ending
Price :
|
$48.74 |
|
Last
Quarter's Average
Price :
|
$44.97 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
7.11 (15.81%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
MATHER GROUP, INC. |
173 |
- |
2024-03-31 |
32,170 |
$1,568,000 |
0 |
|
Ariel Capital Advisors LLC |
97 |
- |
2024-03-31 |
9,940 |
$521,000 |
0 |
|
Rosenberg Matthew Hamilton |
201 |
- |
2024-03-31 |
3,572 |
$187,000 |
0 |
|
BALDWIN BROTHERS INC/MA |
401 |
- |
2024-03-31 |
700 |
$37,000 |
0 |
|
Sachetta LLC |
263 |
- |
2024-03-31 |
740 |
$36,000 |
0 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
845 |
- |
2024-03-31 |
626 |
$33,000 |
0 |
|
FRANKLIN RESOURCES INC |
2491 |
- |
2023-12-31 |
500 |
$24,000 |
0 |
|
Emerald Investment Partners LLC |
402 |
- |
2024-03-31 |
320 |
$17,000 |
0 |
|
Newbridge Financial Services Group Inc. |
654 |
- |
2024-03-31 |
300 |
$16,000 |
0 |
|
AdvisorNet Financial Inc |
1135 |
- |
2024-03-31 |
300 |
$16,000 |
0 |
|
Belmont Capital LLC |
139 |
- |
2023-12-31 |
254 |
$12,000 |
0 |
|
Steward Partners Investment Advisory LLC |
2657 |
- |
2023-12-31 |
230 |
$11,000 |
0 |
|
Capital Investment Advisory Services LLC |
809 |
- |
2024-03-31 |
205 |
$11,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
2149 |
- |
2023-12-31 |
195 |
$10,000 |
0 |
|
CVA Family Office LLC |
757 |
- |
2024-03-31 |
149 |
$8,000 |
0 |
|
PROEQUITIES INC. |
1751 |
- |
2024-03-31 |
156 |
$8,000 |
0 |
|
Global Retirement Partners LLC |
2249 |
- |
2024-03-31 |
136 |
$7,000 |
0 |
|
Heritage Wealth Advisors |
473 |
- |
2024-03-31 |
75 |
$4,000 |
0 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
1979 |
- |
2024-03-31 |
50 |
$3,000 |
0 |
|
Aptus Capital Advisors LLC |
870 |
- |
2023-12-31 |
21 |
$1,000 |
0 |
|
Pacifica Partners Inc. |
475 |
- |
2024-03-31 |
13 |
$1,000 |
0 |
|
SALEM INVESTMENT COUNSELORS INC |
1231 |
- |
2024-03-31 |
4 |
$0 |
0 |
|
|
22 Records found
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1
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