|
Institutional
Holders
Total
Institutions:
|
66 5 |
|
Total
shares held :
|
9,379,630 |
|
% of shares
held :
|
73.28% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
4 |
|
Amount
of shares held :
|
790,543 |
|
% of shares
held change :
|
6.18% |
|
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 |
Executive Wealth Management LLC |
|
- |
2023-12-31 |
911,339 |
$42,204,000 |
-25,102 |
|
HANSON MCCLAIN, INC. |
121 |
- |
2024-03-31 |
203,864 |
$9,335,000 |
-7,706 |
|
ENVESTNET ASSET MANAGEMENT INC |
1514 |
- |
2023-12-31 |
193,893 |
$8,979,000 |
-2,344 |
|
BANK OF AMERICA CORP /DE/ |
2983 |
- |
2023-12-31 |
90,286 |
$4,181,000 |
-58,738 |
|
WELLS FARGO & CO/MN |
2232 |
- |
2024-03-31 |
72,072 |
$3,300,000 |
-753 |
|
Bristlecone Advisors LLC |
98 |
- |
2024-03-31 |
48,177 |
$2,206,000 |
-2,043 |
|
J P MORGAN CHASE & CO |
3071 |
- |
2024-03-31 |
37,061 |
$1,697,000 |
-2,706 |
|
Cetera Investment Advisers |
880 |
- |
2023-12-31 |
34,629 |
$1,604,000 |
-3,530 |
|
FINANCIAL NETWORK |
1292 |
- |
2023-12-31 |
24,183 |
$1,120,000 |
-161 |
|
Stokes Family Office LLC |
130 |
- |
2024-03-31 |
14,694 |
$673,000 |
-113,337 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2009 |
- |
2024-03-31 |
14,657 |
$671,000 |
-520 |
|
COMERICA BANK |
3289 |
- |
2023-12-31 |
109 |
$5,000 |
-3,895 |
|
Coppell Advisory Solutions LLC |
1144 |
- |
2023-12-31 |
86 |
$4,000 |
-44 |
|
PROEQUITIES INC. |
1982 |
- |
2024-03-31 |
67 |
$3,000 |
-188 |
|
|
14 Records found
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1
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Page 1 of 1 |
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