|
Institutional
Holders
Total
Institutions:
|
154 9 |
|
Total
shares held :
|
23,207,110 |
|
% of shares
held :
|
87.16% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
28 |
|
Amount
of shares held :
|
2,750,914 |
|
% of shares
held change :
|
10.33% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$44.33 |
|
Last
Quarter's Ending
Price :
|
$47.24 |
|
Last
Quarter's Average
Price :
|
$45.18 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.04 (2.3%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Financial Gravity Wealth Inc. |
258 |
- |
2023-12-31 |
183,328 |
$681,000 |
0 |
|
HBW Advisory Services LLC |
165 |
- |
2024-03-31 |
12,544 |
$593,000 |
0 |
|
BANK OF MONTREAL /CAN/ |
2040 |
- |
2023-12-31 |
10,360 |
$491,000 |
0 |
|
Aspire Private Capital LLC |
159 |
- |
2024-03-31 |
3,646 |
$171,000 |
0 |
|
Key Financial Inc |
295 |
- |
2024-03-31 |
2,313 |
$109,000 |
0 |
|
PRIVATE TRUST CO NA |
881 |
- |
2024-03-31 |
2,099 |
$98,000 |
0 |
|
Prestige Wealth Management Group LLC |
224 |
- |
2024-03-31 |
1,609 |
$75,000 |
0 |
|
Parallel Advisors LLC |
1408 |
- |
2024-03-31 |
1,253 |
$59,000 |
0 |
|
Pinnacle Bank |
382 |
- |
2024-03-31 |
1,172 |
$55,000 |
0 |
|
Newbridge Financial Services Group Inc. |
553 |
- |
2024-03-31 |
530 |
$25,000 |
0 |
|
AdvisorNet Financial Inc |
1115 |
- |
2024-03-31 |
366 |
$17,000 |
0 |
|
Farther Finance Advisors LLC |
1888 |
- |
2023-12-31 |
117 |
$6,000 |
0 |
|
GRADIENT INVESTMENTS LLC |
807 |
- |
2024-03-31 |
64 |
$3,000 |
0 |
|
SANDY SPRING BANK |
1067 |
- |
2024-03-31 |
52 |
$2,000 |
0 |
|
Larson Financial Group LLC |
1510 |
- |
2024-03-31 |
23 |
$1,000 |
0 |
|
TOWER RESEARCH CAPITAL LLC |
5894 |
- |
2023-12-31 |
1 |
$0 |
0 |
|
Global Wealth Strategies & Associates |
342 |
*Closed |
2024-03-31 |
0 |
$0 |
0 |
|
PROEQUITIES INC. |
8896 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
18 Records found
|
1
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