|
Institutional
Holders
Total
Institutions:
|
22 2 |
|
Total
shares held :
|
7,591,166 |
|
% of shares
held :
|
84.35% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
8 |
|
Amount
of shares held :
|
1,542,506 |
|
% of shares
held change :
|
17.14% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Howard Capital Management Inc. |
3 |
- |
2024-03-31 |
5,128,110 |
$158,664,000 |
239,760 |
|
Orion Portfolio Solutions LLC |
36 |
- |
2024-03-31 |
1,242,228 |
$38,435,000 |
161,869 |
|
CPR Investments Inc. |
4 |
- |
2024-03-31 |
360,177 |
$11,144,000 |
116,808 |
|
Delta Investment Management LLC |
23 |
- |
2024-03-31 |
119,167 |
$3,687,000 |
42,277 |
|
Foundations Investment Advisors LLC |
174 |
- |
2024-03-31 |
113,603 |
$3,515,000 |
2,261 |
|
ENVESTNET ASSET MANAGEMENT INC |
2247 |
- |
2024-03-31 |
106,968 |
$3,310,000 |
-48,672 |
|
UBS Group AG |
2594 |
- |
2024-03-31 |
100,954 |
$3,124,000 |
-39 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
932 |
- |
2024-03-31 |
65,493 |
$2,026,000 |
-11,118 |
|
Coppell Advisory Solutions LLC |
72 |
- |
2023-12-31 |
63,256 |
$1,685,000 |
63,256 |
|
Lifestyle Asset Management Inc. |
37 |
- |
2024-03-31 |
36,658 |
$1,134,000 |
264 |
|
Envestnet Portfolio Solutions Inc. |
834 |
- |
2024-03-31 |
32,958 |
$1,020,000 |
1,551 |
|
Atria Wealth Solutions Inc. |
928 |
- |
2024-03-31 |
30,529 |
$945,000 |
768 |
|
GTS SECURITIES LLC |
687 |
- |
2024-03-31 |
20,929 |
$648,000 |
-20,186 |
|
IFP Advisors Inc |
624 |
- |
2023-12-31 |
15,297 |
$407,000 |
-42,794 |
|
AXXCESS WEALTH MANAGEMENT LLC |
586 |
*New |
2024-03-31 |
13,155 |
$407,000 |
13,155 |
|
Coppell Advisory Solutions Corp. |
172 |
*New |
2024-03-31 |
12,414 |
$384,000 |
12,414 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2510 |
- |
2024-03-31 |
12,191 |
$377,000 |
-70 |
|
FINANCIAL NETWORK |
2463 |
- |
2024-03-31 |
7,532 |
$233,000 |
-7,541 |
|
Cetera Investment Advisers |
3222 |
- |
2024-03-31 |
7,532 |
$233,000 |
-22,291 |
|
Advisor Group Holdings Inc. |
5312 |
- |
2024-03-31 |
598 |
$19,000 |
478 |
|
VitalStone Financial LLC |
261 |
- |
2024-03-31 |
402 |
$12,000 |
2 |
|
PROEQUITIES INC. |
4148 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
Brookstone Capital Management |
925 |
*Closed |
2024-03-31 |
0 |
$0 |
-566,123 |
|
MULTIFINANCIAL SECURITIES CORP |
2414 |
*Closed |
2024-03-31 |
0 |
$0 |
-16,582 |
|
|
24 Records found
|
1
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