|
Institutional
Holders
Total
Institutions:
|
97 6 |
|
Total
shares held :
|
4,535,304 |
|
% of shares
held :
|
27.16% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-14 |
|
Amount
of shares held :
|
-124,759 |
|
% of shares
held change :
|
-0.75% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
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Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Schiavi & Co LLC |
19 |
*New |
2023-12-31 |
7,076 |
$384,000 |
7,076 |
|
3Chopt Investment Partners LLC |
125 |
*New |
2023-12-31 |
6,821 |
$371,000 |
6,821 |
|
Goss Wealth Management LLC |
1646 |
*New |
2023-12-31 |
4,237 |
$225,000 |
4,237 |
|
Global Assets Advisory LLC |
440 |
*New |
2024-03-31 |
11,762 |
$210,000 |
11,762 |
|
EverSource Wealth Advisors LLC |
769 |
*New |
2023-12-31 |
1,297 |
$70,000 |
1,297 |
|
BANK OF MONTREAL /CAN/ |
3112 |
*New |
2023-12-31 |
496 |
$27,000 |
496 |
|
ADVISORY SERVICES NETWORK, LLC |
3060 |
*New |
2023-12-31 |
88 |
$5,000 |
88 |
|
Family Asset Management LLC |
196 |
*New |
2023-12-31 |
8 |
$0 |
8 |
|
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8 Records found
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1
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Page 1 of 1 |
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