|
Institutional
Holders
Total
Institutions:
|
49 4 |
|
Total
shares held :
|
2,152,066 |
|
% of shares
held :
|
23.91% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
11 |
|
Amount
of shares held :
|
443,708 |
|
% of shares
held change :
|
4.93% |
|
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 |
Orgel Wealth Management LLC |
18 |
- |
2024-03-31 |
1,415,752 |
$85,625,000 |
317,082 |
|
LPL FINANCIAL CORP |
1405 |
- |
2024-03-31 |
147,961 |
$8,949,000 |
15,162 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
849 |
- |
2024-03-31 |
147,045 |
$8,893,000 |
68,900 |
|
GREAT VALLEY ADVISOR GROUP INC. |
112 |
- |
2024-03-31 |
118,885 |
$7,190,000 |
6,974 |
|
AMERIPRISE FINANCIAL INC |
2155 |
- |
2024-03-31 |
99,345 |
$5,985,000 |
10,613 |
|
ROYAL BANK OF CANADA |
1930 |
- |
2024-03-31 |
78,915 |
$4,773,000 |
4,186 |
|
Private Advisor Group LLC |
618 |
- |
2024-03-31 |
52,847 |
$3,196,000 |
3,843 |
|
CWM LLC |
544 |
- |
2024-03-31 |
44,401 |
$2,685,000 |
8,228 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1621 |
- |
2024-03-31 |
41,149 |
$2,489,000 |
2,689 |
|
LINCOLN NATIONAL CORP |
343 |
- |
2024-03-31 |
31,591 |
$1,911,000 |
4,396 |
|
ENVESTNET ASSET MANAGEMENT INC |
2751 |
- |
2024-03-31 |
24,473 |
$1,480,000 |
2,470 |
|
IFP Advisors Inc |
389 |
- |
2023-12-31 |
15,946 |
$941,000 |
2,276 |
|
H D Vest Advisory Services |
805 |
- |
2024-03-31 |
14,216 |
$860,000 |
1,841 |
|
TRIANGLE SECURITIES WEALTH MANAGEMENT |
110 |
- |
2024-03-31 |
14,223 |
$860,000 |
1,619 |
|
PFG Advisors |
365 |
- |
2024-03-31 |
9,522 |
$576,000 |
431 |
|
WIN ADVISORS INC |
35 |
- |
2024-03-31 |
8,266 |
$500,000 |
123 |
|
HF Advisory Group LLC |
124 |
- |
2024-03-31 |
6,642 |
$402,000 |
155 |
|
RAYMOND JAMES & ASSOCIATES |
3193 |
- |
2024-03-31 |
6,245 |
$378,000 |
80 |
|
Key Financial Inc |
194 |
- |
2024-03-31 |
4,605 |
$279,000 |
505 |
|
PRINCIPAL SECURITIES INC. |
998 |
- |
2024-03-31 |
3,424 |
$207,000 |
454 |
|
MORGAN STANLEY |
5795 |
- |
2024-03-31 |
1,585 |
$96,000 |
1,084 |
|
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21 Records found
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1
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