|
Institutional
Holders
Total
Institutions:
|
11 1 |
|
Total
shares held :
|
2,310,152 |
|
% of shares
held :
|
25.67% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
Amount
of shares held :
|
-5,777 |
|
% of shares
held change :
|
-0.06% |
|
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 |
AE Wealth Management LLC |
90 |
- |
2023-12-31 |
1,558,311 |
$44,584,000 |
-43,623 |
|
SRS Capital Advisors Inc. |
32 |
- |
2023-12-31 |
224,829 |
$6,403,000 |
-15,225 |
|
BB&T CORP |
1173 |
- |
2023-12-31 |
82,019 |
$2,336,000 |
5,054 |
|
ENVESTNET ASSET MANAGEMENT INC |
2471 |
- |
2023-12-31 |
69,627 |
$1,983,000 |
-955 |
|
DAVIDSON D A & CO |
511 |
- |
2023-12-31 |
68,408 |
$1,948,000 |
6,113 |
|
DAVENPORT & CO LLC |
|
- |
2024-03-31 |
36,867 |
$1,128,000 |
5,259 |
|
BluePath Capital Management LLC |
18 |
- |
2024-03-31 |
35,894 |
$1,098,000 |
4,738 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3563 |
*New |
2023-12-31 |
20,100 |
$572,000 |
20,100 |
|
UBS Group AG |
6732 |
- |
2023-12-31 |
65 |
$2,000 |
-1,635 |
|
PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
J P MORGAN CHASE & CO |
6200 |
*Closed |
2023-12-31 |
0 |
$0 |
-100 |
|
B.O.S.S. Retirement Advisors LLC |
240 |
*Closed |
2024-03-31 |
0 |
$0 |
-224,029 |
|
|
12 Records found
|
1
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Page 1 of 1 |
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