|
Institutional
Holders
Total
Institutions:
|
44 1 |
|
Total
shares held :
|
2,001,166 |
|
% of shares
held :
|
7.85% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
Amount
of shares held :
|
16,811 |
|
% of shares
held change :
|
0.07% |
|
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 |
Opal Wealth Advisors LLC |
2 |
- |
2024-03-31 |
488,812 |
$32,794,000 |
92,894 |
|
MORGAN STANLEY |
2777 |
- |
2024-03-31 |
272,081 |
$18,254,000 |
41,055 |
|
LPL FINANCIAL CORP |
1292 |
- |
2024-03-31 |
157,468 |
$10,565,000 |
7,976 |
|
ROYAL BANK OF CANADA |
1697 |
- |
2024-03-31 |
106,441 |
$7,140,000 |
35,778 |
|
UBS Group AG |
1859 |
- |
2024-03-31 |
105,573 |
$7,083,000 |
118 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1027 |
- |
2024-03-31 |
90,587 |
$6,077,000 |
5,114 |
|
STIFEL FINANCIAL CORP |
1122 |
- |
2024-03-31 |
76,745 |
$5,149,000 |
2,457 |
|
ENVESTNET ASSET MANAGEMENT INC |
2080 |
- |
2024-03-31 |
63,687 |
$4,273,000 |
17,071 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1235 |
- |
2024-03-31 |
51,646 |
$3,465,000 |
22,722 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1519 |
- |
2024-03-31 |
42,302 |
$2,838,000 |
12,282 |
|
PNC FINANCIAL SERVICES GROUP INC |
881 |
- |
2024-03-31 |
32,665 |
$2,191,000 |
598 |
|
PFG Advisors |
245 |
- |
2024-03-31 |
18,051 |
$1,211,000 |
353 |
|
HIGHTOWER ADVISORS, LLC |
1688 |
- |
2024-03-31 |
17,584 |
$1,181,000 |
12,086 |
|
RAYMOND JAMES & ASSOCIATES |
2478 |
- |
2024-03-31 |
17,466 |
$1,172,000 |
540 |
|
Cetera Investment Advisers |
995 |
- |
2024-03-31 |
11,626 |
$780,000 |
880 |
|
WELLS FARGO & CO/MN |
3491 |
- |
2024-03-31 |
6,274 |
$421,000 |
475 |
|
Milestone Investment Advisors LLC |
59 |
- |
2024-03-31 |
5,907 |
$396,000 |
5,907 |
|
Dynamic Advisors Solutions LLC |
669 |
- |
2024-03-31 |
5,829 |
$391,000 |
386 |
|
Goss Wealth Management LLC |
1908 |
- |
2024-03-31 |
2,284 |
$153,000 |
2,194 |
|
Capital Analysts Inc. |
513 |
- |
2024-03-31 |
1,924 |
$129,000 |
2 |
|
|
20 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|