|
Institutional
Holders
Total
Institutions:
|
65 6 |
|
Total
shares held :
|
4,714,236 |
|
% of shares
held :
|
36.4% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
9 |
|
Amount
of shares held :
|
1,394,576 |
|
% of shares
held change :
|
10.77% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$10.70 |
|
Last
Quarter's Ending
Price :
|
$11.82 |
|
Last
Quarter's Average
Price :
|
$10.96 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.54 (4.93%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
BESSEMER GROUP INC |
807 |
- |
2024-03-31 |
42,540 |
$497,000 |
0 |
|
REBALANCE LLC |
68 |
- |
2024-03-31 |
35,449 |
$414,000 |
0 |
|
Lido Advisors LLC |
1087 |
- |
2024-03-31 |
19,030 |
$222,000 |
0 |
|
Claybrook Capital LLC |
126 |
- |
2023-09-30 |
19,030 |
$216,000 |
0 |
|
INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
490 |
- |
2024-03-31 |
14,775 |
$173,000 |
0 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1666 |
- |
2023-09-30 |
11,871 |
$135,000 |
0 |
|
AllSquare Wealth Management LLC |
161 |
- |
2024-03-31 |
7,500 |
$88,000 |
0 |
|
Investors Research Corp |
477 |
- |
2024-03-31 |
5,258 |
$61,000 |
0 |
|
GUARDIAN WEALTH ADVISORS LLC / NC |
330 |
- |
2024-03-31 |
3,546 |
$41,000 |
0 |
|
Aptus Capital Advisors LLC |
898 |
- |
2024-03-31 |
3,546 |
$41,000 |
0 |
|
US BANCORP |
3099 |
- |
2024-03-31 |
1,500 |
$18,000 |
0 |
|
GRADIENT INVESTMENTS LLC |
651 |
- |
2024-03-31 |
724 |
$8,000 |
0 |
|
VAN DEN BERG MANAGEMENT INC *** -- Notable Guru -- |
102 |
- |
2024-03-31 |
585 |
$7,000 |
0 |
|
BDO Wealth Advisors LLC |
745 |
- |
2023-06-30 |
600 |
$7,000 |
0 |
|
Atlantic Edge Private Wealth Management LLC |
359 |
- |
2024-03-31 |
600 |
$7,000 |
0 |
|
Retirement Group LLC |
537 |
- |
2024-03-31 |
520 |
$6,000 |
0 |
|
Householder Group Estate & Retirement Specialist L |
935 |
- |
2024-03-31 |
470 |
$5,000 |
0 |
|
WETZEL INVESTMENT ADVISORS INC. |
688 |
- |
2024-03-31 |
365 |
$4,000 |
0 |
|
Goss Wealth Management LLC |
3211 |
- |
2024-03-31 |
350 |
$4,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
2667 |
- |
2023-12-31 |
128 |
$2,000 |
0 |
|
Qube Research & Technologies Ltd |
3488 |
- |
2024-03-31 |
204 |
$2,000 |
0 |
|
O SHAUGHNESSY ASSET MANAGEMENT LLC |
1844 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
Lindbrook Capital LLC |
2576 |
- |
2024-03-31 |
20 |
$0 |
0 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1996 |
- |
2024-03-31 |
36 |
$0 |
0 |
|
PROEQUITIES INC. |
8787 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
CWM LLC |
4672 |
- |
2024-03-31 |
13 |
$0 |
0 |
|
|
26 Records found
|
1
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