| |
Institutional
Holders
Total
Institutions:
 |
29  0 |
|
|
Total
shares held :
|
1,178,847 |
|
|
% of shares
held :
|
4.38% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -5 |
|
|
Amount
of shares held :
|
-756,045 |
|
|
% of shares
held change :
|
-2.81% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$21.15 |
|
|
Last
Quarter's Ending
Price :
|
$24.97 |
|
|
Last
Quarter's Average
Price :
|
$22.51 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
0.99 (4.39%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  VANCE WEALTH INC. |
|
- |
2024-03-31 |
210,591 |
$4,999,000 |
6,202 |
|
| MORGAN STANLEY |
3856 |
- |
2023-12-31 |
195,944 |
$4,893,000 |
-435,305 |
|
| Dynamic Advisors Solutions LLC |
167 |
- |
2024-03-31 |
205,984 |
$4,890,000 |
5,563 |
|
| JUNCTURE WEALTH STRATEGIES LLC |
17 |
- |
2024-03-31 |
126,571 |
$3,005,000 |
-2,949 |
|
| LPL FINANCIAL CORP |
2879 |
- |
2023-12-31 |
46,344 |
$1,157,000 |
4,188 |
|
| Anfield Capital Management LLC |
38 |
- |
2023-12-31 |
44,381 |
$1,108,000 |
-34,544 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1999 |
- |
2024-03-31 |
45,584 |
$1,082,000 |
-57,624 |
|
| New England Private Wealth Advisors LLC |
75 |
- |
2023-12-31 |
37,232 |
$930,000 |
-48,305 |
|
| Stratos Wealth Partners LTD. |
706 |
- |
2024-03-31 |
33,863 |
$804,000 |
1,913 |
|
| JANE STREET GROUP LLC |
3665 |
- |
2023-12-31 |
25,774 |
$644,000 |
25,774 |
|
| RAYMOND JAMES TRUST CO |
621 |
- |
2024-03-31 |
26,584 |
$631,000 |
0 |
|
| Advisor Group Holdings Inc. |
3016 |
- |
2023-12-31 |
23,375 |
$584,000 |
-32,272 |
|
| GOLDMAN SACHS GROUP INC/ |
3891 |
- |
2023-12-31 |
17,895 |
$447,000 |
0 |
|
| Wealthcare Advisory Partners LLC |
582 |
- |
2024-03-31 |
16,707 |
$397,000 |
-1,946 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3461 |
- |
2023-12-31 |
14,919 |
$373,000 |
-24,585 |
|
| Versant Capital Management Inc |
104 |
- |
2024-03-31 |
11,556 |
$274,000 |
-2,213 |
|
| UMB BANK N A/MO |
518 |
- |
2024-03-31 |
10,935 |
$260,000 |
-1,798 |
|
| Continuum Advisory LLC |
426 |
- |
2023-12-31 |
8,682 |
$217,000 |
-47,216 |
|
| PNC FINANCIAL SERVICES GROUP INC |
2145 |
- |
2023-12-31 |
8,000 |
$200,000 |
0 |
|
| ROYAL BANK OF CANADA |
4722 |
- |
2023-12-31 |
5,669 |
$142,000 |
-2,095 |
|
| Farther Finance Advisors LLC |
847 |
*New |
2023-12-31 |
3,363 |
$84,000 |
3,363 |
|
| UBS Group AG |
5246 |
- |
2023-12-31 |
2,062 |
$51,000 |
653 |
|
| PRIVATE TRUST CO NA |
1196 |
- |
2024-03-31 |
1,595 |
$38,000 |
0 |
|
| Ahrens Investment Partners LLC |
368 |
*New |
2023-03-31 |
1,500 |
$38,000 |
1,500 |
|
| ADVISORY SERVICES NETWORK, LLC |
2176 |
*New |
2023-12-31 |
1,424 |
$36,000 |
1,424 |
|
| COMERICA BANK |
3031 |
- |
2023-12-31 |
560 |
$14,000 |
0 |
|
| WELLS FARGO & CO/MN |
5142 |
*New |
2023-12-31 |
390 |
$10,000 |
390 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
| HARBOUR INVESTMENTS INC. |
3016 |
- |
2023-12-31 |
10 |
$0 |
0 |
|
| CITADEL ADVISORS LLC |
5861 |
*Closed |
2023-12-31 |
0 |
$0 |
-49,185 |
|
| FMR LLC |
5558 |
- |
2023-12-31 |
1 |
$0 |
0 |
|
|
31 Records found
|
1
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