|
Institutional
Holders
Total
Institutions:
|
14 2 |
|
Total
shares held :
|
1,545,366 |
|
% of shares
held :
|
17.17% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
6 |
|
Amount
of shares held :
|
63,581 |
|
% of shares
held change :
|
0.71% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
HALBERT, HARGROVE/RUSSELL LLC |
12 |
- |
2024-03-31 |
1,099,268 |
$31,100,000 |
-54,295 |
|
Resources Investment Advisors Inc. |
186 |
- |
2023-12-31 |
172,968 |
$4,898,000 |
7,194 |
|
Wealthcare Advisory Partners LLC |
190 |
- |
2024-03-31 |
94,976 |
$2,687,000 |
51,561 |
|
Professional Financial Advisors LLC |
32 |
- |
2024-03-31 |
60,544 |
$1,713,000 |
4,427 |
|
LPL FINANCIAL CORP |
2579 |
- |
2023-12-31 |
57,268 |
$1,622,000 |
36,202 |
|
JANE STREET GROUP LLC |
3637 |
- |
2023-12-31 |
23,283 |
$659,000 |
23,283 |
|
DRIVE WEALTH MANAGEMENT LLC |
116 |
- |
2024-03-31 |
19,774 |
$559,000 |
3,209 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3059 |
*New |
2023-12-31 |
11,199 |
$317,000 |
11,199 |
|
Advisor Group Holdings Inc. |
3837 |
- |
2023-12-31 |
7,635 |
$216,000 |
3,537 |
|
CARDIFF PARK ADVISORS LLC |
283 |
*New |
2023-12-31 |
1,780 |
$50,000 |
1,780 |
|
UBS Group AG |
5321 |
- |
2023-12-31 |
1,564 |
$44,000 |
1,564 |
|
BlackDiamond Wealth Management Inc. |
137 |
*Closed |
2023-12-31 |
0 |
$0 |
-15,469 |
|
FMR LLC |
4875 |
- |
2023-12-31 |
8 |
$0 |
-4 |
|
PROEQUITIES INC. |
4977 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
MORGAN STANLEY |
7689 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
|
15 Records found
|
1
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