|
Institutional
Holders
Total
Institutions:
|
215 2 |
|
Total
shares held :
|
19,807,173 |
|
% of shares
held :
|
87.06% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
10 |
|
Amount
of shares held :
|
-572,851 |
|
% of shares
held change :
|
-2.52% |
|
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 |
COLONY GROUP, LLC |
401 |
*New |
2023-12-31 |
35,919 |
$1,404,000 |
35,919 |
|
PFS INVESTMENTS INC. |
360 |
*New |
2023-06-30 |
32,317 |
$1,195,000 |
32,317 |
|
YCMNET ADVISORS INC |
133 |
*New |
2023-12-31 |
19,225 |
$752,000 |
19,225 |
|
EQIS CAPITAL MANAGEMENT, INC. |
392 |
*New |
2023-12-31 |
15,025 |
$587,000 |
15,025 |
|
Carr Financial Group Corp |
114 |
*New |
2024-03-31 |
10,000 |
$416,000 |
10,000 |
|
SigFig Wealth Management LLC |
118 |
*New |
2024-03-31 |
7,823 |
$325,000 |
7,823 |
|
Global Assets Advisory LLC |
413 |
*New |
2024-03-31 |
11,272 |
$274,000 |
11,272 |
|
FLAGSHIP HARBOR ADVISORS LLC |
603 |
*New |
2024-03-31 |
5,450 |
$227,000 |
5,450 |
|
Apollon Wealth Management LLC |
1004 |
*New |
2024-03-31 |
5,260 |
$219,000 |
5,260 |
|
Capital Advisors Wealth Management LLC |
147 |
*New |
2024-03-31 |
5,067 |
$211,000 |
5,067 |
|
Schneider Downs Wealth Management Advisors LP |
129 |
*New |
2024-03-31 |
5,004 |
$208,000 |
5,004 |
|
Householder Group Estate & Retirement Specialist L |
340 |
*New |
2024-03-31 |
2,460 |
$102,000 |
2,460 |
|
BLAIR WILLIAM & CO/IL |
1552 |
*New |
2024-03-31 |
1,691 |
$70,000 |
1,691 |
|
MATHER GROUP, INC. |
933 |
*New |
2024-03-31 |
919 |
$36,000 |
919 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
1644 |
*New |
2024-03-31 |
422 |
$18,000 |
422 |
|
Future Financial Wealth Managment LLC |
417 |
*New |
2024-03-31 |
199 |
$8,000 |
199 |
|
Dunhill Financial LLC |
270 |
*New |
2023-12-31 |
160 |
$6,000 |
160 |
|
YHB INVESTMENT ADVISORS, INC. |
786 |
*New |
2024-03-31 |
120 |
$5,000 |
120 |
|
Atlantic Trust Group LLC |
2509 |
*New |
2024-03-31 |
109 |
$5,000 |
109 |
|
Orion Capital Management LLC |
441 |
*New |
2024-03-31 |
64 |
$3,000 |
64 |
|
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20 Records found
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1
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