| |
Institutional
Holders
Total
Institutions:
 |
19  8 |
|
|
Total
shares held :
|
1,214,625 |
|
|
% of shares
held :
|
13.5% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
13 |
|
|
Amount
of shares held :
|
153,201 |
|
|
% of shares
held change :
|
1.7% |
|
| 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 |
  PUTNAM INVESTMENTS LLC |
191 |
- |
2023-12-31 |
800,000 |
$25,329,000 |
0 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1209 |
- |
2024-03-31 |
136,792 |
$4,639,000 |
22,275 |
|
| Evolution Wealth Advisors LLC |
26 |
*New |
2024-03-31 |
129,755 |
$4,400,000 |
129,755 |
|
| Stonebridge Financial Planning Group LLC |
23 |
- |
2023-12-31 |
61,777 |
$1,956,000 |
13,120 |
|
| Wealthcare Advisory Partners LLC |
299 |
- |
2024-03-31 |
41,386 |
$1,404,000 |
2,864 |
|
| Prosperity Financial Group Inc. |
27 |
- |
2023-12-31 |
43,575 |
$1,380,000 |
-8,461 |
|
| FINANCIAL NETWORK |
1343 |
- |
2023-12-31 |
33,126 |
$1,049,000 |
18,962 |
|
| Steward Partners Investment Advisory LLC |
746 |
*New |
2023-12-31 |
30,050 |
$951,000 |
30,050 |
|
| ROYAL BANK OF CANADA |
3311 |
*New |
2023-12-31 |
23,619 |
$748,000 |
23,619 |
|
| Bay Colony Advisory Group Inc d/b/a Bay Colony Adv |
|
- |
2024-03-31 |
12,030 |
$408,000 |
4,410 |
|
| HARTLINE INVESTMENT CORP/ |
238 |
*New |
2024-03-31 |
12,030 |
$408,000 |
12,030 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3422 |
*New |
2023-12-31 |
12,601 |
$399,000 |
12,601 |
|
| JANNEY MONTGOMERY SCOTT LLC |
2198 |
- |
2024-03-31 |
10,675 |
$362,000 |
-775 |
|
| GOLDMAN SACHS GROUP INC/ |
3993 |
*New |
2023-12-31 |
10,563 |
$334,000 |
10,563 |
|
| KESTRA PRIVATE WEALTH SERVICES LLC |
|
- |
2024-03-31 |
9,814 |
$333,000 |
2,006 |
|
| CWM LLC |
1351 |
- |
2024-03-31 |
8,250 |
$280,000 |
950 |
|
| Advisor Group Holdings Inc. |
3721 |
- |
2023-12-31 |
7,836 |
$249,000 |
2,421 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2956 |
*New |
2024-03-31 |
6,293 |
$213,000 |
6,293 |
|
| COMERICA BANK |
2569 |
- |
2023-12-31 |
2,500 |
$79,000 |
0 |
|
| UBS Group AG |
5214 |
*New |
2023-12-31 |
1,760 |
$56,000 |
1,760 |
|
| Fortitude Family Office LLC |
180 |
*New |
2024-03-31 |
1,174 |
$40,000 |
1,174 |
|
| MORGAN STANLEY |
7262 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
23 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
|
|
|
