|
Institutional
Holders
Total
Institutions:
|
40 1 |
|
Total
shares held :
|
2,937,435 |
|
% of shares
held :
|
69.94% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
8 |
|
Amount
of shares held :
|
251,132 |
|
% of shares
held change :
|
5.98% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$20.59 |
|
Last
Quarter's Ending
Price :
|
$23.05 |
|
Last
Quarter's Average
Price :
|
$21.57 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.53 (2.46%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
CONSULTIVA WEALTH MANAGEMENT CORP. |
17 |
- |
2023-09-30 |
1,384 |
$28,805,000 |
6 |
|
Checchi Capital Advisers LLC |
26 |
- |
2024-03-31 |
592,895 |
$13,260,000 |
7,008 |
|
Tanager Wealth Management LLP |
14 |
- |
2023-12-31 |
495,084 |
$11,412,000 |
39,618 |
|
ACIMA PRIVATE WEALTH LLC |
7 |
- |
2023-12-31 |
427,627 |
$9,857,000 |
7,656 |
|
Peak Financial Management Inc. |
17 |
- |
2024-03-31 |
341,199 |
$7,631,000 |
5,367 |
|
LPL FINANCIAL CORP |
1895 |
- |
2023-12-31 |
157,327 |
$3,626,000 |
1,789 |
|
WELLS FARGO & CO/MN |
2146 |
- |
2023-12-31 |
149,125 |
$3,437,000 |
75,725 |
|
Walkner Condon Financial Advisors LLC |
82 |
- |
2024-03-31 |
55,679 |
$1,245,000 |
5,985 |
|
STIFEL FINANCIAL CORP |
2092 |
- |
2023-12-31 |
46,491 |
$1,072,000 |
1,566 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2136 |
- |
2023-12-31 |
43,515 |
$1,003,000 |
74 |
|
Private Advisor Group LLC |
1199 |
- |
2023-12-31 |
36,677 |
$845,000 |
1,419 |
|
MORGAN STANLEY |
4899 |
- |
2023-12-31 |
34,509 |
$795,000 |
1,228 |
|
Vontobel Holding Ltd. |
840 |
- |
2023-12-31 |
23,127 |
$533,000 |
54 |
|
ROYAL BANK OF CANADA |
3679 |
- |
2023-12-31 |
20,962 |
$483,000 |
859 |
|
Millington Financial Advisors LLC |
71 |
- |
2023-12-31 |
10,691 |
$246,000 |
671 |
|
Ausdal Financial Partners Inc. |
411 |
- |
2024-03-31 |
10,610 |
$237,000 |
899 |
|
BANK OF AMERICA CORP /DE/ |
5622 |
- |
2023-12-31 |
1,081 |
$25,000 |
537 |
|
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17 Records found
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1
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