| |
Institutional
Holders
Total
Institutions:
 |
142  3 |
|
|
Total
shares held :
|
11,291,632 |
|
|
% of shares
held :
|
9.65% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-52 |
|
|
Amount
of shares held :
|
-1,752,714 |
|
|
% of shares
held change :
|
-1.5% |
|
| 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 |
  FINANCIAL ARCHITECTS INC |
153 |
*New |
2023-06-30 |
27,806 |
$881,000 |
27,806 |
|
| MARINER WEALTH ADVISORS, LLC |
1558 |
*New |
2023-12-31 |
25,103 |
$838,000 |
25,103 |
|
| Cornerstone Wealth Group LLC |
140 |
*New |
2024-03-31 |
19,952 |
$689,000 |
19,952 |
|
| Change Path LLC |
313 |
*New |
2023-12-31 |
19,797 |
$661,000 |
19,797 |
|
| Benchmark Investment Advisors LLC |
234 |
*New |
2023-12-31 |
10,003 |
$334,000 |
10,003 |
|
| Continuum Advisory LLC |
380 |
*New |
2023-12-31 |
8,530 |
$285,000 |
8,530 |
|
| CNB Bank |
281 |
*New |
2024-03-31 |
982 |
$34,000 |
982 |
|
| FMR LLC |
3741 |
*New |
2023-12-31 |
655 |
$22,000 |
655 |
|
| TUCKER ASSET MANAGEMENT LLC |
372 |
*New |
2023-12-31 |
580 |
$19,000 |
580 |
|
| Anfield Capital Management LLC |
154 |
*New |
2024-03-31 |
327 |
$11,000 |
327 |
|
| BROWN BROTHERS HARRIMAN & CO |
987 |
*New |
2024-03-31 |
272 |
$9,000 |
272 |
|
| ABSOLUTE INVESTMENT MANAGEMENT LLC |
528 |
*New |
2024-03-31 |
55 |
$2,000 |
55 |
|
|
12 Records found
|
1
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Page 1 of 1 |
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