|
Institutional
Holders
Total
Institutions:
|
151 1 |
|
Total
shares held :
|
16,091,401 |
|
% of shares
held :
|
13.1% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
8 |
|
Amount
of shares held :
|
623,850 |
|
% of shares
held change :
|
0.51% |
|
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 |
RFG Advisory Group LLC |
356 |
*New |
2024-03-31 |
27,620 |
$1,008,000 |
27,620 |
|
BigSur Wealth Management LLC |
78 |
*New |
2023-12-31 |
16,000 |
$556,000 |
16,000 |
|
Benchmark Investment Advisors LLC |
205 |
*New |
2023-12-31 |
12,925 |
$449,000 |
12,925 |
|
MARINER WEALTH ADVISORS, LLC |
2592 |
*New |
2023-12-31 |
6,455 |
$224,000 |
6,455 |
|
Soltis Investment Advisors LLC |
285 |
*New |
2024-03-31 |
5,672 |
$207,000 |
5,672 |
|
Schulz Wealth LTD. |
56 |
*New |
2024-03-31 |
5,615 |
$205,000 |
5,615 |
|
J P MORGAN CHASE & CO |
4280 |
*New |
2024-03-31 |
4,449 |
$162,000 |
4,449 |
|
BROWN BROTHERS HARRIMAN & CO |
887 |
*New |
2024-03-31 |
566 |
$21,000 |
566 |
|
Trust Co |
270 |
*New |
2024-03-31 |
382 |
$14,000 |
382 |
|
Anfield Capital Management LLC |
138 |
*New |
2024-03-31 |
329 |
$12,000 |
329 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2703 |
*New |
2023-12-31 |
212 |
$7,000 |
212 |
|
|
11 Records found
|
1
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