| |
Institutional
Holders
Total
Institutions:
 |
65  5 |
|
|
Total
shares held :
|
1,326,348 |
|
|
% of shares
held :
|
32.83% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-22 |
|
|
Amount
of shares held :
|
-65,161 |
|
|
% of shares
held change :
|
-1.61% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$32.72 |
|
|
Last
Quarter's Ending
Price :
|
$39.14 |
|
|
Last
Quarter's Average
Price :
|
$33.48 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 7.30 (21.8%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Atria Wealth Solutions Inc. |
1025 |
*New |
2023-12-31 |
17,722 |
$694,000 |
17,722 |
|
| JAFFETILCHIN INVESTMENT PARTNERS LLC |
264 |
*New |
2023-12-31 |
8,681 |
$340,000 |
8,681 |
|
| Eagle Strategies LLC |
209 |
*New |
2024-03-31 |
6,951 |
$306,000 |
6,951 |
|
| AVAII WEALTH MANAGEMENT LLC |
|
*New |
2024-03-31 |
4,828 |
$212,000 |
4,828 |
|
| Wealthcare Advisory Partners LLC |
756 |
*New |
2024-03-31 |
4,741 |
$208,000 |
4,741 |
|
| SIGNATUREFD, LLC |
|
*New |
2024-03-31 |
770 |
$34,000 |
770 |
|
| HANSON MCCLAIN, INC. |
1599 |
*New |
2024-03-31 |
615 |
$27,000 |
615 |
|
| Armor Investment Advisors LLC |
139 |
*New |
2024-03-31 |
579 |
$25,000 |
579 |
|
| IFP Advisors Inc |
2251 |
*New |
2023-12-31 |
201 |
$8,000 |
201 |
|
| Steward Financial Group LLC |
1429 |
*New |
2023-09-30 |
12 |
$0 |
12 |
|
|
10 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
|
|
|
