|
Institutional
Holders
Total
Institutions:
|
23 8 |
|
Total
shares held :
|
1,288,024 |
|
% of shares
held :
|
14.31% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
4 |
|
Amount
of shares held :
|
583,497 |
|
% of shares
held change :
|
6.48% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$41.48 |
|
Last
Quarter's Ending
Price :
|
$44.74 |
|
Last
Quarter's Average
Price :
|
$42.39 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
5.34 (12.59%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Orion Portfolio Solutions LLC |
59 |
*New |
2023-12-31 |
591,698 |
$26,372,000 |
591,698 |
|
Christopher J. Hasenberg Inc |
7 |
- |
2024-03-31 |
288,402 |
$14,078,000 |
-205,084 |
|
Cetera Investment Advisers |
801 |
*New |
2023-12-31 |
44,366 |
$1,985,000 |
44,366 |
|
BANK OF AMERICA CORP /DE/ |
3954 |
- |
2023-12-31 |
24,252 |
$1,085,000 |
6,194 |
|
GOLDMAN SACHS GROUP INC/ |
3528 |
- |
2023-12-31 |
22,020 |
$985,000 |
-1,883 |
|
Strategic Blueprint LLC |
282 |
- |
2024-03-31 |
16,271 |
$794,000 |
1 |
|
Dynamic Advisors Solutions LLC |
493 |
- |
2024-03-31 |
15,974 |
$780,000 |
454 |
|
ENVESTNET ASSET MANAGEMENT INC |
3066 |
*New |
2023-12-31 |
17,402 |
$779,000 |
17,402 |
|
ROYAL BANK OF CANADA |
3350 |
- |
2023-12-31 |
16,082 |
$720,000 |
-31,346 |
|
Atria Wealth Solutions Inc. |
1088 |
- |
2023-12-31 |
13,834 |
$619,000 |
-13,164 |
|
Ergawealth Advisors Inc. |
|
*New |
2024-03-31 |
12,298 |
$600,000 |
12,298 |
|
GHP INVESTMENT ADVISORS INC |
310 |
- |
2024-03-31 |
10,307 |
$503,000 |
-172 |
|
Aries Wealth Management |
|
- |
2024-03-31 |
6,154 |
$300,000 |
0 |
|
Advisor Group Holdings Inc. |
3769 |
- |
2023-12-31 |
5,203 |
$233,000 |
-1,818 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4793 |
- |
2023-12-31 |
4,837 |
$216,000 |
-30,660 |
|
ICA Group Wealth Management LLC |
247 |
- |
2023-12-31 |
4,692 |
$210,000 |
-138 |
|
PROEQUITIES INC. |
|
- |
2024-03-31 |
1,182 |
$58,000 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
2852 |
*New |
2023-12-31 |
197 |
$9,000 |
197 |
|
UBS Group AG |
6193 |
*New |
2023-12-31 |
178 |
$8,000 |
178 |
|
MV Capital Management Inc. |
578 |
*New |
2024-03-31 |
126 |
$6,000 |
126 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
|
- |
2024-03-31 |
54 |
$3,000 |
0 |
|
SUMMIT INVESTMENT ADVISORS INC |
3042 |
*New |
2023-12-31 |
38 |
$2,000 |
38 |
|
CITIGROUP INC |
4415 |
*New |
2023-12-31 |
12 |
$1,000 |
12 |
|
WELLS FARGO & CO/MN |
6769 |
- |
2023-12-31 |
1 |
$0 |
0 |
|
CWM LLC |
4592 |
*Closed |
2024-03-31 |
0 |
$0 |
-67 |
|
|
25 Records found
|
1
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