|
Institutional
Holders
Total
Institutions:
|
36 1 |
|
Total
shares held :
|
1,788,302 |
|
% of shares
held :
|
7.15% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
1 |
|
Amount
of shares held :
|
-228,424 |
|
% of shares
held change :
|
-0.91% |
|
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 |
Commonwealth Financial Services LLC |
8 |
- |
2024-03-31 |
248,894 |
$12,409,000 |
-550 |
|
Silicon Hills Wealth Management LLC |
6 |
- |
2023-06-30 |
170,830 |
$7,937,000 |
-6,203 |
|
Valley Financial Group Inc. |
6 |
- |
2024-03-31 |
107,439 |
$6,351,000 |
-7,839 |
|
One Degree Advisors Inc |
11 |
- |
2024-03-31 |
82,546 |
$4,880,000 |
-259 |
|
Advisor Group Holdings Inc. |
1114 |
- |
2024-03-31 |
75,010 |
$4,434,000 |
-2,274 |
|
Cambria Investment Management L.P. |
124 |
- |
2024-03-31 |
42,631 |
$2,520,000 |
-2,552 |
|
Private Portfolio Partners LLC |
97 |
- |
2024-03-31 |
14,686 |
$868,000 |
-2,811 |
|
Wealth Management Solutions LLC |
33 |
- |
2023-09-30 |
12,253 |
$528,000 |
-1,118 |
|
ROYAL BANK OF CANADA |
3456 |
- |
2024-03-31 |
8,446 |
$499,000 |
-1,844 |
|
Private Advisor Group LLC |
1940 |
- |
2024-03-31 |
4,335 |
$256,000 |
-58,938 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
385 |
- |
2024-03-31 |
641 |
$38,000 |
-226 |
|
J P MORGAN CHASE & CO |
6456 |
- |
2024-03-31 |
4 |
$0 |
-3 |
|
|
12 Records found
|
1
|
Page 1 of 1 |
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