|
Institutional
Holders
Total
Institutions:
|
141 13 |
|
Total
shares held :
|
6,758,467 |
|
% of shares
held :
|
82.62% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
Amount
of shares held :
|
1,547,177 |
|
% of shares
held change :
|
18.91% |
|
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 |
COLONY GROUP, LLC |
5 |
*New |
2023-12-31 |
1,576,382 |
$208,272,000 |
1,576,382 |
|
Bouvel Investment Partners LLC |
14 |
*New |
2024-03-31 |
36,649 |
$5,337,000 |
36,649 |
|
SILVER OAK SECURITIES Inc |
65 |
*New |
2024-03-31 |
17,057 |
$2,484,000 |
17,057 |
|
Retireful LLC |
81 |
*New |
2024-03-31 |
4,365 |
$636,000 |
4,365 |
|
MARINER WEALTH ADVISORS, LLC |
1884 |
*New |
2023-12-31 |
4,102 |
$542,000 |
4,102 |
|
Waterloo Capital L.P. |
211 |
*New |
2023-12-31 |
3,722 |
$492,000 |
3,722 |
|
Sterling Investment Advisors Ltd. |
120 |
*New |
2024-03-31 |
2,010 |
$293,000 |
2,010 |
|
BAILARD BIEHL & KAISER INC |
605 |
*New |
2024-03-31 |
1,766 |
$257,000 |
1,766 |
|
YHB INVESTMENT ADVISORS, INC. |
259 |
*New |
2024-03-31 |
1,513 |
$220,000 |
1,513 |
|
Long Run Wealth Advisors LLC |
91 |
*New |
2024-03-31 |
1,500 |
$218,000 |
1,500 |
|
Smith Anglin Financial LLC |
186 |
*New |
2024-03-31 |
1,412 |
$206,000 |
1,412 |
|
Montis Financial LLC |
79 |
*New |
2024-03-31 |
1,409 |
$205,000 |
1,409 |
|
COMERICA BANK |
2387 |
*New |
2023-12-31 |
1,030 |
$136,000 |
1,030 |
|
Ronald Blue Trust Inc. |
985 |
*New |
2024-03-31 |
272 |
$40,000 |
272 |
|
GRADIENT INVESTMENTS LLC |
1639 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
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15 Records found
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1
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