|
Institutional
Holders
Total
Institutions:
|
13 1 |
|
Total
shares held :
|
493,630 |
|
% of shares
held :
|
5.48% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-3 |
|
Amount
of shares held :
|
38,046 |
|
% of shares
held change :
|
0.42% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$27.19 |
|
Last
Quarter's Ending
Price :
|
$31.16 |
|
Last
Quarter's Average
Price :
|
$28.25 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
4.71 (16.66%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
LPL FINANCIAL CORP |
1424 |
- |
2024-03-31 |
262,224 |
$8,685,000 |
-137,149 |
|
FSB PREMIER WEALTH MANAGEMENT INC. |
76 |
- |
2024-03-31 |
18,635 |
$617,000 |
-1,036 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3627 |
- |
2024-03-31 |
12,930 |
$428,000 |
-34,819 |
|
Atria Wealth Solutions Inc. |
1557 |
- |
2023-12-31 |
8,558 |
$267,000 |
-1,261 |
|
MARINER WEALTH ADVISORS, LLC |
2601 |
- |
2023-12-31 |
7,130 |
$222,000 |
-411 |
|
Ahrens Investment Partners LLC |
229 |
*New |
2023-03-31 |
3,273 |
$90,000 |
3,273 |
|
Global Retirement Partners LLC |
1242 |
- |
2024-03-31 |
2,059 |
$68,000 |
0 |
|
ROYAL BANK OF CANADA |
5284 |
- |
2023-12-31 |
1,664 |
$52,000 |
-25 |
|
UBS Group AG |
5324 |
- |
2023-12-31 |
1,397 |
$44,000 |
103 |
|
Geneos Wealth Management Inc. |
1183 |
- |
2024-03-31 |
1,100 |
$36,000 |
0 |
|
HANSON MCCLAIN, INC. |
1545 |
*New |
2024-03-31 |
873 |
$29,000 |
873 |
|
HARBOUR INVESTMENTS INC. |
1729 |
- |
2023-12-31 |
857 |
$27,000 |
0 |
|
WELLS FARGO & CO/MN |
5059 |
- |
2024-03-31 |
421 |
$14,000 |
421 |
|
Advisor Group Holdings Inc. |
6576 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,072 |
|
PROEQUITIES INC. |
8000 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
15 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
|
|
|