|
Institutional
Holders
Total
Institutions:
|
26 1 |
|
Total
shares held :
|
416,193 |
|
% of shares
held :
|
9.98% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
2 |
|
Amount
of shares held :
|
3,109 |
|
% of shares
held change :
|
0.07% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$55.73 |
|
Last
Quarter's Ending
Price :
|
$61.79 |
|
Last
Quarter's Average
Price :
|
$56.18 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
10.29 (18.32%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
OXFORD FINANCIAL GROUP LTD |
112 |
- |
2023-12-31 |
10,120 |
$625,000 |
0 |
|
CWM LLC |
1199 |
- |
2024-03-31 |
6,164 |
$408,000 |
0 |
|
MGB Wealth Management LLC |
134 |
- |
2024-03-31 |
6,050 |
$400,000 |
0 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1809 |
- |
2023-12-31 |
1,450 |
$90,000 |
0 |
|
ANTONETTI CAPITAL MANAGEMENT LLC |
72 |
- |
2023-09-30 |
1,500 |
$84,000 |
0 |
|
BDO Wealth Advisors LLC |
376 |
- |
2023-06-30 |
1,250 |
$73,000 |
0 |
|
Advisor Group Holdings Inc. |
4702 |
- |
2024-03-31 |
741 |
$49,000 |
0 |
|
O SHAUGHNESSY ASSET MANAGEMENT LLC |
1593 |
- |
2023-12-31 |
417 |
$26,000 |
0 |
|
Sutton Wealth Advisors Inc. |
344 |
- |
2023-09-30 |
400 |
$22,000 |
0 |
|
PROEQUITIES INC. |
8758 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
WELLS FARGO & CO/MN |
6858 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
11 Records found
|
1
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Page 1 of 1 |
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