| |
Institutional
Holders
Total
Institutions:
 |
63  3 |
|
|
Total
shares held :
|
25,211,165 |
|
|
% of shares
held :
|
20.5% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 16 |
|
|
Amount
of shares held :
|
2,067,957 |
|
|
% of shares
held change :
|
1.68% |
|
| 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 |
  Integrated Wealth Concepts LLC |
16 |
*New |
2023-12-31 |
1,145,374 |
$53,317,000 |
1,145,374 |
|
| PFG Investments LLC |
347 |
*New |
2024-03-31 |
18,589 |
$937,000 |
18,589 |
|
| Allen Mooney & Barnes Investment Advisors LLC |
102 |
*New |
2024-03-31 |
9,932 |
$494,000 |
9,932 |
|
| MML INVESTORS SERVICES LLC |
1860 |
*New |
2023-12-31 |
8,760 |
$408,000 |
8,760 |
|
| Simplicity WealthLLC |
825 |
*New |
2024-03-31 |
7,719 |
$389,000 |
7,719 |
|
| FLAGSHIP HARBOR ADVISORS LLC |
601 |
*New |
2024-03-31 |
4,541 |
$229,000 |
4,541 |
|
| US BANCORP |
2549 |
*New |
2024-03-31 |
1,300 |
$65,000 |
1,300 |
|
| Register Financial Advisors LLC |
343 |
*New |
2024-03-31 |
1,000 |
$50,000 |
1,000 |
|
| FTB Advisors Inc. |
960 |
*New |
2024-03-31 |
970 |
$49,000 |
970 |
|
| BANK OF AMERICA CORP /DE/ |
5738 |
*New |
2023-12-31 |
257 |
$12,000 |
257 |
|
|
10 Records found
|
1
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