|
Institutional
Holders
Total
Institutions:
|
51 5 |
|
Total
shares held :
|
2,205,130 |
|
% of shares
held :
|
74.75% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
4 |
|
Amount
of shares held :
|
642,350 |
|
% of shares
held change :
|
21.77% |
|
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 |
CAPTRUST FINANCIAL ADVISORS |
197 |
*New |
2023-12-31 |
529,763 |
$24,814,000 |
529,763 |
|
Belpointe Asset Management LLC |
151 |
*New |
2024-03-31 |
36,229 |
$1,702,000 |
36,229 |
|
VIRTU FINANCIAL LLC |
188 |
*New |
2023-12-31 |
23,284 |
$1,091,000 |
23,284 |
|
Snowden Capital Advisors LLC |
468 |
*New |
2023-12-31 |
18,650 |
$874,000 |
18,650 |
|
Integrated Wealth Concepts LLC |
848 |
*New |
2023-12-31 |
15,315 |
$717,000 |
15,315 |
|
JBR Co Financial Management Inc |
73 |
*New |
2024-03-31 |
6,718 |
$316,000 |
6,718 |
|
Capital Advisors Ltd. LLC |
549 |
*New |
2024-03-31 |
533 |
$25,000 |
533 |
|
Colonial Trust Co / SC |
941 |
*New |
2023-12-31 |
27 |
$1,000 |
27 |
|
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8 Records found
|
1
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Page 1 of 1 |
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