|
Institutional
Holders
Total
Institutions:
|
38 1 |
|
Total
shares held :
|
4,283,631 |
|
% of shares
held :
|
19.17% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-18 |
|
Amount
of shares held :
|
-1,250,171 |
|
% of shares
held change :
|
-5.59% |
|
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 |
HPM Partners LLC |
|
- |
2023-12-31 |
2,477,351 |
$65,800,000 |
-118,957 |
|
Goss Wealth Management LLC |
304 |
- |
2023-12-31 |
225,175 |
$5,981,000 |
-10,875 |
|
LifePlan Financial LLC |
5 |
- |
2024-03-31 |
141,024 |
$3,938,000 |
-1,656 |
|
Trilogy Capital Inc. |
81 |
- |
2024-03-31 |
136,045 |
$3,799,000 |
-6,353 |
|
First PREMIER Bank |
32 |
- |
2024-03-31 |
121,885 |
$3,403,000 |
-1,020 |
|
RDA Financial Network |
26 |
- |
2024-03-31 |
103,565 |
$2,892,000 |
-546 |
|
EQIS CAPITAL MANAGEMENT, INC. |
99 |
- |
2023-12-31 |
83,918 |
$2,229,000 |
-5,174 |
|
LPL FINANCIAL CORP |
2428 |
- |
2024-03-31 |
78,909 |
$2,203,000 |
-77,619 |
|
FINANCIAL ARCHITECTS INC |
143 |
- |
2023-06-30 |
39,033 |
$1,004,000 |
-1,177 |
|
ROYAL BANK OF CANADA |
3243 |
- |
2023-12-31 |
30,589 |
$812,000 |
-3,353 |
|
HIGHTOWER ADVISORS, LLC |
1965 |
- |
2024-03-31 |
26,634 |
$744,000 |
-6,969 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2205 |
- |
2024-03-31 |
19,192 |
$536,000 |
-4,015 |
|
Meridian Wealth Management LLC |
181 |
- |
2024-03-31 |
8,853 |
$246,000 |
-937 |
|
Impact Partnership Wealth LLC |
165 |
- |
2023-12-31 |
8,470 |
$225,000 |
-1,593 |
|
CITADEL ADVISORS LLC |
4477 |
- |
2023-12-31 |
6,684 |
$178,000 |
-6,684 |
|
CWM LLC |
2514 |
- |
2024-03-31 |
1,247 |
$35,000 |
-223 |
|
HARBOUR INVESTMENTS INC. |
1721 |
- |
2023-12-31 |
1,024 |
$27,000 |
-681 |
|
UBS Group AG |
5674 |
- |
2023-12-31 |
898 |
$24,000 |
-785 |
|
MORGAN STANLEY |
6446 |
- |
2023-12-31 |
326 |
$9,000 |
-185 |
|
IFP Advisors Inc |
3015 |
- |
2023-12-31 |
10 |
$0 |
-1,000 |
|
|
20 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
|
|
|