|
Institutional
Holders
Total
Institutions:
|
65 6 |
|
Total
shares held :
|
2,444,313 |
|
% of shares
held :
|
27.16% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
30 |
|
Amount
of shares held :
|
557,393 |
|
% of shares
held change :
|
6.19% |
|
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 |
Orion Portfolio Solutions LLC |
69 |
- |
2024-03-31 |
347,549 |
$25,020,000 |
-72,518 |
|
WELLS FARGO & CO/MN |
1084 |
- |
2024-03-31 |
293,108 |
$21,101,000 |
-13,623 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
736 |
- |
2024-03-31 |
153,895 |
$11,079,000 |
-8,203 |
|
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. |
843 |
- |
2024-03-31 |
82,000 |
$5,903,000 |
-5,000 |
|
LPL FINANCIAL CORP |
1662 |
- |
2024-03-31 |
80,760 |
$5,814,000 |
-6,977 |
|
H D Vest Advisory Services |
655 |
- |
2024-03-31 |
18,363 |
$1,322,000 |
-98,614 |
|
Prosperity Financial Group Inc. |
39 |
- |
2023-12-31 |
13,480 |
$938,000 |
-777 |
|
AMJ Financial Wealth Management |
52 |
- |
2024-03-31 |
11,835 |
$852,000 |
-13,941 |
|
Private Advisor Group LLC |
1251 |
- |
2024-03-31 |
11,375 |
$819,000 |
-129 |
|
Sound View Wealth Advisors Group LLC |
240 |
- |
2024-03-31 |
6,593 |
$475,000 |
-675 |
|
ENVESTNET ASSET MANAGEMENT INC |
3555 |
- |
2023-12-31 |
4,611 |
$321,000 |
-5,998 |
|
J P MORGAN CHASE & CO |
4306 |
- |
2024-03-31 |
2,121 |
$153,000 |
-4,893 |
|
IFP Advisors Inc |
1356 |
- |
2023-12-31 |
1,052 |
$73,000 |
-605 |
|
CWM LLC |
2391 |
- |
2024-03-31 |
584 |
$42,000 |
-49 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
1733 |
- |
2024-03-31 |
196 |
$14,000 |
-34 |
|
CITIGROUP INC |
4264 |
- |
2024-03-31 |
123 |
$9,000 |
-149 |
|
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16 Records found
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1
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