|
Institutional
Holders
Total
Institutions:
|
76 3 |
|
Total
shares held :
|
9,503,724 |
|
% of shares
held :
|
10.56% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-3 |
|
Amount
of shares held :
|
-270,135 |
|
% of shares
held change :
|
-0.3% |
|
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 |
Legacy CG LLC |
6 |
- |
2024-03-31 |
282,134 |
$14,059,000 |
-14,277 |
|
ATRIA INVESTMENTS LLC |
127 |
- |
2023-12-31 |
239,607 |
$11,882,000 |
-52,828 |
|
MARINER WEALTH ADVISORS, LLC |
427 |
- |
2023-12-31 |
235,442 |
$11,676,000 |
-639 |
|
Amplius Wealth Advisors LLC |
27 |
- |
2024-03-31 |
162,168 |
$8,081,000 |
-92,570 |
|
ENVESTNET ASSET MANAGEMENT INC |
1810 |
- |
2023-12-31 |
113,549 |
$5,631,000 |
-139,589 |
|
STIFEL FINANCIAL CORP |
1271 |
- |
2023-12-31 |
75,159 |
$3,727,000 |
-21,328 |
|
Orion Portfolio Solutions LLC |
564 |
- |
2024-03-31 |
49,157 |
$2,449,000 |
-338,283 |
|
Atria Wealth Solutions Inc. |
654 |
- |
2023-12-31 |
34,081 |
$1,690,000 |
-1,416 |
|
Elk River Wealth Management LLC |
47 |
- |
2024-03-31 |
29,514 |
$1,471,000 |
-1,989 |
|
Trademark Financial Management LLC |
20 |
- |
2024-03-31 |
27,362 |
$1,363,000 |
-1,047 |
|
VALMARK ADVISERS INC |
219 |
- |
2024-03-31 |
27,316 |
$1,361,000 |
-509 |
|
MONEY CONCEPTS CAPITAL CORP |
200 |
- |
2024-03-31 |
22,651 |
$1,129,000 |
-1,521 |
|
Ameritas Advisory Services LLC |
299 |
- |
2023-12-31 |
19,071 |
$946,000 |
-9,334 |
|
Integrated Wealth Concepts LLC |
957 |
- |
2023-12-31 |
10,952 |
$543,000 |
-1,107 |
|
UBS Group AG |
3953 |
- |
2023-12-31 |
9,901 |
$491,000 |
-11,894 |
|
IHT Wealth Management LLC |
615 |
- |
2023-12-31 |
9,629 |
$477,000 |
-1,205 |
|
Lakeview Capital Partners LLC |
255 |
- |
2024-03-31 |
9,147 |
$456,000 |
-15 |
|
Kestra Advisory Services LLC |
1575 |
- |
2023-12-31 |
9,045 |
$449,000 |
-5,910 |
|
Burt Wealth Advisors |
97 |
- |
2024-03-31 |
5,669 |
$282,000 |
-51 |
|
Patriot Financial Group Insurance Agency LLC |
382 |
- |
2024-03-31 |
5,616 |
$280,000 |
-700 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4359 |
- |
2024-03-31 |
4,645 |
$231,000 |
-72,172 |
|
HARBOUR INVESTMENTS INC. |
1845 |
- |
2023-12-31 |
420 |
$21,000 |
-86 |
|
WELLS FARGO & CO/MN |
5879 |
- |
2024-03-31 |
0 |
$0 |
-1 |
|
|
23 Records found
|
1
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