|
Institutional
Holders
Total
Institutions:
|
16 2 |
|
Total
shares held :
|
2,932,943 |
|
% of shares
held :
|
32.59% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-7 |
|
Amount
of shares held :
|
-89,369 |
|
% of shares
held change :
|
-0.99% |
|
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 |
VICTORY CAPITAL MANAGEMENT INC |
|
- |
2024-03-31 |
1,149,438 |
$92,384,000 |
-251,200 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
1,121,142 |
$82,486,000 |
-38,454 |
|
ARGI INVESTMENT SERVICES, LLC |
10 |
- |
2022-12-31 |
1,302,700 |
$82,072,000 |
-528,645 |
|
Trilogy Capital Inc. |
32 |
- |
2024-03-31 |
192,968 |
$15,510,000 |
-13,527 |
|
SCHWAB CHARLES INVESTMENT MANAGEMENT INC |
1979 |
- |
2023-12-31 |
137,496 |
$10,116,000 |
-4,246 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1713 |
- |
2023-12-31 |
32,584 |
$2,397,000 |
-9,670 |
|
EWG Elevate Inc. |
45 |
- |
2024-03-31 |
22,972 |
$1,846,000 |
-289 |
|
BANK OF AMERICA CORP /DE/ |
4749 |
- |
2023-12-31 |
4,318 |
$318,000 |
122 |
|
Resources Investment Advisors Inc. |
969 |
- |
2023-12-31 |
3,410 |
$251,000 |
0 |
|
ROYAL BANK OF CANADA |
4799 |
- |
2023-12-31 |
1,745 |
$128,000 |
-3,316 |
|
Advisor Group Holdings Inc. |
4689 |
- |
2023-12-31 |
883 |
$65,000 |
445 |
|
MORGAN STANLEY |
5931 |
- |
2023-12-31 |
715 |
$53,000 |
0 |
|
UBS Group AG |
6034 |
- |
2023-12-31 |
153 |
$11,000 |
-895 |
|
Bogart Wealth LLC |
753 |
- |
2024-03-31 |
59 |
$5,000 |
0 |
|
LPL FINANCIAL CORP |
4700 |
*Closed |
2023-12-31 |
0 |
$0 |
-5,477 |
|
Parallel Advisors LLC |
3107 |
*Closed |
2023-12-31 |
0 |
$0 |
-160 |
|
CONTRAVISORY RESEARCH & MANAGEMENT CORP. |
365 |
*Closed |
2024-03-31 |
0 |
$0 |
-44 |
|
Householder Group Estate & Retirement Specialist L |
|
*New |
2024-03-31 |
0 |
$0 |
0 |
|
PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
GRADIENT INVESTMENTS LLC |
1895 |
- |
2024-03-31 |
1 |
$0 |
1 |
|
|
20 Records found
|
1
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