| |
Institutional
Holders
Total
Institutions:
 |
 0 |
|
|
Total
shares held :
|
0 |
|
|
% of shares
held :
|
0% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
|
Amount
of shares held :
|
0 |
|
|
% of shares
held change :
|
0% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$51.25 |
|
|
Last
Quarter's Ending
Price :
|
$56.14 |
|
|
Last
Quarter's Average
Price :
|
$52.99 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
4.32 (8.15%) |
|
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Stratos Wealth Advisors LLC |
48 |
*New |
2024-03-31 |
141,271 |
$8,286,000 |
141,271 |
|
| Point72 Asia (Singapore) Pte. Ltd. |
15 |
*New |
2023-12-31 |
132,800 |
$7,455,000 |
132,800 |
|
| SCS CAPITAL MANAGEMENT LLC |
45 |
*New |
2023-12-31 |
118,726 |
$6,665,000 |
118,726 |
|
| IronBridge Private Wealth LLC |
15 |
*New |
2023-12-31 |
104,781 |
$5,882,000 |
104,781 |
|
| MEADOWBROOK INVESTMENT ADVISORS LLC |
2 |
*New |
2023-12-31 |
87,978 |
$4,939,000 |
87,978 |
|
| Pictet North America Advisors SA |
42 |
*New |
2023-12-31 |
81,705 |
$4,587,000 |
81,705 |
|
| COLONY GROUP, LLC |
347 |
*New |
2023-12-31 |
37,967 |
$2,131,000 |
37,967 |
|
| Equius Partners Inc. |
9 |
*New |
2022-12-31 |
34,072 |
$1,708,000 |
34,072 |
|
| Lane & Associates LLC |
31 |
*New |
2024-03-31 |
19,408 |
$1,138,000 |
19,408 |
|
| Fortis Capital Advisors LLC |
34 |
*New |
2023-12-31 |
15,187 |
$853,000 |
15,187 |
|
| MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO |
282 |
*New |
2024-03-31 |
13,324 |
$781,000 |
13,324 |
|
| CAUSEWAY CAPITAL MANAGEMENT LLC |
87 |
*New |
2023-12-31 |
10,961 |
$615,000 |
10,961 |
|
| London & Capital Asset Management Ltd |
66 |
*New |
2023-12-31 |
10,320 |
$579,000 |
10,320 |
|
| Gilbert & Cook Inc. |
122 |
*New |
2023-12-31 |
9,947 |
$558,000 |
9,947 |
|
| Global Assets Advisory LLC |
321 |
*New |
2024-03-31 |
29,240 |
$500,000 |
29,240 |
|
| EVOKE WEALTH LLC |
446 |
*New |
2023-12-31 |
8,070 |
$453,000 |
8,070 |
|
| Proficio Capital Partners LLC |
158 |
*New |
2023-12-31 |
7,972 |
$448,000 |
7,972 |
|
| Fonville Wealth Management LLC |
70 |
*New |
2024-03-31 |
6,529 |
$383,000 |
6,529 |
|
| FINANCIAL ENGINES ADVISORS L.L.C. |
254 |
*New |
2023-12-31 |
6,113 |
$343,000 |
6,113 |
|
| Pallas Capital Advisors LLC |
345 |
*New |
2024-03-31 |
5,595 |
$328,000 |
5,595 |
|
| LEGACY PRIVATE TRUST CO. |
197 |
*New |
2024-03-31 |
5,251 |
$308,000 |
5,251 |
|
| Principle Wealth Partners LLC |
273 |
*New |
2024-03-31 |
5,226 |
$307,000 |
5,226 |
|
| Financial Network Wealth Management LLC |
83 |
*New |
2023-12-31 |
5,453 |
$306,000 |
5,453 |
|
| CWA Asset Management Group LLC |
342 |
*New |
2023-12-31 |
5,063 |
$284,000 |
5,063 |
|
| KINGSWOOD WEALTH ADVISORS LLC |
492 |
*New |
2024-03-31 |
4,831 |
$283,000 |
4,831 |
|
| Schiavi & Co LLC |
26 |
*New |
2023-12-31 |
4,519 |
$254,000 |
4,519 |
|
| Veriti Management LLC |
660 |
*New |
2024-03-31 |
4,243 |
$249,000 |
4,243 |
|
| PENOBSCOT INVESTMENT MANAGEMENT COMPANY INC |
267 |
*New |
2023-12-31 |
4,000 |
$225,000 |
4,000 |
|
| Camden Capital LLC |
301 |
*New |
2023-12-31 |
3,861 |
$217,000 |
3,861 |
|
| Confluence Wealth Services Inc. |
315 |
*New |
2024-03-31 |
3,673 |
$215,000 |
3,673 |
|
| Laurel Wealth Advisors Inc. |
614 |
*New |
2022-12-31 |
4,262 |
$214,000 |
4,262 |
|
| Element Wealth LLC |
126 |
*New |
2023-12-31 |
3,758 |
$211,000 |
3,758 |
|
| WARREN AVERETT ASSET MANAGEMENT, LLC |
421 |
*New |
2023-12-31 |
3,686 |
$207,000 |
3,686 |
|
| Good Life Advisors LLC |
404 |
*New |
2023-12-31 |
3,672 |
$206,000 |
3,672 |
|
| Radnor Capital Management LLC |
313 |
*New |
2024-03-31 |
3,406 |
$200,000 |
3,406 |
|
| Opal Wealth Advisors LLC |
173 |
*New |
2024-03-31 |
3,280 |
$192,000 |
3,280 |
|
| CENTAURUS FINANCIAL INC. |
753 |
*New |
2023-12-31 |
1,810 |
$102,000 |
1,810 |
|
| Addison Advisors LLC |
269 |
*New |
2023-12-31 |
1,744 |
$98,000 |
1,744 |
|
| MONDRIAN INVESTMENT PARTNERS LTD |
90 |
*New |
2023-12-31 |
1,332 |
$75,000 |
1,332 |
|
| Scarborough Advisors LLC |
137 |
*New |
2023-12-31 |
1,287 |
$72,000 |
1,287 |
|
| LifeSteps Financial Inc. |
142 |
*New |
2024-03-31 |
1,058 |
$62,000 |
1,058 |
|
| Compagnie Lombard Odier SCA |
396 |
*New |
2023-12-31 |
1,000 |
$56,000 |
1,000 |
|
| RFP Financial Group LLC |
186 |
*New |
2023-12-31 |
893 |
$50,000 |
893 |
|
| MCMILLION CAPITAL MANAGEMENT INC |
129 |
*New |
2023-06-30 |
365 |
$20,000 |
365 |
|
| PACIFIC CAPITAL WEALTH ADVISORS INC |
201 |
*New |
2023-12-31 |
311 |
$17,000 |
311 |
|
| FinTrust Capital Advisors LLC |
901 |
*New |
2023-12-31 |
104 |
$6,000 |
104 |
|
| Future Financial Wealth Managment LLC |
440 |
*New |
2024-03-31 |
65 |
$4,000 |
65 |
|
| Concord Wealth Partners |
669 |
*New |
2023-12-31 |
46 |
$3,000 |
46 |
|
| Creative Capital Management Investments LLC |
184 |
*New |
2024-03-31 |
57 |
$3,000 |
57 |
|
| Activest Wealth Management |
454 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
|
50 Records found
|
1
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