|
Institutional
Holders
Total
Institutions:
|
64 3 |
|
Total
shares held :
|
1,823,012 |
|
% of shares
held :
|
20.26% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-13 |
|
Amount
of shares held :
|
-71,596 |
|
% of shares
held change :
|
-0.8% |
|
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 |
Comprehensive Portfolio Management LLC |
11 |
- |
2024-03-31 |
421,309 |
$63,736,000 |
530 |
|
STRATEGIC INVESTMENT ADVISORS, INC |
9 |
- |
2024-03-31 |
276,643 |
$41,851,000 |
1,863 |
|
ANDERSON HOAGLAND & CO |
11 |
- |
2024-03-31 |
138,544 |
$20,358,000 |
1,368 |
|
DAVIDSON INVESTMENT ADVISORS |
53 |
- |
2023-12-31 |
115,542 |
$15,170,000 |
19,635 |
|
Schulz Wealth LTD. |
2 |
- |
2024-03-31 |
83,393 |
$12,616,000 |
1,982 |
|
Symmetry Partner LLC |
33 |
- |
2024-03-31 |
73,487 |
$11,117,000 |
9,309 |
|
LPL FINANCIAL CORP |
1657 |
- |
2024-03-31 |
38,705 |
$5,855,000 |
1,669 |
|
LINCOLN CAPITAL CORP |
14 |
- |
2024-03-31 |
33,688 |
$5,096,000 |
775 |
|
Journey Advisory Group LLC |
41 |
- |
2024-03-31 |
33,546 |
$5,075,000 |
482 |
|
GREAT VALLEY ADVISOR GROUP INC. |
189 |
- |
2024-03-31 |
25,107 |
$3,798,000 |
7,530 |
|
Advisor Group Holdings Inc. |
1986 |
- |
2024-03-31 |
9,313 |
$1,409,000 |
4,849 |
|
UBS Group AG |
3148 |
- |
2023-12-31 |
10,636 |
$1,396,000 |
1,778 |
|
Kestra Advisory Services LLC |
998 |
- |
2023-12-31 |
9,633 |
$1,265,000 |
2 |
|
Andesa Financial Management Inc. |
51 |
- |
2022-12-31 |
10,525 |
$1,200,000 |
237 |
|
DRIVE WEALTH MANAGEMENT LLC |
75 |
- |
2024-03-31 |
6,423 |
$972,000 |
3,346 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2395 |
- |
2024-03-31 |
5,215 |
$789,000 |
1,097 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2239 |
- |
2024-03-31 |
3,404 |
$515,000 |
1,101 |
|
Envestnet Portfolio Solutions Inc. |
1151 |
- |
2024-03-31 |
3,086 |
$467,000 |
70 |
|
RAYMOND JAMES & ASSOCIATES |
3068 |
- |
2024-03-31 |
2,985 |
$452,000 |
1,192 |
|
Buckingham Strategic Partners |
274 |
- |
2023-12-31 |
3,231 |
$424,000 |
89 |
|
LINCOLN NATIONAL CORP |
938 |
- |
2024-03-31 |
1,988 |
$301,000 |
15 |
|
PARKSIDE FINANCIAL BANK & TRUST |
927 |
- |
2024-03-31 |
184 |
$28,000 |
132 |
|
MORGAN STANLEY |
6329 |
- |
2023-12-31 |
97 |
$13,000 |
91 |
|
|
23 Records found
|
1
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