|
Institutional
Holders
Total
Institutions:
|
293 15 |
|
Total
shares held :
|
18,805,528 |
|
% of shares
held :
|
70.7% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
54 |
|
Amount
of shares held :
|
-1,691,063 |
|
% of shares
held change :
|
-6.36% |
|
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 |
SageView Advisory Group LLC |
74 |
*New |
2023-12-31 |
57,011 |
$3,119,000 |
57,011 |
|
PATHSTONE FAMILY OFFICE, LLC |
468 |
*New |
2023-09-30 |
40,759 |
$2,056,000 |
40,759 |
|
JACOBSON & SCHMITT ADVISORS LLC |
41 |
*New |
2023-12-31 |
26,535 |
$1,467,000 |
26,535 |
|
BANK OF NEW YORK MELLON CORP |
2995 |
*New |
2024-03-31 |
22,645 |
$1,301,000 |
22,645 |
|
Financial Council Asset Management Inc |
24 |
*New |
2023-12-31 |
19,387 |
$1,072,000 |
19,387 |
|
TFO-TDC LLC |
25 |
*New |
2023-12-31 |
11,139 |
$616,000 |
11,139 |
|
Krilogy Financial LLC |
179 |
*New |
2024-03-31 |
10,496 |
$603,000 |
10,496 |
|
ICONIQ CAPITAL, LLC |
51 |
*New |
2023-12-31 |
9,887 |
$547,000 |
9,887 |
|
Crabel Capital Management LLC |
94 |
*New |
2023-12-31 |
5,838 |
$323,000 |
5,838 |
|
THOMPSON DAVIS & CO. INC. |
|
*New |
2024-03-31 |
5,576 |
$320,000 |
5,576 |
|
Better Money Decisions LLC |
60 |
*New |
2024-03-31 |
4,168 |
$240,000 |
4,168 |
|
BRAGG FINANCIAL ADVISORS INC |
302 |
*New |
2023-12-31 |
4,198 |
$232,000 |
4,198 |
|
Ellevest Inc. |
341 |
*New |
2023-12-31 |
4,143 |
$229,000 |
4,143 |
|
HALBERT, HARGROVE/RUSSELL LLC |
77 |
*New |
2024-03-31 |
3,819 |
$219,000 |
3,819 |
|
Kestra Advisory Services LLC |
2037 |
*New |
2023-12-31 |
3,936 |
$218,000 |
3,936 |
|
Gordian Advisors LLC |
27 |
*New |
2024-03-31 |
3,772 |
$217,000 |
3,772 |
|
Pathway Financial Advisors LLC |
156 |
*New |
2024-03-31 |
3,761 |
$216,000 |
3,761 |
|
Arbor Investment Advisors LLC |
111 |
*New |
2024-03-31 |
3,527 |
$203,000 |
3,527 |
|
Tanager Wealth Management LLP |
|
*New |
2024-03-31 |
3,505 |
$201,000 |
3,505 |
|
Stonehage Fleming Financial Services Holdings Ltd |
132 |
*New |
2023-12-31 |
2,958 |
$164,000 |
2,958 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
|
*New |
2024-03-31 |
2,565 |
$147,000 |
2,565 |
|
HM PAYSON & CO |
630 |
*New |
2023-12-31 |
732 |
$40,000 |
732 |
|
Aptus Capital Advisors LLC |
798 |
*New |
2023-12-31 |
160 |
$9,000 |
160 |
|
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23 Records found
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1
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