| |
Institutional
Holders
Total
Institutions:
 |
73  37 |
|
|
Total
shares held :
|
2,121,741 |
|
|
% of shares
held :
|
23.57% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
53 |
|
|
Amount
of shares held :
|
1,115,132 |
|
|
% of shares
held change :
|
12.39% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
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 |
  Planning Center Inc. |
26 |
- |
2024-03-31 |
11,127 |
$1,120,000 |
-20,875 |
|
| Cetera Investment Advisers |
1183 |
- |
2023-12-31 |
8,509 |
$863,000 |
-1,139 |
|
| Stone Point Wealth LLC |
83 |
- |
2024-03-31 |
6,852 |
$690,000 |
-20 |
|
| RFP Financial Group LLC |
60 |
- |
2024-03-31 |
4,924 |
$496,000 |
-1,987 |
|
| Integrity Wealth Solutions LLC |
69 |
- |
2024-03-31 |
3,430 |
$345,000 |
-234 |
|
| RAYMOND JAMES TRUST CO |
952 |
- |
2024-03-31 |
3,096 |
$312,000 |
-1,416 |
|
| CI Private Wealth LLC |
1880 |
- |
2024-03-31 |
2,989 |
$301,000 |
-621 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3730 |
- |
2023-12-31 |
2,280 |
$231,000 |
-2,297 |
|
| EMPIRICAL FINANCIAL SERVICES, LLC |
483 |
- |
2024-03-31 |
2,258 |
$227,000 |
-1,911 |
|
|
9 Records found
|
1
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Page 1 of 1 |
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