|
Institutional
Holders
Total
Institutions:
|
37 8 |
|
Total
shares held :
|
2,219,153 |
|
% of shares
held :
|
24.66% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
Amount
of shares held :
|
250,400 |
|
% of shares
held change :
|
2.78% |
|
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 |
GTS SECURITIES LLC |
50 |
- |
2024-06-30 |
220,671 |
$15,052,000 |
214,587 |
|
J P MORGAN CHASE & CO |
2546 |
- |
2024-06-30 |
58,366 |
$3,981,000 |
15,814 |
|
Cyndeo Wealth Partners LLC |
112 |
- |
2024-06-30 |
48,622 |
$3,317,000 |
10,898 |
|
DAVID R. RAHN & ASSOCIATES INC. |
24 |
- |
2024-06-30 |
45,181 |
$3,082,000 |
2,287 |
|
ALBION FINANCIAL GROUP /UT |
74 |
- |
2024-06-30 |
36,404 |
$2,483,000 |
223 |
|
TOWNSQUARE CAPITAL LLC |
694 |
- |
2024-06-30 |
13,298 |
$907,000 |
3,327 |
|
Portside Wealth Group LLC |
136 |
- |
2024-06-30 |
12,875 |
$878,000 |
3,410 |
|
SMART PORTFOLIOS, LLC |
37 |
- |
2024-06-30 |
12,043 |
$821,000 |
3,099 |
|
CLS INVESTMENT FIRM LLC |
811 |
- |
2022-12-31 |
16,843 |
$798,000 |
160 |
|
Bristlecone Advisors LLC |
198 |
- |
2024-06-30 |
6,226 |
$425,000 |
218 |
|
ROYAL BANK OF CANADA |
5353 |
- |
2024-06-30 |
409 |
$28,000 |
192 |
|
Clear Point Advisors Inc. |
388 |
- |
2024-06-30 |
77 |
$5,000 |
75 |
|
|
12 Records found
|
1
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Page 1 of 1 |
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