| |
Institutional
Holders
Total
Institutions:
 |
17  2 |
|
|
Total
shares held :
|
8,676,098 |
|
|
% of shares
held :
|
9.64% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-7 |
|
|
Amount
of shares held :
|
-1,255,518 |
|
|
% of shares
held change :
|
-1.4% |
|
| 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 |
  Foundations Investment Advisors LLC |
2 |
- |
2024-06-30 |
5,918,770 |
$143,353,000 |
-952,257 |
|
| GeoWealth Management LLC |
8 |
- |
2024-06-30 |
2,298,377 |
$55,667,000 |
-254,552 |
|
| Continuum Advisory LLC |
133 |
- |
2024-06-30 |
47,542 |
$1,151,000 |
-2,762 |
|
| AE Wealth Management LLC |
684 |
- |
2024-06-30 |
43,792 |
$1,061,000 |
-50,590 |
|
| Signal Advisors Wealth LLC |
12 |
- |
2024-06-30 |
37,974 |
$920,000 |
-50,434 |
|
| MARIPAU WEALTH MANAGEMENT LLC |
43 |
- |
2024-06-30 |
31,638 |
$766,000 |
-2,565 |
|
| TOWNSQUARE CAPITAL LLC |
776 |
- |
2024-06-30 |
27,811 |
$674,000 |
-6,655 |
|
| Tactive Advisors LLC |
117 |
- |
2024-03-31 |
9,657 |
$234,000 |
-909 |
|
| UBS Group AG |
6250 |
- |
2024-06-30 |
539 |
$13,000 |
-352 |
|
|
9 Records found
|
1
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