| |
Institutional
Holders
Total
Institutions:
 |
29  2 |
|
|
Total
shares held :
|
113,765 |
|
|
% of shares
held :
|
0.01% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -1 |
|
|
Amount
of shares held :
|
-6,431 |
|
|
% of shares
held change :
|
-0% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$55.12 |
|
|
Last
Quarter's Ending
Price :
|
$64.49 |
|
|
Last
Quarter's Average
Price :
|
$58.00 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
13.10 (22.59%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Chicago Partners Investment Group LLC |
119 |
- |
2024-03-31 |
62,753 |
$4,358,000 |
-182 |
|
| IMCCHICAGO, LLC |
139 |
- |
2024-03-31 |
23,914 |
$1,697,000 |
23,914 |
|
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
146 |
- |
2024-03-31 |
16,369 |
$1,162,000 |
-90 |
|
| BANK OF AMERICA CORP /DE/ |
4144 |
- |
2024-03-31 |
11,430 |
$811,000 |
-565 |
|
| Occidental Asset Management LLC |
121 |
- |
2024-03-31 |
10,000 |
$710,000 |
0 |
|
| Peak Asset Management LLC |
87 |
- |
2024-03-31 |
9,931 |
$705,000 |
0 |
|
| PHOCAS FINANCIAL CORP |
143 |
- |
2023-12-31 |
7,400 |
$477,000 |
-364 |
|
| MORGAN STANLEY |
5202 |
- |
2024-03-31 |
5,913 |
$420,000 |
-806 |
|
| HIGHTOWER ADVISORS, LLC |
2494 |
- |
2024-03-31 |
5,113 |
$361,000 |
500 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
3227 |
- |
2024-03-31 |
4,265 |
$303,000 |
-295 |
|
| HIKARI TSUSHIN, INC. |
57 |
*New |
2024-03-31 |
4,200 |
$298,000 |
4,200 |
|
| UBS Group AG |
4450 |
- |
2024-03-31 |
4,023 |
$286,000 |
-1,254 |
|
| RAYMOND JAMES & ASSOCIATES |
3394 |
- |
2024-03-31 |
3,752 |
$266,000 |
-1,050 |
|
| WELLS FARGO & CO/MN |
3781 |
- |
2024-03-31 |
3,585 |
$254,000 |
-1,054 |
|
| CITADEL ADVISORS LLC |
4497 |
- |
2024-03-31 |
3,070 |
$218,000 |
-10,589 |
|
| Advisor Group Holdings Inc. |
3740 |
- |
2024-03-31 |
2,544 |
$181,000 |
8 |
|
| Steward Partners Investment Advisory LLC |
1738 |
- |
2024-03-31 |
1,478 |
$105,000 |
0 |
|
| REDMONT WEALTH ADVISORS LLC |
97 |
*New |
2024-03-31 |
592 |
$42,000 |
592 |
|
| BLAIR WILLIAM & CO/IL |
1641 |
- |
2024-03-31 |
410 |
$29,000 |
0 |
|
| HANSON MCCLAIN, INC. |
1567 |
- |
2024-03-31 |
400 |
$28,000 |
0 |
|
| CITIGROUP INC |
4142 |
- |
2024-03-31 |
243 |
$17,000 |
0 |
|
| DUNCKER STREETT & CO INC |
422 |
- |
2024-03-31 |
100 |
$7,000 |
0 |
|
| ROYAL BANK OF CANADA |
5669 |
- |
2024-03-31 |
100 |
$7,000 |
0 |
|
| SALEM INVESTMENT COUNSELORS INC |
884 |
- |
2024-03-31 |
100 |
$7,000 |
0 |
|
| Harvest Fund Management Co. Ltd |
629 |
- |
2024-03-31 |
22 |
$2,000 |
0 |
|
| Raleigh Capital Management Inc. |
839 |
- |
2024-03-31 |
13 |
$1,000 |
0 |
|
| Tradition Wealth Management LLC |
649 |
*Closed |
2024-03-31 |
0 |
$0 |
-773 |
|
| US BANCORP |
3816 |
*Closed |
2024-03-31 |
0 |
$0 |
-209 |
|
| Mascoma Wealth Management LLC |
448 |
*Closed |
2024-03-31 |
0 |
$0 |
-49 |
|
| ZRC WEALTH MANAGEMENT LLC |
483 |
- |
2024-03-31 |
1 |
$0 |
-363 |
|
| PROEQUITIES INC. |
8800 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| FIFTH THIRD BANCORP |
2518 |
*Closed |
2024-03-31 |
0 |
$0 |
-90 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6542 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,831 |
|
| CWM LLC |
4814 |
- |
2024-03-31 |
6 |
$0 |
0 |
|
|
34 Records found
|
1
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