|
Institutional
Holders
Total
Institutions:
|
33 1 |
|
Total
shares held :
|
438,125 |
|
% of shares
held :
|
3% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
Amount
of shares held :
|
-153,060 |
|
% of shares
held change :
|
-1.05% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$24.05 |
|
Last
Quarter's Ending
Price :
|
$25.47 |
|
Last
Quarter's Average
Price :
|
$24.12 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
3.22 (13.37%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
EVERGREEN CAPITAL MANAGEMENT LLC |
4 |
*New |
2024-03-31 |
1,314,718 |
$60,239,000 |
1,314,718 |
|
Sparta 24 Ltd. |
6 |
- |
2024-03-31 |
312,180 |
$7,858,000 |
0 |
|
ROYAL BANK OF CANADA |
2166 |
- |
2024-03-31 |
138,530 |
$3,399,000 |
2,015 |
|
ZACKS INVESTMENT MANAGEMENT |
401 |
*New |
2024-03-31 |
40,030 |
$982,000 |
40,030 |
|
JANE STREET GROUP LLC |
3826 |
- |
2024-03-31 |
20,959 |
$514,000 |
-56,370 |
|
OLD MISSION CAPITAL LLC |
570 |
- |
2024-03-31 |
19,553 |
$480,000 |
-38,246 |
|
TIEDEMANN WEALTH MANAGEMENT, LLC |
175 |
- |
2023-09-30 |
18,232 |
$448,000 |
0 |
|
AlTi Global Inc. |
261 |
- |
2024-03-31 |
18,232 |
$447,000 |
0 |
|
SAGEWORTH TRUST CO |
62 |
- |
2024-03-31 |
17,530 |
$430,000 |
0 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4019 |
- |
2024-03-31 |
12,401 |
$304,000 |
-15,000 |
|
UBS Group AG |
4510 |
- |
2024-03-31 |
10,722 |
$263,000 |
-2,114 |
|
Stratos Wealth Partners LTD. |
1241 |
- |
2024-03-31 |
8,714 |
$214,000 |
-3,523 |
|
CREATIVE PLANNING |
2512 |
- |
2024-03-31 |
8,600 |
$211,000 |
0 |
|
Equitable Holdings Inc. |
1079 |
- |
2024-03-31 |
8,393 |
$206,000 |
37 |
|
MORGAN STANLEY |
5586 |
- |
2024-03-31 |
6,739 |
$165,000 |
-1,815 |
|
Spire Wealth Management |
1030 |
- |
2024-03-31 |
3,555 |
$87,000 |
0 |
|
J P MORGAN CHASE & CO |
4532 |
- |
2024-03-31 |
3,500 |
$86,000 |
0 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
1192 |
- |
2024-03-31 |
2,889 |
$71,000 |
55 |
|
BBJS FINANCIAL ADVISORS LLC |
80 |
- |
2024-03-31 |
733 |
$18,000 |
2 |
|
Hexagon Capital Partners LLC |
776 |
- |
2024-03-31 |
538 |
$13,000 |
449 |
|
Castleview Partners LLC |
522 |
- |
2024-03-31 |
472 |
$12,000 |
0 |
|
BANK OF AMERICA CORP /DE/ |
5767 |
- |
2024-03-31 |
500 |
$12,000 |
-6,826 |
|
WELLS FARGO & CO/MN |
5118 |
- |
2024-03-31 |
461 |
$11,000 |
5 |
|
GAMMA Investing LLC |
2246 |
- |
2024-03-31 |
276 |
$7,000 |
0 |
|
McClarren Financial Advisors Inc. |
194 |
- |
2024-03-31 |
25 |
$7,000 |
-241 |
|
Federation des caisses Desjardins du Quebec |
1875 |
- |
2024-03-31 |
291 |
$7,000 |
0 |
|
PSI Advisors LLC |
620 |
- |
2024-03-31 |
110 |
$3,000 |
-174 |
|
BLAIR WILLIAM & CO/IL |
1751 |
- |
2024-03-31 |
87 |
$2,000 |
0 |
|
Advisor Group Holdings Inc. |
6288 |
- |
2024-03-31 |
81 |
$2,000 |
-17 |
|
HARBOUR INVESTMENTS INC. |
2760 |
- |
2023-12-31 |
47 |
$1,000 |
0 |
|
PROEQUITIES INC. |
2691 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
McGlone Suttner Wealth Management Inc. |
346 |
*Closed |
2024-03-31 |
0 |
$0 |
-18 |
|
FMR LLC |
4995 |
*New |
2024-03-31 |
6 |
$0 |
6 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1949 |
*New |
2024-03-31 |
1 |
$0 |
1 |
|
LPL FINANCIAL CORP |
4839 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,194 |
|
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. |
2602 |
*Closed |
2024-03-31 |
0 |
$0 |
-24,551 |
|
ADVISORY SERVICES NETWORK, LLC |
2833 |
*Closed |
2024-03-31 |
0 |
$0 |
-34 |
|
GRADIENT INVESTMENTS LLC |
1587 |
*Closed |
2024-03-31 |
0 |
$0 |
-259 |
|
DEUTSCHE BANK AG |
3562 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
Planning Capital Management Corp |
714 |
*Closed |
2024-03-31 |
0 |
$0 |
-388 |
|
Financial Gravity Wealth Inc. |
1379 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
|
41 Records found
|
1
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