|
Institutional
Holders
Total
Institutions:
|
53 5 |
|
Total
shares held :
|
478,162 |
|
% of shares
held :
|
19.52% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-18 |
|
Amount
of shares held :
|
-346,527 |
|
% of shares
held change :
|
-14.14% |
|
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 |
MORGAN STANLEY |
3738 |
- |
2024-03-31 |
95,717 |
$5,652,000 |
-81 |
|
JANE STREET GROUP LLC |
1468 |
- |
2024-03-31 |
69,307 |
$4,092,000 |
39,005 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1400 |
- |
2024-03-31 |
48,268 |
$2,850,000 |
20,727 |
|
ROYAL BANK OF CANADA |
2558 |
- |
2024-03-31 |
31,669 |
$1,870,000 |
2,862 |
|
LPL FINANCIAL CORP |
2575 |
- |
2024-03-31 |
30,847 |
$1,821,000 |
-45 |
|
H D Vest Advisory Services |
586 |
- |
2024-03-31 |
27,986 |
$1,653,000 |
-485 |
|
Cedar Brook Financial Partners LLC |
88 |
- |
2024-03-31 |
23,886 |
$1,410,000 |
106 |
|
AMERIPRISE FINANCIAL INC |
2977 |
- |
2024-03-31 |
22,393 |
$1,322,000 |
-5,439 |
|
Kestra Advisory Services LLC |
1080 |
- |
2024-03-31 |
22,102 |
$1,305,000 |
14,766 |
|
BANK OF AMERICA CORP /DE/ |
3988 |
- |
2024-03-31 |
18,237 |
$1,077,000 |
-1,375 |
|
UBS Group AG |
3522 |
- |
2024-03-31 |
17,229 |
$1,017,000 |
-1,955 |
|
CITADEL ADVISORS LLC |
3067 |
- |
2024-03-31 |
16,949 |
$1,001,000 |
16,949 |
|
WELLS FARGO & CO/MN |
3256 |
- |
2024-03-31 |
10,570 |
$624,000 |
903 |
|
Family Firm Inc. |
100 |
- |
2024-03-31 |
10,313 |
$609,000 |
0 |
|
GLOBALT Investments LLC / GA |
173 |
- |
2024-03-31 |
8,975 |
$530,000 |
-555 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2759 |
- |
2024-03-31 |
8,769 |
$518,000 |
-14,155 |
|
BB&T CORP |
1936 |
- |
2024-03-31 |
8,634 |
$510,000 |
-315 |
|
ENVESTNET ASSET MANAGEMENT INC |
3587 |
- |
2024-03-31 |
6,174 |
$365,000 |
2,255 |
|
Slow Capital Inc. |
113 |
- |
2024-03-31 |
6,130 |
$362,000 |
-2,289 |
|
ADVISORY SERVICES NETWORK, LLC |
1079 |
- |
2024-03-31 |
5,967 |
$352,000 |
-793 |
|
Cetera Investment Advisers |
2920 |
- |
2024-03-31 |
5,620 |
$332,000 |
525 |
|
GOLDMAN SACHS GROUP INC/ |
4120 |
- |
2024-03-31 |
5,000 |
$295,000 |
0 |
|
MULTIFINANCIAL SECURITIES CORP |
1951 |
*New |
2024-03-31 |
4,935 |
$291,000 |
4,935 |
|
Atria Wealth Solutions Inc. |
1559 |
- |
2024-03-31 |
4,904 |
$290,000 |
-365 |
|
Gladstone Institutional Advisory LLC |
539 |
- |
2024-03-31 |
4,806 |
$284,000 |
784 |
|
NTV ASSET MANAGEMENT LLC |
215 |
- |
2024-03-31 |
4,700 |
$278,000 |
0 |
|
PICTET ASSET MANAGEMENT SA |
1546 |
- |
2023-06-30 |
4,650 |
$278,000 |
0 |
|
Advisor Group Holdings Inc. |
3470 |
- |
2024-03-31 |
4,249 |
$251,000 |
-535 |
|
BESSEMER GROUP INC |
1078 |
- |
2024-03-31 |
2,542 |
$150,000 |
-3,693 |
|
Federation des caisses Desjardins du Quebec |
1138 |
- |
2024-03-31 |
2,495 |
$147,000 |
0 |
|
Strategic Investment Solutions Inc. /IL |
134 |
- |
2023-12-31 |
2,438 |
$143,000 |
-150,904 |
|
BANGOR SAVINGS BANK |
252 |
- |
2024-03-31 |
1,495 |
$88,000 |
0 |
|
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
508 |
- |
2024-03-31 |
1,448 |
$86,000 |
0 |
|
Anchor Investment Management LLC |
495 |
- |
2024-03-31 |
1,120 |
$66,000 |
0 |
|
Parallel Advisors LLC |
1365 |
- |
2024-03-31 |
1,100 |
$65,000 |
0 |
|
ATTICUS WEALTH MANAGEMENT LLC |
227 |
- |
2024-03-31 |
1,000 |
$59,000 |
0 |
|
Newbridge Financial Services Group Inc. |
420 |
- |
2024-03-31 |
750 |
$44,000 |
0 |
|
COMERICA BANK |
2797 |
- |
2024-03-31 |
698 |
$41,000 |
0 |
|
Goss Wealth Management LLC |
2372 |
- |
2024-03-31 |
655 |
$39,000 |
0 |
|
Addison Advisors LLC |
389 |
- |
2024-03-31 |
654 |
$39,000 |
-100 |
|
FIFTH THIRD BANCORP |
1513 |
- |
2024-03-31 |
562 |
$33,000 |
0 |
|
TD Waterhouse Canada Inc. |
1145 |
- |
2024-03-31 |
567 |
$33,000 |
0 |
|
Front Row Advisors LLC |
364 |
- |
2024-03-31 |
422 |
$25,000 |
0 |
|
CWM LLC |
2934 |
- |
2024-03-31 |
306 |
$18,000 |
0 |
|
TOMPKINS FINANCIAL CORP |
461 |
- |
2024-03-31 |
250 |
$15,000 |
0 |
|
Creekmur Asset Management LLC |
421 |
- |
2024-03-31 |
251 |
$15,000 |
-964 |
|
Legacy Bridge LLC |
253 |
- |
2024-03-31 |
233 |
$14,000 |
0 |
|
VIGILANT CAPITAL MANAGEMENT LLC |
381 |
- |
2023-06-30 |
215 |
$13,000 |
-10 |
|
Impact Partnership Wealth LLC |
449 |
- |
2024-03-31 |
174 |
$10,000 |
0 |
|
NATIONAL BANK OF CANADA /FI/ |
2077 |
- |
2024-03-31 |
100 |
$6,000 |
0 |
|
Castleview Partners LLC |
597 |
- |
2024-03-31 |
108 |
$6,000 |
0 |
|
PROEQUITIES INC. |
1848 |
- |
2024-03-31 |
100 |
$6,000 |
0 |
|
Coastal Investment Advisors Inc. |
735 |
- |
2024-03-31 |
85 |
$5,000 |
85 |
|
FMR LLC |
4464 |
- |
2024-03-31 |
58 |
$3,000 |
-127 |
|
MARYLAND CAPITAL ADVISORS INC. |
215 |
*Closed |
2024-03-31 |
0 |
$0 |
-150 |
|
BANK OF MONTREAL /CAN/ |
3567 |
*Closed |
2024-03-31 |
0 |
$0 |
-177 |
|
IFRAH FINANCIAL SERVICES INC |
217 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,162 |
|
KARLINSKI ANDREW C |
53 |
*Closed |
2022-12-31 |
0 |
$0 |
-284 |
|
JONES FINANCIAL COMPANIES LLLP |
1420 |
*Closed |
2024-03-31 |
0 |
$0 |
-100 |
|
PNC FINANCIAL SERVICES GROUP INC |
4698 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,000 |
|
Global Financial Private Client LLC |
686 |
*Closed |
2024-03-31 |
0 |
$0 |
-109 |
|
|
61 Records found
|
1
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