|
Institutional
Holders
Total
Institutions:
|
29 7 |
|
Total
shares held :
|
1,737,901 |
|
% of shares
held :
|
19.31% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
8 |
|
Amount
of shares held :
|
430,723 |
|
% of shares
held change :
|
4.79% |
|
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 |
LPL FINANCIAL CORP |
1596 |
- |
2024-03-31 |
551,791 |
$6,428,000 |
127,173 |
|
JANE STREET GROUP LLC |
1313 |
- |
2024-03-31 |
410,387 |
$4,781,000 |
263,487 |
|
VAN ECK ASSOCIATES CORP |
637 |
- |
2024-03-31 |
375,000 |
$4,369,000 |
0 |
|
BANK OF MONTREAL /CAN/ |
1449 |
- |
2024-03-31 |
143,625 |
$1,688,000 |
108,421 |
|
LINCOLN NATIONAL CORP |
383 |
- |
2024-03-31 |
137,700 |
$1,604,000 |
137,700 |
|
SIGNATURE SECURITIES GROUP CORPORATION |
62 |
- |
2024-03-31 |
126,426 |
$1,473,000 |
-1,624 |
|
CI Private Wealth LLC |
1275 |
- |
2024-03-31 |
95,564 |
$1,113,000 |
0 |
|
Gainplan LLC |
21 |
- |
2024-03-31 |
86,869 |
$1,012,000 |
-202 |
|
AYRSHIRE ASSOCIATES INC |
97 |
*New |
2024-03-31 |
65,321 |
$761,000 |
65,321 |
|
Intercontinental Wealth Advisors LLC |
151 |
- |
2023-06-30 |
95,564 |
$651,000 |
0 |
|
Goss Wealth Management LLC |
1193 |
- |
2024-03-31 |
54,578 |
$636,000 |
42,246 |
|
MARINER WEALTH ADVISORS, LLC |
1894 |
*New |
2024-03-31 |
50,690 |
$591,000 |
50,690 |
|
HIGHTOWER ADVISORS, LLC |
2721 |
- |
2024-03-31 |
22,559 |
$266,000 |
-15,302 |
|
Western Wealth Management LLC |
565 |
- |
2024-03-31 |
20,991 |
$245,000 |
2,140 |
|
TCP Asset Management LLC |
71 |
- |
2024-03-31 |
18,788 |
$219,000 |
1,125 |
|
Orion Portfolio Solutions LLC |
1614 |
*New |
2024-03-31 |
17,198 |
$200,000 |
17,198 |
|
Wealthcare Advisory Partners LLC |
766 |
- |
2024-03-31 |
16,300 |
$190,000 |
4,550 |
|
Main Street Financial Solutions LLC |
494 |
*New |
2024-03-31 |
13,500 |
$157,000 |
13,500 |
|
Private Portfolio Partners LLC |
269 |
- |
2024-03-31 |
11,600 |
$135,000 |
-800 |
|
DANA INVESTMENT ADVISORS INC |
519 |
- |
2024-03-31 |
11,547 |
$135,000 |
0 |
|
SIMPLEX TRADING LLC |
1131 |
- |
2024-03-31 |
10,720 |
$124,000 |
3,389 |
|
Banque Cantonale Vaudoise |
678 |
*New |
2024-03-31 |
8,022 |
$93,000 |
8,022 |
|
PRIVATE TRUST CO NA |
1194 |
- |
2024-03-31 |
3,288 |
$38,000 |
0 |
|
ALPHAMARK ADVISORS LLC |
379 |
*New |
2024-03-31 |
2,950 |
$34,000 |
2,950 |
|
IFP Advisors Inc |
1776 |
- |
2023-12-31 |
2,564 |
$26,000 |
-56,482 |
|
MORGAN STANLEY |
6510 |
- |
2024-03-31 |
706 |
$8,000 |
72 |
|
Opal Wealth Advisors LLC |
263 |
*New |
2024-03-31 |
520 |
$6,000 |
520 |
|
UBS Group AG |
6274 |
- |
2024-03-31 |
407 |
$5,000 |
407 |
|
BANK OF AMERICA CORP /DE/ |
5954 |
- |
2024-03-31 |
294 |
$3,000 |
-29,706 |
|
TOMPKINS FINANCIAL CORP |
565 |
- |
2024-03-31 |
300 |
$3,000 |
0 |
|
SJS Investment Consulting Inc. |
769 |
*New |
2024-03-31 |
171 |
$2,000 |
171 |
|
Advisor Group Holdings Inc. |
6253 |
- |
2024-03-31 |
155 |
$2,000 |
-16,125 |
|
PNC FINANCIAL SERVICES GROUP INC |
4143 |
- |
2024-03-31 |
200 |
$2,000 |
0 |
|
J P MORGAN CHASE & CO |
5254 |
*New |
2024-03-31 |
144 |
$2,000 |
144 |
|
TFC Financial Management |
558 |
- |
2024-03-31 |
116 |
$1,000 |
0 |
|
FSC Wealth Advisors LLC |
242 |
- |
2024-03-31 |
60 |
$1,000 |
0 |
|
Baldrige Asset Management LLC |
337 |
- |
2023-03-31 |
283 |
$1,000 |
0 |
|
Federation des caisses Desjardins du Quebec |
2197 |
- |
2024-03-31 |
67 |
$1,000 |
0 |
|
Concurrent Investment Advisors LLC |
869 |
*Closed |
2024-03-31 |
0 |
$0 |
-13,957 |
|
PROEQUITIES INC. |
3002 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
SFG Wealth Management LLC. |
103 |
*Closed |
2024-03-31 |
0 |
$0 |
-91,186 |
|
AdvisorNet Financial Inc |
2229 |
*New |
2024-03-31 |
20 |
$0 |
20 |
|
Belvedere Trading LLC |
285 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,658 |
|
Balboa Wealth Partners |
275 |
*Closed |
2024-03-31 |
0 |
$0 |
-11,667 |
|
Stratos Wealth Partners LTD. |
1449 |
*Closed |
2024-03-31 |
0 |
$0 |
-154,806 |
|
|
45 Records found
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1
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