|
Institutional
Holders
Total
Institutions:
|
25 16 |
|
Total
shares held :
|
3,762,125 |
|
% of shares
held :
|
41.8% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
16 |
|
Amount
of shares held :
|
1,794,755 |
|
% of shares
held change :
|
19.94% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
GRADIENT INVESTMENTS LLC |
6 |
- |
2024-03-31 |
1,978,094 |
$96,320,000 |
120,222 |
|
ADVOCACY WEALTH MANAGEMENT SERVICES, LLC |
10 |
*New |
2024-03-31 |
788,808 |
$38,410,000 |
788,808 |
|
HPM Partners LLC |
237 |
- |
2024-03-31 |
576,967 |
$28,094,000 |
-24,801 |
|
Congress Wealth Management LLC / DE / |
58 |
- |
2024-03-31 |
483,664 |
$23,551,000 |
58,995 |
|
ENVESTNET ASSET MANAGEMENT INC |
1034 |
*New |
2024-03-31 |
465,540 |
$22,669,000 |
465,540 |
|
Tortoise Investment Management LLC |
18 |
- |
2024-03-31 |
252,060 |
$12,274,000 |
42,373 |
|
AMI INVESTMENT MANAGEMENT INC |
7 |
- |
2024-03-31 |
197,471 |
$9,615,000 |
17,798 |
|
W.G. SHAHEEN & ASSOCIATES DBA WHITNEY & CO |
42 |
*New |
2024-03-31 |
141,131 |
$6,872,000 |
141,131 |
|
Integrated Capital Management Inc. |
7 |
*New |
2024-03-31 |
123,080 |
$5,993,000 |
123,080 |
|
Sugarloaf Wealth Management LLC |
33 |
- |
2024-03-31 |
59,232 |
$2,884,000 |
11,171 |
|
Integrated Wealth Concepts LLC |
408 |
- |
2024-03-31 |
55,943 |
$2,724,000 |
6,395 |
|
Farther Finance Advisors LLC |
145 |
- |
2024-03-31 |
40,914 |
$1,969,000 |
1,798 |
|
MML INVESTORS SERVICES LLC |
1080 |
*New |
2024-03-31 |
37,516 |
$1,827,000 |
37,516 |
|
Motley Fool Wealth Management LLC |
110 |
*New |
2024-03-31 |
31,869 |
$1,552,000 |
31,869 |
|
Cravens & Co Advisors LLC |
21 |
- |
2024-03-31 |
24,545 |
$1,195,000 |
1,275 |
|
SEABRIDGE INVESTMENT ADVISORS LLC |
101 |
- |
2024-03-31 |
19,002 |
$925,000 |
810 |
|
ANCORA ADVISORS, LLC |
397 |
- |
2024-03-31 |
18,000 |
$876,000 |
0 |
|
JANE STREET GROUP LLC |
3969 |
- |
2024-03-31 |
9,255 |
$451,000 |
-62,666 |
|
Triad Wealth Partners LLC |
31 |
- |
2024-03-31 |
8,833 |
$430,000 |
0 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2410 |
*New |
2024-03-31 |
8,661 |
$422,000 |
8,661 |
|
AE Wealth Management LLC |
897 |
- |
2024-03-31 |
7,383 |
$360,000 |
-83,203 |
|
CITADEL ADVISORS LLC |
4173 |
- |
2024-03-31 |
6,328 |
$308,000 |
-18 |
|
Mutual Advisors LLC |
865 |
- |
2024-03-31 |
6,035 |
$294,000 |
-147 |
|
Orion Portfolio Solutions LLC |
1483 |
*New |
2024-03-31 |
5,688 |
$277,000 |
5,688 |
|
FAMILY MANAGEMENT CORP |
136 |
- |
2024-03-31 |
4,822 |
$235,000 |
622 |
|
HRT FINANCIAL LLC |
1650 |
*New |
2024-03-31 |
4,157 |
$202,000 |
4,157 |
|
MORGAN STANLEY |
6139 |
- |
2024-03-31 |
637 |
$31,000 |
1 |
|
Advisor Group Holdings Inc. |
5551 |
*New |
2024-03-31 |
225 |
$11,000 |
225 |
|
HARBOR INVESTMENT ADVISORY LLC |
925 |
- |
2024-03-31 |
150 |
$7,000 |
0 |
|
UBS Group AG |
6644 |
- |
2024-03-31 |
38 |
$2,000 |
-344 |
|
PROEQUITIES INC. |
3968 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
FLOW TRADERS U.S. LLC |
910 |
*Closed |
2024-03-31 |
0 |
$0 |
-18,877 |
|
US BANCORP |
3883 |
*Closed |
2024-03-31 |
0 |
$0 |
-26 |
|
ORG Partners LLC |
756 |
*Closed |
2024-03-31 |
0 |
$0 |
-936 |
|
Feltz Wealth PLAN Inc. |
344 |
*Closed |
2024-03-31 |
0 |
$0 |
-34,685 |
|
OLD MISSION CAPITAL LLC |
1207 |
*Closed |
2024-03-31 |
0 |
$0 |
-34,798 |
|
Clear Point Advisors Inc. |
529 |
*New |
2024-03-31 |
5 |
$0 |
5 |
|
|
37 Records found
|
1
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