|
Institutional
Holders
Total
Institutions:
|
40 4 |
|
Total
shares held :
|
1,179,000 |
|
% of shares
held :
|
67.37% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-4 |
|
Amount
of shares held :
|
-15,577 |
|
% of shares
held change :
|
-0.89% |
|
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 |
NORTHERN TRUST CORP |
604 |
- |
2024-03-31 |
827,390 |
$104,735,000 |
-2,795 |
|
Financial Network Wealth Management LLC |
8 |
- |
2024-03-31 |
82,954 |
$10,283,000 |
-5,221 |
|
FIRST UNITED BANK TRUST/ |
8 |
- |
2024-03-31 |
40,950 |
$5,184,000 |
-1,760 |
|
LPL FINANCIAL CORP |
1793 |
- |
2024-03-31 |
38,465 |
$4,869,000 |
574 |
|
INTERACTIVE FINANCIAL ADVISORS |
9 |
- |
2024-03-31 |
36,627 |
$4,636,000 |
35,119 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1444 |
- |
2024-03-31 |
21,546 |
$2,727,000 |
2,718 |
|
MORGAN STANLEY |
4374 |
- |
2024-03-31 |
18,002 |
$2,279,000 |
6,439 |
|
RVW Wealth LLC |
48 |
- |
2024-03-31 |
16,870 |
$2,135,000 |
-120 |
|
Momentum Advisors LLC |
13 |
- |
2022-12-31 |
19,171 |
$1,760,000 |
79 |
|
ROOF EIDAM & MAYCOCK/ADV |
39 |
- |
2024-03-31 |
12,385 |
$1,568,000 |
471 |
|
CITADEL ADVISORS LLC |
2989 |
- |
2024-03-31 |
8,526 |
$1,079,000 |
8,526 |
|
ROYAL BANK OF CANADA |
2943 |
- |
2024-03-31 |
8,376 |
$1,061,000 |
-3,046 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2365 |
- |
2024-03-31 |
6,521 |
$826,000 |
-1,826 |
|
BANK OF AMERICA CORP /DE/ |
4173 |
- |
2024-03-31 |
6,138 |
$777,000 |
-121 |
|
GOLDMAN SACHS GROUP INC/ |
3758 |
- |
2024-03-31 |
5,552 |
$703,000 |
0 |
|
Well Done LLC |
101 |
- |
2024-03-31 |
4,828 |
$611,000 |
-5 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2114 |
- |
2024-03-31 |
4,749 |
$601,000 |
162 |
|
Parallel Advisors LLC |
495 |
- |
2024-03-31 |
4,477 |
$567,000 |
0 |
|
Capital Advisory Group Advisory Services LLC |
100 |
- |
2024-03-31 |
3,500 |
$443,000 |
0 |
|
Better Money Decisions LLC |
45 |
*New |
2024-03-31 |
3,000 |
$380,000 |
3,000 |
|
Monument Group Wealth Advisors LLC |
37 |
- |
2024-03-31 |
2,378 |
$301,000 |
0 |
|
CITIZENS & NORTHERN CORP |
96 |
- |
2024-03-31 |
2,320 |
$294,000 |
114 |
|
NovaPoint Capital LLC |
118 |
- |
2024-03-31 |
2,073 |
$262,000 |
0 |
|
H D Vest Advisory Services |
1382 |
*New |
2024-03-31 |
2,046 |
$259,000 |
2,046 |
|
ENVESTNET ASSET MANAGEMENT INC |
3777 |
- |
2024-03-31 |
2,015 |
$255,000 |
-1,098 |
|
Empire Financial Management Company LLC |
187 |
- |
2024-03-31 |
1,974 |
$250,000 |
0 |
|
Wealthcare Advisory Partners LLC |
723 |
- |
2024-03-31 |
1,890 |
$239,000 |
-20 |
|
HIGHTOWER ADVISORS, LLC |
2848 |
- |
2024-03-31 |
1,800 |
$228,000 |
-1,481 |
|
Milestone Investment Advisors LLC |
71 |
- |
2024-03-31 |
1,783 |
$226,000 |
-100 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
3027 |
*New |
2024-03-31 |
1,699 |
$215,000 |
1,699 |
|
MARINER WEALTH ADVISORS, LLC |
2757 |
*New |
2024-03-31 |
1,594 |
$202,000 |
1,594 |
|
FTB Advisors Inc. |
573 |
- |
2024-03-31 |
1,212 |
$153,000 |
0 |
|
SUMMIT INVESTMENT ADVISORS INC |
2015 |
- |
2024-03-31 |
490 |
$62,000 |
0 |
|
Advisor Group Holdings Inc. |
4785 |
- |
2024-03-31 |
339 |
$43,000 |
-631 |
|
CVA Family Office LLC |
585 |
- |
2024-03-31 |
225 |
$28,000 |
0 |
|
J P MORGAN CHASE & CO |
4944 |
- |
2024-03-31 |
154 |
$19,000 |
0 |
|
COMERICA BANK |
3166 |
*New |
2024-03-31 |
75 |
$9,000 |
75 |
|
VitalStone Financial LLC |
287 |
- |
2024-03-31 |
71 |
$9,000 |
0 |
|
FMR LLC |
4173 |
*New |
2024-03-31 |
64 |
$8,000 |
64 |
|
Peoples Bank/KS |
222 |
*New |
2024-03-31 |
60 |
$8,000 |
60 |
|
HARVEST GROUP WEALTH MANAGEMENT LLC |
93 |
- |
2023-03-31 |
40 |
$4,000 |
-602 |
|
DHJJ Financial Advisors Ltd. |
532 |
- |
2024-03-31 |
21 |
$3,000 |
0 |
|
Rockbridge Investment Management LCC |
304 |
*Closed |
2024-03-31 |
0 |
$0 |
-14 |
|
PROEQUITIES INC. |
2978 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
WELLS FARGO & CO/MN |
6083 |
- |
2024-03-31 |
1 |
$0 |
1 |
|
Synergy Financial Management LLC |
136 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,806 |
|
Kalos Management Inc. |
258 |
*Closed |
2023-06-30 |
0 |
$0 |
-250 |
|
Capital Analysts Inc. |
1107 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,700 |
|
SHEETS SMITH & ASSOCIATES INC |
521 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,000 |
|
Ronald Blue Trust Inc. |
2739 |
*Closed |
2024-03-31 |
0 |
$0 |
-47 |
|
AE Wealth Management LLC |
1900 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,759 |
|
Forefront Analytics LLC |
69 |
*Closed |
2024-03-31 |
0 |
$0 |
-39,972 |
|
|
52 Records found
|
1
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