|
Institutional
Holders
Total
Institutions:
|
36 3 |
|
Total
shares held :
|
807,908 |
|
% of shares
held :
|
64.63% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
3 |
|
Amount
of shares held :
|
26,240 |
|
% of shares
held change :
|
2.1% |
|
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 |
3167 |
- |
2024-03-31 |
184,512 |
$11,794,000 |
9,708 |
|
Synergy Financial Management LLC |
20 |
- |
2024-03-31 |
117,787 |
$7,529,000 |
117,787 |
|
LPL FINANCIAL CORP |
1688 |
- |
2024-03-31 |
86,313 |
$5,517,000 |
-36,710 |
|
WELLS FARGO & CO/MN |
1910 |
- |
2024-03-31 |
85,123 |
$5,441,000 |
5,893 |
|
Sound Income Strategies LLC |
64 |
- |
2024-03-31 |
83,803 |
$5,357,000 |
5,034 |
|
PROEQUITIES INC. |
116 |
- |
2024-03-31 |
47,576 |
$3,041,000 |
13,984 |
|
MML INVESTORS SERVICES LLC |
905 |
- |
2024-03-31 |
42,724 |
$2,731,000 |
10,019 |
|
Equitable Holdings Inc. |
374 |
- |
2024-03-31 |
40,456 |
$2,586,000 |
-575 |
|
ENVESTNET ASSET MANAGEMENT INC |
2514 |
- |
2024-03-31 |
33,401 |
$2,135,000 |
8,891 |
|
Advisor Group Holdings Inc. |
1783 |
- |
2024-03-31 |
27,895 |
$1,783,000 |
3,080 |
|
JANE STREET GROUP LLC |
2711 |
- |
2024-03-31 |
21,110 |
$1,349,000 |
-11,909 |
|
Redhawk Wealth Advisors Inc. |
91 |
- |
2024-03-31 |
21,049 |
$1,345,000 |
-2,931 |
|
RETIREMENT CAPITAL STRATEGIES |
37 |
*New |
2024-03-31 |
18,013 |
$1,151,000 |
18,013 |
|
Castle Rock Wealth Management LLC |
99 |
- |
2024-03-31 |
17,497 |
$1,122,000 |
1,360 |
|
Empirical Asset Management LLC |
51 |
- |
2024-03-31 |
17,485 |
$1,118,000 |
34 |
|
BANK OF AMERICA CORP /DE/ |
4160 |
- |
2024-03-31 |
12,416 |
$794,000 |
950 |
|
NATIONAL ASSET MANAGEMENT, INC. |
620 |
- |
2024-03-31 |
11,945 |
$735,000 |
-38 |
|
We Are One Seven LLC |
427 |
*New |
2024-03-31 |
11,215 |
$717,000 |
11,215 |
|
PRINCIPAL SECURITIES INC. |
549 |
- |
2024-03-31 |
10,666 |
$682,000 |
504 |
|
CITADEL ADVISORS LLC |
3525 |
- |
2024-03-31 |
9,584 |
$613,000 |
4,825 |
|
Howard Capital Management Inc. |
57 |
*New |
2024-03-31 |
8,794 |
$562,000 |
8,794 |
|
WT Wealth Management |
77 |
- |
2023-12-31 |
7,932 |
$499,000 |
261 |
|
ROYAL BANK OF CANADA |
3514 |
- |
2024-03-31 |
7,200 |
$460,000 |
-1,505 |
|
Snowden Capital Advisors LLC |
793 |
- |
2024-03-31 |
6,976 |
$446,000 |
0 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2900 |
- |
2024-03-31 |
6,857 |
$438,000 |
14 |
|
Geneos Wealth Management Inc. |
526 |
- |
2024-03-31 |
6,601 |
$422,000 |
1,507 |
|
Global Retirement Partners LLC |
576 |
- |
2024-03-31 |
6,406 |
$409,000 |
4,211 |
|
KKM Financial LLC |
119 |
*New |
2024-03-31 |
4,836 |
$309,000 |
4,836 |
|
STIFEL FINANCIAL CORP |
2884 |
- |
2024-03-31 |
4,803 |
$307,000 |
-76 |
|
Tactive Advisors LLC |
113 |
*New |
2024-03-31 |
3,779 |
$242,000 |
3,779 |
|
UBS Group AG |
4557 |
- |
2024-03-31 |
3,756 |
$240,000 |
-23 |
|
Spire Wealth Management |
1342 |
- |
2024-03-31 |
525 |
$34,000 |
0 |
|
Aptus Capital Advisors LLC |
920 |
- |
2024-03-31 |
470 |
$30,000 |
0 |
|
Coastal Investment Advisors Inc. |
628 |
- |
2024-03-31 |
338 |
$22,000 |
338 |
|
CITIGROUP INC |
4167 |
- |
2024-03-31 |
233 |
$15,000 |
0 |
|
Founders Financial Alliance LLC |
457 |
*New |
2024-03-31 |
221 |
$14,000 |
221 |
|
PRIVATE TRUST CO NA |
1793 |
- |
2024-03-31 |
106 |
$7,000 |
26 |
|
FMR LLC |
4484 |
- |
2024-03-31 |
43 |
$3,000 |
-1 |
|
Castleview Partners LLC |
831 |
- |
2024-03-31 |
22 |
$1,000 |
0 |
|
FLOW TRADERS U.S. LLC |
743 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,906 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
5820 |
*Closed |
2024-03-31 |
0 |
$0 |
-14,473 |
|
Emerald Investment Partners LLC |
490 |
*Closed |
2024-03-31 |
0 |
$0 |
-256 |
|
Ronald Blue Trust Inc. |
2597 |
*Closed |
2024-03-31 |
0 |
$0 |
-14 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
3323 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,444 |
|
GTS SECURITIES LLC |
1719 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,585 |
|
|
45 Records found
|
1
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