|
Institutional
Holders
Total
Institutions:
|
21 0 |
|
Total
shares held :
|
5,862,321 |
|
% of shares
held :
|
44.41% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-3 |
|
Amount
of shares held :
|
990,724 |
|
% of shares
held change :
|
7.51% |
|
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 |
Schiavi & Co LLC |
1 |
- |
2024-03-31 |
3,149,177 |
$96,680,000 |
71,549 |
|
Fundamentun LLC |
5 |
- |
2024-03-31 |
1,101,300 |
$33,810,000 |
44,889 |
|
FINANCIAL CONSULATE INC |
5 |
- |
2024-03-31 |
1,011,526 |
$31,054,000 |
71,636 |
|
MARINER WEALTH ADVISORS, LLC |
313 |
*New |
2024-03-31 |
720,040 |
$22,105,000 |
720,040 |
|
JANE STREET GROUP LLC |
857 |
- |
2024-03-31 |
299,229 |
$9,186,000 |
277,729 |
|
Austin Wealth Management LLC |
17 |
- |
2023-12-31 |
235,090 |
$6,855,000 |
-221 |
|
WELLS FARGO & CO/MN |
2202 |
- |
2024-03-31 |
113,731 |
$3,492,000 |
-33,687 |
|
BANK OF MONTREAL /CAN/ |
1255 |
*New |
2024-03-31 |
87,612 |
$2,691,000 |
87,612 |
|
Dynamic Advisors Solutions LLC |
304 |
- |
2024-03-31 |
61,449 |
$1,886,000 |
7,185 |
|
Williams & Novak LLC |
17 |
- |
2024-03-31 |
54,712 |
$1,596,000 |
0 |
|
J P MORGAN CHASE & CO |
3116 |
- |
2024-03-31 |
51,337 |
$1,576,000 |
16,282 |
|
OLD MISSION CAPITAL LLC |
370 |
- |
2024-03-31 |
35,015 |
$1,075,000 |
23,246 |
|
LPL FINANCIAL CORP |
3351 |
*New |
2024-03-31 |
25,335 |
$778,000 |
25,335 |
|
JT Stratford LLC |
161 |
- |
2024-03-31 |
23,210 |
$713,000 |
304 |
|
Redwood Financial Network Corp |
51 |
- |
2024-03-31 |
21,454 |
$659,000 |
-963 |
|
Moloney Securities Asset Management LLC |
270 |
- |
2024-03-31 |
15,621 |
$480,000 |
1,285 |
|
L & S ADVISORS INC |
185 |
*New |
2024-03-31 |
13,799 |
$424,000 |
13,799 |
|
BKM Wealth Management LLC |
123 |
- |
2024-03-31 |
11,735 |
$360,000 |
-728 |
|
ADVISORY SERVICES NETWORK, LLC |
1224 |
- |
2024-03-31 |
8,274 |
$254,000 |
-20,080 |
|
MML INVESTORS SERVICES LLC |
2212 |
- |
2024-03-31 |
8,206 |
$252,000 |
-1,329 |
|
ENVESTNET ASSET MANAGEMENT INC |
3793 |
- |
2024-03-31 |
8,110 |
$249,000 |
-1,812 |
|
ROYAL BANK OF CANADA |
4691 |
- |
2024-03-31 |
2,783 |
$85,000 |
-600 |
|
FinTrust Capital Advisors LLC |
409 |
*New |
2024-03-31 |
2,641 |
$81,000 |
2,641 |
|
UBS Group AG |
5958 |
- |
2024-03-31 |
362 |
$11,000 |
362 |
|
Financial Gravity Wealth Inc. |
825 |
*New |
2024-03-31 |
57 |
$2,000 |
57 |
|
PROEQUITIES INC. |
3518 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
CITADEL ADVISORS LLC |
5850 |
*Closed |
2024-03-31 |
0 |
$0 |
-104,267 |
|
Advisor Group Holdings Inc. |
7179 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,001 |
|
|
28 Records found
|
1
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