|
Institutional
Holders
Total
Institutions:
|
40 2 |
|
Total
shares held :
|
1,399,546 |
|
% of shares
held :
|
62.99% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
4 |
|
Amount
of shares held :
|
93,369 |
|
% of shares
held change :
|
4.2% |
|
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 |
EAGLE GLOBAL ADVISORS LLC |
37 |
- |
2024-03-31 |
339,518 |
$13,102,000 |
-956 |
|
AMERIPRISE FINANCIAL INC |
1884 |
- |
2024-03-31 |
218,861 |
$8,447,000 |
-31,374 |
|
JANE STREET GROUP LLC |
1008 |
*New |
2024-03-31 |
186,329 |
$7,190,000 |
186,329 |
|
LPL FINANCIAL CORP |
1669 |
- |
2024-03-31 |
147,648 |
$5,698,000 |
73,079 |
|
MEITAV DASH INVESTMENTS LTD |
91 |
- |
2024-03-31 |
109,250 |
$4,216,000 |
75,310 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
854 |
- |
2024-03-31 |
106,678 |
$4,117,000 |
-2,514 |
|
BANK OF AMERICA CORP /DE/ |
3125 |
- |
2024-03-31 |
104,150 |
$4,019,000 |
11,198 |
|
Gladstone Institutional Advisory LLC |
136 |
*New |
2024-03-31 |
97,680 |
$3,769,000 |
97,680 |
|
Banco BTG Pactual S.A. |
33 |
- |
2024-03-31 |
79,645 |
$3,074,000 |
49,900 |
|
Jump Financial LLC |
283 |
- |
2024-03-31 |
77,273 |
$2,982,000 |
61,221 |
|
J P MORGAN CHASE & CO |
2777 |
- |
2024-03-31 |
73,199 |
$2,825,000 |
0 |
|
HILTON CAPITAL MANAGEMENT, LLC |
84 |
*New |
2024-03-31 |
57,110 |
$2,204,000 |
57,110 |
|
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. |
1220 |
- |
2024-03-31 |
50,000 |
$1,930,000 |
-39,400 |
|
OPPENHEIMER & CO INC |
612 |
- |
2024-03-31 |
37,961 |
$1,465,000 |
5,054 |
|
H D Vest Advisory Services |
673 |
*New |
2024-03-31 |
32,442 |
$1,252,000 |
32,442 |
|
Advisor Group Holdings Inc. |
2152 |
- |
2024-03-31 |
31,355 |
$1,210,000 |
26,938 |
|
CITIGROUP INC |
2157 |
- |
2024-03-31 |
31,130 |
$1,201,000 |
10,369 |
|
ENVESTNET ASSET MANAGEMENT INC |
2903 |
*New |
2024-03-31 |
30,451 |
$1,175,000 |
30,451 |
|
ROYAL BANK OF CANADA |
2993 |
- |
2024-03-31 |
25,559 |
$986,000 |
25,559 |
|
Atria Wealth Solutions Inc. |
997 |
- |
2024-03-31 |
21,174 |
$817,000 |
4,234 |
|
CITADEL ADVISORS LLC |
3277 |
- |
2024-03-31 |
21,095 |
$814,000 |
11,607 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1078 |
- |
2023-09-30 |
28,109 |
$760,000 |
-200 |
|
Kovack Advisors Inc. |
213 |
- |
2024-03-31 |
16,850 |
$650,000 |
3,750 |
|
Stratos Wealth Partners LTD. |
834 |
- |
2024-03-31 |
14,628 |
$565,000 |
-60,725 |
|
TD Waterhouse Canada Inc. |
599 |
- |
2024-03-31 |
13,694 |
$527,000 |
3,984 |
|
Orion Portfolio Solutions LLC |
1280 |
*New |
2024-03-31 |
12,256 |
$473,000 |
12,256 |
|
InTrack Investment Management Inc |
88 |
- |
2024-03-31 |
12,158 |
$469,000 |
-5,071 |
|
CI Private Wealth LLC |
1666 |
*New |
2024-03-31 |
11,926 |
$460,000 |
11,926 |
|
L.M. KOHN & COMPANY |
164 |
- |
2024-03-31 |
10,685 |
$412,000 |
10 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2637 |
- |
2024-03-31 |
10,627 |
$410,000 |
828 |
|
BB&T CORP |
2109 |
*New |
2024-03-31 |
10,068 |
$388,000 |
10,068 |
|
STEWARD PARTNERS INVESTMENT SOLUTIONS LLC |
184 |
*New |
2024-03-31 |
9,852 |
$380,000 |
9,852 |
|
Equitable Holdings Inc. |
940 |
- |
2024-03-31 |
8,147 |
$314,000 |
2,008 |
|
U.S. Capital Wealth Advisors LLC |
557 |
- |
2024-03-31 |
8,110 |
$313,000 |
-1,041 |
|
JANNEY MONTGOMERY SCOTT LLC |
2333 |
*New |
2024-03-31 |
7,703 |
$297,000 |
7,703 |
|
MML INVESTORS SERVICES LLC |
2144 |
- |
2024-03-31 |
7,243 |
$280,000 |
216 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4238 |
- |
2024-03-31 |
6,615 |
$255,000 |
6,615 |
|
Envestnet Portfolio Solutions Inc. |
1449 |
*New |
2024-03-31 |
6,517 |
$251,000 |
6,517 |
|
Wealthcare Advisory Partners LLC |
715 |
- |
2024-03-31 |
6,440 |
$249,000 |
140 |
|
GTS SECURITIES LLC |
1074 |
- |
2024-03-31 |
6,415 |
$248,000 |
-4,273 |
|
COLONY GROUP, LLC |
884 |
*New |
2024-03-31 |
6,400 |
$247,000 |
6,400 |
|
Global Retirement Partners LLC |
715 |
- |
2024-03-31 |
6,381 |
$246,000 |
1,836 |
|
TRAPHAGEN INVESTMENT ADVISORS LLC |
151 |
- |
2024-03-31 |
6,374 |
$246,000 |
0 |
|
Bramshill Investments LLC |
113 |
*New |
2024-03-31 |
6,000 |
$232,000 |
6,000 |
|
Goss Wealth Management LLC |
1794 |
*New |
2024-03-31 |
5,574 |
$215,000 |
5,574 |
|
BANK OF MONTREAL /CAN/ |
2661 |
- |
2024-03-31 |
4,948 |
$192,000 |
128 |
|
NATIONAL BANK OF CANADA /FI/ |
1387 |
- |
2024-03-31 |
2,500 |
$95,000 |
0 |
|
Future Financial Wealth Managment LLC |
253 |
*New |
2024-03-31 |
1,391 |
$54,000 |
1,391 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
356 |
- |
2024-03-31 |
1,245 |
$48,000 |
27 |
|
Federation des caisses Desjardins du Quebec |
1516 |
- |
2024-03-31 |
820 |
$32,000 |
0 |
|
Emerald Investment Partners LLC |
378 |
- |
2024-03-31 |
750 |
$29,000 |
0 |
|
Retirement Group LLC |
372 |
- |
2024-03-31 |
501 |
$19,000 |
0 |
|
FMR LLC |
3979 |
- |
2024-03-31 |
386 |
$15,000 |
386 |
|
MORGAN STANLEY |
6447 |
- |
2024-03-31 |
251 |
$10,000 |
250 |
|
AYRSHIRE ASSOCIATES INC |
472 |
*New |
2024-03-31 |
265 |
$10,000 |
265 |
|
ICA Group Wealth Management LLC |
882 |
*New |
2024-03-31 |
250 |
$10,000 |
250 |
|
US BANCORP |
3332 |
*New |
2024-03-31 |
220 |
$8,000 |
220 |
|
FIRST MANHATTAN CO |
1188 |
*New |
2024-03-31 |
125 |
$5,000 |
125 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
1317 |
- |
2024-03-31 |
132 |
$5,000 |
0 |
|
VALLEY NATIONAL ADVISERS INC |
774 |
*New |
2024-03-31 |
143 |
$5,000 |
143 |
|
COMERICA BANK |
3332 |
*New |
2024-03-31 |
94 |
$4,000 |
94 |
|
New England Capital Financial Advisors LLC |
277 |
- |
2024-03-31 |
102 |
$4,000 |
0 |
|
DEUTSCHE BANK AG |
3439 |
- |
2024-03-31 |
105 |
$4,000 |
70 |
|
SIMPLEX TRADING LLC |
2089 |
*New |
2024-03-31 |
96 |
$3,000 |
96 |
|
PRINCIPAL SECURITIES INC. |
2946 |
*New |
2024-03-31 |
36 |
$1,000 |
36 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1649 |
*New |
2024-03-31 |
33 |
$1,000 |
33 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
3062 |
*New |
2024-03-31 |
21 |
$1,000 |
21 |
|
Atlantic Trust Group LLC |
2858 |
*New |
2024-03-31 |
32 |
$1,000 |
32 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
2083 |
*New |
2024-03-31 |
33 |
$1,000 |
33 |
|
IFP Advisors Inc |
2826 |
- |
2023-12-31 |
16 |
$1,000 |
0 |
|
Heritage Wealth Advisors |
506 |
*New |
2024-03-31 |
34 |
$1,000 |
34 |
|
AE Wealth Management LLC |
1510 |
*Closed |
2024-03-31 |
0 |
$0 |
-15,483 |
|
Ulland Investment Advisors LLC |
247 |
*New |
2024-03-31 |
5 |
$0 |
5 |
|
PROEQUITIES INC. |
8855 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
HARBOUR INVESTMENTS INC. |
3159 |
- |
2023-12-31 |
1 |
$0 |
0 |
|
WELLS FARGO & CO/MN |
6877 |
*New |
2024-03-31 |
1 |
$0 |
1 |
|
|
76 Records found
|
1
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