|
Institutional
Holders
Total
Institutions:
|
67 7 |
|
Total
shares held :
|
993,282 |
|
% of shares
held :
|
11.04% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
6 |
|
Amount
of shares held :
|
75,900 |
|
% of shares
held change :
|
0.84% |
|
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 |
Armbruster Capital Management Inc. |
6 |
- |
2024-03-31 |
180,470 |
$24,712,000 |
-3,044 |
|
Systelligence LLC |
1 |
- |
2024-03-31 |
129,005 |
$17,665,000 |
-323 |
|
Symmetry Partner LLC |
35 |
- |
2024-03-31 |
78,747 |
$10,783,000 |
-5,961 |
|
Cedar Point Capital Partners LLC |
3 |
- |
2024-03-31 |
71,379 |
$9,774,000 |
1,027 |
|
GYL Financial Synergies LLC |
32 |
- |
2024-03-31 |
69,355 |
$9,497,000 |
-319 |
|
Foundations Investment Advisors LLC |
84 |
- |
2024-03-31 |
60,894 |
$8,338,000 |
2,643 |
|
Hobart Private Capital LLC |
13 |
- |
2024-03-31 |
59,836 |
$8,193,000 |
-44,311 |
|
PURE FINANCIAL ADVISORS, INC. |
63 |
- |
2024-03-31 |
45,670 |
$6,254,000 |
-1,157 |
|
LPL FINANCIAL CORP |
1676 |
- |
2024-03-31 |
41,095 |
$5,627,000 |
12,223 |
|
Journey Advisory Group LLC |
51 |
*New |
2024-03-31 |
32,162 |
$4,404,000 |
32,162 |
|
Professional Financial Advisors LLC |
19 |
- |
2024-03-31 |
23,822 |
$3,262,000 |
-160 |
|
Capital Advisors Ltd. LLC |
44 |
- |
2024-03-31 |
19,944 |
$2,731,000 |
1,366 |
|
COASTLINE TRUST CO |
86 |
- |
2024-03-31 |
16,245 |
$2,224,000 |
0 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1251 |
- |
2024-03-31 |
14,568 |
$1,995,000 |
2,114 |
|
Strategic Blueprint LLC |
158 |
- |
2024-03-31 |
13,407 |
$1,836,000 |
-40 |
|
CI Private Wealth LLC |
1116 |
- |
2024-03-31 |
11,914 |
$1,631,000 |
35 |
|
Royal Fund Management LLC |
150 |
- |
2024-03-31 |
10,753 |
$1,478,000 |
1,139 |
|
Integrated Wealth Concepts LLC |
665 |
- |
2024-03-31 |
9,200 |
$1,260,000 |
1,291 |
|
BEACON FINANCIAL PLANNING INC |
14 |
- |
2024-03-31 |
9,078 |
$1,243,000 |
4,438 |
|
Envestnet Portfolio Solutions Inc. |
783 |
- |
2024-03-31 |
9,025 |
$1,236,000 |
-2,000 |
|
INTERACTIVE FINANCIAL ADVISORS |
32 |
- |
2024-03-31 |
8,611 |
$1,179,000 |
1,587 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1322 |
- |
2024-03-31 |
5,900 |
$808,000 |
300 |
|
DAVIDSON D A & CO |
847 |
- |
2024-03-31 |
5,200 |
$712,000 |
0 |
|
GOLDMAN SACHS GROUP INC/ |
3812 |
- |
2024-03-31 |
4,612 |
$632,000 |
0 |
|
Andesa Financial Management Inc. |
72 |
- |
2022-12-31 |
6,000 |
$629,000 |
-6,000 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3159 |
- |
2024-03-31 |
4,507 |
$617,000 |
-1,208 |
|
OLD MISSION CAPITAL LLC |
519 |
*New |
2024-03-31 |
4,357 |
$597,000 |
4,357 |
|
ROYAL BANK OF CANADA |
3357 |
- |
2024-03-31 |
4,239 |
$580,000 |
505 |
|
GSG Advisors LLC |
58 |
- |
2024-03-31 |
4,186 |
$563,000 |
13 |
|
Arrowroot Family Office LLC |
70 |
- |
2024-03-31 |
4,089 |
$560,000 |
3 |
|
Security Financial Services INC. |
100 |
- |
2024-03-31 |
3,801 |
$521,000 |
3 |
|
Private Advisor Group LLC |
1502 |
- |
2024-03-31 |
3,715 |
$509,000 |
-3,685 |
|
JANE STREET GROUP LLC |
3977 |
- |
2024-03-31 |
3,262 |
$447,000 |
3,262 |
|
NWAM LLC |
359 |
- |
2024-03-31 |
3,257 |
$433,000 |
371 |
|
RWM Asset Management LLC |
103 |
- |
2024-03-31 |
3,129 |
$428,000 |
0 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2652 |
*New |
2024-03-31 |
2,908 |
$398,000 |
2,908 |
|
RAYMOND JAMES & ASSOCIATES |
3198 |
*New |
2024-03-31 |
2,750 |
$377,000 |
2,750 |
|
Caitlin John LLC |
82 |
- |
2023-12-31 |
2,775 |
$351,000 |
0 |
|
Kathmere Capital Management LLC |
209 |
- |
2024-03-31 |
2,519 |
$345,000 |
12 |
|
Walkner Condon Financial Advisors LLC |
205 |
- |
2024-03-31 |
2,365 |
$324,000 |
0 |
|
CITADEL ADVISORS LLC |
4187 |
*New |
2024-03-31 |
2,213 |
$303,000 |
2,213 |
|
COBBLESTONE CAPITAL ADVISORS LLC /NY/ |
231 |
- |
2024-03-31 |
2,125 |
$291,000 |
-75 |
|
HPM Partners LLC |
1891 |
- |
2024-03-31 |
2,096 |
$287,000 |
0 |
|
Synergy Financial Management LLC |
104 |
- |
2024-03-31 |
2,049 |
$281,000 |
-1,104 |
|
J P MORGAN CHASE & CO |
4053 |
- |
2024-03-31 |
1,991 |
$273,000 |
0 |
|
Blackston Financial Advisory Group LLC |
85 |
*New |
2024-03-31 |
1,984 |
$272,000 |
1,984 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3383 |
- |
2024-03-31 |
1,860 |
$255,000 |
165 |
|
MELFA WEALTH MANAGEMENT LLC |
127 |
*New |
2024-03-31 |
1,826 |
$250,000 |
1,826 |
|
Aptus Capital Advisors LLC |
678 |
*New |
2024-03-31 |
1,749 |
$239,000 |
1,749 |
|
CREATIVE PLANNING |
2432 |
- |
2024-03-31 |
1,712 |
$234,000 |
50 |
|
Adviser Investments LLC |
516 |
*New |
2024-03-31 |
1,489 |
$204,000 |
1,489 |
|
UBS Group AG |
4698 |
- |
2024-03-31 |
1,435 |
$196,000 |
-1,812 |
|
Advisor Group Holdings Inc. |
3965 |
- |
2024-03-31 |
1,002 |
$137,000 |
27 |
|
Beaird Harris Wealth Management LLC |
140 |
- |
2024-03-31 |
967 |
$132,000 |
1 |
|
Center for Financial Planning Inc. |
168 |
- |
2024-03-31 |
900 |
$123,000 |
0 |
|
COMERICA BANK |
2532 |
- |
2024-03-31 |
737 |
$101,000 |
-81 |
|
IFP Advisors Inc |
1299 |
- |
2023-12-31 |
656 |
$83,000 |
0 |
|
PNC FINANCIAL SERVICES GROUP INC |
2720 |
- |
2024-03-31 |
600 |
$82,000 |
0 |
|
GLENMEDE TRUST CO NA |
1241 |
- |
2024-03-31 |
594 |
$81,000 |
0 |
|
McIlrath & Eck LLC |
233 |
- |
2024-03-31 |
500 |
$68,000 |
0 |
|
SALEM INVESTMENT COUNSELORS INC |
531 |
- |
2024-03-31 |
400 |
$55,000 |
0 |
|
MORGAN STANLEY |
5969 |
- |
2024-03-31 |
394 |
$54,000 |
-73 |
|
Coppell Advisory Solutions LLC |
495 |
*New |
2023-12-31 |
394 |
$50,000 |
394 |
|
FSA Wealth Management LLC |
170 |
- |
2024-03-31 |
300 |
$41,000 |
0 |
|
CWM LLC |
2535 |
- |
2024-03-31 |
245 |
$34,000 |
0 |
|
SIGNATUREFD, LLC |
1826 |
- |
2024-03-31 |
204 |
$28,000 |
0 |
|
First Capital Advisors Group LLC. |
411 |
*New |
2023-06-30 |
181 |
$21,000 |
181 |
|
City State Bank |
442 |
- |
2024-03-31 |
100 |
$14,000 |
0 |
|
Cornerstone Planning Group LLC |
354 |
- |
2024-03-31 |
100 |
$13,000 |
0 |
|
JNBA FINANCIAL ADVISORS |
441 |
*New |
2024-03-31 |
95 |
$13,000 |
95 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
1099 |
- |
2024-03-31 |
80 |
$11,000 |
0 |
|
Parallel Advisors LLC |
2743 |
- |
2024-03-31 |
20 |
$3,000 |
0 |
|
St. James Investment Advisors LLC |
98 |
- |
2022-12-31 |
7 |
$1,000 |
-51 |
|
Compass Advisory Group LLC |
81 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,926 |
|
WELLS FARGO & CO/MN |
6216 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
PRINCIPAL SECURITIES INC. |
3213 |
*Closed |
2024-03-31 |
0 |
$0 |
-716 |
|
Global Wealth Strategies & Associates |
334 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
Secure Asset Management LLC |
251 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,153 |
|
Mendota Financial Group LLC |
333 |
*Closed |
2024-03-31 |
0 |
$0 |
-137 |
|
FMR LLC |
5362 |
*Closed |
2024-03-31 |
0 |
$0 |
-11 |
|
PROEQUITIES INC. |
8646 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
Sound Income Strategies LLC |
1445 |
*Closed |
2024-03-31 |
0 |
$0 |
-131 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
3779 |
*Closed |
2024-03-31 |
0 |
$0 |
-100 |
|
Long Island Wealth Management Inc. |
226 |
*Closed |
2024-03-31 |
0 |
$0 |
-852 |
|
|
84 Records found
|
1
|
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