| |
Institutional
Holders
Total
Institutions:
 |
104  21 |
|
|
Total
shares held :
|
10,886,243 |
|
|
% of shares
held :
|
12.1% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
49 |
|
|
Amount
of shares held :
|
3,784,754 |
|
|
% of shares
held change :
|
4.21% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  STEPHENSON NATIONAL BANK & TRUST |
3 |
*New |
2024-03-31 |
491,699 |
$34,522,000 |
491,699 |
|
| COLONY GROUP, LLC |
141 |
*New |
2024-03-31 |
329,743 |
$21,961,000 |
329,743 |
|
| Stratos Wealth Partners LTD. |
93 |
*New |
2024-03-31 |
194,220 |
$13,636,000 |
194,220 |
|
| Arlington Financial Advisors LLC |
13 |
*New |
2024-03-31 |
163,906 |
$11,508,000 |
163,906 |
|
| BANK OF AMERICA CORP /DE/ |
2672 |
*New |
2024-03-31 |
107,262 |
$7,531,000 |
107,262 |
|
| Integrity Advisory LLC |
5 |
*New |
2022-12-31 |
132,731 |
$5,897,000 |
132,731 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
896 |
*New |
2024-03-31 |
83,455 |
$5,859,000 |
83,455 |
|
| Resolute Wealth Strategies LLC |
17 |
*New |
2024-03-31 |
42,510 |
$2,985,000 |
42,510 |
|
| DAVIDSON D A & CO |
554 |
*New |
2024-03-31 |
25,425 |
$1,785,000 |
25,425 |
|
| Fort Point Capital Partners LLC |
126 |
*New |
2024-03-31 |
13,165 |
$924,000 |
13,165 |
|
| Integrated Wealth Concepts LLC |
822 |
*New |
2024-03-31 |
12,093 |
$849,000 |
12,093 |
|
| IFG Advisory LLC |
267 |
*New |
2024-03-31 |
24,048 |
$845,000 |
24,048 |
|
| Apollon Wealth Management LLC |
544 |
*New |
2024-03-31 |
10,872 |
$763,000 |
10,872 |
|
| TCG Advisory Services LLC |
215 |
*New |
2024-03-31 |
10,513 |
$738,000 |
10,513 |
|
| Objective Capital Management LLC |
52 |
*New |
2023-12-31 |
9,367 |
$572,000 |
9,367 |
|
| Confluence Wealth Services Inc. |
235 |
*New |
2024-03-31 |
5,784 |
$406,000 |
5,784 |
|
| Schneider Downs Wealth Management Advisors LP |
94 |
*New |
2024-03-31 |
5,130 |
$360,000 |
5,130 |
|
| Ameritas Advisory Services LLC |
679 |
*New |
2024-03-31 |
4,732 |
$324,000 |
4,732 |
|
| JONES FINANCIAL COMPANIES LLLP |
404 |
*New |
2024-03-31 |
4,154 |
$292,000 |
4,154 |
|
| TOWER RESEARCH CAPITAL LLC |
1181 |
*New |
2024-03-31 |
4,139 |
$291,000 |
4,139 |
|
| SMITH MOORE & CO. |
376 |
*New |
2024-03-31 |
3,547 |
$249,000 |
3,547 |
|
| Pensionmark Financial Group LLC |
338 |
*New |
2024-03-31 |
3,485 |
$245,000 |
3,485 |
|
| Westside Investment Management Inc. |
198 |
*New |
2024-03-31 |
3,469 |
$244,000 |
3,469 |
|
| Strategic Financial Concepts LLC |
266 |
*New |
2024-03-31 |
3,397 |
$238,000 |
3,397 |
|
| J.W. COLE ADVISORS INC. |
773 |
*New |
2024-03-31 |
3,375 |
$237,000 |
3,375 |
|
| Cobblestone Asset Management LLC |
43 |
*New |
2024-03-31 |
3,220 |
$226,000 |
3,220 |
|
| FIRETHORN WEALTH PARTNERS LLC |
127 |
*New |
2024-03-31 |
3,196 |
$224,000 |
3,196 |
|
| True Vision MN LLC |
89 |
*New |
2024-03-31 |
3,250 |
$221,000 |
3,250 |
|
| Worth Financial Advisory Group LLC |
133 |
*New |
2024-03-31 |
2,942 |
$207,000 |
2,942 |
|
| Aptus Capital Advisors LLC |
765 |
*New |
2024-03-31 |
1,952 |
$137,000 |
1,952 |
|
| MORGAN STANLEY |
5750 |
*New |
2024-03-31 |
1,536 |
$108,000 |
1,536 |
|
| Fortis Advisors LLC |
216 |
*New |
2024-03-31 |
196 |
$14,000 |
196 |
|
| Penserra Capital Management LLC |
990 |
*New |
2024-03-31 |
110 |
$7,000 |
110 |
|
| PNC FINANCIAL SERVICES GROUP INC |
3802 |
*New |
2024-03-31 |
100 |
$7,000 |
100 |
|
|
34 Records found
|
1
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