| |
Institutional
Holders
Total
Institutions:
 |
22  13 |
|
|
Total
shares held :
|
2,061,139 |
|
|
% of shares
held :
|
22.9% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
15 |
|
|
Amount
of shares held :
|
848,736 |
|
|
% of shares
held change :
|
9.43% |
|
| 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 |
  TRUST POINT INC. |
3 |
*New |
2024-03-31 |
3,023,477 |
$124,265,000 |
3,023,477 |
|
| BANK OF AMERICA CORP /DE/ |
1767 |
*New |
2024-03-31 |
595,566 |
$24,478,000 |
595,566 |
|
| tru Independence LLC |
28 |
*New |
2024-03-31 |
130,064 |
$5,346,000 |
130,064 |
|
| Smartleaf Asset Management LLC |
14 |
*New |
2024-03-31 |
121,081 |
$4,451,000 |
121,081 |
|
| Insight Advisors LLC/ PA |
28 |
*New |
2024-03-31 |
71,711 |
$2,947,000 |
71,711 |
|
| Cetera Investment Advisers |
1534 |
*New |
2024-03-31 |
48,647 |
$1,999,000 |
48,647 |
|
| NBC SECURITIES INC. |
162 |
*New |
2024-03-31 |
34,107 |
$1,411,000 |
34,107 |
|
| RFG Advisory Group LLC |
295 |
*New |
2024-03-31 |
32,903 |
$1,352,000 |
32,903 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2838 |
*New |
2024-03-31 |
31,357 |
$1,289,000 |
31,357 |
|
| ATRIA INVESTMENTS LLC |
897 |
*New |
2024-03-31 |
27,938 |
$1,148,000 |
27,938 |
|
| Oxinas Partners Wealth Management LLC |
41 |
*New |
2024-03-31 |
23,112 |
$950,000 |
23,112 |
|
| Kingsview Wealth Management LLC |
572 |
*New |
2024-03-31 |
17,934 |
$737,000 |
17,934 |
|
| JANE STREET GROUP LLC |
3670 |
*New |
2024-03-31 |
14,360 |
$590,000 |
14,360 |
|
| MML INVESTORS SERVICES LLC |
1730 |
*New |
2024-03-31 |
13,598 |
$559,000 |
13,598 |
|
| My Legacy Advisors LLC |
|
*New |
2023-12-31 |
13,919 |
$511,000 |
13,919 |
|
| J P MORGAN CHASE & CO |
3778 |
*New |
2024-03-31 |
11,286 |
$464,000 |
11,286 |
|
| OLD MISSION CAPITAL LLC |
588 |
*New |
2024-03-31 |
11,021 |
$453,000 |
11,021 |
|
| FLAGSHIP HARBOR ADVISORS LLC |
409 |
*New |
2024-03-31 |
10,957 |
$450,000 |
10,957 |
|
| TD CAPITAL MANAGEMENT LLC |
67 |
*New |
2024-03-31 |
10,373 |
$426,000 |
10,373 |
|
| DZ BANK AG Deutsche Zentral Genossenschafts Bank F |
648 |
*New |
2024-03-31 |
10,290 |
$424,000 |
10,290 |
|
| HALBERT, HARGROVE/RUSSELL LLC |
65 |
*New |
2024-03-31 |
7,909 |
$325,000 |
7,909 |
|
| Envestnet Portfolio Solutions Inc. |
1378 |
*New |
2024-03-31 |
7,055 |
$290,000 |
7,055 |
|
| GREAT VALLEY ADVISOR GROUP INC. |
623 |
*New |
2024-03-31 |
6,823 |
$280,000 |
6,823 |
|
| DOrazio & Associates Inc. |
147 |
*New |
2024-03-31 |
6,031 |
$248,000 |
6,031 |
|
| L.M. KOHN & COMPANY |
244 |
*New |
2024-03-31 |
5,109 |
$210,000 |
5,109 |
|
| US BANCORP |
2884 |
*New |
2024-03-31 |
764 |
$31,000 |
764 |
|
| BARTLETT & CO. LLC |
|
*New |
2023-12-31 |
518 |
$19,000 |
518 |
|
| Covestor Ltd |
1715 |
*New |
2024-03-31 |
190 |
$8,000 |
190 |
|
| MORGAN STANLEY |
6797 |
*New |
2024-03-31 |
49 |
$2,000 |
49 |
|
| PROEQUITIES INC. |
7587 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
|
30 Records found
|
1
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