|
Institutional
Holders
Total
Institutions:
|
40 1 |
|
Total
shares held :
|
1,058,876 |
|
% of shares
held :
|
11.77% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-3 |
|
Amount
of shares held :
|
-164,883 |
|
% of shares
held change :
|
-1.83% |
|
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 |
LPL FINANCIAL CORP |
887 |
- |
2024-03-31 |
361,463 |
$22,757,000 |
30,620 |
|
OLD MISSION CAPITAL LLC |
96 |
- |
2024-03-31 |
93,760 |
$5,903,000 |
63,050 |
|
MARINER WEALTH ADVISORS, LLC |
678 |
- |
2024-03-31 |
89,944 |
$5,663,000 |
9,779 |
|
Peninsula Wealth LLC |
17 |
- |
2024-03-31 |
81,808 |
$5,150,000 |
42,869 |
|
J P MORGAN CHASE & CO |
2458 |
- |
2024-03-31 |
80,780 |
$5,086,000 |
42,651 |
|
Key Financial Inc |
19 |
- |
2024-03-31 |
77,790 |
$4,897,000 |
907 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1241 |
- |
2024-03-31 |
64,753 |
$4,077,000 |
1,640 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
984 |
- |
2024-03-31 |
55,805 |
$3,513,000 |
4,400 |
|
Cornerstone Wealth Management LLC |
93 |
- |
2024-03-31 |
47,933 |
$3,018,000 |
4,136 |
|
BANK OF MONTREAL /CAN/ |
1452 |
- |
2024-03-31 |
26,468 |
$1,678,000 |
12,968 |
|
ROYAL BANK OF CANADA |
2708 |
- |
2024-03-31 |
23,504 |
$1,479,000 |
2,800 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2000 |
- |
2024-03-31 |
22,010 |
$1,386,000 |
721 |
|
SAXON INTERESTS INC. |
59 |
- |
2024-03-31 |
15,763 |
$992,000 |
1,188 |
|
FLOW TRADERS U.S. LLC |
388 |
- |
2024-03-31 |
10,946 |
$689,000 |
6,604 |
|
EQIS CAPITAL MANAGEMENT, INC. |
348 |
- |
2024-03-31 |
10,945 |
$689,000 |
150 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2435 |
- |
2024-03-31 |
6,499 |
$409,000 |
424 |
|
ENVESTNET ASSET MANAGEMENT INC |
3631 |
- |
2024-03-31 |
5,369 |
$338,000 |
928 |
|
MML INVESTORS SERVICES LLC |
2218 |
- |
2024-03-31 |
3,977 |
$250,000 |
8 |
|
Advisor Group Holdings Inc. |
5346 |
- |
2024-03-31 |
270 |
$17,000 |
14 |
|
AdvisorNet Financial Inc |
1255 |
- |
2024-03-31 |
169 |
$11,000 |
60 |
|
|
20 Records found
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1
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