|
Institutional
Holders
Total
Institutions:
|
158 4 |
|
Total
shares held :
|
7,087,038 |
|
% of shares
held :
|
7.87% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
1 |
|
Amount
of shares held :
|
-30,595 |
|
% of shares
held change :
|
-0.03% |
|
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 |
EDMOND DE ROTHSCHILD HOLDING S.A. |
110 |
- |
2024-03-31 |
430,604 |
$12,810,000 |
-14,249 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
956 |
- |
2024-03-31 |
236,361 |
$7,032,000 |
-25,121 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
677 |
- |
2024-03-31 |
192,662 |
$5,732,000 |
-991 |
|
J P MORGAN CHASE & CO |
2405 |
- |
2024-03-31 |
185,623 |
$5,522,000 |
-10,873 |
|
Black Swift Group LLC |
17 |
- |
2024-03-31 |
158,810 |
$4,725,000 |
-230 |
|
WealthBridge Investment Counsel Inc. |
36 |
- |
2024-03-31 |
95,400 |
$2,838,000 |
-900 |
|
Masso Torrence Wealth Management Inc. |
19 |
- |
2024-03-31 |
73,652 |
$2,191,000 |
-4,821 |
|
IHT Wealth Management LLC |
302 |
- |
2024-03-31 |
55,057 |
$1,638,000 |
-13,460 |
|
Insight Advisors LLC/ PA |
55 |
- |
2024-03-31 |
54,504 |
$1,622,000 |
-13,607 |
|
Cetera Investment Advisers |
762 |
- |
2024-03-31 |
45,995 |
$1,368,000 |
-8,767 |
|
Migdal Insurance & Financial Holdings Ltd. |
133 |
- |
2024-03-31 |
45,840 |
$1,364,000 |
-22,660 |
|
Essex LLC |
74 |
- |
2024-03-31 |
37,735 |
$1,123,000 |
-20,884 |
|
ERn Financial LLC |
84 |
- |
2024-03-31 |
37,363 |
$1,112,000 |
-1,457 |
|
NewEdge Wealth LLC |
434 |
- |
2024-03-31 |
33,721 |
$965,000 |
-8,301 |
|
U.S. Capital Wealth Advisors LLC |
351 |
- |
2024-03-31 |
31,844 |
$947,000 |
-971 |
|
TCG Advisory Services LLC |
187 |
- |
2024-03-31 |
29,123 |
$866,000 |
-1,042 |
|
Archford Capital Strategies LLC |
142 |
- |
2024-03-31 |
25,422 |
$756,000 |
-89 |
|
ADVISORS MANAGEMENT GROUP INC /ADV |
86 |
- |
2024-03-31 |
24,827 |
$739,000 |
-322 |
|
Lionsbridge Wealth Management LLC |
46 |
- |
2024-03-31 |
24,547 |
$730,000 |
-1,001 |
|
Brendel Financial Advisors LLC |
|
- |
2024-03-31 |
23,981 |
$713,000 |
-3,964 |
|
Accel Wealth Management |
82 |
- |
2024-03-31 |
23,543 |
$700,000 |
-1,415 |
|
True Capital Management |
50 |
- |
2023-03-31 |
29,483 |
$691,000 |
-516 |
|
Cresset Asset Management LLC |
1259 |
- |
2024-03-31 |
19,348 |
$576,000 |
-6,594 |
|
GeoWealth Management LLC |
434 |
- |
2024-03-31 |
16,596 |
$494,000 |
-1,115 |
|
Prosperity Wealth Management Inc. |
83 |
- |
2024-03-31 |
15,438 |
$459,000 |
-12,526 |
|
BANK OF MONTREAL /CAN/ |
2159 |
- |
2024-03-31 |
14,107 |
$433,000 |
-274 |
|
All Season Financial Advisors Inc. |
90 |
- |
2024-03-31 |
11,420 |
$340,000 |
-5,612 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
317 |
- |
2024-03-31 |
11,415 |
$340,000 |
-53 |
|
CAPTRUST FINANCIAL ADVISORS |
1761 |
- |
2024-03-31 |
10,125 |
$301,000 |
-1,153 |
|
IFP Advisors Inc |
756 |
- |
2023-12-31 |
10,169 |
$298,000 |
-5,012 |
|
Purus Wealth Management LLC |
96 |
- |
2024-03-31 |
8,948 |
$266,000 |
-436 |
|
Capital Advisors Wealth Management LLC |
129 |
- |
2024-03-31 |
8,278 |
$246,000 |
-35,372 |
|
SIMPLEX TRADING LLC |
929 |
- |
2024-03-31 |
7,726 |
$229,000 |
-6,321 |
|
Claro Advisors LLC |
375 |
- |
2024-03-31 |
7,383 |
$220,000 |
-130 |
|
Gladstone Institutional Advisory LLC |
599 |
- |
2024-03-31 |
7,029 |
$209,000 |
-7,741 |
|
Riggs Asset Managment Co. Inc. |
96 |
- |
2024-03-31 |
5,065 |
$151,000 |
-5,274 |
|
Steward Partners Investment Advisory LLC |
1670 |
- |
2024-03-31 |
3,989 |
$119,000 |
-482 |
|
NATIONAL BANK OF CANADA /FI/ |
1815 |
- |
2024-03-31 |
719 |
$21,000 |
-130 |
|
McClarren Financial Advisors Inc. |
167 |
- |
2024-03-31 |
30 |
$21,000 |
-1,179 |
|
Winch Advisory Services LLC |
217 |
- |
2024-03-31 |
641 |
$19,000 |
-141 |
|
TOWER RESEARCH CAPITAL LLC |
3657 |
- |
2024-03-31 |
361 |
$11,000 |
-253 |
|
Cutler Group LP |
606 |
- |
2024-03-31 |
400 |
$11,000 |
-490 |
|
Aspire Private Capital LLC |
441 |
- |
2024-03-31 |
248 |
$7,000 |
-258 |
|
TD Waterhouse Canada Inc. |
1484 |
- |
2024-03-31 |
194 |
$6,000 |
-100 |
|
WELLS FARGO & CO/MN |
6967 |
- |
2024-03-31 |
15 |
$0 |
-801 |
|
|
45 Records found
|
1
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