|
Institutional
Holders
Total
Institutions:
|
24 4 |
|
Total
shares held :
|
700,566 |
|
% of shares
held :
|
7.78% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
Amount
of shares held :
|
95,071 |
|
% of shares
held change :
|
1.06% |
|
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 |
RPOA Advisors Inc. |
2 |
- |
2024-03-31 |
3,871,048 |
$383,543,000 |
26,052 |
|
BANK OF NEW YORK MELLON CORP |
1113 |
- |
2024-03-31 |
440,403 |
$43,635,000 |
24,093 |
|
Diversify Advisory Services LLC |
24 |
- |
2024-03-31 |
166,936 |
$16,386,000 |
0 |
|
DFPG INVESTMENTS INC. |
22 |
- |
2023-12-31 |
144,577 |
$12,743,000 |
9,917 |
|
Integrated Wealth Concepts LLC |
272 |
- |
2024-03-31 |
47,135 |
$4,670,000 |
1,807 |
|
Geneos Wealth Management Inc. |
207 |
- |
2024-03-31 |
26,453 |
$2,621,000 |
2,924 |
|
GOLDMAN SACHS GROUP INC/ |
3318 |
*New |
2024-03-31 |
15,322 |
$1,518,000 |
15,322 |
|
Zhang Financial LLC |
116 |
- |
2024-03-31 |
13,076 |
$1,296,000 |
0 |
|
CITADEL ADVISORS LLC |
3676 |
- |
2024-03-31 |
5,334 |
$528,000 |
0 |
|
ENVESTNET ASSET MANAGEMENT INC |
3470 |
- |
2024-03-31 |
4,603 |
$456,000 |
121 |
|
PRINCIPAL SECURITIES INC. |
803 |
- |
2024-03-31 |
3,490 |
$346,000 |
0 |
|
TOWNSQUARE CAPITAL LLC |
1008 |
- |
2024-03-31 |
2,980 |
$295,000 |
311 |
|
MORGAN STANLEY |
5412 |
- |
2024-03-31 |
2,706 |
$268,000 |
600 |
|
BANK OF AMERICA CORP /DE/ |
4770 |
- |
2024-03-31 |
2,571 |
$255,000 |
491 |
|
Equitable Holdings Inc. |
1024 |
*New |
2024-03-31 |
2,453 |
$243,000 |
2,453 |
|
LPL FINANCIAL CORP |
4266 |
- |
2024-03-31 |
2,441 |
$242,000 |
2,441 |
|
Advisor Group Holdings Inc. |
3522 |
- |
2024-03-31 |
2,386 |
$236,000 |
-18 |
|
FLOW TRADERS U.S. LLC |
581 |
- |
2024-03-31 |
2,336 |
$231,000 |
-23,977 |
|
FINANCIAL NETWORK |
2582 |
*New |
2024-03-31 |
2,032 |
$201,000 |
2,032 |
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank F |
731 |
- |
2024-03-31 |
1,929 |
$191,000 |
-605 |
|
PNC FINANCIAL SERVICES GROUP INC |
2746 |
- |
2024-03-31 |
800 |
$79,000 |
0 |
|
FMR LLC |
3473 |
- |
2024-03-31 |
451 |
$45,000 |
304 |
|
UBS Group AG |
6008 |
- |
2024-03-31 |
101 |
$10,000 |
-609 |
|
FTB Advisors Inc. |
1834 |
*New |
2024-03-31 |
47 |
$5,000 |
47 |
|
ADVISORY SERVICES NETWORK, LLC |
1970 |
*Closed |
2024-03-31 |
0 |
$0 |
-137 |
|
Keener Financial Planning LLC |
193 |
*Closed |
2024-03-31 |
0 |
$0 |
-636 |
|
PROEQUITIES INC. |
5736 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
TOWER RESEARCH CAPITAL LLC |
5901 |
*Closed |
2024-03-31 |
0 |
$0 |
-18 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
1349 |
*New |
2023-12-31 |
0 |
$0 |
0 |
|
Ronald Blue Trust Inc. |
2792 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,904 |
|
ROYAL BANK OF CANADA |
6897 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,982 |
|
|
31 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|