|
Institutional
Holders
Total
Institutions:
|
31 4 |
|
Total
shares held :
|
1,496,010 |
|
% of shares
held :
|
1.03% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
4 |
|
Amount
of shares held :
|
12,490 |
|
% of shares
held change :
|
0.01% |
|
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 |
MORGAN STANLEY |
2849 |
- |
2024-03-31 |
690,531 |
$16,987,000 |
16,980 |
|
Yeomans Consulting Group Inc. |
7 |
*New |
2024-03-31 |
557,213 |
$13,707,000 |
557,213 |
|
MAINSTAY CAPITAL MANAGEMENT LLC /ADV |
7 |
*New |
2024-03-31 |
218,198 |
$5,368,000 |
218,198 |
|
Sound Income Strategies LLC |
67 |
- |
2024-03-31 |
214,759 |
$5,283,000 |
16,507 |
|
LPL FINANCIAL CORP |
2684 |
- |
2024-03-31 |
66,132 |
$1,627,000 |
21,177 |
|
Goodman Advisory Group LLC |
41 |
*New |
2024-03-31 |
65,588 |
$1,613,000 |
65,588 |
|
JANE STREET GROUP LLC |
2700 |
- |
2024-03-31 |
55,493 |
$1,365,000 |
12,645 |
|
Resources Investment Advisors Inc. |
573 |
- |
2024-03-31 |
32,465 |
$799,000 |
19,617 |
|
YCMNET ADVISORS INC |
129 |
- |
2024-03-31 |
30,007 |
$738,000 |
143 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2263 |
- |
2024-03-31 |
28,253 |
$695,000 |
12,660 |
|
Trilogy Capital Inc. |
193 |
*New |
2024-03-31 |
21,820 |
$537,000 |
21,820 |
|
MULTIFINANCIAL SECURITIES CORP |
1576 |
*New |
2024-03-31 |
20,805 |
$512,000 |
20,805 |
|
Ameritas Advisory Services LLC |
561 |
- |
2024-03-31 |
19,626 |
$483,000 |
4,607 |
|
STIFEL FINANCIAL CORP |
2757 |
- |
2024-03-31 |
15,335 |
$377,000 |
-366 |
|
MML INVESTORS SERVICES LLC |
1979 |
*New |
2024-03-31 |
14,703 |
$362,000 |
14,703 |
|
J.W. COLE ADVISORS INC. |
687 |
- |
2024-03-31 |
12,413 |
$305,000 |
-630 |
|
ENVESTNET ASSET MANAGEMENT INC |
3740 |
*New |
2024-03-31 |
11,062 |
$272,000 |
11,062 |
|
Buckingham Strategic Partners |
491 |
- |
2024-03-31 |
10,746 |
$264,000 |
126 |
|
BANK OF AMERICA CORP /DE/ |
4750 |
- |
2024-03-31 |
10,699 |
$263,000 |
-40,141 |
|
Advisor Group Holdings Inc. |
3440 |
- |
2024-03-31 |
10,630 |
$261,000 |
-3,130 |
|
PRINCIPAL SECURITIES INC. |
921 |
- |
2024-03-31 |
10,146 |
$250,000 |
7,385 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2884 |
*New |
2024-03-31 |
9,384 |
$231,000 |
9,384 |
|
ROYAL BANK OF CANADA |
4423 |
- |
2024-03-31 |
5,568 |
$137,000 |
0 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2044 |
- |
2024-03-31 |
2,060 |
$51,000 |
-10 |
|
HARBOUR INVESTMENTS INC. |
1457 |
*New |
2023-12-31 |
2,050 |
$50,000 |
2,050 |
|
UBS Group AG |
5520 |
- |
2024-03-31 |
1,213 |
$30,000 |
425 |
|
TUCKER ASSET MANAGEMENT LLC |
310 |
- |
2023-12-31 |
1,213 |
$29,000 |
0 |
|
Farther Finance Advisors LLC |
1377 |
*New |
2024-03-31 |
1,122 |
$28,000 |
1,122 |
|
Retirement Group LLC |
404 |
- |
2024-03-31 |
598 |
$15,000 |
11 |
|
NATIONAL BANK OF CANADA /FI/ |
2029 |
- |
2024-03-31 |
338 |
$8,000 |
0 |
|
BANK OF MONTREAL /CAN/ |
3244 |
- |
2024-03-31 |
294 |
$7,000 |
0 |
|
CWM LLC |
3829 |
- |
2024-03-31 |
133 |
$3,000 |
0 |
|
Glass Jacobson Investment Advisors llc |
657 |
*New |
2024-03-31 |
103 |
$3,000 |
103 |
|
FMR LLC |
4534 |
- |
2024-03-31 |
72 |
$2,000 |
0 |
|
Connectus Wealth LLC |
385 |
*Closed |
2024-03-31 |
0 |
$0 |
-215,432 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
5729 |
*Closed |
2024-03-31 |
0 |
$0 |
-103,938 |
|
CITADEL ADVISORS LLC |
6010 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,499 |
|
ADVISORY SERVICES NETWORK, LLC |
2720 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,693 |
|
WELLS FARGO & CO/MN |
6397 |
- |
2024-03-31 |
1 |
$0 |
-1 |
|
PROEQUITIES INC. |
5957 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
Ronald Blue Trust Inc. |
2386 |
*Closed |
2024-03-31 |
0 |
$0 |
-33 |
|
Kingsview Wealth Management LLC |
1062 |
*Closed |
2024-03-31 |
0 |
$0 |
-9,858 |
|
|
42 Records found
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1
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