| |
Institutional
Holders
Total
Institutions:
 |
47  1 |
|
|
Total
shares held :
|
1,000,828 |
|
|
% of shares
held :
|
29.44% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
3 |
|
|
Amount
of shares held :
|
92,275 |
|
|
% of shares
held change :
|
2.71% |
|
| 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 |
  BANK OF AMERICA CORP /DE/ |
2847 |
- |
2024-03-31 |
138,803 |
$5,865,000 |
-7,906 |
|
| FINANCIAL NETWORK |
692 |
- |
2024-03-31 |
99,906 |
$4,221,000 |
-436 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1324 |
- |
2024-03-31 |
74,585 |
$3,151,000 |
19,235 |
|
| UBS Group AG |
2591 |
- |
2024-03-31 |
73,988 |
$3,126,000 |
-3,155 |
|
| MORGAN STANLEY |
4226 |
- |
2024-03-31 |
69,586 |
$2,940,000 |
6,969 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1202 |
- |
2024-03-31 |
51,522 |
$2,177,000 |
-1,662 |
|
| LPL FINANCIAL CORP |
2630 |
- |
2024-03-31 |
40,517 |
$1,712,000 |
2,365 |
|
| Tradition Wealth Management LLC |
123 |
- |
2024-03-31 |
33,618 |
$1,420,000 |
1,407 |
|
| ROYAL BANK OF CANADA |
2898 |
- |
2024-03-31 |
26,644 |
$1,126,000 |
-339 |
|
| Advisor Group Holdings Inc. |
2352 |
- |
2024-03-31 |
22,845 |
$965,000 |
-2,274 |
|
| GTS SECURITIES LLC |
577 |
- |
2024-03-31 |
20,179 |
$853,000 |
4,124 |
|
| WEDBUSH MORGAN SECURITIES INC |
577 |
*New |
2024-03-31 |
14,099 |
$596,000 |
14,099 |
|
| CITADEL ADVISORS LLC |
3720 |
- |
2024-03-31 |
12,061 |
$510,000 |
-8,656 |
|
| Atria Wealth Solutions Inc. |
1265 |
- |
2024-03-31 |
11,687 |
$494,000 |
740 |
|
| Rockefeller Capital Management L.P. |
1483 |
- |
2024-03-31 |
11,153 |
$471,000 |
0 |
|
| Rossmore Private Capital |
170 |
- |
2024-03-31 |
11,111 |
$469,000 |
1,060 |
|
| STIFEL FINANCIAL CORP |
2787 |
- |
2024-03-31 |
8,477 |
$358,000 |
-44 |
|
| WELLS FARGO & CO/MN |
3590 |
- |
2024-03-31 |
8,442 |
$357,000 |
508 |
|
| Kestra Advisory Services LLC |
1909 |
- |
2024-03-31 |
7,908 |
$334,000 |
-200 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
3213 |
- |
2024-03-31 |
7,298 |
$308,000 |
-35,904 |
|
| NATIONAL BANK OF CANADA /FI/ |
1163 |
- |
2024-03-31 |
7,366 |
$308,000 |
-360 |
|
| JANE STREET GROUP LLC |
4413 |
- |
2024-03-31 |
6,759 |
$286,000 |
-132,384 |
|
| Claybrook Capital LLC |
112 |
- |
2023-09-30 |
8,051 |
$285,000 |
0 |
|
| Private Advisor Group LLC |
1930 |
- |
2024-03-31 |
6,195 |
$262,000 |
0 |
|
| CREATIVE PLANNING |
2408 |
- |
2024-03-31 |
5,780 |
$244,000 |
0 |
|
| Beaumont Financial Advisors LLC |
328 |
- |
2024-03-31 |
5,366 |
$227,000 |
0 |
|
| PERSONAL CFO SOLUTIONS LLC |
500 |
- |
2024-03-31 |
5,185 |
$219,000 |
-50 |
|
| Lindbrook Capital LLC |
693 |
- |
2024-03-31 |
1,500 |
$63,000 |
0 |
|
| BANK OF MONTREAL /CAN/ |
2977 |
- |
2024-03-31 |
1,455 |
$62,000 |
-15,670 |
|
| NBC SECURITIES INC. |
1096 |
- |
2024-03-31 |
1,395 |
$58,000 |
-1,000 |
|
| AdvisorNet Financial Inc |
805 |
- |
2024-03-31 |
1,200 |
$51,000 |
0 |
|
| CWM LLC |
2274 |
- |
2024-03-31 |
1,173 |
$50,000 |
90 |
|
| TD Waterhouse Canada Inc. |
1123 |
- |
2024-03-31 |
645 |
$36,000 |
35 |
|
| IFP Advisors Inc |
1743 |
- |
2023-12-31 |
702 |
$29,000 |
0 |
|
| Tyler-Stone Wealth Management |
458 |
- |
2024-03-31 |
625 |
$26,000 |
0 |
|
| GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1288 |
- |
2024-03-31 |
443 |
$19,000 |
0 |
|
| HARBOUR INVESTMENTS INC. |
1951 |
- |
2023-12-31 |
400 |
$17,000 |
0 |
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
482 |
- |
2024-03-31 |
322 |
$14,000 |
0 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2584 |
- |
2024-03-31 |
245 |
$10,000 |
25 |
|
| FMR LLC |
4247 |
- |
2024-03-31 |
168 |
$7,000 |
44 |
|
| Peoples Bank/KS |
232 |
- |
2024-03-31 |
155 |
$7,000 |
0 |
|
| ZRC WEALTH MANAGEMENT LLC |
401 |
- |
2024-03-31 |
101 |
$4,000 |
1 |
|
| Farther Finance Advisors LLC |
2387 |
- |
2024-03-31 |
38 |
$2,000 |
-2 |
|
| PNC FINANCIAL SERVICES GROUP INC |
4375 |
- |
2024-03-31 |
15 |
$1,000 |
-38 |
|
| Scissortail Wealth Management LLC |
126 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,000 |
|
| Lido Advisors LLC |
1197 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,404 |
|
| FSA Wealth Management LLC |
602 |
*Closed |
2024-03-31 |
0 |
$0 |
-246 |
|
| PROEQUITIES INC. |
7523 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| Essex LLC |
160 |
*Closed |
2024-03-31 |
0 |
$0 |
-37,047 |
|
|
49 Records found
|
1
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