| |
Institutional
Holders
Total
Institutions:
 |
35  34 |
|
|
Total
shares held :
|
812,203 |
|
|
% of shares
held :
|
9.02% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
34 |
|
|
Amount
of shares held :
|
812,064 |
|
|
% of shares
held change :
|
9.02% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
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|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  COMMONWEALTH EQUITY SERVICES LLC. |
828 |
- |
2024-03-31 |
301,550 |
$9,062,000 |
85,503 |
|
| STIFEL FINANCIAL CORP |
1234 |
*New |
2024-03-31 |
142,391 |
$4,279,000 |
142,391 |
|
| FMR LLC |
2027 |
- |
2024-03-31 |
120,144 |
$3,610,000 |
720 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2320 |
- |
2024-03-31 |
39,880 |
$1,198,000 |
15,764 |
|
| Keystone Wealth Services LLC |
66 |
*New |
2024-03-31 |
37,716 |
$1,133,000 |
37,716 |
|
| CITADEL ADVISORS LLC |
3293 |
- |
2024-03-31 |
26,530 |
$797,000 |
-11,562 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3252 |
- |
2024-03-31 |
21,774 |
$654,000 |
-136 |
|
| MML INVESTORS SERVICES LLC |
1689 |
- |
2024-03-31 |
20,216 |
$607,000 |
-332 |
|
| FINANCIAL NETWORK |
1794 |
- |
2024-03-31 |
19,976 |
$600,000 |
1,200 |
|
| Kestra Advisory Services LLC |
1641 |
- |
2024-03-31 |
16,999 |
$511,000 |
-2,286 |
|
| MARINER WEALTH ADVISORS, LLC |
2030 |
*New |
2024-03-31 |
16,198 |
$487,000 |
16,198 |
|
| LPL FINANCIAL CORP |
3814 |
- |
2024-03-31 |
14,604 |
$439,000 |
-11,679 |
|
| JANNEY MONTGOMERY SCOTT LLC |
2102 |
- |
2024-03-31 |
13,897 |
$418,000 |
2,316 |
|
| LINCOLN NATIONAL CORP |
819 |
- |
2024-03-31 |
13,556 |
$407,000 |
425 |
|
| Sunbelt Securities Inc. |
382 |
- |
2024-03-31 |
12,165 |
$366,000 |
-47 |
|
| Financial Perspectives Inc |
101 |
- |
2024-03-31 |
10,714 |
$322,000 |
14 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2713 |
- |
2024-03-31 |
9,559 |
$287,000 |
2,215 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2864 |
*New |
2024-03-31 |
9,242 |
$278,000 |
9,242 |
|
| Traynor Capital Management Inc. |
198 |
- |
2024-03-31 |
7,151 |
$215,000 |
-20,253 |
|
| Hartland & Co. LLC |
494 |
- |
2024-03-31 |
5,765 |
$168,000 |
0 |
|
| ROYAL BANK OF CANADA |
4611 |
- |
2024-03-31 |
3,229 |
$97,000 |
-13,166 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1817 |
- |
2024-03-31 |
3,062 |
$92,000 |
1,991 |
|
| Advisor Group Holdings Inc. |
4269 |
- |
2024-03-31 |
3,056 |
$92,000 |
-112 |
|
| MORGAN STANLEY |
5921 |
- |
2024-03-31 |
2,033 |
$61,000 |
-303 |
|
| Concord Wealth Partners |
359 |
- |
2024-03-31 |
1,553 |
$47,000 |
4 |
|
| EverSource Wealth Advisors LLC |
1059 |
- |
2024-03-31 |
1,183 |
$33,000 |
0 |
|
| Larson Financial Group LLC |
794 |
- |
2024-03-31 |
1,031 |
$31,000 |
-657 |
|
| Steward Partners Investment Advisory LLC |
2321 |
- |
2024-03-31 |
999 |
$30,000 |
0 |
|
| WELLS FARGO & CO/MN |
4903 |
- |
2024-03-31 |
855 |
$26,000 |
0 |
|
| BAYSTATE WEALTH MANAGEMENT LLC |
|
*New |
2023-12-31 |
784 |
$22,000 |
784 |
|
| AdvisorNet Financial Inc |
1221 |
- |
2024-03-31 |
387 |
$12,000 |
0 |
|
| BANK OF MONTREAL /CAN/ |
3224 |
- |
2024-03-31 |
341 |
$10,000 |
1 |
|
| HARBOUR INVESTMENTS INC. |
2314 |
*New |
2023-12-31 |
200 |
$6,000 |
200 |
|
| CKW FINANCIAL GROUP |
202 |
- |
2024-03-31 |
96 |
$3,000 |
0 |
|
| PRINCIPAL SECURITIES INC. |
2816 |
- |
2024-03-31 |
79 |
$2,000 |
-60 |
|
| PROEQUITIES INC. |
2465 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
| ADVISORY SERVICES NETWORK, LLC |
1609 |
*Closed |
2024-03-31 |
0 |
$0 |
-228 |
|
| MERCER GLOBAL ADVISORS INC /ADV |
1944 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,487 |
|
| Apella Capital LLC |
296 |
*Closed |
2024-03-31 |
0 |
$0 |
-180,222 |
|
| PNC FINANCIAL SERVICES GROUP INC |
4694 |
*Closed |
2024-03-31 |
0 |
$0 |
-458 |
|
|
40 Records found
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1
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