| |
Institutional
Holders
Total
Institutions:
 |
31  1 |
|
|
Total
shares held :
|
1,223,586 |
|
|
% of shares
held :
|
32.63% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 4 |
|
|
Amount
of shares held :
|
83,493 |
|
|
% of shares
held change :
|
2.23% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$25.23 |
|
|
Last
Quarter's Ending
Price :
|
$24.10 |
|
|
Last
Quarter's Average
Price :
|
$24.69 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
2.06 (8.34%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  LPL FINANCIAL CORP |
1509 |
- |
2024-03-31 |
279,201 |
$7,404,000 |
9,209 |
|
| FISHER ASSET MANAGEMENT LLC -- Notable Guru -- |
523 |
- |
2024-03-31 |
146,108 |
$3,875,000 |
4,409 |
|
| SCHMEIDLER A R & CO INC |
48 |
- |
2024-03-31 |
141,673 |
$3,757,000 |
7,956 |
|
| JANE STREET GROUP LLC |
1570 |
- |
2024-03-31 |
138,228 |
$3,666,000 |
41,864 |
|
| Planned Solutions Inc. |
14 |
- |
2024-03-31 |
112,034 |
$2,971,000 |
-883 |
|
| DAVIDSON D A & CO |
567 |
- |
2024-03-31 |
64,935 |
$1,722,000 |
-2,524 |
|
| MORGAN STANLEY |
4561 |
- |
2024-03-31 |
60,863 |
$1,614,000 |
12,063 |
|
| FINANCIAL NETWORK |
1276 |
- |
2024-03-31 |
49,753 |
$1,319,000 |
-837 |
|
| BANK OF MONTREAL /CAN/ |
1633 |
- |
2024-03-31 |
42,354 |
$1,124,000 |
42,354 |
|
| RAYMOND JAMES & ASSOCIATES |
2659 |
- |
2024-03-31 |
32,821 |
$870,000 |
-1,611 |
|
| CITADEL ADVISORS LLC |
3251 |
*New |
2024-03-31 |
31,408 |
$833,000 |
31,408 |
|
| Wealthfront Advisers LLC |
652 |
- |
2024-03-31 |
30,679 |
$814,000 |
-2,337 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3364 |
- |
2024-03-31 |
19,849 |
$526,000 |
-35,982 |
|
| Sculati Wealth Management LLC |
74 |
- |
2024-03-31 |
19,285 |
$511,000 |
-1,950 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3443 |
- |
2024-03-31 |
17,781 |
$472,000 |
-132 |
|
| Guardian Asset Advisors LLC |
58 |
- |
2024-03-31 |
16,833 |
$446,000 |
-549 |
|
| ROYAL BANK OF CANADA |
3559 |
- |
2024-03-31 |
16,278 |
$432,000 |
-4,209 |
|
| Inscription Capital LLC |
111 |
*New |
2024-03-31 |
15,361 |
$424,000 |
15,361 |
|
| Gradient Capital Advisors LLC |
105 |
- |
2024-03-31 |
14,400 |
$382,000 |
0 |
|
| MERCER GLOBAL ADVISORS INC /ADV |
1511 |
- |
2024-03-31 |
12,363 |
$328,000 |
3,509 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
3249 |
- |
2024-03-31 |
11,156 |
$296,000 |
440 |
|
| Advisor Group Holdings Inc. |
3356 |
- |
2024-03-31 |
10,753 |
$285,000 |
-210 |
|
| Invst LLC |
190 |
- |
2023-12-31 |
9,981 |
$240,000 |
0 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2887 |
- |
2024-03-31 |
8,705 |
$231,000 |
-3,420 |
|
| BANK OF AMERICA CORP /DE/ |
5045 |
- |
2024-03-31 |
5,384 |
$143,000 |
-1,158 |
|
| Global Retirement Partners LLC |
1042 |
- |
2024-03-31 |
4,035 |
$107,000 |
0 |
|
| Coastal Investment Advisors Inc. |
499 |
- |
2024-03-31 |
3,025 |
$80,000 |
3,025 |
|
| Steward Partners Investment Advisory LLC |
2580 |
- |
2024-03-31 |
599 |
$16,000 |
0 |
|
| Federation des caisses Desjardins du Quebec |
1754 |
- |
2024-03-31 |
480 |
$13,000 |
0 |
|
| Archer Investment Corp |
607 |
- |
2024-03-31 |
448 |
$12,000 |
0 |
|
| Security National Bank |
240 |
- |
2024-03-31 |
450 |
$12,000 |
0 |
|
| UBS Group AG |
6352 |
- |
2024-03-31 |
160 |
$4,000 |
-1,634 |
|
| PRINCIPAL SECURITIES INC. |
2667 |
- |
2024-03-31 |
133 |
$4,000 |
18 |
|
| CBIZ Investment Advisory Services LLC |
293 |
*New |
2024-03-31 |
131 |
$3,000 |
131 |
|
| COMERICA BANK |
3554 |
*New |
2024-03-31 |
52 |
$1,000 |
52 |
|
| IFP Advisors Inc |
2794 |
- |
2023-12-31 |
59 |
$1,000 |
0 |
|
| FMR LLC |
4667 |
*New |
2024-03-31 |
50 |
$1,000 |
50 |
|
| WELLS FARGO & CO/MN |
5953 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| EWG Elevate Inc. |
133 |
*Closed |
2024-03-31 |
0 |
$0 |
-38,053 |
|
| PROEQUITIES INC. |
9907 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
40 Records found
|
1
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