|
Institutional
Holders
Total
Institutions:
|
45 9 |
|
Total
shares held :
|
3,799,440 |
|
% of shares
held :
|
42.22% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-9 |
|
Amount
of shares held :
|
-1,082,443 |
|
% of shares
held change :
|
-12.03% |
|
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 |
ROYAL BANK OF CANADA |
1438 |
- |
2024-03-31 |
595,415 |
$10,974,000 |
52,124 |
|
MORGAN STANLEY |
3256 |
- |
2024-03-31 |
582,672 |
$10,739,000 |
186,339 |
|
Warren Street Wealth Advisors LLC |
4 |
- |
2024-03-31 |
494,363 |
$9,111,000 |
24,965 |
|
Leo Wealth LLC |
30 |
- |
2024-03-31 |
366,184 |
$6,767,000 |
17,430 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
727 |
- |
2024-03-31 |
277,094 |
$5,107,000 |
10,493 |
|
BFT FINANCIAL GROUP LLC |
28 |
- |
2023-06-30 |
285,435 |
$4,876,000 |
-12,766 |
|
WELLS FARGO & CO/MN |
2046 |
- |
2024-03-31 |
238,799 |
$4,401,000 |
-99,523 |
|
Wayfinding Financial LLC |
14 |
- |
2024-03-31 |
160,251 |
$3,036,000 |
9,774 |
|
Team Financial Group LLC |
13 |
- |
2024-03-31 |
108,167 |
$1,994,000 |
-103,600 |
|
Empirical Asset Management LLC |
26 |
- |
2024-03-31 |
88,632 |
$1,633,000 |
-110 |
|
ENVESTNET ASSET MANAGEMENT INC |
2703 |
- |
2024-03-31 |
86,197 |
$1,589,000 |
-34,856 |
|
ROTHSCHILD INVESTMENT CORP /IL |
138 |
- |
2023-09-30 |
84,970 |
$1,531,000 |
-4,605 |
|
LPL FINANCIAL CORP |
2795 |
- |
2024-03-31 |
79,365 |
$1,463,000 |
-23,873 |
|
JANE STREET GROUP LLC |
2707 |
- |
2024-03-31 |
73,455 |
$1,354,000 |
-400,502 |
|
Truadvice LLC |
87 |
- |
2023-09-30 |
48,039 |
$829,000 |
26,706 |
|
KLR INVESTMENT ADVISORS LLC |
40 |
- |
2024-03-31 |
41,228 |
$800,000 |
-6,045 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2216 |
- |
2024-03-31 |
40,931 |
$754,000 |
-16,366 |
|
MML INVESTORS SERVICES LLC |
1599 |
- |
2024-03-31 |
38,493 |
$709,000 |
-20,251 |
|
NATIONAL ASSET MANAGEMENT, INC. |
654 |
- |
2024-03-31 |
37,532 |
$676,000 |
-19,307 |
|
Beacon Pointe Advisors LLC |
813 |
- |
2024-03-31 |
35,070 |
$646,000 |
-2,400 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
699 |
- |
2024-03-31 |
34,718 |
$640,000 |
-19,906 |
|
Private Advisor Group LLC |
1452 |
- |
2024-03-31 |
29,684 |
$547,000 |
-30,140 |
|
Fermata Advisors LLC |
107 |
- |
2024-03-31 |
29,345 |
$541,000 |
-1,704 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3612 |
- |
2024-03-31 |
23,569 |
$434,000 |
10,670 |
|
Arkadios Wealth Advisors |
438 |
- |
2024-03-31 |
22,115 |
$408,000 |
0 |
|
Advisor Group Holdings Inc. |
3172 |
- |
2024-03-31 |
19,778 |
$365,000 |
-11,721 |
|
STIFEL FINANCIAL CORP |
2839 |
- |
2024-03-31 |
18,036 |
$332,000 |
2,241 |
|
FINANCIAL NETWORK |
2228 |
- |
2024-03-31 |
17,307 |
$319,000 |
0 |
|
TOWNSQUARE CAPITAL LLC |
985 |
*New |
2024-03-31 |
17,038 |
$314,000 |
17,038 |
|
Sigma Planning Corp |
1005 |
*New |
2024-03-31 |
14,243 |
$263,000 |
14,243 |
|
Covenant Asset Management LLC |
129 |
- |
2024-03-31 |
11,850 |
$218,000 |
275 |
|
SMITHFIELD TRUST CO |
459 |
- |
2024-03-31 |
5,157 |
$95,000 |
0 |
|
Sargent Bickham Lagudis LLC |
354 |
- |
2022-12-31 |
4,641 |
$85,000 |
-378 |
|
Coastal Capital Group Inc. |
187 |
- |
2023-06-30 |
3,988 |
$68,000 |
0 |
|
COMERICA BANK |
2780 |
- |
2024-03-31 |
2,395 |
$44,000 |
0 |
|
GoalVest Advisory LLC |
206 |
- |
2024-03-31 |
2,238 |
$41,000 |
0 |
|
Financial Gravity Wealth Inc. |
345 |
*New |
2024-03-31 |
1,000 |
$18,000 |
1,000 |
|
Frazier Financial Advisors LLC |
339 |
- |
2024-03-31 |
755 |
$14,000 |
0 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2534 |
- |
2024-03-31 |
588 |
$11,000 |
-669 |
|
PROEQUITIES INC. |
1708 |
- |
2024-03-31 |
550 |
$10,000 |
0 |
|
BARRETT & COMPANY INC. |
442 |
- |
2024-03-31 |
440 |
$8,000 |
0 |
|
Covestor Ltd |
1812 |
- |
2024-03-31 |
175 |
$3,000 |
24 |
|
Asset Dedication LLC |
874 |
- |
2024-03-31 |
202 |
$3,000 |
0 |
|
Steward Partners Investment Advisory LLC |
3309 |
*New |
2024-03-31 |
100 |
$2,000 |
100 |
|
Ronald Blue Trust Inc. |
2023 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
HPM Partners LLC |
2270 |
*Closed |
2024-03-31 |
0 |
$0 |
-43,346 |
|
FMR LLC |
4828 |
*Closed |
2024-03-31 |
0 |
$0 |
-1 |
|
TOWER RESEARCH CAPITAL LLC |
5663 |
- |
2024-03-31 |
12 |
$0 |
0 |
|
Cutler Group LP |
1027 |
*Closed |
2024-03-31 |
0 |
$0 |
-155 |
|
FLOW TRADERS U.S. LLC |
963 |
*Closed |
2024-03-31 |
0 |
$0 |
-34,404 |
|
New Century Financial Group LLC |
188 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,976 |
|
Charter Oak Capital Management LLC |
190 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,703 |
|
Perigon Wealth Management LLC |
868 |
*Closed |
2024-03-31 |
0 |
$0 |
-14,553 |
|
O SHAUGHNESSY ASSET MANAGEMENT LLC |
1887 |
*New |
2024-03-31 |
1 |
$0 |
1 |
|
Atlantic Trust Group LLC |
3008 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
Cape Investment Advisory Inc. |
1087 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,000 |
|
BANK OF MONTREAL /CAN/ |
3661 |
*Closed |
2024-03-31 |
0 |
$0 |
-135,750 |
|
UBS Group AG |
8361 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,641 |
|
Merit Financial Group LLC |
922 |
*Closed |
2024-03-31 |
0 |
$0 |
-247,895 |
|
Avestar Capital LLC |
429 |
*Closed |
2024-03-31 |
0 |
$0 |
-135,606 |
|
|
60 Records found
|
1
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