|
Institutional
Holders
Total
Institutions:
|
26 2 |
|
Total
shares held :
|
1,444,193 |
|
% of shares
held :
|
16.05% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-1 |
|
Amount
of shares held :
|
66,652 |
|
% of shares
held change :
|
0.74% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
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 |
LPL FINANCIAL CORP |
930 |
- |
2024-03-31 |
503,730 |
$20,691,000 |
28,169 |
|
Betterment LLC |
75 |
- |
2024-03-31 |
312,021 |
$12,815,000 |
31,008 |
|
ENVESTNET ASSET MANAGEMENT INC |
1562 |
- |
2024-03-31 |
225,823 |
$9,276,000 |
486 |
|
MORGAN STANLEY |
3981 |
- |
2024-03-31 |
99,697 |
$4,095,000 |
5,721 |
|
PRINCIPAL SECURITIES INC. |
178 |
- |
2024-03-31 |
87,272 |
$3,585,000 |
4,890 |
|
Envestnet Portfolio Solutions Inc. |
547 |
- |
2024-03-31 |
66,120 |
$2,716,000 |
-200 |
|
Cetera Investment Advisers |
735 |
- |
2024-03-31 |
36,551 |
$1,501,000 |
-1,198 |
|
JANE STREET GROUP LLC |
2953 |
- |
2024-03-31 |
27,036 |
$1,110,000 |
-50,977 |
|
CoreCap Advisors LLC |
243 |
- |
2023-12-31 |
26,907 |
$1,099,000 |
1,520 |
|
FINANCIAL NETWORK |
1459 |
- |
2024-03-31 |
24,593 |
$1,010,000 |
-3,924 |
|
Atria Wealth Solutions Inc. |
1229 |
- |
2024-03-31 |
12,846 |
$528,000 |
3,587 |
|
BANK OF NEW YORK MELLON CORP |
3537 |
- |
2024-03-31 |
10,413 |
$428,000 |
584 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3082 |
*New |
2024-03-31 |
8,576 |
$352,000 |
8,576 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2608 |
- |
2024-03-31 |
8,103 |
$333,000 |
-1,840 |
|
Advisor Group Holdings Inc. |
3716 |
- |
2024-03-31 |
4,566 |
$188,000 |
333 |
|
ICA Group Wealth Management LLC |
377 |
- |
2024-03-31 |
2,773 |
$114,000 |
-117 |
|
Global Retirement Partners LLC |
1371 |
- |
2024-03-31 |
1,288 |
$53,000 |
-188 |
|
Steward Partners Investment Advisory LLC |
2826 |
- |
2024-03-31 |
220 |
$9,000 |
0 |
|
UBS Group AG |
6145 |
- |
2024-03-31 |
177 |
$7,000 |
-2,824 |
|
PRIVATE TRUST CO NA |
1791 |
*New |
2024-03-31 |
159 |
$7,000 |
159 |
|
COMERICA BANK |
3313 |
- |
2024-03-31 |
112 |
$5,000 |
-3 |
|
Farther Finance Advisors LLC |
2291 |
- |
2024-03-31 |
78 |
$3,000 |
0 |
|
GRADIENT INVESTMENTS LLC |
839 |
- |
2024-03-31 |
40 |
$2,000 |
-111 |
|
IFP Advisors Inc |
2848 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
PROEQUITIES INC. |
2251 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
FMR LLC |
4877 |
- |
2024-03-31 |
2 |
$0 |
-62 |
|
TRUSTCORE FINANCIAL SERVICES LLC |
1127 |
*Closed |
2022-12-31 |
0 |
$0 |
-4 |
|
ROYAL BANK OF CANADA |
6756 |
*New |
2024-03-31 |
9 |
$0 |
9 |
|
Rockbridge Investment Management LCC |
608 |
*Closed |
2024-03-31 |
0 |
$0 |
-5 |
|
WELLS FARGO & CO/MN |
6933 |
*Closed |
2024-03-31 |
0 |
$0 |
-25 |
|
BANK OF MONTREAL /CAN/ |
3754 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,018 |
|
BANK OF AMERICA CORP /DE/ |
6956 |
*New |
2024-03-31 |
3 |
$0 |
3 |
|
|
32 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|