| |
Institutional
Holders
Total
Institutions:
 |
40  1 |
|
|
Total
shares held :
|
1,058,876 |
|
|
% of shares
held :
|
11.77% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -3 |
|
|
Amount
of shares held :
|
-164,883 |
|
|
% of shares
held change :
|
-1.83% |
|
| 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 |
  LPL FINANCIAL CORP |
887 |
- |
2024-03-31 |
361,463 |
$22,757,000 |
30,620 |
|
| OLD MISSION CAPITAL LLC |
96 |
- |
2024-03-31 |
93,760 |
$5,903,000 |
63,050 |
|
| MARINER WEALTH ADVISORS, LLC |
678 |
- |
2024-03-31 |
89,944 |
$5,663,000 |
9,779 |
|
| Peninsula Wealth LLC |
17 |
- |
2024-03-31 |
81,808 |
$5,150,000 |
42,869 |
|
| J P MORGAN CHASE & CO |
2458 |
- |
2024-03-31 |
80,780 |
$5,086,000 |
42,651 |
|
| Key Financial Inc |
19 |
- |
2024-03-31 |
77,790 |
$4,897,000 |
907 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1241 |
- |
2024-03-31 |
64,753 |
$4,077,000 |
1,640 |
|
| THRIVENT FINANCIAL FOR LUTHERANS |
984 |
- |
2024-03-31 |
55,805 |
$3,513,000 |
4,400 |
|
| Cornerstone Wealth Management LLC |
93 |
- |
2024-03-31 |
47,933 |
$3,018,000 |
4,136 |
|
| JANE STREET GROUP LLC |
2419 |
- |
2024-03-31 |
27,295 |
$1,718,000 |
-8,718 |
|
| BANK OF MONTREAL /CAN/ |
1452 |
- |
2024-03-31 |
26,468 |
$1,678,000 |
12,968 |
|
| ROYAL BANK OF CANADA |
2708 |
- |
2024-03-31 |
23,504 |
$1,479,000 |
2,800 |
|
| CITADEL ADVISORS LLC |
2708 |
*New |
2024-03-31 |
22,536 |
$1,419,000 |
22,536 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2000 |
- |
2024-03-31 |
22,010 |
$1,386,000 |
721 |
|
| SAXON INTERESTS INC. |
59 |
- |
2024-03-31 |
15,763 |
$992,000 |
1,188 |
|
| SOL CAPITAL MANAGEMENT CO |
192 |
- |
2024-03-31 |
11,090 |
$698,000 |
-675 |
|
| FLOW TRADERS U.S. LLC |
388 |
- |
2024-03-31 |
10,946 |
$689,000 |
6,604 |
|
| EQIS CAPITAL MANAGEMENT, INC. |
348 |
- |
2024-03-31 |
10,945 |
$689,000 |
150 |
|
| Tidemark LLC |
67 |
- |
2024-03-31 |
8,927 |
$562,000 |
-34,180 |
|
| Dominguez Wealth Management Solutions Inc. |
42 |
- |
2024-03-31 |
8,509 |
$536,000 |
-20 |
|
| Sequoia Financial Advisors LLC |
689 |
- |
2024-03-31 |
7,850 |
$494,000 |
-1,329 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2435 |
- |
2024-03-31 |
6,499 |
$409,000 |
424 |
|
| MORGAN STANLEY |
5306 |
- |
2024-03-31 |
5,402 |
$340,000 |
-2,216 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3631 |
- |
2024-03-31 |
5,369 |
$338,000 |
928 |
|
| Private Advisor Group LLC |
1783 |
- |
2024-03-31 |
5,075 |
$320,000 |
0 |
|
| MML INVESTORS SERVICES LLC |
2218 |
- |
2024-03-31 |
3,977 |
$250,000 |
8 |
|
| Amplius Wealth Advisors LLC |
149 |
- |
2024-03-31 |
3,943 |
$248,000 |
-128 |
|
| Lakeview Capital Partners LLC |
381 |
- |
2024-03-31 |
3,488 |
$220,000 |
-234 |
|
| Cedar Wealth Management LLC |
151 |
- |
2024-03-31 |
1,092 |
$69,000 |
0 |
|
| MASSMUTUAL TRUST CO FSB/ADV |
628 |
- |
2024-03-31 |
734 |
$46,000 |
0 |
|
| IFP Advisors Inc |
1599 |
- |
2023-12-31 |
678 |
$40,000 |
-468 |
|
| Advisor Group Holdings Inc. |
5346 |
- |
2024-03-31 |
270 |
$17,000 |
14 |
|
| PSI Advisors LLC |
422 |
- |
2024-03-31 |
254 |
$16,000 |
-1 |
|
| GPS Wealth Strategies Group LLC |
802 |
*New |
2024-03-31 |
210 |
$13,000 |
210 |
|
| Farther Finance Advisors LLC |
1645 |
- |
2024-03-31 |
200 |
$13,000 |
-3,348 |
|
| AdvisorNet Financial Inc |
1255 |
- |
2024-03-31 |
169 |
$11,000 |
60 |
|
| Clear Point Advisors Inc. |
411 |
- |
2024-03-31 |
52 |
$3,000 |
0 |
|
| COMERICA BANK |
3587 |
- |
2024-03-31 |
18 |
$1,000 |
0 |
|
| 3D/L Capital Management LLC |
1 |
*Closed |
2023-12-31 |
0 |
$0 |
-11,625 |
|
| PROEQUITIES INC. |
4350 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| ADVISORY SERVICES NETWORK, LLC |
2706 |
*Closed |
2024-03-31 |
0 |
$0 |
-91 |
|
| Cobblestone Asset Management LLC |
49 |
*Closed |
2024-03-31 |
0 |
$0 |
-69,222 |
|
| FMR LLC |
5597 |
*Closed |
2024-03-31 |
0 |
$0 |
-87 |
|
| Running Point Capital Advisors LLC |
169 |
*Closed |
2024-03-31 |
0 |
$0 |
-33 |
|
|
44 Records found
|
1
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