| |
Institutional
Holders
Total
Institutions:
 |
9  9 |
|
|
Total
shares held :
|
1,211,543 |
|
|
% of shares
held :
|
13.46% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
9 |
|
|
Amount
of shares held :
|
1,211,543 |
|
|
% of shares
held change :
|
13.46% |
|
| 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 |
  Congress Wealth Management LLC / DE / |
28 |
*New |
2024-03-31 |
762,611 |
$39,373,000 |
762,611 |
|
| JANUS HENDERSON GROUP PLC |
480 |
- |
2024-03-31 |
602,333 |
$31,098,000 |
0 |
|
| Financial Enhancement Group LLC |
4 |
- |
2024-03-31 |
442,423 |
$22,643,000 |
212,778 |
|
| NOTTINGHAM ADVISORS INC |
20 |
*New |
2024-03-31 |
260,620 |
$13,456,000 |
260,620 |
|
| ATWOOD & PALMER INC |
43 |
- |
2024-03-31 |
239,070 |
$12,343,000 |
225,710 |
|
| Advisory Resource Group |
8 |
- |
2024-03-31 |
209,663 |
$10,825,000 |
50,775 |
|
| STATE OF NEW JERSEY COMMON PENSION FUND D |
453 |
*New |
2024-03-31 |
200,000 |
$10,326,000 |
200,000 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
507 |
*New |
2024-03-31 |
165,955 |
$8,568,000 |
165,955 |
|
| Vantage Financial Partners Ltd. Inc. |
20 |
- |
2024-03-31 |
127,649 |
$6,590,000 |
47,486 |
|
| BANK OF NEW YORK MELLON CORP |
2213 |
*New |
2024-03-31 |
119,199 |
$6,154,000 |
119,199 |
|
| FAMILY MANAGEMENT CORP |
36 |
- |
2024-03-31 |
75,200 |
$3,883,000 |
44,433 |
|
| JANE STREET GROUP LLC |
1593 |
- |
2024-03-31 |
69,156 |
$3,570,000 |
53,413 |
|
| CI Private Wealth LLC |
842 |
- |
2024-03-31 |
59,571 |
$3,076,000 |
4,878 |
|
| Masso Torrence Wealth Management Inc. |
25 |
*New |
2024-03-31 |
33,033 |
$1,705,000 |
33,033 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1046 |
*New |
2024-03-31 |
30,265 |
$1,563,000 |
30,265 |
|
| CITADEL ADVISORS LLC |
2767 |
- |
2024-03-31 |
25,951 |
$1,340,000 |
0 |
|
| Apollon Wealth Management LLC |
594 |
*New |
2024-03-31 |
12,912 |
$667,000 |
12,912 |
|
| FLOW TRADERS U.S. LLC |
435 |
*New |
2024-03-31 |
10,087 |
$521,000 |
10,087 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3572 |
*New |
2024-03-31 |
7,311 |
$377,000 |
7,311 |
|
| Kestra Advisory Services LLC |
1941 |
*New |
2024-03-31 |
6,167 |
$318,000 |
6,167 |
|
| Community Bank N.A. |
198 |
*New |
2024-03-31 |
4,752 |
$245,000 |
4,752 |
|
| Modern Wealth Management LLC |
304 |
*New |
2024-03-31 |
4,190 |
$215,000 |
4,190 |
|
| PROEQUITIES INC. |
1168 |
*New |
2024-03-31 |
998 |
$52,000 |
998 |
|
| Advisor Group Holdings Inc. |
5896 |
*New |
2024-03-31 |
97 |
$5,000 |
97 |
|
| UBS Group AG |
6866 |
*New |
2024-03-31 |
23 |
$1,000 |
23 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
3050 |
*New |
2024-03-31 |
21 |
$1,000 |
21 |
|
| Kozak & Associates Inc. |
461 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
|
27 Records found
|
1
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