|
Institutional
Holders
Total
Institutions:
|
29 0 |
|
Total
shares held :
|
476,393 |
|
% of shares
held :
|
5.29% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-2 |
|
Amount
of shares held :
|
17,572 |
|
% of shares
held change :
|
0.2% |
|
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 |
Tradition Wealth Management LLC |
30 |
- |
2024-03-31 |
180,550 |
$8,621,000 |
-15,678 |
|
ROYAL BANK OF CANADA |
2026 |
- |
2024-03-31 |
87,832 |
$4,194,000 |
61,711 |
|
EPIQ PARTNERS LLC |
13 |
- |
2024-03-31 |
77,984 |
$3,724,000 |
10,901 |
|
CITADEL ADVISORS LLC |
3195 |
- |
2024-03-31 |
18,388 |
$878,000 |
18,388 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2032 |
- |
2024-03-31 |
13,550 |
$647,000 |
87 |
|
LPL FINANCIAL CORP |
3675 |
- |
2024-03-31 |
10,906 |
$521,000 |
3,248 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2854 |
- |
2024-03-31 |
9,556 |
$456,000 |
31 |
|
Advisor Group Holdings Inc. |
3026 |
- |
2024-03-31 |
9,173 |
$438,000 |
-1,515 |
|
QUANTITATIVE ADVANTAGE LLC |
101 |
- |
2023-03-31 |
11,229 |
$398,000 |
0 |
|
Elmwood Wealth Management Inc. |
100 |
*New |
2024-03-31 |
7,987 |
$381,000 |
7,987 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2688 |
- |
2024-03-31 |
7,956 |
$380,000 |
0 |
|
CAPTRUST FINANCIAL ADVISORS |
1673 |
- |
2024-03-31 |
7,425 |
$355,000 |
-502 |
|
DORSEY & WHITNEY TRUST CO LLC |
443 |
- |
2024-03-31 |
7,000 |
$334,000 |
-3,000 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3997 |
- |
2024-03-31 |
6,524 |
$312,000 |
-5,246 |
|
Toroso Investments LLC |
1480 |
- |
2024-03-31 |
5,002 |
$239,000 |
0 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
641 |
- |
2024-03-31 |
1,450 |
$69,000 |
400 |
|
Capital Investment Advisory Services LLC |
638 |
- |
2024-03-31 |
1,177 |
$56,000 |
6 |
|
Asset Dedication LLC |
578 |
- |
2024-03-31 |
436 |
$21,000 |
0 |
|
CWM LLC |
2882 |
- |
2024-03-31 |
410 |
$20,000 |
0 |
|
MORGAN STANLEY |
6514 |
- |
2024-03-31 |
170 |
$8,000 |
-87 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
555 |
- |
2024-03-31 |
131 |
$6,000 |
0 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
1844 |
- |
2024-03-31 |
100 |
$5,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
2447 |
- |
2023-12-31 |
100 |
$4,000 |
0 |
|
Global Retirement Partners LLC |
2820 |
- |
2024-03-31 |
43 |
$2,000 |
0 |
|
Venturi Wealth Management LLC |
1373 |
*Closed |
2024-03-31 |
0 |
$0 |
-48 |
|
BANK OF MONTREAL /CAN/ |
3409 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,058 |
|
JANE STREET GROUP LLC |
5665 |
*Closed |
2024-03-31 |
0 |
$0 |
-57,873 |
|
SYNOVUS FINANCIAL CORP |
852 |
*Closed |
2024-03-31 |
0 |
$0 |
-24,290 |
|
PROEQUITIES INC. |
8774 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
UBS Group AG |
8265 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,462 |
|
DHJJ Financial Advisors Ltd. |
777 |
- |
2024-03-31 |
10 |
$0 |
0 |
|
Triumph Capital Management |
239 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,533 |
|
Farther Finance Advisors LLC |
3492 |
*New |
2024-03-31 |
2 |
$0 |
2 |
|
|
33 Records found
|
1
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