|
Institutional
Holders
Total
Institutions:
|
22 13 |
|
Total
shares held :
|
2,061,139 |
|
% of shares
held :
|
22.9% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
15 |
|
Amount
of shares held :
|
848,736 |
|
% of shares
held change :
|
9.43% |
|
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 |
TRUST POINT INC. |
3 |
*New |
2024-03-31 |
3,023,477 |
$124,265,000 |
3,023,477 |
|
RVW Wealth LLC |
9 |
- |
2024-03-31 |
714,683 |
$29,373,000 |
131,583 |
|
BANK OF AMERICA CORP /DE/ |
1767 |
*New |
2024-03-31 |
595,566 |
$24,478,000 |
595,566 |
|
LPL FINANCIAL CORP |
917 |
- |
2024-03-31 |
522,169 |
$21,461,000 |
318,452 |
|
Legacy Financial Advisors Inc. |
5 |
- |
2024-03-31 |
460,330 |
$18,920,000 |
-48,710 |
|
Prestige Wealth Management Group LLC |
7 |
- |
2024-03-31 |
456,479 |
$18,761,000 |
-32,861 |
|
Private Advisor Group LLC |
302 |
- |
2024-03-31 |
211,567 |
$8,695,000 |
204,874 |
|
Kestra Advisory Services LLC |
479 |
- |
2024-03-31 |
138,365 |
$5,687,000 |
20,058 |
|
tru Independence LLC |
28 |
*New |
2024-03-31 |
130,064 |
$5,346,000 |
130,064 |
|
Smartleaf Asset Management LLC |
14 |
*New |
2024-03-31 |
121,081 |
$4,451,000 |
121,081 |
|
Insight Advisors LLC/ PA |
28 |
*New |
2024-03-31 |
71,711 |
$2,947,000 |
71,711 |
|
FINANCIAL NETWORK |
1163 |
- |
2024-03-31 |
36,864 |
$1,515,000 |
4,748 |
|
NBC SECURITIES INC. |
162 |
*New |
2024-03-31 |
34,107 |
$1,411,000 |
34,107 |
|
RFG Advisory Group LLC |
295 |
*New |
2024-03-31 |
32,903 |
$1,352,000 |
32,903 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1880 |
- |
2024-03-31 |
32,225 |
$1,324,000 |
1,032 |
|
ENVESTNET ASSET MANAGEMENT INC |
2838 |
*New |
2024-03-31 |
31,357 |
$1,289,000 |
31,357 |
|
GPS Wealth Strategies Group LLC |
89 |
- |
2024-03-31 |
29,385 |
$1,208,000 |
29,325 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2126 |
- |
2024-03-31 |
27,585 |
$1,134,000 |
9,672 |
|
Oxinas Partners Wealth Management LLC |
41 |
*New |
2024-03-31 |
23,112 |
$950,000 |
23,112 |
|
UBS Group AG |
3745 |
- |
2024-03-31 |
18,445 |
$758,000 |
16,943 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1919 |
- |
2024-03-31 |
18,364 |
$755,000 |
657 |
|
Kingsview Wealth Management LLC |
572 |
*New |
2024-03-31 |
17,934 |
$737,000 |
17,934 |
|
Herold Advisors Inc. |
156 |
- |
2024-03-31 |
14,512 |
$596,000 |
8,541 |
|
JANE STREET GROUP LLC |
3670 |
*New |
2024-03-31 |
14,360 |
$590,000 |
14,360 |
|
MML INVESTORS SERVICES LLC |
1730 |
*New |
2024-03-31 |
13,598 |
$559,000 |
13,598 |
|
My Legacy Advisors LLC |
|
*New |
2023-12-31 |
13,919 |
$511,000 |
13,919 |
|
J P MORGAN CHASE & CO |
3778 |
*New |
2024-03-31 |
11,286 |
$464,000 |
11,286 |
|
OLD MISSION CAPITAL LLC |
588 |
*New |
2024-03-31 |
11,021 |
$453,000 |
11,021 |
|
FLAGSHIP HARBOR ADVISORS LLC |
409 |
*New |
2024-03-31 |
10,957 |
$450,000 |
10,957 |
|
TD CAPITAL MANAGEMENT LLC |
67 |
*New |
2024-03-31 |
10,373 |
$426,000 |
10,373 |
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank F |
648 |
*New |
2024-03-31 |
10,290 |
$424,000 |
10,290 |
|
MULTIFINANCIAL SECURITIES CORP |
1720 |
- |
2024-03-31 |
10,054 |
$413,000 |
1,209 |
|
Millington Financial Advisors LLC |
59 |
- |
2024-03-31 |
9,296 |
$382,000 |
1,173 |
|
HALBERT, HARGROVE/RUSSELL LLC |
65 |
*New |
2024-03-31 |
7,909 |
$325,000 |
7,909 |
|
Envestnet Portfolio Solutions Inc. |
1378 |
*New |
2024-03-31 |
7,055 |
$290,000 |
7,055 |
|
GREAT VALLEY ADVISOR GROUP INC. |
623 |
*New |
2024-03-31 |
6,823 |
$280,000 |
6,823 |
|
Dynamic Advisors Solutions LLC |
805 |
- |
2024-03-31 |
6,035 |
$248,000 |
225 |
|
DOrazio & Associates Inc. |
147 |
*New |
2024-03-31 |
6,031 |
$248,000 |
6,031 |
|
L.M. KOHN & COMPANY |
244 |
*New |
2024-03-31 |
5,109 |
$210,000 |
5,109 |
|
US BANCORP |
2884 |
*New |
2024-03-31 |
764 |
$31,000 |
764 |
|
Advisor Group Holdings Inc. |
5040 |
- |
2024-03-31 |
700 |
$29,000 |
400 |
|
BARTLETT & CO. LLC |
|
*New |
2023-12-31 |
518 |
$19,000 |
518 |
|
Covestor Ltd |
1715 |
*New |
2024-03-31 |
190 |
$8,000 |
190 |
|
FMR LLC |
4416 |
- |
2024-03-31 |
104 |
$4,000 |
103 |
|
MORGAN STANLEY |
6797 |
*New |
2024-03-31 |
49 |
$2,000 |
49 |
|
BARTLETT & CO. WEALTH MANAGEMENT LLC |
1171 |
*Closed |
2024-03-31 |
0 |
$0 |
-518 |
|
PROEQUITIES INC. |
7587 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6344 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,446 |
|
|
48 Records found
|
1
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