|
Institutional
Holders
Total
Institutions:
|
34 3 |
|
Total
shares held :
|
1,313,648 |
|
% of shares
held :
|
17.52% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
6 |
|
Amount
of shares held :
|
-165,473 |
|
% of shares
held change :
|
-2.21% |
|
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 |
BANK OF AMERICA CORP /DE/ |
2129 |
- |
2024-03-31 |
345,308 |
$15,376,000 |
172,035 |
|
Systelligence LLC |
20 |
- |
2024-03-31 |
208,736 |
$9,295,000 |
-298 |
|
Crumly & Associates Inc. |
16 |
- |
2024-03-31 |
175,816 |
$7,829,000 |
-8,389 |
|
Orion Portfolio Solutions LLC |
360 |
- |
2024-03-31 |
96,715 |
$4,306,000 |
-5,766 |
|
CANTOR FITZGERALD INVESTMENT ADVISER L.P. |
80 |
- |
2024-03-31 |
89,856 |
$4,001,000 |
127 |
|
AMERIPRISE FINANCIAL INC |
2588 |
- |
2024-03-31 |
67,391 |
$3,001,000 |
-78,347 |
|
ATRIA INVESTMENTS LLC |
509 |
- |
2023-12-31 |
57,300 |
$2,542,000 |
16,772 |
|
ENVESTNET ASSET MANAGEMENT INC |
2554 |
- |
2024-03-31 |
45,027 |
$2,005,000 |
1,700 |
|
3EDGE Asset Management LP |
31 |
- |
2024-03-31 |
36,470 |
$1,624,000 |
-22,888 |
|
JANE STREET GROUP LLC |
2572 |
- |
2024-03-31 |
34,153 |
$1,521,000 |
6,611 |
|
HANSON MCCLAIN, INC. |
379 |
- |
2024-03-31 |
27,131 |
$1,208,000 |
-2,712 |
|
FINANCIAL ADVISORY CORP /UT/ /ADV |
49 |
- |
2024-03-31 |
23,135 |
$1,030,000 |
2,948 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2702 |
*New |
2024-03-31 |
19,982 |
$890,000 |
19,982 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2136 |
*New |
2024-03-31 |
19,478 |
$867,000 |
19,478 |
|
PFG Advisors |
329 |
- |
2024-03-31 |
16,212 |
$722,000 |
-246 |
|
LPL FINANCIAL CORP |
3513 |
- |
2024-03-31 |
14,303 |
$637,000 |
80 |
|
Geneos Wealth Management Inc. |
513 |
- |
2024-03-31 |
10,406 |
$463,000 |
-3,417 |
|
RHS Financial LLC |
72 |
- |
2024-03-31 |
10,354 |
$461,000 |
698 |
|
USAdvisors Wealth Management LLC |
90 |
*New |
2024-03-31 |
9,062 |
$404,000 |
9,062 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
448 |
- |
2024-03-31 |
8,500 |
$375,000 |
0 |
|
FLOW TRADERS U.S. LLC |
532 |
- |
2024-03-31 |
7,184 |
$320,000 |
-2,533 |
|
Diversify Advisory Services LLC |
523 |
- |
2024-03-31 |
7,213 |
$318,000 |
0 |
|
Aaron Wealth Advisors |
289 |
- |
2024-03-31 |
4,649 |
$207,000 |
-563 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
1033 |
- |
2024-03-31 |
1,872 |
$83,000 |
7 |
|
COMERICA BANK |
2597 |
- |
2024-03-31 |
1,812 |
$81,000 |
0 |
|
Fortitude Family Office LLC |
157 |
- |
2024-03-31 |
1,073 |
$48,000 |
-1,687 |
|
Advisor Group Holdings Inc. |
5073 |
- |
2024-03-31 |
599 |
$27,000 |
599 |
|
ROYAL BANK OF CANADA |
5526 |
- |
2024-03-31 |
250 |
$11,000 |
0 |
|
Goss Wealth Management LLC |
2915 |
- |
2024-03-31 |
197 |
$9,000 |
184 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1570 |
- |
2024-03-31 |
52 |
$2,000 |
-116 |
|
Western Wealth Management LLC |
680 |
*Closed |
2024-03-31 |
0 |
$0 |
-18,076 |
|
TOWNSQUARE CAPITAL LLC |
1233 |
*Closed |
2024-03-31 |
0 |
$0 |
-29,695 |
|
PROEQUITIES INC. |
5159 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
MORGAN STANLEY |
7296 |
*Closed |
2024-03-31 |
0 |
$0 |
-81 |
|
BANK OF NEW YORK MELLON CORP |
4166 |
*Closed |
2024-03-31 |
0 |
$0 |
-16,768 |
|
CWM LLC |
4491 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,762 |
|
CITADEL ADVISORS LLC |
6536 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,170 |
|
WELLS FARGO & CO/MN |
6851 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
3362 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,622 |
|
|
39 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
|
|
|