|
Institutional
Holders
Total
Institutions:
|
36 3 |
|
Total
shares held :
|
1,008,269 |
|
% of shares
held :
|
13.44% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
Amount
of shares held :
|
34,762 |
|
% of shares
held change :
|
0.46% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
|
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 |
1356 |
- |
2024-03-31 |
191,944 |
$9,571,000 |
8,062 |
|
BANK OF AMERICA CORP /DE/ |
2521 |
- |
2024-03-31 |
185,007 |
$9,225,000 |
7,567 |
|
Armbruster Capital Management Inc. |
16 |
- |
2024-03-31 |
171,603 |
$8,556,000 |
-725 |
|
Clear Creek Financial Management LLC |
18 |
- |
2024-03-31 |
164,642 |
$8,209,000 |
140,305 |
|
INVESCO LTD |
2121 |
- |
2024-03-31 |
109,257 |
$5,448,000 |
-1,937 |
|
FIS GROUP INC. |
324 |
- |
2024-03-31 |
88,700 |
$4,423,000 |
0 |
|
Avestar Capital LLC |
44 |
- |
2024-03-31 |
80,974 |
$4,038,000 |
57,534 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1070 |
*New |
2024-03-31 |
55,608 |
$2,773,000 |
55,608 |
|
Trilogy Capital Inc. |
129 |
- |
2024-03-31 |
44,705 |
$2,229,000 |
17,429 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1660 |
- |
2024-03-31 |
37,205 |
$1,855,000 |
-945 |
|
Arrowroot Family Office LLC |
37 |
- |
2024-03-31 |
24,705 |
$1,232,000 |
615 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
170 |
- |
2024-03-31 |
18,921 |
$943,000 |
7,743 |
|
Streettalk Advisors LLC |
225 |
- |
2024-03-31 |
12,857 |
$641,000 |
-1,990 |
|
Sequent Planning LLC |
84 |
- |
2024-03-31 |
11,964 |
$597,000 |
0 |
|
Capasso Planning Partners LLC |
60 |
- |
2024-03-31 |
9,995 |
$498,000 |
-4,191 |
|
JANE STREET GROUP LLC |
4025 |
- |
2024-03-31 |
8,581 |
$428,000 |
2,562 |
|
LEE MUNDER CAPITAL GROUP, LLC |
261 |
- |
2024-03-31 |
8,369 |
$417,000 |
2,381 |
|
GOLDMAN SACHS GROUP INC/ |
4007 |
*New |
2024-03-31 |
7,878 |
$393,000 |
7,878 |
|
Professional Financial Advisors LLC |
78 |
- |
2024-03-31 |
7,842 |
$391,000 |
36 |
|
Advisor Group Holdings Inc. |
3185 |
- |
2024-03-31 |
7,224 |
$360,000 |
-797 |
|
Global Retirement Partners LLC |
677 |
- |
2024-03-31 |
5,562 |
$277,000 |
2,588 |
|
UBS Group AG |
4714 |
- |
2024-03-31 |
3,838 |
$191,000 |
-1,863 |
|
Capital Investment Advisory Services LLC |
505 |
- |
2024-03-31 |
3,487 |
$174,000 |
-613 |
|
ROYAL BANK OF CANADA |
4482 |
- |
2024-03-31 |
2,484 |
$124,000 |
-900 |
|
MORGAN STANLEY |
5849 |
- |
2024-03-31 |
1,638 |
$82,000 |
879 |
|
Coastal Investment Advisors Inc. |
540 |
*New |
2024-03-31 |
1,166 |
$58,000 |
1,166 |
|
Sunbelt Securities Inc. |
849 |
- |
2024-03-31 |
1,046 |
$52,000 |
-999 |
|
Retirement Group LLC |
356 |
- |
2024-03-31 |
434 |
$22,000 |
-23 |
|
Addison Advisors LLC |
478 |
- |
2024-03-31 |
325 |
$16,000 |
0 |
|
Geneos Wealth Management Inc. |
1445 |
- |
2024-03-31 |
300 |
$15,000 |
0 |
|
Caitlin John LLC |
372 |
- |
2023-12-31 |
333 |
$15,000 |
0 |
|
Investors Research Corp |
883 |
*New |
2024-03-31 |
60 |
$3,000 |
60 |
|
HARBOUR INVESTMENTS INC. |
2808 |
- |
2023-12-31 |
15 |
$1,000 |
0 |
|
Koss-Olinger Consulting LLC |
81 |
*Closed |
2024-03-31 |
0 |
$0 |
-41,612 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
5693 |
*Closed |
2024-03-31 |
0 |
$0 |
-20,276 |
|
WELLS FARGO & CO/MN |
6625 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
PROEQUITIES INC. |
8686 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
3438 |
*Closed |
2024-03-31 |
0 |
$0 |
-445 |
|
GREAT VALLEY ADVISOR GROUP INC. |
790 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,129 |
|
Able Wealth Management LLC |
579 |
- |
2023-12-31 |
4 |
$0 |
0 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
2160 |
*Closed |
2024-03-31 |
0 |
$0 |
-615 |
|
Goodman Advisory Group LLC |
181 |
- |
2024-03-31 |
2 |
$0 |
0 |
|
|
42 Records found
|
1
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