|
Institutional
Holders
Total
Institutions:
|
18 1 |
|
Total
shares held :
|
1,759,079 |
|
% of shares
held :
|
19.55% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
5 |
|
Amount
of shares held :
|
156,342 |
|
% of shares
held change :
|
1.74% |
|
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 |
ENVESTNET ASSET MANAGEMENT INC |
755 |
- |
2024-03-31 |
1,360,198 |
$40,697,000 |
23,090 |
|
Dynasty Wealth Management LLC |
22 |
*New |
2024-03-31 |
1,133,006 |
$33,899,000 |
1,133,006 |
|
Signify Wealth |
10 |
- |
2024-03-31 |
102,349 |
$3,062,000 |
12,394 |
|
MML INVESTORS SERVICES LLC |
921 |
- |
2024-03-31 |
87,303 |
$2,612,000 |
-2,452 |
|
W. E. Donoghue & Co. LLC |
59 |
- |
2024-03-31 |
54,247 |
$1,623,000 |
-3,286 |
|
PROEQUITIES INC. |
217 |
- |
2024-03-31 |
47,658 |
$1,426,000 |
-770 |
|
J P MORGAN CHASE & CO |
3248 |
- |
2024-03-31 |
40,309 |
$1,206,000 |
18,692 |
|
FLOW TRADERS U.S. LLC |
275 |
- |
2024-03-31 |
37,849 |
$1,132,000 |
18,558 |
|
Cyndeo Wealth Partners LLC |
197 |
- |
2024-03-31 |
34,305 |
$1,026,000 |
12,688 |
|
LPL FINANCIAL CORP |
3958 |
- |
2024-03-31 |
12,272 |
$367,000 |
-365 |
|
JANE STREET GROUP LLC |
4258 |
- |
2024-03-31 |
11,182 |
$335,000 |
-19,588 |
|
Envestnet Portfolio Solutions Inc. |
1373 |
- |
2024-03-31 |
9,750 |
$292,000 |
-156 |
|
Geneos Wealth Management Inc. |
664 |
- |
2024-03-31 |
7,690 |
$230,000 |
-137 |
|
Global Retirement Partners LLC |
1039 |
- |
2024-03-31 |
3,583 |
$107,000 |
-82 |
|
Advisor Group Holdings Inc. |
4510 |
- |
2024-03-31 |
2,141 |
$64,000 |
-767 |
|
FTB Advisors Inc. |
1245 |
- |
2024-03-31 |
874 |
$26,000 |
148 |
|
NBC SECURITIES INC. |
2121 |
*New |
2024-03-31 |
0 |
$1,000 |
0 |
|
Tradition Wealth Management LLC |
863 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,333 |
|
MORGAN STANLEY |
7404 |
- |
2024-03-31 |
1 |
$0 |
-1 |
|
WELLS FARGO & CO/MN |
6715 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
|
20 Records found
|
1
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