| |
Institutional
Holders
Total
Institutions:
 |
26  6 |
|
|
Total
shares held :
|
1,572,945 |
|
|
% of shares
held :
|
17.48% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
4 |
|
|
Amount
of shares held :
|
1,006,058 |
|
|
% of shares
held change :
|
11.18% |
|
| 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 |
  NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
217 |
- |
2024-03-31 |
539,116 |
$8,383,000 |
6,406 |
|
| Hedeker Wealth Management Group LLC |
18 |
- |
2024-03-31 |
388,192 |
$6,036,000 |
4,701 |
|
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. |
914 |
- |
2024-03-31 |
366,422 |
$4,632,000 |
94,682 |
|
| BBJS FINANCIAL ADVISORS LLC |
19 |
- |
2024-03-31 |
265,058 |
$4,122,000 |
-11,500 |
|
| BANK OF AMERICA CORP /DE/ |
3741 |
- |
2024-03-31 |
102,249 |
$1,590,000 |
63,391 |
|
| Sonoma Private Wealth LLC |
8 |
- |
2024-03-31 |
87,284 |
$1,357,000 |
16,894 |
|
| LPL FINANCIAL CORP |
3177 |
- |
2024-03-31 |
60,467 |
$940,000 |
24,680 |
|
| Phoenix Wealth Advisors |
52 |
- |
2024-03-31 |
53,496 |
$832,000 |
26,928 |
|
| ALTFEST L J & CO INC |
134 |
- |
2024-03-31 |
50,033 |
$778,000 |
-2,113 |
|
| FINANCIAL NETWORK |
1716 |
*New |
2024-03-31 |
43,747 |
$680,000 |
43,747 |
|
| Advisor Group Holdings Inc. |
2679 |
- |
2024-03-31 |
43,440 |
$675,000 |
6,536 |
|
| Dynamic Advisors Solutions LLC |
547 |
*New |
2024-03-31 |
40,452 |
$629,000 |
40,452 |
|
| Cetera Investment Advisers |
1128 |
*New |
2024-03-31 |
38,114 |
$593,000 |
38,114 |
|
| IHT Wealth Management LLC |
596 |
- |
2024-03-31 |
35,488 |
$552,000 |
-2,309 |
|
| Capasso Planning Partners LLC |
74 |
*New |
2024-03-31 |
26,395 |
$410,000 |
26,395 |
|
| Lido Advisors LLC |
861 |
*New |
2024-03-31 |
25,126 |
$391,000 |
25,126 |
|
| CREATIVE PLANNING |
2034 |
- |
2024-03-31 |
24,792 |
$386,000 |
0 |
|
| Fort Point Capital Partners LLC |
277 |
*New |
2024-03-31 |
15,625 |
$243,000 |
15,625 |
|
| ROYAL BANK OF CANADA |
4266 |
- |
2024-03-31 |
10,900 |
$169,000 |
-5,056 |
|
| Jacobi Capital Management LLC |
473 |
- |
2024-03-31 |
10,149 |
$158,000 |
48 |
|
| GeoWealth Management LLC |
789 |
*New |
2024-03-31 |
4,327 |
$67,000 |
4,327 |
|
| LAZARD ASSET MANAGEMENT LLC |
1482 |
- |
2024-03-31 |
4,000 |
$62,000 |
0 |
|
| UBS Group AG |
5376 |
- |
2024-03-31 |
2,729 |
$42,000 |
624 |
|
| BANK OF MONTREAL /CAN/ |
3177 |
- |
2024-03-31 |
1,023 |
$16,000 |
0 |
|
| Richard W. Paul & Associates LLC |
300 |
- |
2024-03-31 |
863 |
$13,000 |
-535 |
|
| Aspire Private Capital LLC |
489 |
- |
2024-03-31 |
308 |
$5,000 |
3 |
|
| MARQUETTE ASSET MANAGEMENT INC. |
183 |
- |
2024-03-31 |
255 |
$4,000 |
0 |
|
| Covestor Ltd |
1801 |
- |
2024-03-31 |
182 |
$3,000 |
24 |
|
| FMR LLC |
4497 |
- |
2024-03-31 |
104 |
$2,000 |
104 |
|
| MORGAN STANLEY |
6821 |
- |
2024-03-31 |
106 |
$2,000 |
54 |
|
| VAN DEN BERG MANAGEMENT INC *** -- Notable Guru -- |
109 |
- |
2024-03-31 |
100 |
$2,000 |
0 |
|
| Carmichael Hill & Associates Inc. |
642 |
*New |
2024-03-31 |
65 |
$1,000 |
65 |
|
| Tradewinds Capital Management LLC |
497 |
*New |
2024-03-31 |
21 |
$0 |
21 |
|
| ADVISORY SERVICES NETWORK, LLC |
1885 |
*Closed |
2024-03-31 |
0 |
$0 |
-787 |
|
| Compagnie Lombard Odier SCA |
500 |
*Closed |
2024-03-31 |
0 |
$0 |
0 |
|
| PROEQUITIES INC. |
7134 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| CONDOR CAPITAL MANAGEMENT |
192 |
*Closed |
2024-03-31 |
0 |
$0 |
-25,522 |
|
|
37 Records found
|
1
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