|
Institutional
Holders
Total
Institutions:
|
49 2 |
|
Total
shares held :
|
7,184,069 |
|
% of shares
held :
|
7.98% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
8 |
|
Amount
of shares held :
|
1,566,605 |
|
% 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 |
UBS Group AG |
798 |
- |
2024-03-31 |
2,054,694 |
$44,484,000 |
193,139 |
|
BANK OF AMERICA CORP /DE/ |
1735 |
- |
2024-03-31 |
1,186,791 |
$25,694,000 |
-9,154 |
|
FIDELITY D & D BANCORP INC |
1 |
- |
2024-03-31 |
959,854 |
$20,781,000 |
50,980 |
|
Aurum Wealth Management Group LLC |
9 |
- |
2024-03-31 |
931,136 |
$20,159,000 |
40,099 |
|
ENVESTNET ASSET MANAGEMENT INC |
1839 |
- |
2024-03-31 |
279,681 |
$6,055,000 |
71,224 |
|
CLARK CAPITAL MANAGEMENT GROUP INC |
179 |
- |
2024-03-31 |
249,229 |
$5,396,000 |
8,213 |
|
MORGAN STANLEY |
3838 |
- |
2024-03-31 |
226,646 |
$4,907,000 |
-42,368 |
|
Cetera Investment Advisers |
1455 |
- |
2024-03-31 |
102,747 |
$2,224,000 |
80,075 |
|
SYKON CAPITAL LLC |
51 |
- |
2024-03-31 |
98,799 |
$2,139,000 |
60,385 |
|
HIGHTOWER ADVISORS, LLC |
1406 |
- |
2024-03-31 |
93,766 |
$2,028,000 |
-4,845 |
|
LPL FINANCIAL CORP |
2516 |
- |
2024-03-31 |
89,969 |
$1,948,000 |
2,916 |
|
FINANCIAL NETWORK |
1227 |
- |
2024-03-31 |
64,644 |
$1,400,000 |
8,419 |
|
ROYAL BANK OF CANADA |
2805 |
- |
2024-03-31 |
59,005 |
$1,277,000 |
-4,139 |
|
Baird Financial Group Inc. |
1099 |
- |
2024-03-31 |
56,374 |
$1,220,000 |
5,899 |
|
Bramshill Investments LLC |
40 |
- |
2024-03-31 |
53,579 |
$1,160,000 |
-506,188 |
|
QP WEALTH MANAGEMENT LLC |
20 |
- |
2023-09-30 |
54,333 |
$1,027,000 |
-6,207 |
|
Hedeker Wealth Management Group LLC |
75 |
- |
2024-03-31 |
42,681 |
$924,000 |
-5,475 |
|
PRUDENTIAL FINANCIAL INC |
1897 |
- |
2024-03-31 |
41,536 |
$899,000 |
13,872 |
|
VitalStone Financial LLC |
33 |
- |
2024-03-31 |
40,707 |
$881,000 |
-35,242 |
|
Rockefeller Capital Management L.P. |
1309 |
- |
2024-03-31 |
38,500 |
$834,000 |
0 |
|
PARK AVENUE SECURITIES LLC |
754 |
- |
2024-03-31 |
37,403 |
$810,000 |
7,335 |
|
Cross Staff Investments Inc |
47 |
- |
2024-03-31 |
35,000 |
$758,000 |
0 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3003 |
- |
2024-03-31 |
31,613 |
$684,000 |
31,613 |
|
SimpliFi Inc. |
25 |
- |
2024-03-31 |
30,527 |
$661,000 |
-1,459 |
|
FREEDOM WEALTH ALLIANCE LLC |
20 |
- |
2023-09-30 |
28,824 |
$545,000 |
60 |
|
PRINCIPAL SECURITIES INC. |
628 |
- |
2024-03-31 |
24,871 |
$538,000 |
217 |
|
Private Advisor Group LLC |
1483 |
- |
2024-03-31 |
24,089 |
$522,000 |
24,089 |
|
Madrona Financial Services LLC |
55 |
- |
2024-03-31 |
20,497 |
$444,000 |
-13 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1709 |
- |
2024-03-31 |
18,342 |
$397,000 |
200 |
|
Toroso Investments LLC |
1274 |
- |
2024-03-31 |
17,632 |
$382,000 |
-214 |
|
Advisor Group Holdings Inc. |
3182 |
- |
2024-03-31 |
16,693 |
$361,000 |
-80,849 |
|
GeoWealth Management LLC |
537 |
*New |
2024-03-31 |
15,469 |
$335,000 |
15,469 |
|
WCG Wealth Advisors LLC |
253 |
*New |
2024-03-31 |
11,692 |
$253,000 |
11,692 |
|
HARBOUR INVESTMENTS INC. |
791 |
- |
2023-12-31 |
11,366 |
$241,000 |
-12,346 |
|
MML INVESTORS SERVICES LLC |
2283 |
- |
2024-03-31 |
10,393 |
$225,000 |
-1,331 |
|
Ausdal Financial Partners Inc. |
420 |
*New |
2024-03-31 |
10,150 |
$220,000 |
10,150 |
|
Emerald Investment Partners LLC |
282 |
- |
2024-03-31 |
7,856 |
$170,000 |
-1,795 |
|
WELLS FARGO & CO/MN |
4504 |
- |
2024-03-31 |
3,308 |
$72,000 |
-194 |
|
BESSEMER GROUP INC |
1283 |
- |
2024-03-31 |
2,524 |
$55,000 |
77 |
|
ANCORA ADVISORS, LLC |
931 |
*New |
2024-03-31 |
2,067 |
$45,000 |
2,067 |
|
HANSON MCCLAIN, INC. |
1671 |
- |
2024-03-31 |
1,098 |
$24,000 |
0 |
|
Aspire Private Capital LLC |
310 |
- |
2024-03-31 |
1,000 |
$22,000 |
0 |
|
VAN ECK ASSOCIATES CORP |
1314 |
- |
2024-03-31 |
742 |
$16,000 |
0 |
|
Global Retirement Partners LLC |
1896 |
- |
2024-03-31 |
678 |
$15,000 |
-113 |
|
O SHAUGHNESSY ASSET MANAGEMENT LLC |
1759 |
*New |
2024-03-31 |
596 |
$13,000 |
596 |
|
Goss Wealth Management LLC |
2813 |
- |
2024-03-31 |
486 |
$11,000 |
-43 |
|
Western Pacific Wealth Management LP |
205 |
*New |
2024-03-31 |
300 |
$6,000 |
300 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
2016 |
- |
2024-03-31 |
300 |
$6,000 |
0 |
|
FMR LLC |
4562 |
- |
2024-03-31 |
106 |
$2,000 |
-815 |
|
BARCLAYS PLC |
3944 |
- |
2024-03-31 |
48 |
$1,000 |
0 |
|
Sound Income Strategies LLC |
1206 |
- |
2024-03-31 |
42 |
$1,000 |
0 |
|
CITADEL ADVISORS LLC |
5789 |
*Closed |
2024-03-31 |
0 |
$0 |
-23,474 |
|
Aveo Capital Partners LLC |
361 |
*Closed |
2024-03-31 |
0 |
$0 |
-9,707 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1924 |
- |
2024-03-31 |
16 |
$0 |
-31 |
|
SFI Advisors LLC |
84 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,078 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
3424 |
*Closed |
2024-03-31 |
0 |
$0 |
-66,883 |
|
PROEQUITIES INC. |
8788 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
HRT FINANCIAL LLC |
2887 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,309 |
|
First Command Advisory Services Inc. |
670 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,134 |
|
|
59 Records found
|
1
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