|
Institutional
Holders
Total
Institutions:
|
35 1 |
|
Total
shares held :
|
667,966 |
|
% of shares
held :
|
25.21% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-7 |
|
Amount
of shares held :
|
-131,547 |
|
% of shares
held change :
|
-4.96% |
|
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 |
DGS Capital Management LLC |
8 |
- |
2024-03-31 |
136,275 |
$5,631,000 |
7,087 |
|
HSBC HOLDINGS PLC |
998 |
- |
2023-12-31 |
98,749 |
$3,740,000 |
295 |
|
Harwood Advisory Group LLC |
54 |
- |
2023-12-31 |
58,202 |
$2,204,000 |
-7,584 |
|
CITADEL ADVISORS LLC |
2442 |
- |
2023-12-31 |
45,414 |
$1,720,000 |
26,427 |
|
CAMARDA FINANCIAL ADVISORS, LLC |
48 |
- |
2023-12-31 |
42,597 |
$1,613,000 |
-33 |
|
JANE STREET GROUP LLC |
3032 |
- |
2023-12-31 |
30,418 |
$1,152,000 |
3,896 |
|
CREATIVE PLANNING |
1257 |
- |
2023-12-31 |
24,972 |
$946,000 |
49 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2537 |
- |
2024-03-31 |
16,209 |
$670,000 |
0 |
|
FLOW TRADERS U.S. LLC |
422 |
- |
2023-12-31 |
17,223 |
$652,000 |
-125,639 |
|
LPL FINANCIAL CORP |
3403 |
- |
2023-12-31 |
16,845 |
$638,000 |
1,414 |
|
OLD MISSION CAPITAL LLC |
562 |
- |
2023-12-31 |
15,689 |
$594,000 |
-4,158 |
|
Elevated Capital Advisors LLC |
134 |
- |
2024-03-31 |
12,198 |
$504,000 |
-178 |
|
Independent Wealth Network Inc. |
28 |
- |
2024-03-31 |
10,388 |
$429,000 |
-174 |
|
Beacon Pointe Advisors LLC |
942 |
- |
2023-12-31 |
10,933 |
$414,000 |
-1,605 |
|
Burt Wealth Advisors |
87 |
- |
2024-03-31 |
7,565 |
$313,000 |
250 |
|
WADDELL & ASSOCIATES LLC |
118 |
- |
2023-12-31 |
7,753 |
$294,000 |
-1,450 |
|
Worth Financial Advisory Group LLC |
|
- |
2024-03-31 |
6,477 |
$268,000 |
37 |
|
COLONIAL ASSET MANAGEMENT, INC. |
167 |
- |
2023-12-31 |
6,683 |
$253,000 |
104 |
|
SYM FINANCIAL CORPORATION |
87 |
- |
2023-12-31 |
6,349 |
$240,000 |
-3,500 |
|
ARQ WEALTH ADVISORS LLC |
61 |
- |
2023-12-31 |
6,118 |
$232,000 |
-496 |
|
Insight Advisors LLC/ PA |
|
- |
2023-12-31 |
5,609 |
$212,000 |
-6,088 |
|
US BANCORP |
2509 |
- |
2023-12-31 |
1,753 |
$66,000 |
-1,817 |
|
UBS Group AG |
5332 |
- |
2023-12-31 |
1,174 |
$44,000 |
-255 |
|
BANK OF AMERICA CORP /DE/ |
5546 |
- |
2023-12-31 |
1,042 |
$39,000 |
263 |
|
Advisors Preferred LLC |
|
- |
2023-12-31 |
958 |
$36,000 |
-8,126 |
|
Advisor Group Holdings Inc. |
5119 |
- |
2023-12-31 |
884 |
$33,000 |
688 |
|
ROYAL BANK OF CANADA |
5613 |
- |
2023-12-31 |
493 |
$19,000 |
-9 |
|
Lee Financial CORP |
402 |
- |
2023-12-31 |
310 |
$12,000 |
0 |
|
Sunbelt Securities Inc. |
1391 |
- |
2024-03-31 |
92 |
$4,000 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
3191 |
*New |
2023-12-31 |
67 |
$3,000 |
67 |
|
PRINCIPAL SECURITIES INC. |
2642 |
- |
2023-12-31 |
91 |
$3,000 |
0 |
|
HANSON MCCLAIN, INC. |
2606 |
- |
2024-03-31 |
67 |
$3,000 |
0 |
|
MONTICELLO WEALTH MANAGEMENT LLC |
260 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,159 |
|
Coulter & Justus Financial Services LLC |
|
*Closed |
2024-03-31 |
0 |
$0 |
-78,225 |
|
Saxony Capital Management LLC |
|
*Closed |
2024-03-31 |
0 |
$0 |
-7,125 |
|
PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
36 Records found
|
1
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