| |
Institutional
Holders
Total
Institutions:
 |
44  7 |
|
|
Total
shares held :
|
763,236 |
|
|
% of shares
held :
|
10.62% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
6 |
|
|
Amount
of shares held :
|
194,215 |
|
|
% of shares
held change :
|
2.7% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$34.81 |
|
|
Last
Quarter's Ending
Price :
|
$35.32 |
|
|
Last
Quarter's Average
Price :
|
$35.27 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
5.16 (14.63%) |
|
|
|
|
|
|
|
|
|
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 |
1455 |
- |
2023-12-31 |
200,711 |
$7,089,000 |
124,498 |
|
| Equitable Holdings Inc. |
218 |
- |
2023-12-31 |
145,914 |
$5,154,000 |
11,928 |
|
| Golden Green Inc. |
4 |
- |
2023-09-30 |
109,337 |
$3,821,000 |
3,080 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1736 |
- |
2023-12-31 |
66,342 |
$2,343,000 |
38,900 |
|
| Goss Wealth Management LLC |
629 |
- |
2023-12-31 |
59,252 |
$2,109,000 |
-657 |
|
| INFRASTRUCTURE CAPITAL ADVISORS LLC |
36 |
- |
2023-12-31 |
48,287 |
$1,705,000 |
9,185 |
|
| MARINER WEALTH ADVISORS, LLC |
1160 |
- |
2023-12-31 |
45,615 |
$1,611,000 |
0 |
|
| Beirne Wealth Consulting Services LLC |
29 |
- |
2023-12-31 |
37,925 |
$1,358,000 |
-763 |
|
| Fulcrum Equity Management |
20 |
- |
2024-03-31 |
30,123 |
$1,241,000 |
-2,623 |
|
| Advisor Group Holdings Inc. |
2631 |
- |
2023-12-31 |
25,067 |
$885,000 |
-2,764 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2224 |
- |
2024-03-31 |
12,710 |
$524,000 |
1,137 |
|
| REGENT INVESTMENT MANAGEMENT LLC |
143 |
- |
2022-12-31 |
13,850 |
$438,000 |
-9,000 |
|
| Pasadena Private Wealth LLC |
91 |
- |
2024-03-31 |
9,510 |
$392,000 |
254 |
|
| BARTLETT & CO. LLC |
400 |
- |
2023-12-31 |
8,850 |
$311,000 |
0 |
|
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
400 |
- |
2023-12-31 |
8,850 |
$311,000 |
0 |
|
| Legacy Capital Group California Inc. |
212 |
*New |
2023-12-31 |
8,677 |
$306,000 |
8,677 |
|
| Kovack Advisors Inc. |
370 |
- |
2024-03-31 |
6,720 |
$277,000 |
0 |
|
| Atlas Private Wealth Advisors |
134 |
- |
2023-12-31 |
7,381 |
$261,000 |
-764 |
|
| Garden State Investment Advisory Services LLC |
167 |
- |
2023-12-31 |
6,984 |
$247,000 |
696 |
|
| Atria Wealth Solutions Inc. |
1668 |
- |
2023-12-31 |
6,481 |
$229,000 |
1 |
|
| MARSHALL WACE LLP |
1613 |
*New |
2023-12-31 |
6,382 |
$225,000 |
6,382 |
|
| Sigma Planning Corp |
|
*New |
2024-03-31 |
5,359 |
$221,000 |
5,359 |
|
| PNC FINANCIAL SERVICES GROUP INC |
2126 |
- |
2023-12-31 |
5,791 |
$205,000 |
-650 |
|
| Global Retirement Partners LLC |
1030 |
- |
2024-03-31 |
2,642 |
$109,000 |
1,193 |
|
| TUCKER ASSET MANAGEMENT LLC |
173 |
- |
2023-12-31 |
2,420 |
$85,000 |
-129 |
|
| J P MORGAN CHASE & CO |
4602 |
- |
2023-12-31 |
2,114 |
$75,000 |
30 |
|
| HARBOUR INVESTMENTS INC. |
1269 |
- |
2023-12-31 |
2,095 |
$74,000 |
0 |
|
| Sound Income Strategies LLC |
407 |
*New |
2024-03-31 |
1,262 |
$52,000 |
1,262 |
|
| Tradition Wealth Management LLC |
619 |
- |
2023-12-31 |
1,454 |
$51,000 |
-42 |
|
| ALPHAMARK ADVISORS LLC |
342 |
- |
2024-03-31 |
1,198 |
$49,000 |
205 |
|
| Archer Investment Corp |
407 |
- |
2023-12-31 |
1,188 |
$42,000 |
0 |
|
| ABSOLUTE INVESTMENT MANAGEMENT LLC |
|
- |
2024-03-31 |
847 |
$35,000 |
68 |
|
| ROYAL BANK OF CANADA |
5444 |
- |
2023-12-31 |
966 |
$34,000 |
110 |
|
| CITADEL ADVISORS LLC |
5077 |
- |
2023-12-31 |
869 |
$31,000 |
869 |
|
| MORGAN STANLEY |
6140 |
- |
2023-12-31 |
752 |
$27,000 |
-377 |
|
| HANSON MCCLAIN, INC. |
1878 |
*New |
2024-03-31 |
400 |
$16,000 |
400 |
|
| PRINCIPAL SECURITIES INC. |
2091 |
- |
2023-12-31 |
379 |
$13,000 |
0 |
|
| PIN OAK INVESTMENT ADVISORS INC |
334 |
- |
2023-12-31 |
285 |
$10,000 |
0 |
|
| Founders Financial Alliance LLC |
449 |
*New |
2023-12-31 |
186 |
$7,000 |
186 |
|
| TOWER RESEARCH CAPITAL LLC |
4742 |
- |
2023-12-31 |
181 |
$6,000 |
0 |
|
| BDO Wealth Advisors LLC |
783 |
- |
2023-06-30 |
120 |
$4,000 |
0 |
|
| Aspect Partners LLC |
357 |
- |
2023-12-31 |
100 |
$4,000 |
0 |
|
| CWM LLC |
3737 |
- |
2024-03-31 |
99 |
$4,000 |
3 |
|
| SIGNATUREFD, LLC |
|
- |
2024-03-31 |
43 |
$2,000 |
2 |
|
| Bogart Wealth LLC |
893 |
- |
2024-03-31 |
45 |
$2,000 |
0 |
|
| Beacon Capital Management LLC |
902 |
*New |
2023-12-31 |
30 |
$1,000 |
30 |
|
| WELLS FARGO & CO/MN |
5854 |
- |
2023-12-31 |
0 |
$0 |
-100 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
| Cutler Group LP |
1047 |
*Closed |
2024-03-31 |
0 |
$0 |
-254 |
|
| WOLFF WIESE MAGANA LLC |
680 |
*Closed |
2024-03-31 |
0 |
$0 |
-175 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
3430 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,047 |
|
| FMR LLC |
5554 |
- |
2023-12-31 |
1 |
$0 |
-34 |
|
|
52 Records found
|
1
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