| |
Institutional
Holders
Total
Institutions:
 |
20  3 |
|
|
Total
shares held :
|
530,221 |
|
|
% of shares
held :
|
5.89% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
5 |
|
|
Amount
of shares held :
|
-20,903 |
|
|
% of shares
held change :
|
 -0.23% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Atria Wealth Solutions Inc. |
615 |
- |
2023-12-31 |
75,480 |
$1,864,000 |
-13,917 |
|
| HARBOUR INVESTMENTS INC. |
242 |
- |
2023-12-31 |
72,567 |
$1,792,000 |
7,632 |
|
| Maia Wealth LLC |
42 |
- |
2023-12-31 |
56,975 |
$1,407,000 |
0 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2006 |
- |
2024-03-31 |
56,203 |
$1,379,000 |
-7,605 |
|
| Pensionmark Financial Group LLC |
119 |
- |
2023-12-31 |
50,489 |
$1,271,000 |
330 |
|
| Brookstone Capital Management |
462 |
- |
2024-03-31 |
45,887 |
$1,126,000 |
628 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2604 |
- |
2024-03-31 |
39,409 |
$967,000 |
16,233 |
|
| HIGHTOWER ADVISORS, LLC |
2008 |
- |
2024-03-31 |
28,344 |
$697,000 |
342 |
|
| AE Wealth Management LLC |
1353 |
- |
2023-12-31 |
23,442 |
$581,000 |
5,365 |
|
| SECURED RETIREMENT ADVISORS LLC |
68 |
- |
2023-12-31 |
19,105 |
$472,000 |
0 |
|
| OLD MISSION CAPITAL LLC |
647 |
- |
2023-12-31 |
18,370 |
$454,000 |
-25,116 |
|
| PRINCIPAL SECURITIES INC. |
703 |
- |
2024-03-31 |
18,281 |
$448,000 |
0 |
|
| Sunbelt Securities Inc. |
525 |
- |
2024-03-31 |
8,127 |
$199,000 |
-1,007 |
|
| Atlantic Private Wealth LLC |
37 |
*New |
2023-12-31 |
5,976 |
$148,000 |
5,976 |
|
| Advisor Group Holdings Inc. |
4062 |
- |
2024-03-31 |
4,980 |
$122,000 |
0 |
|
| Capital Analysts Inc. |
666 |
- |
2023-12-31 |
1,841 |
$45,000 |
0 |
|
| UBS Group AG |
5408 |
*New |
2023-12-31 |
1,527 |
$38,000 |
1,527 |
|
| Tradition Wealth Management LLC |
907 |
- |
2023-12-31 |
600 |
$15,000 |
0 |
|
| Coastal Investment Advisors Inc. |
751 |
*New |
2024-03-31 |
180 |
$4,000 |
180 |
|
| Orion Portfolio Solutions LLC |
1687 |
*Closed |
2024-03-31 |
0 |
$0 |
-11,209 |
|
| PROEQUITIES INC. |
9012 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
21 Records found
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1
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