| |
Institutional
Holders
Total
Institutions:
 |
33  2 |
|
|
Total
shares held :
|
942,760 |
|
|
% of shares
held :
|
10.48% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
|
Amount
of shares held :
|
-356,751 |
|
|
% of shares
held change :
|
-3.96% |
|
| 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 |
  RPOA Advisors Inc. |
4 |
- |
2024-03-31 |
4,538,810 |
$216,320,000 |
301,636 |
|
| BANK OF NEW YORK MELLON CORP |
2112 |
- |
2024-03-31 |
158,126 |
$7,536,000 |
-62,622 |
|
| Integrated Wealth Concepts LLC |
199 |
- |
2023-12-31 |
137,042 |
$6,490,000 |
-13,178 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1903 |
- |
2023-12-31 |
103,665 |
$4,910,000 |
103,665 |
|
| JANE STREET GROUP LLC |
1728 |
- |
2023-12-31 |
80,465 |
$3,811,000 |
-97,582 |
|
| GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
501 |
- |
2024-03-31 |
65,773 |
$3,135,000 |
34,473 |
|
| Cetera Investment Advisers |
668 |
- |
2023-12-31 |
57,366 |
$2,717,000 |
57,366 |
|
| J P MORGAN CHASE & CO |
2957 |
- |
2024-03-31 |
43,723 |
$2,084,000 |
6,995 |
|
| ShoreHaven Wealth Partners LLC |
28 |
- |
2024-03-31 |
33,915 |
$1,616,000 |
-2,273 |
|
| CoreCap Advisors LLC |
202 |
- |
2023-12-31 |
30,714 |
$1,455,000 |
30,714 |
|
| HIGHTOWER ADVISORS, LLC |
1739 |
*New |
2024-03-31 |
22,395 |
$1,066,000 |
22,395 |
|
| Wright Fund Managment LLC |
53 |
- |
2024-03-31 |
22,000 |
$1,049,000 |
0 |
|
| Envestnet Portfolio Solutions Inc. |
862 |
- |
2024-03-31 |
19,675 |
$938,000 |
2,636 |
|
| EQIS CAPITAL MANAGEMENT, INC. |
284 |
- |
2023-12-31 |
18,578 |
$880,000 |
18,578 |
|
| LPL FINANCIAL CORP |
3386 |
- |
2024-03-31 |
15,438 |
$736,000 |
-34,910 |
|
| Atria Wealth Solutions Inc. |
1044 |
- |
2023-12-31 |
14,010 |
$666,000 |
14,010 |
|
| AE Wealth Management LLC |
1301 |
*New |
2023-12-31 |
13,789 |
$656,000 |
13,789 |
|
| FINANCIAL NETWORK |
1744 |
- |
2023-12-31 |
12,291 |
$582,000 |
12,291 |
|
| OLD MISSION CAPITAL LLC |
614 |
- |
2023-12-31 |
10,735 |
$508,000 |
-15,826 |
|
| Fulcrum Equity Management |
56 |
- |
2024-03-31 |
10,257 |
$489,000 |
-2,652 |
|
| Legacy Capital Group California Inc. |
192 |
*New |
2024-03-31 |
8,266 |
$394,000 |
8,266 |
|
| Advisor Group Holdings Inc. |
3207 |
- |
2024-03-31 |
7,342 |
$350,000 |
-489 |
|
| Strategic Blueprint LLC |
452 |
- |
2024-03-31 |
7,271 |
$347,000 |
1,001 |
|
| Elevated Capital Advisors LLC |
169 |
*New |
2024-03-31 |
4,767 |
$227,000 |
4,767 |
|
| Geneos Wealth Management Inc. |
681 |
- |
2024-03-31 |
4,560 |
$217,000 |
2,935 |
|
| Sunbelt Securities Inc. |
519 |
- |
2024-03-31 |
4,277 |
$204,000 |
-15 |
|
| IFP Advisors Inc |
1060 |
- |
2023-12-31 |
3,195 |
$151,000 |
-2,246 |
|
| VisionPoint Advisory Group LLC |
194 |
- |
2024-03-31 |
2,496 |
$119,000 |
-193 |
|
| BANK OF AMERICA CORP /DE/ |
5398 |
- |
2023-12-31 |
1,491 |
$71,000 |
-1,689 |
|
| MORGAN STANLEY |
5849 |
*New |
2023-12-31 |
1,478 |
$70,000 |
1,478 |
|
| Banque Cantonale Vaudoise |
752 |
- |
2024-03-31 |
1,250 |
$60,000 |
0 |
|
| PRINCIPAL SECURITIES INC. |
1649 |
- |
2024-03-31 |
851 |
$41,000 |
9 |
|
| CWM LLC |
2838 |
*New |
2024-03-31 |
439 |
$21,000 |
439 |
|
| Financial Gravity Wealth Inc. |
361 |
- |
2023-12-31 |
402 |
$18,000 |
0 |
|
| FTB Advisors Inc. |
1380 |
*New |
2024-03-31 |
378 |
$18,000 |
378 |
|
| Impact Partnership Wealth LLC |
500 |
- |
2023-12-31 |
214 |
$10,000 |
-11 |
|
| BANK OF MONTREAL /CAN/ |
3346 |
*Closed |
2023-12-31 |
0 |
$0 |
-24,000 |
|
| ING INVESTMENT MANAGEMENT LLC |
2762 |
*Closed |
2023-12-31 |
0 |
$0 |
-274,319 |
|
| FLOW TRADERS U.S. LLC |
949 |
*Closed |
2023-12-31 |
0 |
$0 |
-13,280 |
|
| FMR LLC |
4894 |
*Closed |
2023-12-31 |
0 |
$0 |
-51 |
|
| PROEQUITIES INC. |
5742 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| CITADEL ADVISORS LLC |
6002 |
*Closed |
2023-12-31 |
0 |
$0 |
-33,787 |
|
| TWO SIGMA SECURITIES LLC |
1898 |
*Closed |
2023-12-31 |
0 |
$0 |
-5,344 |
|
| Virtue Capital Management LLC |
417 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,804 |
|
| Family Investment Center Inc. |
84 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,371 |
|
| Keener Financial Planning LLC |
199 |
*Closed |
2024-03-31 |
0 |
$0 |
-895 |
|
|
46 Records found
|
1
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