|
Institutional
Holders
Total
Institutions:
|
24 4 |
|
Total
shares held :
|
700,566 |
|
% of shares
held :
|
7.78% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
Amount
of shares held :
|
95,071 |
|
% of shares
held change :
|
1.06% |
|
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. |
2 |
- |
2024-03-31 |
3,871,048 |
$383,543,000 |
26,052 |
|
BANK OF NEW YORK MELLON CORP |
1113 |
- |
2024-03-31 |
440,403 |
$43,635,000 |
24,093 |
|
DFPG INVESTMENTS INC. |
22 |
- |
2023-12-31 |
144,577 |
$12,743,000 |
9,917 |
|
Integrated Wealth Concepts LLC |
265 |
- |
2023-12-31 |
45,328 |
$4,111,000 |
36,944 |
|
FLOW TRADERS U.S. LLC |
182 |
- |
2023-12-31 |
26,313 |
$2,386,000 |
26,313 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
23,529 |
$2,134,000 |
1,606 |
|
Zhang Financial LLC |
116 |
- |
2024-03-31 |
13,076 |
$1,296,000 |
0 |
|
CITADEL ADVISORS LLC |
3639 |
*New |
2023-12-31 |
5,334 |
$484,000 |
5,334 |
|
ENVESTNET ASSET MANAGEMENT INC |
3415 |
- |
2023-12-31 |
4,482 |
$407,000 |
836 |
|
PRINCIPAL SECURITIES INC. |
765 |
- |
2023-12-31 |
3,490 |
$317,000 |
0 |
|
TOWNSQUARE CAPITAL LLC |
988 |
- |
2023-12-31 |
2,669 |
$242,000 |
-1,278 |
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank F |
675 |
*New |
2023-12-31 |
2,534 |
$230,000 |
2,534 |
|
Advisor Group Holdings Inc. |
3826 |
- |
2023-12-31 |
2,404 |
$218,000 |
495 |
|
MORGAN STANLEY |
5528 |
- |
2023-12-31 |
2,106 |
$191,000 |
635 |
|
BANK OF AMERICA CORP /DE/ |
5025 |
- |
2023-12-31 |
2,080 |
$189,000 |
-1,321 |
|
ROYAL BANK OF CANADA |
4541 |
*New |
2023-12-31 |
1,982 |
$180,000 |
1,982 |
|
Ronald Blue Trust Inc. |
535 |
*New |
2023-12-31 |
1,904 |
$153,000 |
1,904 |
|
PNC FINANCIAL SERVICES GROUP INC |
2770 |
*New |
2023-12-31 |
800 |
$73,000 |
800 |
|
UBS Group AG |
5153 |
- |
2023-12-31 |
710 |
$64,000 |
-2,012 |
|
Keener Financial Planning LLC |
85 |
- |
2023-12-31 |
636 |
$58,000 |
0 |
|
FMR LLC |
3994 |
*New |
2023-12-31 |
147 |
$13,000 |
147 |
|
ADVISORY SERVICES NETWORK, LLC |
2720 |
*New |
2023-12-31 |
137 |
$12,000 |
137 |
|
FTB Advisors Inc. |
1834 |
*New |
2024-03-31 |
47 |
$5,000 |
47 |
|
TOWER RESEARCH CAPITAL LLC |
5233 |
- |
2023-12-31 |
18 |
$2,000 |
-155 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
3249 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,462 |
|
LPL FINANCIAL CORP |
4705 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,969 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6188 |
*Closed |
2023-12-31 |
0 |
$0 |
-12,520 |
|
PROEQUITIES INC. |
8111 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
1349 |
*New |
2023-12-31 |
0 |
$0 |
0 |
|
MERCER GLOBAL ADVISORS INC /ADV |
2124 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,712 |
|
|
30 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|