|
Institutional
Holders
Total
Institutions:
|
19 1 |
|
Total
shares held :
|
398,709 |
|
% of shares
held :
|
4.43% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
3 |
|
Amount
of shares held :
|
14,893 |
|
% of shares
held change :
|
0.17% |
|
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. |
6 |
- |
2024-03-31 |
635,516 |
$61,048,000 |
2,235 |
|
BANK OF NEW YORK MELLON CORP |
1441 |
- |
2024-03-31 |
260,610 |
$25,034,000 |
-10,894 |
|
FLOW TRADERS U.S. LLC |
78 |
- |
2023-12-31 |
57,884 |
$5,412,000 |
57,884 |
|
ROYAL BANK OF CANADA |
2603 |
- |
2023-12-31 |
20,158 |
$1,885,000 |
1,120 |
|
Integrated Wealth Concepts LLC |
603 |
- |
2023-12-31 |
14,763 |
$1,380,000 |
783 |
|
BANK OF AMERICA CORP /DE/ |
4433 |
- |
2023-12-31 |
5,681 |
$531,000 |
809 |
|
PNC FINANCIAL SERVICES GROUP INC |
1517 |
*New |
2023-12-31 |
5,350 |
$500,000 |
5,350 |
|
MORGAN STANLEY |
5240 |
- |
2023-12-31 |
4,134 |
$387,000 |
-523 |
|
ENVESTNET ASSET MANAGEMENT INC |
3478 |
- |
2023-12-31 |
3,908 |
$365,000 |
803 |
|
LPL FINANCIAL CORP |
3908 |
- |
2023-12-31 |
3,707 |
$347,000 |
708 |
|
CITADEL ADVISORS LLC |
4063 |
- |
2023-12-31 |
3,290 |
$308,000 |
0 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4512 |
*New |
2023-12-31 |
2,945 |
$275,000 |
2,945 |
|
PRINCIPAL SECURITIES INC. |
817 |
- |
2023-12-31 |
2,926 |
$274,000 |
0 |
|
Advisor Group Holdings Inc. |
3995 |
- |
2023-12-31 |
1,901 |
$178,000 |
-443 |
|
Ronald Blue Trust Inc. |
1184 |
*New |
2023-12-31 |
319 |
$26,000 |
319 |
|
Keener Financial Planning LLC |
142 |
- |
2023-12-31 |
106 |
$10,000 |
0 |
|
UBS Group AG |
6259 |
- |
2023-12-31 |
71 |
$7,000 |
-212 |
|
FMR LLC |
4363 |
*New |
2023-12-31 |
41 |
$4,000 |
41 |
|
Tidemark LLC |
586 |
- |
2023-12-31 |
21 |
$2,000 |
0 |
|
LYELL WEALTH MANAGEMENT LP |
190 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,031 |
|
PROEQUITIES INC. |
3515 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
3333 |
*Closed |
2023-12-31 |
0 |
$0 |
-213 |
|
Savior LLC |
73 |
*Closed |
2023-12-31 |
0 |
$0 |
-12 |
|
|
23 Records found
|
1
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