| |
Institutional
Holders
Total
Institutions:
 |
29  1 |
|
|
Total
shares held :
|
7,289,291 |
|
|
% of shares
held :
|
80.99% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-3 |
|
|
Amount
of shares held :
|
-556,791 |
|
|
% of shares
held change :
|
-6.19% |
|
| 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 |
  NORTHERN TRUST CORP |
695 |
- |
2023-12-31 |
3,744,303 |
$83,760,000 |
-68,827 |
|
| ENVESTNET ASSET MANAGEMENT INC |
811 |
- |
2023-12-31 |
1,389,826 |
$31,091,000 |
52,017 |
|
| Occidental Asset Management LLC |
6 |
- |
2024-03-31 |
711,957 |
$15,706,000 |
-41,991 |
|
| Financial Network Wealth Management LLC |
12 |
- |
2023-12-31 |
365,462 |
$8,175,000 |
10,811 |
|
| PARK NATIONAL CORP /OH/ |
89 |
- |
2024-03-31 |
254,722 |
$5,619,000 |
-32,904 |
|
| MML INVESTORS SERVICES LLC |
554 |
- |
2023-12-31 |
248,654 |
$5,562,000 |
16,995 |
|
| HANLON INVESTMENT MANAGEMENT, INC. |
34 |
- |
2024-03-31 |
84,904 |
$1,873,000 |
-4,474 |
|
| EQIS CAPITAL MANAGEMENT, INC. |
205 |
*New |
2023-12-31 |
52,014 |
$1,164,000 |
52,014 |
|
| Herold Advisors Inc. |
102 |
- |
2023-12-31 |
45,985 |
$1,029,000 |
5,622 |
|
| ROI Financial Advisors LLC |
35 |
- |
2023-12-31 |
42,938 |
$961,000 |
0 |
|
| Cetera Investment Advisers |
1122 |
- |
2023-12-31 |
42,841 |
$958,000 |
1,406 |
|
| JANE STREET GROUP LLC |
3358 |
- |
2023-12-31 |
38,258 |
$856,000 |
-38,922 |
|
| Mutual Advisors LLC |
|
*New |
2024-03-31 |
31,337 |
$691,000 |
31,337 |
|
| Stratos Wealth Advisors LLC |
405 |
- |
2024-03-31 |
30,201 |
$666,000 |
1,255 |
|
| CITADEL ADVISORS LLC |
3347 |
- |
2023-12-31 |
28,778 |
$644,000 |
-38,279 |
|
| Snowden Capital Advisors LLC |
576 |
- |
2023-12-31 |
28,472 |
$637,000 |
-10,851 |
|
| Sowell Financial Services LLC |
|
*New |
2024-03-31 |
22,337 |
$493,000 |
22,337 |
|
| Absolute Capital Management LLC |
|
- |
2024-03-31 |
15,004 |
$331,000 |
-365 |
|
| CoreCap Advisors LLC |
468 |
- |
2023-12-31 |
12,845 |
$287,000 |
-178,963 |
|
| CITIZENS & NORTHERN CORP |
100 |
- |
2023-12-31 |
12,468 |
$279,000 |
-492 |
|
| LPL FINANCIAL CORP |
4121 |
- |
2023-12-31 |
11,677 |
$261,000 |
-2,455 |
|
| Colonial River Wealth Management LLC |
|
- |
2023-12-31 |
9,664 |
$216,000 |
-82,089 |
|
| HARBOUR INVESTMENTS INC. |
1107 |
- |
2023-12-31 |
4,800 |
$107,000 |
0 |
|
| Advisor Group Holdings Inc. |
5096 |
- |
2023-12-31 |
1,515 |
$34,000 |
799 |
|
| ROYAL BANK OF CANADA |
5531 |
- |
2023-12-31 |
1,134 |
$25,000 |
0 |
|
| MATHER GROUP, INC. |
1158 |
*New |
2024-03-31 |
515 |
$12,000 |
515 |
|
| UBS Group AG |
6916 |
- |
2023-12-31 |
44 |
$1,000 |
-1,988 |
|
| 3D/L Capital Management LLC |
34 |
*Closed |
2023-12-31 |
0 |
$0 |
-46,723 |
|
| Sound Income Strategies LLC |
1337 |
- |
2024-03-31 |
1 |
$0 |
-15,943 |
|
| Union Bankshares Corp |
283 |
*Closed |
2024-03-31 |
0 |
$0 |
-16,400 |
|
| AlphaCore Capital LLC |
385 |
*Closed |
2023-12-31 |
0 |
$0 |
-827 |
|
| COMERICA BANK |
3730 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,679 |
|
| FMR LLC |
5391 |
- |
2023-12-31 |
1 |
$0 |
1 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
| MORGAN STANLEY |
7775 |
- |
2023-12-31 |
1 |
$0 |
1 |
|
|
35 Records found
|
1
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