| |
Institutional
Holders
Total
Institutions:
 |
27  12 |
|
|
Total
shares held :
|
1,498,220 |
|
|
% of shares
held :
|
16.65% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
22 |
|
|
Amount
of shares held :
|
582,646 |
|
|
% of shares
held change :
|
6.47% |
|
| 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 |
  WELLS FARGO & CO/MN |
1644 |
- |
2024-03-31 |
333,627 |
$8,512,000 |
-85,111 |
|
| MORGAN STANLEY |
3644 |
- |
2023-12-31 |
250,909 |
$6,539,000 |
7,534 |
|
| JANE STREET GROUP LLC |
1314 |
- |
2023-12-31 |
233,328 |
$6,081,000 |
181,143 |
|
| LPL FINANCIAL CORP |
1939 |
- |
2024-03-31 |
155,249 |
$3,961,000 |
72,941 |
|
| Envision Financial Planning LLC |
9 |
- |
2024-03-31 |
144,841 |
$3,696,000 |
14,947 |
|
| Union Bankshares Corp |
109 |
- |
2024-03-31 |
89,258 |
$2,277,000 |
8,994 |
|
| RAYMOND JAMES & ASSOCIATES |
2330 |
*New |
2024-03-31 |
58,394 |
$1,490,000 |
58,394 |
|
| Sterling Financial Group Inc. |
21 |
- |
2024-03-31 |
54,311 |
$1,386,000 |
29,101 |
|
| AMERIPRISE FINANCIAL INC |
2998 |
- |
2023-12-31 |
50,697 |
$1,321,000 |
985 |
|
| INVESCO LTD |
2725 |
*New |
2023-12-31 |
45,499 |
$1,186,000 |
45,499 |
|
| BANK OF MONTREAL /CAN/ |
|
*New |
2023-12-31 |
25,500 |
$665,000 |
25,500 |
|
| ROYAL BANK OF CANADA |
3499 |
- |
2023-12-31 |
23,274 |
$607,000 |
811 |
|
| BANK OF AMERICA CORP /DE/ |
4426 |
*New |
2023-12-31 |
20,564 |
$536,000 |
20,564 |
|
| Addison Advisors LLC |
101 |
- |
2024-03-31 |
19,009 |
$485,000 |
6,325 |
|
| CAPTRUST FINANCIAL ADVISORS |
1864 |
*New |
2023-12-31 |
16,055 |
$418,000 |
16,055 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2961 |
- |
2024-03-31 |
16,033 |
$409,000 |
127 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3470 |
*New |
2023-12-31 |
14,101 |
$367,000 |
14,101 |
|
| CONFLUENCE INVESTMENT MANAGEMENT LLC |
256 |
*New |
2024-03-31 |
13,011 |
$332,000 |
13,011 |
|
| Integrated Wealth Concepts LLC |
1219 |
*New |
2023-12-31 |
12,118 |
$316,000 |
12,118 |
|
| Kestra Advisory Services LLC |
1831 |
*New |
2023-12-31 |
11,577 |
$302,000 |
11,577 |
|
| Beacon Pointe Advisors LLC |
|
*New |
2023-12-31 |
9,149 |
$238,000 |
9,149 |
|
| Bill Few Associates Inc. |
166 |
- |
2024-03-31 |
7,855 |
$200,000 |
0 |
|
| Hobbs Group Advisors LLC |
152 |
- |
2023-12-31 |
4,078 |
$106,000 |
0 |
|
| Advisor Group Holdings Inc. |
4404 |
- |
2024-03-31 |
2,949 |
$75,000 |
2,100 |
|
| BENJAMIN F. EDWARDS & COMPANY INC. |
1190 |
- |
2024-03-31 |
2,792 |
$71,000 |
0 |
|
| Asset Dedication LLC |
413 |
- |
2024-03-31 |
2,549 |
$64,000 |
836 |
|
| IFP Advisors Inc |
|
*New |
2023-12-31 |
2,112 |
$55,000 |
2,112 |
|
| First Command Advisory Services Inc. |
269 |
*New |
2024-03-31 |
1,776 |
$45,000 |
1,776 |
|
| COMERICA BANK |
2869 |
- |
2023-12-31 |
1,017 |
$27,000 |
0 |
|
| TOWER RESEARCH CAPITAL LLC |
5420 |
*New |
2023-12-31 |
29 |
$1,000 |
29 |
|
| CITADEL ADVISORS LLC |
5609 |
*Closed |
2023-12-31 |
0 |
$0 |
-56,828 |
|
| PROEQUITIES INC. |
8725 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
|
32 Records found
|
1
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