| |
Institutional
Holders
Total
Institutions:
 |
25  2 |
|
|
Total
shares held :
|
781,004 |
|
|
% of shares
held :
|
70.36% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
|
Amount
of shares held :
|
-7,157 |
|
|
% of shares
held change :
|
 -0.64% |
|
| 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 |
  Pacer Advisors Inc. |
274 |
- |
2024-03-31 |
503,758 |
$21,400,000 |
73,731 |
|
| Barber Financial Group Inc. |
14 |
- |
2023-03-31 |
189,143 |
$6,550,000 |
87,543 |
|
| Modern Wealth Management LLC |
24 |
- |
2023-12-31 |
153,196 |
$5,593,000 |
0 |
|
| LPL FINANCIAL CORP |
2758 |
- |
2024-03-31 |
35,427 |
$1,505,000 |
10,121 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2297 |
- |
2024-03-31 |
28,798 |
$1,223,000 |
-3,645 |
|
| MULTIFINANCIAL SECURITIES CORP |
799 |
*New |
2023-12-31 |
25,892 |
$945,000 |
25,892 |
|
| FINANCIAL NETWORK |
1694 |
*New |
2023-12-31 |
17,156 |
$626,000 |
17,156 |
|
| SMART PORTFOLIOS, LLC |
43 |
- |
2024-03-31 |
14,120 |
$600,000 |
-367 |
|
| H D Vest Advisory Services |
975 |
- |
2024-03-31 |
13,325 |
$566,000 |
3,749 |
|
| Advisor Group Holdings Inc. |
2876 |
- |
2024-03-31 |
12,391 |
$526,000 |
10,615 |
|
| HIGHTOWER ADVISORS, LLC |
2229 |
- |
2024-03-31 |
12,074 |
$514,000 |
-390 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2787 |
- |
2024-03-31 |
11,722 |
$498,000 |
-1,814 |
|
| Cornerstone Wealth Management LLC |
339 |
- |
2024-03-31 |
10,943 |
$465,000 |
-45 |
|
| Wealthcare Advisory Partners LLC |
592 |
- |
2024-03-31 |
9,133 |
$388,000 |
0 |
|
| MML INVESTORS SERVICES LLC |
2091 |
- |
2023-12-31 |
7,498 |
$274,000 |
-1,432 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2778 |
*New |
2024-03-31 |
6,303 |
$268,000 |
6,303 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3721 |
*New |
2023-12-31 |
6,388 |
$233,000 |
6,388 |
|
| UBS Group AG |
5333 |
- |
2023-12-31 |
1,218 |
$44,000 |
-1,871 |
|
| PRINCIPAL SECURITIES INC. |
2262 |
- |
2024-03-31 |
260 |
$11,000 |
0 |
|
| Geneos Wealth Management Inc. |
1602 |
- |
2024-03-31 |
192 |
$8,000 |
-62 |
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
544 |
- |
2024-03-31 |
163 |
$7,000 |
0 |
|
| AdvisorNet Financial Inc |
1405 |
- |
2024-03-31 |
135 |
$6,000 |
0 |
|
| HARBOUR INVESTMENTS INC. |
2432 |
- |
2023-12-31 |
142 |
$5,000 |
0 |
|
| NAPA WEALTH MANAGEMENT |
47 |
- |
2023-12-31 |
23,213 |
$1,000 |
0 |
|
| Stratos Wealth Advisors LLC |
668 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,249 |
|
| PROEQUITIES INC. |
3577 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| ROYAL BANK OF CANADA |
6516 |
*Closed |
2023-12-31 |
0 |
$0 |
-27,294 |
|
| CITADEL ADVISORS LLC |
5798 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,018 |
|
| WELLS FARGO & CO/MN |
6506 |
- |
2024-03-31 |
1 |
$0 |
-406 |
|
| DAVIDSON D A & CO |
1361 |
*Closed |
2023-12-31 |
0 |
$0 |
-50,770 |
|
| ADVISORY SERVICES NETWORK, LLC |
3669 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,310 |
|
| JANE STREET GROUP LLC |
5950 |
*Closed |
2023-12-31 |
0 |
$0 |
-29,632 |
|
|
32 Records found
|
1
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