| |
Institutional
Holders
Total
Institutions:
 |
41  6 |
|
|
Total
shares held :
|
83,893 |
|
|
% of shares
held :
|
0.93% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-6 |
|
|
Amount
of shares held :
|
-63,259 |
|
|
% of shares
held change :
|
-0.7% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$15.34 |
|
|
Last
Quarter's Ending
Price :
|
$18.69 |
|
|
Last
Quarter's Average
Price :
|
$16.30 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 3.88 (23.78%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  LPL FINANCIAL CORP |
3897 |
- |
2023-12-31 |
18,741 |
$350,000 |
6,520 |
|
| CITADEL ADVISORS LLC |
4028 |
- |
2023-12-31 |
17,127 |
$320,000 |
-20,529 |
|
| GTS SECURITIES LLC |
1288 |
*New |
2023-12-31 |
10,188 |
$190,000 |
10,188 |
|
| MORGAN STANLEY |
5670 |
- |
2023-12-31 |
6,543 |
$122,000 |
-6 |
|
| Advisor Group Holdings Inc. |
4454 |
- |
2023-12-31 |
4,924 |
$92,000 |
-643 |
|
| ADVISORY SERVICES NETWORK, LLC |
1948 |
*New |
2023-12-31 |
2,884 |
$54,000 |
2,884 |
|
| ARROW FINANCIAL CORP |
225 |
- |
2023-12-31 |
1,750 |
$33,000 |
0 |
|
| IFP Advisors Inc |
1709 |
- |
2023-12-31 |
1,656 |
$31,000 |
0 |
|
| HARBOUR INVESTMENTS INC. |
1844 |
- |
2023-12-31 |
1,120 |
$21,000 |
200 |
|
| ROYAL BANK OF CANADA |
5625 |
- |
2023-12-31 |
1,010 |
$19,000 |
-25 |
|
| Oakworth Capital Inc. |
420 |
- |
2024-03-31 |
824 |
$18,000 |
0 |
|
| Global Retirement Partners LLC |
1865 |
- |
2024-03-31 |
803 |
$17,000 |
0 |
|
| Capital Analysts Inc. |
870 |
- |
2023-12-31 |
600 |
$11,000 |
0 |
|
| HighMark Wealth Management LLC |
268 |
- |
2024-03-31 |
505 |
$11,000 |
0 |
|
| CWM LLC |
3349 |
- |
2024-03-31 |
416 |
$9,000 |
0 |
|
| NORTH STAR INVESTMENT MANAGEMENT CORP. |
880 |
- |
2024-03-31 |
427 |
$9,000 |
0 |
|
| Geneos Wealth Management Inc. |
1679 |
- |
2024-03-31 |
286 |
$6,000 |
0 |
|
| Steward Partners Investment Advisory LLC |
2911 |
- |
2023-12-31 |
250 |
$5,000 |
-202 |
|
| TRUSTCORE FINANCIAL SERVICES LLC |
816 |
- |
2022-12-31 |
402 |
$5,000 |
2 |
|
| Asset Dedication LLC |
820 |
- |
2024-03-31 |
204 |
$4,000 |
0 |
|
| PRINCIPAL SECURITIES INC. |
2721 |
- |
2024-03-31 |
125 |
$3,000 |
0 |
|
| TSFG LLC |
632 |
- |
2024-03-31 |
126 |
$3,000 |
0 |
|
| Spire Wealth Management |
2065 |
- |
2024-03-31 |
79 |
$2,000 |
0 |
|
| FMR LLC |
4508 |
- |
2023-12-31 |
86 |
$2,000 |
66 |
|
| SANDY SPRING BANK |
|
- |
2023-12-31 |
91 |
$2,000 |
51 |
|
| Nemes Rush Group LLC |
566 |
- |
2023-12-31 |
124 |
$2,000 |
0 |
|
| Scarborough Advisors LLC |
580 |
*New |
2023-12-31 |
123 |
$2,000 |
123 |
|
| Insight Financial Services |
125 |
- |
2024-03-31 |
40 |
$1,000 |
0 |
|
| Focused Wealth Management Inc |
794 |
- |
2023-12-31 |
48 |
$1,000 |
0 |
|
| MATHER GROUP, INC. |
1626 |
*New |
2024-03-31 |
50 |
$1,000 |
50 |
|
| Boulder Wealth Advisors LLC |
96 |
- |
2022-12-31 |
100 |
$1,000 |
0 |
|
| Milestone Investment Advisors LLC |
125 |
- |
2023-12-31 |
60 |
$1,000 |
0 |
|
| SOA Wealth Advisors LLC. |
787 |
- |
2024-03-31 |
32 |
$1,000 |
0 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
5762 |
*Closed |
2023-12-31 |
0 |
$0 |
-26,092 |
|
| NBT BANK N A /NY |
569 |
- |
2024-03-31 |
9 |
$0 |
0 |
|
| Householder Group Estate & Retirement Specialist L |
1158 |
- |
2024-03-31 |
16 |
$0 |
0 |
|
| Granite Bay Wealth Management LLC |
|
*Closed |
2024-03-31 |
0 |
$0 |
-12,600 |
|
| Bogart Wealth LLC |
1050 |
*Closed |
2024-03-31 |
0 |
$0 |
-40 |
|
| Farther Finance Advisors LLC |
3172 |
*Closed |
2023-12-31 |
0 |
$0 |
-408 |
|
| Heritage Wealth Advisors |
688 |
*New |
2023-12-31 |
0 |
$0 |
0 |
|
| Coastal Capital Group Inc. |
620 |
*Closed |
2023-06-30 |
0 |
$0 |
-214 |
|
| BANK OF MONTREAL /CAN/ |
3495 |
- |
2023-12-31 |
20 |
$0 |
0 |
|
| Richard W. Paul & Associates LLC |
|
*Closed |
2023-12-31 |
0 |
$0 |
0 |
|
| Iron Horse Wealth Management LLC |
449 |
- |
2024-03-31 |
5 |
$0 |
0 |
|
| UBS Group AG |
7886 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,600 |
|
| ANCORA ADVISORS, LLC |
1662 |
- |
2023-12-31 |
8 |
$0 |
0 |
|
| GRADIENT INVESTMENTS LLC |
1812 |
- |
2024-03-31 |
4 |
$0 |
0 |
|
| HIGHTOWER ADVISORS, LLC |
3455 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,811 |
|
| PROEQUITIES INC. |
9105 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| BLAIR WILLIAM & CO/IL |
1850 |
- |
2023-12-31 |
22 |
$0 |
0 |
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
750 |
*Closed |
2024-03-31 |
0 |
$0 |
-100 |
|
|
51 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
|
|
|
|
