| |
Institutional
Holders
Total
Institutions:
 |
23  21 |
|
|
Total
shares held :
|
1,471,051 |
|
|
% of shares
held :
|
16.35% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
21 |
|
|
Amount
of shares held :
|
469,851 |
|
|
% of shares
held change :
|
5.22% |
|
| 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 |
  Venturi Wealth Management LLC |
8 |
- |
2024-03-31 |
1,107,036 |
$32,115,000 |
1,071,316 |
|
| CAPITAL RESEARCH & MANAGEMENT CO DIVISION 3 |
395 |
- |
2023-12-31 |
462,000 |
$12,774,000 |
-522,000 |
|
| Capital Group Private Client Services Inc. |
158 |
*New |
2023-12-31 |
186,147 |
$5,147,000 |
186,147 |
|
| LVW Advisors LLC |
23 |
- |
2024-03-31 |
170,079 |
$4,934,000 |
145,442 |
|
| SWEENEY & MICHEL LLC |
|
*New |
2023-09-30 |
166,033 |
$4,179,000 |
166,033 |
|
| OLD MISSION CAPITAL LLC |
158 |
- |
2023-12-31 |
149,809 |
$4,142,000 |
132,609 |
|
| Confluence Wealth Services Inc. |
51 |
- |
2024-03-31 |
103,831 |
$3,012,000 |
0 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1616 |
- |
2024-03-31 |
86,380 |
$2,506,000 |
26,605 |
|
| Mendota Financial Group LLC |
15 |
*New |
2024-03-31 |
78,370 |
$2,274,000 |
78,370 |
|
| JANE STREET GROUP LLC |
2416 |
*New |
2023-12-31 |
72,492 |
$2,004,000 |
72,492 |
|
| FINANCIAL NETWORK |
1024 |
*New |
2023-12-31 |
63,930 |
$1,768,000 |
63,930 |
|
| STIFEL FINANCIAL CORP |
1880 |
*New |
2023-12-31 |
52,689 |
$1,457,000 |
52,689 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1532 |
- |
2024-03-31 |
45,635 |
$1,324,000 |
11,249 |
|
| Kestra Advisory Services LLC |
1086 |
*New |
2023-12-31 |
38,171 |
$1,055,000 |
38,171 |
|
| Private Advisor Group LLC |
1182 |
- |
2024-03-31 |
32,370 |
$939,000 |
9,803 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3091 |
*New |
2023-12-31 |
27,025 |
$747,000 |
27,025 |
|
| MML INVESTORS SERVICES LLC |
1537 |
*New |
2023-12-31 |
26,503 |
$733,000 |
26,503 |
|
| ROYAL BANK OF CANADA |
3479 |
*New |
2023-12-31 |
22,302 |
$617,000 |
22,302 |
|
| Advisor Group Holdings Inc. |
3002 |
*New |
2023-12-31 |
21,395 |
$592,000 |
21,395 |
|
| HARBOUR INVESTMENTS INC. |
496 |
*New |
2023-12-31 |
20,650 |
$571,000 |
20,650 |
|
| ACAS LLC |
40 |
- |
2024-03-31 |
18,430 |
$535,000 |
3,391 |
|
| Johnson Bixby & Associates LLC |
69 |
*New |
2024-03-31 |
15,938 |
$462,000 |
15,938 |
|
| Retirement Group LLC |
78 |
*New |
2024-03-31 |
14,888 |
$432,000 |
14,888 |
|
| Kingsview Wealth Management LLC |
|
*New |
2023-12-31 |
12,616 |
$349,000 |
12,616 |
|
| MULTIFINANCIAL SECURITIES CORP |
1443 |
*New |
2023-12-31 |
10,377 |
$287,000 |
10,377 |
|
| Wayfinding Financial LLC |
|
*New |
2023-12-31 |
8,190 |
$226,000 |
8,190 |
|
| Trueblood Wealth Management LLC |
216 |
*New |
2024-03-31 |
7,028 |
$204,000 |
7,028 |
|
| US BANCORP |
|
*New |
2023-12-31 |
800 |
$22,000 |
800 |
|
| Global Retirement Partners LLC |
1765 |
*New |
2024-03-31 |
720 |
$21,000 |
720 |
|
| AdvisorNet Financial Inc |
1526 |
*New |
2024-03-31 |
117 |
$3,000 |
117 |
|
| PROEQUITIES INC. |
2723 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
|
31 Records found
|
1
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