| |
Institutional
Holders
Total
Institutions:
 |
31  4 |
|
|
Total
shares held :
|
1,496,010 |
|
|
% of shares
held :
|
1.03% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
4 |
|
|
Amount
of shares held :
|
12,490 |
|
|
% of shares
held change :
|
0.01% |
|
| 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 |
  MORGAN STANLEY |
2872 |
- |
2023-12-31 |
673,551 |
$16,280,000 |
-736 |
|
| Sound Income Strategies LLC |
67 |
- |
2024-03-31 |
214,759 |
$5,283,000 |
16,507 |
|
| Connectus Wealth LLC |
157 |
- |
2023-12-31 |
215,432 |
$5,213,000 |
-13,429 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1660 |
- |
2023-12-31 |
103,938 |
$2,512,000 |
92,638 |
|
| BANK OF AMERICA CORP /DE/ |
3870 |
- |
2023-12-31 |
50,840 |
$1,229,000 |
41,630 |
|
| LPL FINANCIAL CORP |
2937 |
- |
2023-12-31 |
44,955 |
$1,087,000 |
2,785 |
|
| JANE STREET GROUP LLC |
3151 |
- |
2023-12-31 |
42,848 |
$1,036,000 |
-45,418 |
|
| YCMNET ADVISORS INC |
136 |
- |
2023-12-31 |
29,864 |
$722,000 |
149 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2263 |
- |
2024-03-31 |
28,253 |
$695,000 |
12,660 |
|
| Trilogy Capital Inc. |
193 |
*New |
2024-03-31 |
21,820 |
$537,000 |
21,820 |
|
| STIFEL FINANCIAL CORP |
2701 |
- |
2023-12-31 |
15,701 |
$379,000 |
-7,507 |
|
| Ameritas Advisory Services LLC |
507 |
*New |
2023-12-31 |
15,019 |
$363,000 |
15,019 |
|
| Advisor Group Holdings Inc. |
3493 |
- |
2023-12-31 |
13,760 |
$333,000 |
727 |
|
| J.W. COLE ADVISORS INC. |
629 |
- |
2023-12-31 |
13,043 |
$315,000 |
0 |
|
| Resources Investment Advisors Inc. |
892 |
*New |
2023-12-31 |
12,848 |
$311,000 |
12,848 |
|
| Buckingham Strategic Partners |
352 |
- |
2023-12-31 |
10,620 |
$257,000 |
10,620 |
|
| CITADEL ADVISORS LLC |
4223 |
- |
2023-12-31 |
10,499 |
$254,000 |
-6,195 |
|
| Kingsview Wealth Management LLC |
834 |
*New |
2023-12-31 |
9,858 |
$238,000 |
9,858 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2884 |
*New |
2024-03-31 |
9,384 |
$231,000 |
9,384 |
|
| ROYAL BANK OF CANADA |
4752 |
- |
2023-12-31 |
5,568 |
$135,000 |
0 |
|
| ADVISORY SERVICES NETWORK, LLC |
1557 |
*New |
2023-12-31 |
4,693 |
$113,000 |
4,693 |
|
| PRINCIPAL SECURITIES INC. |
1327 |
- |
2023-12-31 |
2,761 |
$67,000 |
0 |
|
| HARBOUR INVESTMENTS INC. |
1457 |
*New |
2023-12-31 |
2,050 |
$50,000 |
2,050 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2046 |
- |
2023-12-31 |
2,070 |
$50,000 |
0 |
|
| TUCKER ASSET MANAGEMENT LLC |
310 |
- |
2023-12-31 |
1,213 |
$29,000 |
0 |
|
| UBS Group AG |
5794 |
- |
2023-12-31 |
788 |
$19,000 |
-2,888 |
|
| Retirement Group LLC |
398 |
- |
2023-12-31 |
587 |
$14,000 |
-488 |
|
| NATIONAL BANK OF CANADA /FI/ |
2035 |
- |
2023-12-31 |
338 |
$8,000 |
-42 |
|
| BANK OF MONTREAL /CAN/ |
3231 |
- |
2023-12-31 |
294 |
$7,000 |
0 |
|
| CWM LLC |
3829 |
- |
2024-03-31 |
133 |
$3,000 |
0 |
|
| Glass Jacobson Investment Advisors llc |
657 |
*New |
2024-03-31 |
103 |
$3,000 |
103 |
|
| FMR LLC |
4461 |
- |
2023-12-31 |
72 |
$2,000 |
-4 |
|
| Ronald Blue Trust Inc. |
2254 |
*New |
2023-12-31 |
33 |
$1,000 |
33 |
|
| WELLS FARGO & CO/MN |
6071 |
- |
2023-12-31 |
2 |
$0 |
1 |
|
| CARY STREET PARTNER INVESTMENT ADVISORY LLC |
1247 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,380 |
|
| PROEQUITIES INC. |
9206 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
|
36 Records found
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1
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