|
Institutional
Holders
Total
Institutions:
|
22 4 |
|
Total
shares held :
|
447,927 |
|
% of shares
held :
|
5.27% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
3 |
|
Amount
of shares held :
|
22,683 |
|
% of shares
held change :
|
0.27% |
|
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 |
LPL FINANCIAL CORP |
1538 |
- |
2023-12-31 |
93,614 |
$6,254,000 |
-6,057 |
|
TAP Consulting LLC |
15 |
- |
2024-03-31 |
83,099 |
$5,747,000 |
-17,695 |
|
COMERICA BANK |
808 |
- |
2023-12-31 |
59,202 |
$3,955,000 |
0 |
|
YOUSIF CAPITAL MANAGEMENT LLC |
488 |
- |
2024-03-31 |
51,302 |
$3,548,000 |
-4,400 |
|
UBS Group AG |
2638 |
- |
2023-12-31 |
36,579 |
$2,444,000 |
22,705 |
|
MONEY CONCEPTS CAPITAL CORP |
164 |
*New |
2023-12-31 |
23,269 |
$1,554,000 |
23,269 |
|
JANE STREET GROUP LLC |
3079 |
*New |
2023-12-31 |
16,511 |
$1,103,000 |
16,511 |
|
Rossmore Private Capital |
137 |
- |
2023-12-31 |
11,325 |
$757,000 |
4,000 |
|
BANK OF AMERICA CORP /DE/ |
4262 |
- |
2023-12-31 |
10,400 |
$695,000 |
-319 |
|
WELLS FARGO & CO/MN |
3416 |
- |
2023-12-31 |
6,508 |
$435,000 |
0 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2535 |
- |
2024-03-31 |
5,284 |
$365,000 |
1 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2783 |
- |
2024-03-31 |
4,587 |
$317,000 |
1,436 |
|
ENVESTNET ASSET MANAGEMENT INC |
3692 |
- |
2023-12-31 |
3,718 |
$248,000 |
-17 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4647 |
- |
2023-12-31 |
3,678 |
$246,000 |
-42,412 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3385 |
*New |
2023-12-31 |
3,167 |
$212,000 |
3,167 |
|
Advisor Group Holdings Inc. |
5219 |
- |
2023-12-31 |
421 |
$28,000 |
1 |
|
Aspire Wealth Management Corp |
|
- |
2023-12-31 |
266 |
$18,000 |
0 |
|
MORGAN STANLEY |
6421 |
- |
2023-12-31 |
150 |
$10,000 |
-80 |
|
Farther Finance Advisors LLC |
2204 |
- |
2023-12-31 |
47 |
$3,000 |
-116 |
|
PRIVATE TRUST CO NA |
2271 |
*Closed |
2024-03-31 |
0 |
$0 |
-392 |
|
PROEQUITIES INC. |
6263 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
CITADEL ADVISORS LLC |
6300 |
*Closed |
2023-12-31 |
0 |
$0 |
-39,683 |
|
Wealthcare Advisory Partners LLC |
833 |
*Closed |
2024-03-31 |
0 |
$0 |
-13,750 |
|
|
23 Records found
|
1
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