| |
Institutional
Holders
Total
Institutions:
 |
23  7 |
|
|
Total
shares held :
|
1,633,811 |
|
|
% of shares
held :
|
18.15% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
|
Amount
of shares held :
|
854,810 |
|
|
% of shares
held change :
|
9.5% |
|
| 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 |
  GRADIENT INVESTMENTS LLC |
102 |
- |
2024-03-31 |
304,483 |
$15,605,000 |
-5,418 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1228 |
- |
2023-12-31 |
280,351 |
$14,268,000 |
189,455 |
|
| Diversified LLC |
9 |
- |
2024-03-31 |
251,218 |
$12,875,000 |
12,997 |
|
| KLR INVESTMENT ADVISORS LLC |
1 |
- |
2024-03-31 |
209,602 |
$10,692,000 |
24,843 |
|
| SEASCAPE CAPITAL MANAGEMENT |
6 |
- |
2024-03-31 |
129,229 |
$6,623,000 |
-542 |
|
| Curi Capital |
41 |
- |
2023-12-31 |
119,603 |
$6,087,000 |
4,463 |
|
| Kathmere Capital Management LLC |
37 |
- |
2024-03-31 |
112,798 |
$5,781,000 |
22,255 |
|
| JANE STREET GROUP LLC |
1557 |
- |
2023-12-31 |
89,315 |
$4,545,000 |
60,737 |
|
| RAYMOND JAMES & ASSOCIATES |
1690 |
- |
2024-03-31 |
83,191 |
$4,264,000 |
-4,302 |
|
| LEAVELL T & ASSOCIATES INC |
137 |
- |
2024-03-31 |
53,737 |
$2,754,000 |
13,808 |
|
| ROYAL BANK OF CANADA |
2555 |
- |
2023-12-31 |
39,773 |
$2,024,000 |
-2,024 |
|
| Motley Fool Wealth Management LLC |
109 |
*New |
2024-03-31 |
30,295 |
$1,553,000 |
30,295 |
|
| 3EDGE Asset Management LP |
35 |
*New |
2024-03-31 |
29,318 |
$1,503,000 |
29,318 |
|
| FAMILY MANAGEMENT CORP |
61 |
*New |
2023-12-31 |
28,557 |
$1,453,000 |
28,557 |
|
| Relative Value Partners Group LLC |
139 |
*New |
2023-12-31 |
23,346 |
$1,188,000 |
23,346 |
|
| Belpointe Asset Management LLC |
231 |
- |
2024-03-31 |
22,167 |
$1,136,000 |
16,204 |
|
| JANNEY MONTGOMERY SCOTT LLC |
1806 |
- |
2024-03-31 |
12,066 |
$618,000 |
-607 |
|
| NBC SECURITIES INC. |
491 |
- |
2024-03-31 |
8,199 |
$421,000 |
-70 |
|
| OLD MISSION CAPITAL LLC |
676 |
*New |
2023-12-31 |
7,842 |
$399,000 |
7,842 |
|
| Sugarloaf Wealth Management LLC |
103 |
*New |
2024-03-31 |
7,434 |
$381,000 |
7,434 |
|
| SOUTHEAST ASSET ADVISORS INC. |
160 |
*New |
2023-12-31 |
3,956 |
$201,000 |
3,956 |
|
| COMERICA BANK |
2552 |
- |
2023-12-31 |
1,654 |
$84,000 |
25 |
|
| Tortoise Investment Management LLC |
386 |
- |
2024-03-31 |
900 |
$46,000 |
0 |
|
| Fortitude Family Office LLC |
184 |
*New |
2024-03-31 |
746 |
$38,000 |
746 |
|
| PROEQUITIES INC. |
1602 |
- |
2024-03-31 |
282 |
$14,000 |
10 |
|
| Advisor Group Holdings Inc. |
6447 |
*New |
2024-03-31 |
11 |
$1,000 |
11 |
|
| NorthRock Partners LLC |
406 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,399 |
|
| Private Advisor Group LLC |
2298 |
*Closed |
2024-03-31 |
0 |
$0 |
-13,838 |
|
| MORGAN STANLEY |
7331 |
*Closed |
2023-12-31 |
0 |
$0 |
-67 |
|
| WELLS FARGO & CO/MN |
6706 |
*Closed |
2024-03-31 |
0 |
$0 |
-26 |
|
|
30 Records found
|
1
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