| |
Institutional
Holders
Total
Institutions:
 |
22  4 |
|
|
Total
shares held :
|
1,547,591 |
|
|
% of shares
held :
|
17.2% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
4 |
|
|
Amount
of shares held :
|
721,492 |
|
|
% of shares
held change :
|
8.02% |
|
| 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 |
  AE Wealth Management LLC |
175 |
- |
2023-12-31 |
870,769 |
$25,244,000 |
441,507 |
|
| Advisor Group Holdings Inc. |
1227 |
- |
2023-12-31 |
165,349 |
$4,733,000 |
134,174 |
|
| Strategic Blueprint LLC |
112 |
- |
2024-03-31 |
86,598 |
$2,610,000 |
-1,527 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1672 |
- |
2024-03-31 |
76,226 |
$2,297,000 |
-7,104 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2099 |
- |
2023-12-31 |
57,068 |
$1,634,000 |
29,141 |
|
| Allianz Investment Management U.S. LLC |
26 |
- |
2023-12-31 |
56,862 |
$1,626,000 |
-122,500 |
|
| WealthPlan Investment Management LLC |
79 |
*New |
2023-12-31 |
56,305 |
$1,612,000 |
56,305 |
|
| Feltz Wealth PLAN Inc. |
133 |
*New |
2023-12-31 |
52,295 |
$1,497,000 |
52,295 |
|
| ADVISORY SERVICES NETWORK, LLC |
594 |
*New |
2023-12-31 |
38,505 |
$1,102,000 |
38,505 |
|
| Family Wealth Group LLC |
40 |
- |
2023-12-31 |
17,081 |
$489,000 |
0 |
|
| JANE STREET GROUP LLC |
4001 |
*New |
2023-12-31 |
16,220 |
$464,000 |
16,220 |
|
| Atria Wealth Solutions Inc. |
1354 |
- |
2023-12-31 |
12,629 |
$362,000 |
-1,833 |
|
| Kestra Advisory Services LLC |
1833 |
- |
2023-12-31 |
10,462 |
$299,000 |
-18,616 |
|
| Envestnet Portfolio Solutions Inc. |
1431 |
*New |
2023-12-31 |
8,075 |
$231,000 |
8,075 |
|
| Moors & Cabot Inc. |
753 |
*New |
2023-12-31 |
7,000 |
$200,000 |
7,000 |
|
| HARBOUR INVESTMENTS INC. |
1036 |
*New |
2023-12-31 |
4,488 |
$128,000 |
4,488 |
|
| AdvisorNet Financial Inc |
912 |
- |
2024-03-31 |
1,160 |
$35,000 |
5 |
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
404 |
*New |
2024-03-31 |
1,100 |
$33,000 |
1,100 |
|
| CWM LLC |
2695 |
- |
2024-03-31 |
900 |
$27,000 |
-6 |
|
| NBC SECURITIES INC. |
1543 |
- |
2024-03-31 |
500 |
$15,000 |
0 |
|
| J P MORGAN CHASE & CO |
5022 |
*New |
2023-12-31 |
460 |
$13,000 |
460 |
|
| HANSON MCCLAIN, INC. |
2628 |
*New |
2024-03-31 |
85 |
$3,000 |
85 |
|
| Sound Income Strategies LLC |
1095 |
*New |
2024-03-31 |
65 |
$2,000 |
65 |
|
| OLIVER LAGORE VANVALIN INVESTMENT GROUP |
700 |
- |
2023-12-31 |
7 |
$0 |
-82 |
|
| Great Lakes Retirement Inc. |
212 |
*Closed |
2023-12-31 |
0 |
$0 |
-16,924 |
|
| CITADEL ADVISORS LLC |
5720 |
*Closed |
2023-12-31 |
0 |
$0 |
-22,024 |
|
| UBS Group AG |
7646 |
*Closed |
2023-12-31 |
0 |
$0 |
-23 |
|
| PROEQUITIES INC. |
5878 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| Richard W. Paul & Associates LLC |
|
*Closed |
2023-12-31 |
0 |
$0 |
-19 |
|
| Authentikos Wealth Advisory LLC |
464 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,311 |
|
|
30 Records found
|
1
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