| |
Institutional
Holders
Total
Institutions:
 |
14  12 |
|
|
Total
shares held :
|
1,092,601 |
|
|
% of shares
held :
|
12.14% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
12 |
|
|
Amount
of shares held :
|
1,001,444 |
|
|
% of shares
held change :
|
11.13% |
|
| 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 |
  Alpha Financial Advisors LLC |
|
- |
2024-03-31 |
496,971 |
$26,347,000 |
22,986 |
|
| Vestmark Advisory Solutions Inc. |
|
*New |
2023-12-31 |
162,929 |
$8,599,000 |
162,929 |
|
| JANE STREET GROUP LLC |
1189 |
*New |
2023-12-31 |
131,563 |
$6,943,000 |
131,563 |
|
| HIGHTOWER ADVISORS, LLC |
839 |
*New |
2023-12-31 |
126,213 |
$6,654,000 |
126,213 |
|
| DiNuzzo Private Wealth Inc. |
|
- |
2023-12-31 |
85,610 |
$4,518,000 |
0 |
|
| LifePro Asset Management |
26 |
*New |
2024-03-31 |
42,249 |
$2,240,000 |
42,249 |
|
| Orion Portfolio Solutions LLC |
|
*New |
2023-12-31 |
36,749 |
$1,925,000 |
36,749 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2672 |
*New |
2023-12-31 |
26,555 |
$1,401,000 |
26,555 |
|
| BB&T CORP |
|
*New |
2023-12-31 |
26,375 |
$1,352,000 |
26,375 |
|
| LAM GROUP INC. |
29 |
- |
2024-03-31 |
23,165 |
$1,228,000 |
22,410 |
|
| Hutchens & Kramer Investment Management Group LLC |
|
*New |
2024-03-31 |
16,398 |
$866,000 |
16,398 |
|
| RFG Advisory Group LLC |
387 |
*New |
2024-03-31 |
15,821 |
$839,000 |
15,821 |
|
| RCS Financial Planning LLC |
48 |
*New |
2024-03-31 |
9,823 |
$521,000 |
9,823 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2769 |
*New |
2024-03-31 |
9,575 |
$508,000 |
9,575 |
|
| TOWNSQUARE CAPITAL LLC |
833 |
*New |
2023-12-31 |
7,691 |
$406,000 |
7,691 |
|
| PHILLIPS FINANCIAL MANAGEMENT LLC |
135 |
*New |
2024-03-31 |
7,370 |
$391,000 |
7,370 |
|
| Mattern Wealth Management LLC |
123 |
*New |
2023-12-31 |
7,355 |
$388,000 |
7,355 |
|
| FOUNDERS FINANCIAL SECURITIES LLC |
306 |
*New |
2024-03-31 |
6,652 |
$353,000 |
6,652 |
|
| Oceanside Advisors LLC |
37 |
- |
2024-03-31 |
5,462 |
$290,000 |
-85 |
|
| KFG WEALTH MANAGEMENT LLC |
150 |
*New |
2024-03-31 |
4,087 |
$217,000 |
4,087 |
|
| Aspire Private Capital LLC |
160 |
- |
2024-03-31 |
3,147 |
$167,000 |
2,666 |
|
| PROEQUITIES INC. |
|
*New |
2024-03-31 |
0 |
$0 |
0 |
|
| CWM LLC |
4625 |
*Closed |
2024-03-31 |
0 |
$0 |
-793 |
|
|
23 Records found
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1
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