| |
Institutional
Holders
Total
Institutions:
 |
25  16 |
|
|
Total
shares held :
|
3,762,125 |
|
|
% of shares
held :
|
41.8% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
16 |
|
|
Amount
of shares held :
|
1,794,755 |
|
|
% of shares
held change :
|
19.94% |
|
| 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 |
6 |
- |
2024-03-31 |
1,978,094 |
$96,320,000 |
120,222 |
|
| ADVOCACY WEALTH MANAGEMENT SERVICES, LLC |
10 |
*New |
2024-03-31 |
788,808 |
$38,410,000 |
788,808 |
|
| HPM Partners LLC |
|
*New |
2023-12-31 |
601,768 |
$29,781,000 |
601,768 |
|
| Congress Wealth Management LLC / DE / |
58 |
- |
2024-03-31 |
483,664 |
$23,551,000 |
58,995 |
|
| Tortoise Investment Management LLC |
18 |
- |
2024-03-31 |
252,060 |
$12,274,000 |
42,373 |
|
| AMI INVESTMENT MANAGEMENT INC |
7 |
- |
2024-03-31 |
197,471 |
$9,615,000 |
17,798 |
|
| W.G. SHAHEEN & ASSOCIATES DBA WHITNEY & CO |
42 |
*New |
2024-03-31 |
141,131 |
$6,872,000 |
141,131 |
|
| Integrated Capital Management Inc. |
7 |
*New |
2024-03-31 |
123,080 |
$5,993,000 |
123,080 |
|
| AE Wealth Management LLC |
633 |
*New |
2023-12-31 |
90,586 |
$4,425,000 |
90,586 |
|
| JANE STREET GROUP LLC |
1794 |
- |
2023-12-31 |
71,921 |
$3,559,000 |
61,025 |
|
| Sugarloaf Wealth Management LLC |
33 |
- |
2024-03-31 |
59,232 |
$2,884,000 |
11,171 |
|
| Integrated Wealth Concepts LLC |
406 |
*New |
2023-12-31 |
49,548 |
$2,452,000 |
49,548 |
|
| Farther Finance Advisors LLC |
135 |
*New |
2023-12-31 |
39,116 |
$1,936,000 |
39,116 |
|
| OLD MISSION CAPITAL LLC |
293 |
*New |
2023-12-31 |
34,798 |
$1,722,000 |
34,798 |
|
| Motley Fool Wealth Management LLC |
110 |
*New |
2024-03-31 |
31,869 |
$1,552,000 |
31,869 |
|
| Cravens & Co Advisors LLC |
21 |
- |
2024-03-31 |
24,545 |
$1,195,000 |
1,275 |
|
| FLOW TRADERS U.S. LLC |
348 |
*New |
2023-12-31 |
18,877 |
$934,000 |
18,877 |
|
| SEABRIDGE INVESTMENT ADVISORS LLC |
101 |
- |
2024-03-31 |
19,002 |
$925,000 |
810 |
|
| ANCORA ADVISORS, LLC |
374 |
- |
2023-12-31 |
18,000 |
$891,000 |
15,000 |
|
| Triad Wealth Partners LLC |
31 |
- |
2024-03-31 |
8,833 |
$430,000 |
0 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2410 |
*New |
2024-03-31 |
8,661 |
$422,000 |
8,661 |
|
| CITADEL ADVISORS LLC |
4047 |
*New |
2023-12-31 |
6,346 |
$314,000 |
6,346 |
|
| Mutual Advisors LLC |
865 |
- |
2024-03-31 |
6,035 |
$294,000 |
-147 |
|
| Orion Portfolio Solutions LLC |
1483 |
*New |
2024-03-31 |
5,688 |
$277,000 |
5,688 |
|
| FAMILY MANAGEMENT CORP |
128 |
*New |
2023-12-31 |
4,200 |
$208,000 |
4,200 |
|
| MORGAN STANLEY |
6095 |
*New |
2023-12-31 |
636 |
$31,000 |
636 |
|
| UBS Group AG |
5798 |
- |
2023-12-31 |
382 |
$19,000 |
297 |
|
| Advisor Group Holdings Inc. |
5551 |
*New |
2024-03-31 |
225 |
$11,000 |
225 |
|
| HARBOR INVESTMENT ADVISORY LLC |
925 |
- |
2024-03-31 |
150 |
$7,000 |
0 |
|
| PROEQUITIES INC. |
3968 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| US BANCORP |
3883 |
*Closed |
2024-03-31 |
0 |
$0 |
-26 |
|
| ORG Partners LLC |
756 |
*Closed |
2024-03-31 |
0 |
$0 |
-936 |
|
| Feltz Wealth PLAN Inc. |
344 |
*Closed |
2024-03-31 |
0 |
$0 |
-34,685 |
|
|
33 Records found
|
1
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