|
Institutional
Holders
Total
Institutions:
|
26 1 |
|
Total
shares held :
|
1,389,096 |
|
% of shares
held :
|
15.43% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-5 |
|
Amount
of shares held :
|
-731,201 |
|
% of shares
held change :
|
-8.12% |
|
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 |
BANK OF AMERICA CORP /DE/ |
2663 |
- |
2023-12-31 |
224,945 |
$6,976,000 |
-8,163 |
|
FINANCIAL MANAGEMENT NETWORK INC |
21 |
- |
2024-03-31 |
167,872 |
$5,281,000 |
-25,829 |
|
VAN ECK ASSOCIATES CORP |
586 |
- |
2024-03-31 |
151,046 |
$4,879,000 |
-3,109 |
|
LPL FINANCIAL CORP |
1774 |
- |
2023-12-31 |
138,759 |
$4,303,000 |
-122,511 |
|
ENVESTNET ASSET MANAGEMENT INC |
2147 |
- |
2023-12-31 |
108,667 |
$3,370,000 |
410 |
|
MML INVESTORS SERVICES LLC |
917 |
- |
2023-12-31 |
76,693 |
$2,379,000 |
5,676 |
|
ICAPITAL WEALTH LLC |
|
- |
2024-03-31 |
64,494 |
$2,083,000 |
-206 |
|
Advisor Group Holdings Inc. |
1860 |
- |
2023-12-31 |
64,322 |
$1,995,000 |
-4,502 |
|
ROYAL BANK OF CANADA |
3051 |
- |
2023-12-31 |
34,220 |
$1,060,000 |
-20,117 |
|
FINANCIAL NETWORK |
1599 |
- |
2023-12-31 |
23,211 |
$720,000 |
2,727 |
|
CITADEL ADVISORS LLC |
3373 |
- |
2023-12-31 |
20,287 |
$629,000 |
13,395 |
|
Intrua Financial LLC |
172 |
- |
2023-03-31 |
17,264 |
$532,000 |
432 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3806 |
- |
2023-12-31 |
15,651 |
$485,000 |
15,651 |
|
NATIONAL ASSET MANAGEMENT, INC. |
837 |
- |
2023-12-31 |
15,406 |
$478,000 |
-5,045 |
|
TOWER RESEARCH CAPITAL LLC |
1558 |
- |
2023-12-31 |
12,789 |
$397,000 |
-13,775 |
|
RAYMOND JAMES & ASSOCIATES |
3251 |
- |
2024-03-31 |
10,740 |
$347,000 |
-68,187 |
|
EQIS CAPITAL MANAGEMENT, INC. |
599 |
- |
2023-12-31 |
9,663 |
$300,000 |
2,055 |
|
COMERICA BANK |
2128 |
- |
2023-12-31 |
8,942 |
$277,000 |
-1,054 |
|
JANNEY MONTGOMERY SCOTT LLC |
2546 |
*New |
2024-03-31 |
6,350 |
$205,000 |
6,350 |
|
AlphaCore Capital LLC |
222 |
- |
2023-12-31 |
5,570 |
$173,000 |
-16,000 |
|
Western Pacific Wealth Management LP |
114 |
- |
2023-12-31 |
2,550 |
$79,000 |
0 |
|
FTB Advisors Inc. |
770 |
- |
2024-03-31 |
2,422 |
$78,000 |
-495 |
|
PSI Advisors LLC |
260 |
- |
2024-03-31 |
1,439 |
$46,000 |
-1 |
|
MORGAN STANLEY |
6048 |
- |
2023-12-31 |
1,165 |
$36,000 |
1,115 |
|
GRADIENT INVESTMENTS LLC |
1090 |
- |
2024-03-31 |
0 |
$0 |
-342 |
|
WELLS FARGO & CO/MN |
6101 |
- |
2023-12-31 |
1 |
$0 |
0 |
|
PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
-300 |
|
UBS Group AG |
8124 |
*Closed |
2023-12-31 |
0 |
$0 |
-98 |
|
EWG Elevate Inc. |
131 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,076 |
|
Ferguson Shapiro LLC |
43 |
*Closed |
2024-03-31 |
0 |
$0 |
-135,103 |
|
|
30 Records found
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1
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