| |
Institutional
Holders
Total
Institutions:
 |
29  0 |
|
|
Total
shares held :
|
611,454 |
|
|
% of shares
held :
|
6.79% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
|
Amount
of shares held :
|
35,869 |
|
|
% of shares
held change :
|
0.4% |
|
| 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 |
  Invera Wealth Advisors LLC |
11 |
- |
2024-03-31 |
109,273 |
$3,759,000 |
8,383 |
|
| Balanced Rock Investment Advisor |
8 |
- |
2023-12-31 |
94,765 |
$3,364,000 |
0 |
|
| CITADEL ADVISORS LLC |
2298 |
*New |
2023-12-31 |
56,904 |
$2,020,000 |
56,904 |
|
| Adviser Investments LLC |
|
- |
2024-03-31 |
50,006 |
$1,780,000 |
1,151 |
|
| Walkner Condon Financial Advisors LLC |
85 |
- |
2024-03-31 |
33,686 |
$1,199,000 |
796 |
|
| Atlantic Private Wealth LLC |
14 |
- |
2023-12-31 |
30,511 |
$1,083,000 |
1 |
|
| BAILARD BIEHL & KAISER INC |
292 |
*New |
2023-12-31 |
29,202 |
$1,037,000 |
29,202 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2997 |
*New |
2023-12-31 |
24,246 |
$861,000 |
24,246 |
|
| LAZARD ASSET MANAGEMENT LLC |
796 |
- |
2023-12-31 |
23,341 |
$828,000 |
0 |
|
| Values Added Financial LLC |
35 |
- |
2024-03-31 |
20,062 |
$714,000 |
-3,482 |
|
| Wade Financial Advisory Inc |
49 |
- |
2023-12-31 |
15,935 |
$566,000 |
65 |
|
| Clarius Group LLC |
233 |
- |
2024-03-31 |
13,356 |
$475,000 |
0 |
|
| GOULD ASSET MANAGEMENT LLC /CA/ |
|
- |
2024-03-31 |
13,025 |
$464,000 |
2,925 |
|
| Biltmore Family Office LLC |
121 |
- |
2023-12-31 |
12,180 |
$432,000 |
-7,088 |
|
| Congress Wealth Management LLC / DE / |
464 |
- |
2024-03-31 |
11,679 |
$416,000 |
138 |
|
| Crestone Asset Management LLC |
68 |
- |
2024-03-31 |
11,077 |
$394,000 |
-3,790 |
|
| WRAPMANAGER INC |
166 |
- |
2023-12-31 |
9,949 |
$353,000 |
-460 |
|
| Optas LLC |
131 |
- |
2024-03-31 |
9,309 |
$331,000 |
879 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3579 |
- |
2023-12-31 |
8,725 |
$310,000 |
763 |
|
| ROYAL BANK OF CANADA |
4084 |
- |
2023-12-31 |
8,640 |
$307,000 |
8,005 |
|
| Main Street Financial Solutions LLC |
456 |
- |
2024-03-31 |
6,605 |
$235,000 |
-31 |
|
| HART & PATTERSON FINANCIAL GROUP LLC |
62 |
*New |
2024-03-31 |
6,539 |
$233,000 |
6,539 |
|
| MML INVESTORS SERVICES LLC |
2227 |
*New |
2023-12-31 |
6,416 |
$228,000 |
6,416 |
|
| Abacus Planning Group Inc. |
185 |
- |
2024-03-31 |
6,308 |
$225,000 |
0 |
|
| Advisor Group Holdings Inc. |
3881 |
- |
2023-12-31 |
5,764 |
$205,000 |
-237 |
|
| Ally Invest Advisors Inc. |
58 |
*New |
2023-12-31 |
5,714 |
$203,000 |
5,714 |
|
| GPS Wealth Strategies Group LLC |
|
- |
2024-03-31 |
227 |
$8,000 |
0 |
|
| FLOW TRADERS U.S. LLC |
784 |
*Closed |
2023-12-31 |
0 |
$0 |
-94,471 |
|
| Financial Connections Group Inc. |
|
*Closed |
2024-03-31 |
0 |
$0 |
-1,517 |
|
| UBS Group AG |
7270 |
*Closed |
2023-12-31 |
0 |
$0 |
-102 |
|
| OLD MISSION CAPITAL LLC |
901 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,497 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
| JANE STREET GROUP LLC |
5577 |
*Closed |
2023-12-31 |
0 |
$0 |
-18,697 |
|
| WELLS FARGO & CO/MN |
6722 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
| MCCORMACK ADVISORS INTERNATIONAL |
1075 |
*Closed |
2023-12-31 |
0 |
$0 |
-5,981 |
|
| BESSEMER GROUP INC |
2246 |
*Closed |
2023-12-31 |
0 |
$0 |
-120 |
|
|
36 Records found
|
1
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