| |
Institutional
Holders
Total
Institutions:
 |
36  7 |
|
|
Total
shares held :
|
1,316,742 |
|
|
% of shares
held :
|
23.1% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-19 |
|
|
Amount
of shares held :
|
-519,254 |
|
|
% of shares
held change :
|
-9.11% |
|
| 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 |
  ROYAL BANK OF CANADA |
1795 |
- |
2023-12-31 |
307,660 |
$5,730,000 |
-45,783 |
|
| LPL FINANCIAL CORP |
2265 |
- |
2023-12-31 |
124,716 |
$2,323,000 |
-70,176 |
|
| Advisor Group Holdings Inc. |
2031 |
- |
2023-12-31 |
87,333 |
$1,627,000 |
-117,181 |
|
| WEBSTERROGERS FINANCIAL ADVISORS LLC |
28 |
- |
2023-12-31 |
77,146 |
$1,437,000 |
-6,903 |
|
| UBS Group AG |
3155 |
- |
2023-12-31 |
74,109 |
$1,380,000 |
-3,263 |
|
| Cetera Investment Advisers |
988 |
- |
2023-12-31 |
65,525 |
$1,220,000 |
-6,892 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1995 |
- |
2024-03-31 |
56,298 |
$1,091,000 |
-1,959 |
|
| FinTrust Capital Advisors LLC |
111 |
- |
2024-03-31 |
52,871 |
$1,024,000 |
1,291 |
|
| CAMELOT PORTFOLIOS, LLC |
|
- |
2023-12-31 |
38,310 |
$714,000 |
13,475 |
|
| SPC FINANCIAL, INC. |
|
- |
2024-03-31 |
34,518 |
$669,000 |
0 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2065 |
- |
2024-03-31 |
32,297 |
$626,000 |
0 |
|
| Chicago Partners Investment Group LLC |
453 |
- |
2024-03-31 |
26,218 |
$491,000 |
364 |
|
| Madrona Financial Services LLC |
54 |
- |
2024-03-31 |
23,125 |
$448,000 |
-44 |
|
| WHITE PINE CAPITAL LLC |
149 |
- |
2023-12-31 |
23,764 |
$443,000 |
-24,148 |
|
| STIFEL FINANCIAL CORP |
2729 |
- |
2023-12-31 |
19,376 |
$361,000 |
-424 |
|
| L.M. KOHN & COMPANY |
181 |
- |
2024-03-31 |
18,428 |
$357,000 |
355 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
3145 |
- |
2024-03-31 |
17,016 |
$330,000 |
3,302 |
|
| RAYMOND JAMES & ASSOCIATES |
3321 |
- |
2024-03-31 |
15,709 |
$304,000 |
1,294 |
|
| Atria Wealth Solutions Inc. |
1515 |
- |
2023-12-31 |
15,299 |
$286,000 |
3,808 |
|
| Envestnet Portfolio Solutions Inc. |
1322 |
- |
2023-12-31 |
15,299 |
$285,000 |
3,808 |
|
| BANK OF AMERICA CORP /DE/ |
4878 |
*New |
2023-12-31 |
13,690 |
$255,000 |
13,690 |
|
| MULTIFINANCIAL SECURITIES CORP |
1543 |
- |
2023-12-31 |
12,886 |
$240,000 |
0 |
|
| J.W. COLE ADVISORS INC. |
|
- |
2024-03-31 |
10,876 |
$211,000 |
-223 |
|
| IFP Advisors Inc |
1572 |
- |
2023-12-31 |
2,311 |
$43,000 |
-8,458 |
|
| BANK OF MONTREAL /CAN/ |
3125 |
*New |
2023-12-31 |
1,290 |
$24,000 |
1,290 |
|
| HORRELL CAPITAL MANAGEMENT INC |
149 |
- |
2024-03-31 |
1,185 |
$23,000 |
0 |
|
| ALPHAMARK ADVISORS LLC |
499 |
- |
2024-03-31 |
600 |
$12,000 |
0 |
|
| Sound Income Strategies LLC |
798 |
- |
2024-03-31 |
451 |
$9,000 |
-72 |
|
| MORGAN STANLEY |
6611 |
- |
2023-12-31 |
201 |
$4,000 |
0 |
|
| DELTA ASSET MANAGEMENT LLC/TN |
587 |
- |
2023-12-31 |
92 |
$2,000 |
0 |
|
| DHJJ Financial Advisors Ltd. |
584 |
- |
2024-03-31 |
44 |
$1,000 |
0 |
|
| Global Retirement Partners LLC |
3096 |
*Closed |
2024-03-31 |
0 |
$0 |
-200 |
|
| PNC FINANCIAL SERVICES GROUP INC |
4335 |
*Closed |
2023-12-31 |
0 |
$0 |
-500 |
|
| GOLDMAN SACHS GROUP INC/ |
4637 |
*Closed |
2023-12-31 |
0 |
$0 |
-100,100 |
|
| WELLS FARGO & CO/MN |
6195 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
| CITADEL ADVISORS LLC |
5762 |
*Closed |
2023-12-31 |
0 |
$0 |
-74,875 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6251 |
*Closed |
2023-12-31 |
0 |
$0 |
-36,814 |
|
| CWM LLC |
4487 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,478 |
|
| GTS SECURITIES LLC |
1626 |
*Closed |
2023-12-31 |
0 |
$0 |
-34,157 |
|
| NVWM LLC |
430 |
- |
2023-12-31 |
1 |
$0 |
0 |
|
| NATIONAL BANK OF CANADA /FI/ |
2523 |
*Closed |
2023-12-31 |
0 |
$0 |
-332 |
|
| Solitude Financial Services |
47 |
*Closed |
2024-03-31 |
0 |
$0 |
-173,182 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
-1,400 |
|
| FMR LLC |
5515 |
*Closed |
2023-12-31 |
0 |
$0 |
-1 |
|
|
44 Records found
|
1
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