| |
Institutional
Holders
Total
Institutions:
 |
38  7 |
|
|
Total
shares held :
|
1,020,810 |
|
|
% of shares
held :
|
20.21% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-9 |
|
|
Amount
of shares held :
|
8,341 |
|
|
% of shares
held change :
|
 0.17% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$22.24 |
|
|
Last
Quarter's Ending
Price :
|
$24.37 |
|
|
Last
Quarter's Average
Price :
|
$22.74 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
5.20 (22.87%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  IronBridge Private Wealth LLC |
8 |
- |
2024-03-31 |
287,554 |
$7,948,000 |
6,999 |
|
| LJI Wealth Management LLC |
16 |
- |
2024-03-31 |
141,572 |
$3,913,000 |
279 |
|
| Del-Sette Capital Management LLC |
15 |
- |
2024-03-31 |
108,506 |
$2,999,000 |
10,772 |
|
| Chicago Partners Investment Group LLC |
160 |
- |
2024-03-31 |
104,391 |
$2,704,000 |
-19,265 |
|
| BANK OF AMERICA CORP /DE/ |
3547 |
- |
2024-03-31 |
80,602 |
$2,228,000 |
30,789 |
|
| CITADEL ADVISORS LLC |
2841 |
- |
2024-03-31 |
45,264 |
$1,251,000 |
2,179 |
|
| GOLDMAN SACHS GROUP INC/ |
3555 |
*New |
2024-03-31 |
37,044 |
$1,024,000 |
37,044 |
|
| Advisor Group Holdings Inc. |
2344 |
- |
2024-03-31 |
35,153 |
$972,000 |
21,490 |
|
| IHT Wealth Management LLC |
437 |
- |
2024-03-31 |
34,629 |
$957,000 |
519 |
|
| TWO SIGMA ADVISERS, LLC |
1614 |
- |
2024-03-31 |
33,700 |
$931,000 |
-15,700 |
|
| LPL FINANCIAL CORP |
3341 |
- |
2024-03-31 |
28,538 |
$789,000 |
-2,668 |
|
| TWO SIGMA INVESTMENTS LLC |
2015 |
- |
2024-03-31 |
27,600 |
$763,000 |
-6,100 |
|
| JANE STREET GROUP LLC |
3463 |
*New |
2024-03-31 |
25,985 |
$718,000 |
25,985 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2063 |
- |
2024-03-31 |
22,714 |
$628,000 |
-800 |
|
| MARSHALL WACE LLP |
1607 |
- |
2024-03-31 |
21,442 |
$593,000 |
-13,164 |
|
| TOWER RESEARCH CAPITAL LLC |
861 |
- |
2024-03-31 |
18,141 |
$501,000 |
1,699 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3615 |
- |
2024-03-31 |
15,676 |
$433,000 |
-21,324 |
|
| WELLS FARGO & CO/MN |
3528 |
- |
2024-03-31 |
14,384 |
$398,000 |
1,639 |
|
| Belpointe Asset Management LLC |
618 |
*New |
2024-03-31 |
10,021 |
$277,000 |
10,021 |
|
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP |
66 |
- |
2024-03-31 |
8,725 |
$234,000 |
0 |
|
| RAYMOND JAMES & ASSOCIATES |
3513 |
- |
2024-03-31 |
7,907 |
$219,000 |
-2,129 |
|
| Grassi Investment Management |
118 |
*New |
2024-03-31 |
7,450 |
$206,000 |
7,450 |
|
| UBS Group AG |
4846 |
- |
2024-03-31 |
5,585 |
$154,000 |
213 |
|
| ROYAL BANK OF CANADA |
4763 |
- |
2024-03-31 |
2,671 |
$74,000 |
-10,333 |
|
| HOLLENCREST SECURITIES LLC |
443 |
- |
2024-03-31 |
2,307 |
$64,000 |
1,342 |
|
| Ahrens Investment Partners LLC |
316 |
*New |
2023-03-31 |
2,195 |
$52,000 |
2,195 |
|
| McIlrath & Eck LLC |
309 |
- |
2024-03-31 |
1,475 |
$41,000 |
-364 |
|
| MORGAN STANLEY |
6134 |
- |
2024-03-31 |
1,136 |
$31,000 |
15 |
|
| Qube Research & Technologies Ltd |
3217 |
- |
2024-03-31 |
562 |
$16,000 |
0 |
|
| Financial Perspectives Inc |
409 |
- |
2024-03-31 |
549 |
$15,000 |
4 |
|
| Ronald Blue Trust Inc. |
1364 |
- |
2024-03-31 |
515 |
$14,000 |
0 |
|
| GUARANTY TRUST CO OF MISSOURI /MO/ |
1023 |
- |
2024-03-31 |
480 |
$13,000 |
0 |
|
| NATIONAL BANK OF CANADA /FI/ |
1931 |
- |
2024-03-31 |
450 |
$12,000 |
-1,750 |
|
| Capital Investment Advisory Services LLC |
828 |
- |
2024-03-31 |
311 |
$9,000 |
2 |
|
| SIMPLEX TRADING LLC |
1890 |
- |
2024-03-31 |
303 |
$8,000 |
281 |
|
| PRINCIPAL SECURITIES INC. |
2468 |
- |
2024-03-31 |
266 |
$7,000 |
0 |
|
| ANTONETTI CAPITAL MANAGEMENT LLC |
229 |
- |
2023-09-30 |
300 |
$7,000 |
0 |
|
| US BANCORP |
3541 |
- |
2024-03-31 |
151 |
$4,000 |
-66 |
|
| Spire Wealth Management |
2012 |
- |
2024-03-31 |
100 |
$3,000 |
0 |
|
| FMR LLC |
5118 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
| TOTH FINANCIAL ADVISORY CORP |
725 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,000 |
|
| IFP Advisors Inc |
3121 |
*Closed |
2023-12-31 |
0 |
$0 |
-135 |
|
| PROEQUITIES INC. |
8793 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| PNC FINANCIAL SERVICES GROUP INC |
4674 |
*Closed |
2024-03-31 |
0 |
$0 |
-100 |
|
| Sowell Financial Services LLC |
560 |
*Closed |
2024-03-31 |
0 |
$0 |
-72,696 |
|
| Cutler Group LP |
1555 |
*Closed |
2024-03-31 |
0 |
$0 |
-869 |
|
| Creekmur Asset Management LLC |
887 |
- |
2024-03-31 |
0 |
$0 |
-1 |
|
|
47 Records found
|
1
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