| |
Institutional
Holders
Total
Institutions:
 |
31  1 |
|
|
Total
shares held :
|
1,223,586 |
|
|
% of shares
held :
|
32.63% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 4 |
|
|
Amount
of shares held :
|
83,493 |
|
|
% of shares
held change :
|
2.23% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$25.23 |
|
|
Last
Quarter's Ending
Price :
|
$24.10 |
|
|
Last
Quarter's Average
Price :
|
$24.69 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
2.07 (8.38%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  LPL FINANCIAL CORP |
1514 |
- |
2023-12-31 |
269,992 |
$6,507,000 |
-4,814 |
|
| FISHER ASSET MANAGEMENT LLC -- Notable Guru -- |
530 |
- |
2023-12-31 |
141,699 |
$3,415,000 |
-8,573 |
|
| SCHMEIDLER A R & CO INC |
49 |
- |
2023-12-31 |
133,717 |
$3,223,000 |
4,776 |
|
| Planned Solutions Inc. |
14 |
- |
2024-03-31 |
112,034 |
$2,971,000 |
-883 |
|
| JANE STREET GROUP LLC |
2264 |
- |
2023-12-31 |
96,364 |
$2,322,000 |
64,817 |
|
| DAVIDSON D A & CO |
555 |
- |
2023-12-31 |
67,459 |
$1,626,000 |
-3,408 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2372 |
- |
2023-12-31 |
55,831 |
$1,346,000 |
11,194 |
|
| FINANCIAL NETWORK |
1253 |
- |
2023-12-31 |
50,590 |
$1,219,000 |
2,187 |
|
| MORGAN STANLEY |
4684 |
- |
2023-12-31 |
48,800 |
$1,176,000 |
-3,948 |
|
| RAYMOND JAMES & ASSOCIATES |
2659 |
- |
2024-03-31 |
32,821 |
$870,000 |
-1,611 |
|
| Wealthfront Advisers LLC |
652 |
- |
2024-03-31 |
30,679 |
$814,000 |
-2,337 |
|
| Sculati Wealth Management LLC |
70 |
- |
2023-12-31 |
21,235 |
$512,000 |
-2,090 |
|
| ROYAL BANK OF CANADA |
3658 |
- |
2023-12-31 |
20,487 |
$494,000 |
500 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3383 |
- |
2023-12-31 |
17,913 |
$432,000 |
808 |
|
| Inscription Capital LLC |
111 |
*New |
2024-03-31 |
15,361 |
$424,000 |
15,361 |
|
| Gradient Capital Advisors LLC |
105 |
- |
2024-03-31 |
14,400 |
$382,000 |
0 |
|
| Advisor Group Holdings Inc. |
3674 |
- |
2023-12-31 |
10,963 |
$264,000 |
-3,314 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
3228 |
- |
2023-12-31 |
10,716 |
$258,000 |
116 |
|
| Invst LLC |
190 |
- |
2023-12-31 |
9,981 |
$240,000 |
0 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2887 |
- |
2024-03-31 |
8,705 |
$231,000 |
-3,420 |
|
| MERCER GLOBAL ADVISORS INC /ADV |
1798 |
- |
2023-12-31 |
8,854 |
$213,000 |
213 |
|
| BANK OF AMERICA CORP /DE/ |
5120 |
- |
2023-12-31 |
6,542 |
$158,000 |
3 |
|
| Global Retirement Partners LLC |
1042 |
- |
2024-03-31 |
4,035 |
$107,000 |
0 |
|
| Coastal Investment Advisors Inc. |
499 |
- |
2024-03-31 |
3,025 |
$80,000 |
3,025 |
|
| UBS Group AG |
5344 |
- |
2023-12-31 |
1,794 |
$43,000 |
420 |
|
| Steward Partners Investment Advisory LLC |
2548 |
- |
2023-12-31 |
599 |
$14,000 |
-2,050 |
|
| Security National Bank |
240 |
- |
2024-03-31 |
450 |
$12,000 |
0 |
|
| Archer Investment Corp |
614 |
- |
2023-12-31 |
448 |
$11,000 |
0 |
|
| PRINCIPAL SECURITIES INC. |
2668 |
- |
2023-12-31 |
115 |
$3,000 |
0 |
|
| IFP Advisors Inc |
2794 |
- |
2023-12-31 |
59 |
$1,000 |
0 |
|
| WELLS FARGO & CO/MN |
6527 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
| PROEQUITIES INC. |
7244 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
| Advisors Preferred LLC |
|
*Closed |
2023-12-31 |
0 |
$0 |
-21,703 |
|
| BANK OF MONTREAL /CAN/ |
3583 |
*Closed |
2023-12-31 |
0 |
$0 |
-1 |
|
| EWG Elevate Inc. |
133 |
*Closed |
2024-03-31 |
0 |
$0 |
-38,053 |
|
|
35 Records found
|
1
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