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$4.20 0.00 (0.00%) as of 4:30 Mon 6/15
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Download |
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Institutional
Holders
Total
Institutions:
 |
461  5 |
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|
Total
shares held :
|
87,582,356 |
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|
% of shares
held :
|
70.77% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 28 |
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|
Amount
of shares held :
|
-3,423,224 |
|
|
% of shares
held change :
|
-2.77% |
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| Quarter
Price vs. Current Price:
|
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
|
N/A |
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Last
Quarter's Ending
Price :
|
N/A |
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Last
Quarter's Average
Price :
|
N/A |
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Change
from last quarter's
avg. price
to the last closing :
|
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(%) |
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| All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
|
New
Positions : |
37
|
2,071,440
|
2.37%
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|
|
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Increased
Positions : |
173
|
7,085,417
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8.09%
|
|
 |
Unchanged
Positions : |
111
|
3,982,825
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4.55%
|
|
|
|
Decreased
Positions : |
140
|
-7,624,379
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-8.71%
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Closed
Positions : |
42
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-4,955,702
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-5.66%
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|
Guru
Positions : |
0
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0%
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Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Pinnacle Wealth Planning Services Inc. |
11 |
- |
2023-12-31 |
402,015 |
$8,028,000 |
0 |
|
| LGL PARTNERS LLC |
15 |
- |
2024-03-31 |
221,949 |
$4,233,000 |
0 |
|
| Claybrook Capital LLC |
16 |
- |
2023-09-30 |
119,643 |
$2,356,000 |
0 |
|
| ADAMS ASSET ADVISORS LLC |
50 |
- |
2024-03-31 |
92,221 |
$1,759,000 |
0 |
|
| BASSO CAPITAL MANAGEMENT LP |
13 |
- |
2023-12-31 |
67,000 |
$1,338,000 |
0 |
|
| MARSHALL WACE LLP |
1145 |
- |
2023-12-31 |
60,648 |
$1,211,000 |
0 |
|
| MACQUARIE GROUP LTD |
1303 |
- |
2023-12-31 |
57,747 |
$1,153,000 |
0 |
|
| HER MAJESTY THE QUEEN IN RIGHT OF THE PROVINCE OF |
651 |
- |
2023-12-31 |
44,900 |
$897,000 |
0 |
|
| FIRST NATIONAL TRUST CO |
228 |
- |
2024-03-31 |
46,309 |
$883,000 |
0 |
|
| JB CAPITAL PARTNERS LP |
51 |
- |
2023-12-31 |
37,500 |
$749,000 |
0 |
|
| KM Capital Management Ltd. |
31 |
- |
2023-12-31 |
34,953 |
$698,000 |
0 |
|
| BKA Wealth Consulting Inc. |
22 |
- |
2024-03-31 |
35,073 |
$669,000 |
0 |
|
| BOS Asset Management LLC |
55 |
- |
2023-12-31 |
31,778 |
$635,000 |
0 |
|
| Pinkerton Retirement Specialists LLC |
|
- |
2023-12-31 |
31,166 |
$622,000 |
0 |
|
| Mill Creek Capital Advisors LLC |
138 |
- |
2023-12-31 |
31,008 |
$619,000 |
0 |
|
| Smallwood Wealth Investment Management LLC |
43 |
- |
2024-03-31 |
23,600 |
$450,000 |
0 |
|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO |
119 |
- |
2023-12-31 |
20,000 |
$399,000 |
0 |
|
| Unique Wealth Strategies LLC |
164 |
- |
2024-03-31 |
20,174 |
$385,000 |
0 |
|
| Concentrum Wealth Management |
45 |
- |
2023-12-31 |
19,164 |
$383,000 |
0 |
|
| Sanctuary Wealth Management L.L.C. |
25 |
- |
2023-12-31 |
17,432 |
$348,000 |
0 |
|
| Anfield Capital Management LLC |
59 |
- |
2023-12-31 |
16,265 |
$325,000 |
0 |
|
| GRIES FINANCIAL LLC |
170 |
- |
2023-12-31 |
15,037 |
$300,000 |
0 |
|
| VitalStone Financial LLC |
74 |
- |
2023-12-31 |
13,276 |
$265,000 |
0 |
|
| BCS Wealth Management |
200 |
- |
2024-03-31 |
13,449 |
$256,000 |
0 |
|
| Perigon Wealth Management LLC |
726 |
- |
2024-03-31 |
13,316 |
$254,000 |
0 |
|
| Almanack Investment Partners LLC. |
157 |
- |
2024-03-31 |
13,083 |
$249,000 |
0 |
|
| N.E.W. Advisory Services LLC |
153 |
- |
2024-03-31 |
12,643 |
$241,000 |
0 |
|
| Canton Hathaway LLC |
83 |
- |
2023-12-31 |
12,000 |
$240,000 |
0 |
|
| Knott David M Jr |
53 |
- |
2023-12-31 |
11,425 |
$228,000 |
0 |
|
| Carmel Capital Partners LLC |
142 |
- |
2024-03-31 |
11,728 |
$224,000 |
0 |
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| ADVISORS CAPITAL MANAGEMENT LLC |
435 |
- |
2023-12-31 |
11,118 |
$222,000 |
0 |
|
| EMC Capital Management |
129 |
- |
2023-12-31 |
10,783 |
$215,000 |
0 |
|
| AXXCESS WEALTH MANAGEMENT LLC |
773 |
- |
2023-12-31 |
10,320 |
$206,000 |
0 |
|
| Collaborative Wealth Managment Inc. |
160 |
- |
2023-12-31 |
10,056 |
$201,000 |
0 |
|
| Cedar Brook Financial Partners LLC |
423 |
- |
2024-03-31 |
10,472 |
$200,000 |
0 |
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| AXS Investments LLC |
285 |
- |
2023-12-31 |
10,000 |
$200,000 |
0 |
|
| Retirement Group LLC |
121 |
- |
2024-03-31 |
9,551 |
$182,000 |
0 |
|
| KISTLERTIFFANY COMPANIES, LLC |
332 |
- |
2023-06-30 |
9,068 |
$174,000 |
0 |
|
| BANK OF OKLAHOMA NATIONAL ASSOCIATION / |
708 |
- |
2023-12-31 |
6,676 |
$133,000 |
0 |
|
| TORONTO DOMINION BANK |
913 |
- |
2023-12-31 |
5,000 |
$100,000 |
0 |
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
330 |
- |
2024-03-31 |
3,032 |
$58,000 |
0 |
|
| DB Wealth Management Group LLC |
169 |
- |
2023-12-31 |
2,542 |
$51,000 |
0 |
|
| RE Dickinson Investment Advisors LLC |
87 |
- |
2023-12-31 |
2,168 |
$43,000 |
0 |
|
| SJS Investment Consulting Inc. |
198 |
- |
2024-03-31 |
2,238 |
$43,000 |
0 |
|
| Independence Bank of Kentucky |
338 |
- |
2024-03-31 |
2,084 |
$40,000 |
0 |
|
| PSI Advisors LLC |
289 |
- |
2024-03-31 |
2,020 |
$39,000 |
0 |
|
| ARMSTRONG ADVISORY GROUP INC |
380 |
- |
2024-03-31 |
1,896 |
$38,000 |
0 |
|
| TRUSTCORE FINANCIAL SERVICES LLC |
516 |
- |
2022-12-31 |
1,922 |
$34,000 |
0 |
|
| NISA INVESTMENT ADVISORS L L C |
1795 |
- |
2024-03-31 |
1,400 |
$28,000 |
0 |
|
| GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1253 |
- |
2023-12-31 |
1,292 |
$26,000 |
0 |
|
| SANDY SPRING BANK |
|
- |
2023-12-31 |
1,256 |
$25,000 |
0 |
|
| SOA Wealth Advisors LLC. |
436 |
- |
2024-03-31 |
1,147 |
$22,000 |
0 |
|
| MARQUETTE ASSET MANAGEMENT INC. |
157 |
- |
2023-12-31 |
1,033 |
$21,000 |
0 |
|
| NVWM LLC |
280 |
- |
2023-12-31 |
917 |
$19,000 |
0 |
|
| DHJJ Financial Advisors Ltd. |
378 |
- |
2024-03-31 |
938 |
$18,000 |
0 |
|
| OLIVER LAGORE VANVALIN INVESTMENT GROUP |
332 |
- |
2023-12-31 |
890 |
$18,000 |
0 |
|
| SALEM INVESTMENT COUNSELORS INC |
748 |
- |
2024-03-31 |
794 |
$16,000 |
0 |
|
| Aspire Private Capital LLC |
343 |
- |
2024-03-31 |
863 |
$16,000 |
0 |
|
| HBC Financial Services PLLC |
99 |
- |
2023-12-31 |
815 |
$16,000 |
0 |
|
| Center for Financial Planning Inc. |
347 |
- |
2024-03-31 |
799 |
$15,000 |
0 |
|
| McIlrath & Eck LLC |
467 |
- |
2023-12-31 |
737 |
$15,000 |
0 |
|
| TOMPKINS FINANCIAL CORP |
466 |
- |
2024-03-31 |
800 |
$15,000 |
0 |
|
| Mendota Financial Group LLC |
217 |
- |
2024-03-31 |
731 |
$14,000 |
0 |
|
| GHP INVESTMENT ADVISORS INC |
636 |
- |
2024-03-31 |
668 |
$13,000 |
0 |
|
| IAG Wealth Partners LLC |
295 |
- |
2024-03-31 |
608 |
$12,000 |
0 |
|
| Annis Gardner Whiting Capital Advisors LLC |
462 |
- |
2023-12-31 |
600 |
$12,000 |
0 |
|
| Stephens Consulting LLC |
301 |
- |
2024-03-31 |
568 |
$11,000 |
0 |
|
| Paladin Advisory Group LLC |
194 |
- |
2023-12-31 |
478 |
$10,000 |
0 |
|
| MCF Advisors LLC |
634 |
- |
2024-03-31 |
472 |
$9,000 |
0 |
|
| FinTrust Capital Advisors LLC |
882 |
- |
2024-03-31 |
387 |
$7,000 |
0 |
|
| Fairman Group LLC |
175 |
- |
2024-03-31 |
371 |
$7,000 |
0 |
|
| NATIONAL BANK OF CANADA /FI/ |
2065 |
- |
2023-12-31 |
300 |
$6,000 |
0 |
|
| FSC Wealth Advisors LLC |
220 |
- |
2024-03-31 |
314 |
$6,000 |
0 |
|
| Riggs Asset Managment Co. Inc. |
275 |
- |
2024-03-31 |
301 |
$6,000 |
0 |
|
| QUADRANT CAPITAL GROUP LLC |
2239 |
- |
2023-12-31 |
305 |
$6,000 |
0 |
|
| Private Ocean LLC |
432 |
- |
2024-03-31 |
188 |
$4,000 |
0 |
|
| PIN OAK INVESTMENT ADVISORS INC |
422 |
- |
2023-12-31 |
142 |
$3,000 |
0 |
|
| Legend Financial Advisors Inc. |
174 |
- |
2024-03-31 |
97 |
$2,000 |
0 |
|
| Hartland & Co. LLC |
1297 |
- |
2023-12-31 |
97 |
$2,000 |
0 |
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| Bear Mountain Capital Inc. |
172 |
- |
2024-03-31 |
102 |
$2,000 |
0 |
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| GAMMA Investing LLC |
2973 |
- |
2024-03-31 |
42 |
$1,000 |
0 |
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| Millington Financial Advisors LLC |
77 |
*Closed |
2023-12-31 |
0 |
$0 |
0 |
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| FWL INVESTMENT MANAGEMENT LLC |
248 |
*New |
2023-12-31 |
0 |
$0 |
0 |
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83 Records found
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1
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Page 1 of 1 |
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