|
Institutional
Holders
Total
Institutions:
|
23 0 |
|
Total
shares held :
|
332,937 |
|
% of shares
held :
|
3.7% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
1 |
|
Amount
of shares held :
|
-64,575 |
|
% of shares
held change :
|
-0.72% |
|
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 |
LPL FINANCIAL CORP |
2623 |
- |
2024-03-31 |
61,648 |
$1,727,000 |
-5,769 |
|
GOLDMAN SACHS GROUP INC/ |
3243 |
- |
2023-12-31 |
62,192 |
$1,655,000 |
26,703 |
|
Steward Partners Investment Advisory LLC |
598 |
- |
2023-12-31 |
54,969 |
$1,463,000 |
-1,703 |
|
JANNEY MONTGOMERY SCOTT LLC |
1495 |
*New |
2024-03-31 |
36,764 |
$1,030,000 |
36,764 |
|
Glenview Trust Co |
308 |
*New |
2023-12-31 |
23,097 |
$615,000 |
23,097 |
|
ROYAL BANK OF CANADA |
3526 |
- |
2023-12-31 |
22,131 |
$589,000 |
-24 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3432 |
- |
2024-03-31 |
17,916 |
$502,000 |
-13,712 |
|
WMG Financial Advisors LLC |
73 |
- |
2024-03-31 |
15,539 |
$435,000 |
-1,539 |
|
SUMMIT INVESTMENT ADVISORS INC |
1058 |
- |
2023-12-31 |
10,613 |
$282,000 |
56 |
|
Stratos Wealth Partners LTD. |
1145 |
*New |
2024-03-31 |
9,183 |
$257,000 |
9,183 |
|
CITADEL ADVISORS LLC |
4374 |
- |
2023-12-31 |
7,963 |
$212,000 |
7,963 |
|
OLD MISSION CAPITAL LLC |
816 |
- |
2023-12-31 |
7,907 |
$210,000 |
7,907 |
|
NBC SECURITIES INC. |
794 |
- |
2024-03-31 |
6,212 |
$174,000 |
-119 |
|
BANK OF MONTREAL /CAN/ |
2698 |
*New |
2023-12-31 |
5,969 |
$159,000 |
5,969 |
|
Advisor Group Holdings Inc. |
4488 |
- |
2024-03-31 |
2,348 |
$66,000 |
-505 |
|
UBS Group AG |
5305 |
- |
2023-12-31 |
1,744 |
$46,000 |
1,744 |
|
HARBOUR INVESTMENTS INC. |
1835 |
- |
2023-12-31 |
836 |
$22,000 |
0 |
|
Asset Dedication LLC |
611 |
- |
2024-03-31 |
593 |
$17,000 |
0 |
|
Capital Investment Advisory Services LLC |
800 |
- |
2024-03-31 |
450 |
$13,000 |
0 |
|
IFP Advisors Inc |
2250 |
- |
2023-12-31 |
307 |
$8,000 |
0 |
|
WELLS FARGO & CO/MN |
5682 |
- |
2024-03-31 |
0 |
$0 |
-1 |
|
Carmichael Hill & Associates Inc. |
656 |
*Closed |
2024-03-31 |
0 |
$0 |
-260 |
|
MORGAN STANLEY |
7208 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
Outlook Wealth Advisors LLC |
267 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,597 |
|
PROEQUITIES INC. |
7999 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
Goss Wealth Management LLC |
3828 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,274 |
|
|
26 Records found
|
1
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