| |
Institutional
Holders
Total
Institutions:
 |
36  3 |
|
|
Total
shares held :
|
642,200 |
|
|
% of shares
held :
|
0.24% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-11 |
|
|
Amount
of shares held :
|
36,998 |
|
|
% of shares
held change :
|
 0.01% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
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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 |
  MORGAN STANLEY |
3897 |
- |
2023-12-31 |
154,410 |
$4,634,000 |
49,745 |
|
| GOLDMAN SACHS GROUP INC/ |
2879 |
- |
2023-12-31 |
100,377 |
$3,012,000 |
-19,323 |
|
| LPL FINANCIAL CORP |
2866 |
- |
2024-03-31 |
42,559 |
$1,371,000 |
-151 |
|
| UBS Group AG |
3179 |
- |
2023-12-31 |
44,779 |
$1,344,000 |
1,183 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2425 |
- |
2024-03-31 |
34,341 |
$1,106,000 |
6,162 |
|
| GTS SECURITIES LLC |
596 |
*New |
2023-12-31 |
33,790 |
$1,014,000 |
33,790 |
|
| BENJAMIN F. EDWARDS & COMPANY INC. |
521 |
- |
2024-03-31 |
28,599 |
$921,000 |
563 |
|
| WELLS FARGO & CO/MN |
3216 |
- |
2024-03-31 |
20,697 |
$667,000 |
-16,408 |
|
| JANNEY MONTGOMERY SCOTT LLC |
1809 |
- |
2024-03-31 |
19,102 |
$615,000 |
-2,206 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3272 |
- |
2023-12-31 |
17,671 |
$530,000 |
-7,334 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2806 |
- |
2024-03-31 |
15,240 |
$491,000 |
-3,389 |
|
| RAYMOND JAMES & ASSOCIATES |
3057 |
- |
2024-03-31 |
14,416 |
$464,000 |
-738 |
|
| CUTTER & CO BROKERAGE INC |
101 |
- |
2024-03-31 |
14,052 |
$453,000 |
827 |
|
| Apeiron RIA LLC |
129 |
- |
2024-03-31 |
13,645 |
$440,000 |
-98 |
|
| HIGHTOWER ADVISORS, LLC |
2514 |
- |
2024-03-31 |
10,926 |
$351,000 |
-2,577 |
|
| ROYAL BANK OF CANADA |
3998 |
- |
2023-12-31 |
11,222 |
$337,000 |
-14,124 |
|
| BB&T CORP |
2314 |
- |
2023-12-31 |
9,055 |
$272,000 |
-7,334 |
|
| Arkadios Wealth Advisors |
568 |
- |
2024-03-31 |
8,373 |
$270,000 |
-1,526 |
|
| Cedar Brook Financial Partners LLC |
375 |
- |
2024-03-31 |
7,246 |
$233,000 |
10 |
|
| Advisor Group Holdings Inc. |
3586 |
- |
2024-03-31 |
6,693 |
$216,000 |
917 |
|
| Goss Wealth Management LLC |
1942 |
- |
2023-12-31 |
3,250 |
$98,000 |
-527 |
|
| Capital Investment Advisory Services LLC |
602 |
- |
2024-03-31 |
2,368 |
$76,000 |
-6 |
|
| HARBOUR INVESTMENTS INC. |
1425 |
- |
2023-12-31 |
1,805 |
$54,000 |
0 |
|
| ATWOOD & PALMER INC |
213 |
- |
2024-03-31 |
1,385 |
$45,000 |
0 |
|
| Geneos Wealth Management Inc. |
1133 |
- |
2024-03-31 |
1,300 |
$42,000 |
-1,000 |
|
| Steward Partners Investment Advisory LLC |
2099 |
- |
2023-12-31 |
1,267 |
$38,000 |
0 |
|
| Financial Advisory Service Inc. |
367 |
- |
2024-03-31 |
1,039 |
$33,000 |
4 |
|
| Qube Research & Technologies Ltd |
2981 |
- |
2023-12-31 |
1,060 |
$32,000 |
-53 |
|
| Tidemark LLC |
336 |
- |
2023-12-31 |
634 |
$19,000 |
0 |
|
| CWM LLC |
3067 |
- |
2024-03-31 |
480 |
$15,000 |
0 |
|
| MTM Investment Management LLC |
260 |
- |
2024-03-31 |
305 |
$10,000 |
0 |
|
| TOWER RESEARCH CAPITAL LLC |
4737 |
- |
2023-12-31 |
193 |
$6,000 |
174 |
|
| Creekmur Asset Management LLC |
|
- |
2023-12-31 |
152 |
$5,000 |
0 |
|
| TRANSAMERICA FINANCIAL ADVISORS, INC. |
332 |
- |
2023-12-31 |
129 |
$4,000 |
0 |
|
| Coppell Advisory Solutions LLC |
1475 |
- |
2023-12-31 |
24 |
$1,000 |
-28 |
|
| Coppell Advisory Solutions Corp. |
260 |
*Closed |
2023-03-31 |
0 |
$0 |
-52 |
|
| MILLENNIUM MANAGEMENT LLC |
4200 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,945 |
|
| PROEQUITIES INC. |
8122 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| BANK OF AMERICA CORP /DE/ |
6914 |
*Closed |
2023-12-31 |
0 |
$0 |
-2 |
|
|
39 Records found
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1
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