|
Institutional
Holders
Total
Institutions:
|
26 2 |
|
Total
shares held :
|
1,444,193 |
|
% of shares
held :
|
16.05% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-1 |
|
Amount
of shares held :
|
66,652 |
|
% of shares
held change :
|
0.74% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
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 |
892 |
- |
2023-12-31 |
475,561 |
$19,418,000 |
12,164 |
|
Betterment LLC |
65 |
- |
2023-12-31 |
281,013 |
$11,474,000 |
21,820 |
|
ENVESTNET ASSET MANAGEMENT INC |
1493 |
- |
2023-12-31 |
225,337 |
$9,201,000 |
-2,400 |
|
MORGAN STANLEY |
4010 |
- |
2023-12-31 |
93,976 |
$3,837,000 |
-121 |
|
PRINCIPAL SECURITIES INC. |
156 |
- |
2023-12-31 |
82,382 |
$3,364,000 |
0 |
|
JANE STREET GROUP LLC |
1921 |
- |
2023-12-31 |
78,013 |
$3,185,000 |
57,374 |
|
Envestnet Portfolio Solutions Inc. |
513 |
- |
2023-12-31 |
66,320 |
$2,708,000 |
-373 |
|
Cetera Investment Advisers |
896 |
- |
2023-12-31 |
37,749 |
$1,541,000 |
-6,245 |
|
FINANCIAL NETWORK |
1270 |
- |
2023-12-31 |
28,517 |
$1,164,000 |
190 |
|
CoreCap Advisors LLC |
243 |
- |
2023-12-31 |
26,907 |
$1,099,000 |
1,520 |
|
BANK OF NEW YORK MELLON CORP |
3537 |
- |
2024-03-31 |
10,413 |
$428,000 |
584 |
|
BANK OF MONTREAL /CAN/ |
2158 |
*New |
2023-12-31 |
10,018 |
$411,000 |
10,018 |
|
Atria Wealth Solutions Inc. |
1330 |
- |
2023-12-31 |
9,259 |
$380,000 |
-256 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3082 |
*New |
2024-03-31 |
8,576 |
$352,000 |
8,576 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2608 |
- |
2024-03-31 |
8,103 |
$333,000 |
-1,840 |
|
Advisor Group Holdings Inc. |
4019 |
- |
2023-12-31 |
4,233 |
$173,000 |
-12,162 |
|
UBS Group AG |
4825 |
- |
2023-12-31 |
3,001 |
$123,000 |
2,810 |
|
ICA Group Wealth Management LLC |
336 |
- |
2023-12-31 |
2,890 |
$118,000 |
2,890 |
|
Global Retirement Partners LLC |
1371 |
- |
2024-03-31 |
1,288 |
$53,000 |
-188 |
|
Steward Partners Investment Advisory LLC |
2725 |
*New |
2023-12-31 |
220 |
$9,000 |
220 |
|
PRIVATE TRUST CO NA |
1791 |
*New |
2024-03-31 |
159 |
$7,000 |
159 |
|
COMERICA BANK |
3288 |
- |
2023-12-31 |
115 |
$5,000 |
0 |
|
FMR LLC |
4390 |
- |
2023-12-31 |
64 |
$3,000 |
51 |
|
Farther Finance Advisors LLC |
2292 |
- |
2023-12-31 |
78 |
$3,000 |
0 |
|
GRADIENT INVESTMENTS LLC |
839 |
- |
2024-03-31 |
40 |
$2,000 |
-111 |
|
WELLS FARGO & CO/MN |
5609 |
*New |
2023-12-31 |
25 |
$1,000 |
25 |
|
IFP Advisors Inc |
2848 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
Rockbridge Investment Management LCC |
881 |
*New |
2023-12-31 |
5 |
$0 |
5 |
|
TRUSTCORE FINANCIAL SERVICES LLC |
1127 |
*Closed |
2022-12-31 |
0 |
$0 |
-4 |
|
Impact Partnership Wealth LLC |
1061 |
*Closed |
2023-12-31 |
0 |
$0 |
-135 |
|
Herold Advisors Inc. |
264 |
*Closed |
2023-12-31 |
0 |
$0 |
-16,100 |
|
|
32 Records found
|
1
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