|
Institutional
Holders
Total
Institutions:
|
30 1 |
|
Total
shares held :
|
1,510,876 |
|
% of shares
held :
|
15.9% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-4 |
|
Amount
of shares held :
|
-65,455 |
|
% of shares
held change :
|
-0.69% |
|
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 |
GOLDMAN SACHS GROUP INC/ |
1387 |
- |
2023-12-31 |
571,064 |
$25,270,000 |
-27,909 |
|
ATWOOD & PALMER INC |
36 |
- |
2024-03-31 |
379,076 |
$16,767,000 |
9,651 |
|
LPL FINANCIAL CORP |
1168 |
- |
2024-03-31 |
288,420 |
$12,757,000 |
281,043 |
|
RAYMOND JAMES & ASSOCIATES |
1301 |
- |
2024-03-31 |
175,119 |
$7,746,000 |
-16,065 |
|
REGAL INVESTMENT ADVISORS, LLC |
113 |
- |
2023-12-31 |
79,957 |
$3,525,000 |
989 |
|
Atria Wealth Solutions Inc. |
515 |
- |
2023-12-31 |
58,805 |
$2,593,000 |
1,765 |
|
ADVISORY SERVICES NETWORK, LLC |
397 |
*New |
2024-03-31 |
54,386 |
$2,405,000 |
54,386 |
|
PRINCIPAL SECURITIES INC. |
250 |
- |
2024-03-31 |
53,745 |
$2,377,000 |
53,365 |
|
Goss Wealth Management LLC |
603 |
- |
2023-12-31 |
52,878 |
$2,330,000 |
11,399 |
|
Envestnet Portfolio Solutions Inc. |
593 |
*New |
2024-03-31 |
51,515 |
$2,278,000 |
51,515 |
|
Betterment LLC |
143 |
*New |
2024-03-31 |
48,521 |
$2,146,000 |
48,521 |
|
BANK OF AMERICA CORP /DE/ |
3540 |
- |
2023-12-31 |
44,329 |
$1,955,000 |
3,058 |
|
FINANCIAL NETWORK |
1069 |
- |
2023-12-31 |
36,941 |
$1,629,000 |
-901 |
|
MORGAN STANLEY |
4590 |
- |
2023-12-31 |
33,575 |
$1,480,000 |
17,823 |
|
JANE STREET GROUP LLC |
3509 |
- |
2023-12-31 |
17,151 |
$756,000 |
-40,086 |
|
J P MORGAN CHASE & CO |
3591 |
*New |
2024-03-31 |
14,687 |
$650,000 |
14,687 |
|
Advisor Group Holdings Inc. |
2825 |
- |
2024-03-31 |
12,700 |
$562,000 |
9,494 |
|
Streettalk Advisors LLC |
310 |
- |
2024-03-31 |
8,657 |
$383,000 |
2,038 |
|
CATALYST FINANCIAL PARTNERS LLC |
141 |
- |
2024-03-31 |
8,850 |
$382,000 |
0 |
|
Sovereign Financial Group Inc. |
183 |
- |
2024-03-31 |
8,612 |
$381,000 |
-53 |
|
UBS Group AG |
4148 |
- |
2023-12-31 |
8,429 |
$372,000 |
-334 |
|
BANK OF NEW YORK MELLON CORP |
3647 |
*New |
2024-03-31 |
7,180 |
$318,000 |
7,180 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3449 |
- |
2024-03-31 |
5,319 |
$235,000 |
157 |
|
Chicago Partners Investment Group LLC |
647 |
- |
2024-03-31 |
5,298 |
$231,000 |
232 |
|
Steward Partners Investment Advisory LLC |
2048 |
- |
2023-12-31 |
975 |
$43,000 |
0 |
|
Global Retirement Partners LLC |
1779 |
*New |
2024-03-31 |
476 |
$21,000 |
476 |
|
HARBOUR INVESTMENTS INC. |
1969 |
- |
2023-12-31 |
358 |
$16,000 |
-142 |
|
Hexagon Capital Partners LLC |
956 |
- |
2024-03-31 |
138 |
$6,000 |
-37 |
|
PRIVATE TRUST CO NA |
1874 |
*New |
2024-03-31 |
146 |
$6,000 |
146 |
|
GENERAL RE NEW ENGLAND ASSET MANAGEMENT INC |
99 |
*New |
2023-12-31 |
120 |
$5,000 |
120 |
|
PNC FINANCIAL SERVICES GROUP INC |
3916 |
- |
2024-03-31 |
100 |
$4,000 |
0 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
3124 |
*New |
2023-12-31 |
20 |
$1,000 |
20 |
|
ROYAL BANK OF CANADA |
6331 |
*Closed |
2023-12-31 |
0 |
$0 |
-53 |
|
WELLS FARGO & CO/MN |
5781 |
- |
2024-03-31 |
1 |
$0 |
1 |
|
PROEQUITIES INC. |
4496 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
FIFTH THIRD BANCORP |
2382 |
*Closed |
2024-03-31 |
0 |
$0 |
-60 |
|
FLOW TRADERS U.S. LLC |
1115 |
*Closed |
2023-12-31 |
0 |
$0 |
-6,300 |
|
TRUSTCORE FINANCIAL SERVICES LLC |
1128 |
*Closed |
2022-12-31 |
0 |
$0 |
-42 |
|
FMR LLC |
5501 |
*Closed |
2023-12-31 |
0 |
$0 |
-1 |
|
AMERICAN NATIONAL BANK |
600 |
- |
2024-03-31 |
5 |
$0 |
0 |
|
Tyler-Stone Wealth Management |
883 |
*Closed |
2023-12-31 |
0 |
$0 |
-957 |
|
Farther Finance Advisors LLC |
3502 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
|
42 Records found
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1
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