|
Institutional
Holders
Total
Institutions:
|
48 4 |
|
Total
shares held :
|
1,150,928 |
|
% of shares
held :
|
69.75% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-3 |
|
Amount
of shares held :
|
16,625 |
|
% of shares
held change :
|
1.01% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
|
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 |
1211 |
- |
2023-12-31 |
444,403 |
$10,590,000 |
366,678 |
|
PFG Investments LLC |
62 |
- |
2024-03-31 |
224,815 |
$5,335,000 |
224,815 |
|
FINANCIAL ENGINES ADVISORS L.L.C. |
123 |
- |
2023-12-31 |
122,026 |
$2,908,000 |
29,283 |
|
CLEAN YIELD GROUP |
|
- |
2023-12-31 |
55,136 |
$1,314,000 |
-5,633 |
|
UBS Group AG |
3204 |
- |
2023-12-31 |
54,603 |
$1,301,000 |
439 |
|
ALBION FINANCIAL GROUP /UT |
112 |
- |
2024-03-31 |
40,546 |
$962,000 |
3,500 |
|
JANE STREET GROUP LLC |
3261 |
- |
2023-12-31 |
39,327 |
$937,000 |
-167,430 |
|
Vontobel Holding Ltd. |
746 |
- |
2023-12-31 |
31,497 |
$751,000 |
624 |
|
HARVEST GROUP WEALTH MANAGEMENT LLC |
30 |
- |
2023-03-31 |
29,708 |
$698,000 |
-5,979 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2409 |
- |
2023-12-31 |
28,323 |
$675,000 |
-12,142 |
|
Neumann Capital Management LLC |
65 |
- |
2023-12-31 |
26,600 |
$634,000 |
0 |
|
RAYMOND JAMES & ASSOCIATES |
2918 |
- |
2024-03-31 |
25,146 |
$597,000 |
0 |
|
RETIREMENT CAPITAL STRATEGIES |
49 |
- |
2023-12-31 |
24,442 |
$582,000 |
-1,097 |
|
Advisor Group Holdings Inc. |
3066 |
- |
2023-12-31 |
23,173 |
$552,000 |
-1,816 |
|
WESBANCO BANK INC |
426 |
- |
2024-03-31 |
19,020 |
$451,000 |
0 |
|
Golden State Equity Partners |
223 |
- |
2023-12-31 |
16,819 |
$401,000 |
-4,650 |
|
Perigon Wealth Management LLC |
570 |
- |
2023-12-31 |
16,304 |
$389,000 |
1,733 |
|
NOTTINGHAM ADVISORS INC |
104 |
- |
2023-12-31 |
13,864 |
$330,000 |
580 |
|
Congress Wealth Management LLC / DE / |
500 |
- |
2024-03-31 |
13,314 |
$316,000 |
-339 |
|
ENVESTNET ASSET MANAGEMENT INC |
3636 |
- |
2023-12-31 |
11,837 |
$282,000 |
-518 |
|
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT |
131 |
- |
2023-12-31 |
11,700 |
$279,000 |
0 |
|
Rehmann Capital Advisory Group |
452 |
- |
2023-12-31 |
11,644 |
$277,000 |
296 |
|
ETFIDEA LLC |
|
- |
2023-12-31 |
10,983 |
$262,000 |
-138 |
|
Atria Wealth Solutions Inc. |
1623 |
- |
2023-12-31 |
10,281 |
$245,000 |
-108 |
|
Rockefeller Capital Management L.P. |
1496 |
*New |
2023-12-31 |
10,100 |
$241,000 |
10,100 |
|
BANK OF AMERICA CORP /DE/ |
4918 |
- |
2023-12-31 |
10,018 |
$239,000 |
826 |
|
Cetera Investment Advisers |
1928 |
- |
2023-12-31 |
9,858 |
$235,000 |
9,858 |
|
Elevated Capital Advisors LLC |
168 |
*New |
2024-03-31 |
9,552 |
$227,000 |
9,552 |
|
CREATIVE PLANNING |
2339 |
- |
2023-12-31 |
9,109 |
$217,000 |
90 |
|
First Pacific Financial |
117 |
- |
2024-03-31 |
8,715 |
$207,000 |
677 |
|
Adalta Capital Management LLC |
69 |
- |
2023-12-31 |
8,250 |
$197,000 |
0 |
|
PNC FINANCIAL SERVICES GROUP INC |
2379 |
- |
2023-12-31 |
6,000 |
$143,000 |
0 |
|
Emerald Investment Partners LLC |
|
- |
2023-12-31 |
5,058 |
$121,000 |
-40 |
|
MORGAN STANLEY |
5775 |
- |
2023-12-31 |
3,816 |
$91,000 |
-4,416 |
|
ROYAL BANK OF CANADA |
5164 |
- |
2023-12-31 |
2,832 |
$67,000 |
0 |
|
IFP Advisors Inc |
1533 |
- |
2023-12-31 |
2,000 |
$48,000 |
0 |
|
J P MORGAN CHASE & CO |
4768 |
- |
2023-12-31 |
1,777 |
$42,000 |
27 |
|
Smartleaf Asset Management LLC |
638 |
- |
2023-12-31 |
1,099 |
$26,000 |
0 |
|
TRUST CO OF VERMONT |
517 |
- |
2023-12-31 |
1,000 |
$24,000 |
0 |
|
Global Retirement Partners LLC |
1767 |
- |
2024-03-31 |
903 |
$21,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
1927 |
- |
2023-12-31 |
709 |
$17,000 |
6 |
|
HANSON MCCLAIN, INC. |
2029 |
- |
2024-03-31 |
514 |
$12,000 |
-1,190 |
|
WOODMONT INVESTMENT COUNSEL LLC |
341 |
*New |
2024-03-31 |
250 |
$6,000 |
250 |
|
ICA Group Wealth Management LLC |
996 |
*New |
2023-12-31 |
237 |
$6,000 |
237 |
|
ADVISORY SERVICES NETWORK, LLC |
3186 |
*New |
2023-12-31 |
135 |
$3,000 |
135 |
|
COMERICA BANK |
3422 |
- |
2023-12-31 |
100 |
$2,000 |
0 |
|
Community Bank N.A. |
397 |
- |
2023-12-31 |
100 |
$2,000 |
0 |
|
Rise Advisors LLC |
1212 |
- |
2024-03-31 |
33 |
$1,000 |
0 |
|
WELLS FARGO & CO/MN |
5797 |
- |
2023-12-31 |
1 |
$0 |
0 |
|
Armor Investment Advisors LLC |
164 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,407 |
|
PROEQUITIES INC. |
3175 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
MONEYWISE INC. |
61 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,817 |
|
Genus Capital Management Inc. |
123 |
*Closed |
2023-12-31 |
0 |
$0 |
-11,085 |
|
BANK OF MONTREAL /CAN/ |
3618 |
*Closed |
2023-12-31 |
0 |
$0 |
-21,782 |
|
BARTLETT & CO. LLC |
1240 |
*Closed |
2023-12-31 |
0 |
$0 |
-65 |
|
BARTLETT & CO. WEALTH MANAGEMENT LLC |
1203 |
*Closed |
2023-12-31 |
0 |
$0 |
-65 |
|
|
56 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|