|
Institutional
Holders
Total
Institutions:
|
86 7 |
|
Total
shares held :
|
9,137,691 |
|
% of shares
held :
|
14.1% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-15 |
|
Amount
of shares held :
|
642,671 |
|
% of shares
held change :
|
0.99% |
|
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/ |
706 |
- |
2023-12-31 |
1,818,277 |
$90,932,000 |
-60,257 |
|
Engrave Wealth Partners LLC |
5 |
- |
2023-12-31 |
537,120 |
$26,861,000 |
-8,355 |
|
Avestar Capital LLC |
13 |
- |
2024-03-31 |
351,904 |
$17,720,000 |
-77,287 |
|
HIGHTOWER ADVISORS, LLC |
733 |
- |
2024-03-31 |
176,648 |
$8,899,000 |
-90,082 |
|
Alpha Omega Wealth Management LLC |
13 |
- |
2024-03-31 |
165,327 |
$8,325,000 |
-4,093 |
|
KCS Wealth Advisory |
4 |
- |
2023-09-30 |
166,015 |
$8,291,000 |
-396 |
|
Bristlecone Advisors LLC |
51 |
- |
2024-03-31 |
97,290 |
$4,899,000 |
-7,727 |
|
CITADEL ADVISORS LLC |
1618 |
- |
2023-12-31 |
94,060 |
$4,704,000 |
-7,376 |
|
Brio Consultants LLC |
39 |
- |
2024-03-31 |
52,973 |
$2,667,000 |
-1,454 |
|
ATWOOD & PALMER INC |
55 |
- |
2024-03-31 |
48,400 |
$2,437,000 |
-2,500 |
|
JANE STREET GROUP LLC |
2695 |
- |
2023-12-31 |
31,420 |
$1,571,000 |
-140,487 |
|
Atria Wealth Solutions Inc. |
689 |
- |
2023-12-31 |
30,266 |
$1,521,000 |
-791 |
|
PRIVATE WEALTH PARTNERS LLC |
71 |
- |
2024-03-31 |
30,100 |
$1,516,000 |
-16,700 |
|
Lido Advisors LLC |
451 |
- |
2023-12-31 |
27,790 |
$1,397,000 |
-160 |
|
GREEN SQUARE CAPITAL MANAGEMENT LLC |
80 |
- |
2023-12-31 |
15,511 |
$776,000 |
-1,670 |
|
ROYAL BANK OF CANADA |
3300 |
- |
2023-12-31 |
15,139 |
$757,000 |
-1,646 |
|
STIFEL FINANCIAL CORP |
2351 |
- |
2023-12-31 |
14,159 |
$708,000 |
-54,936 |
|
Lionsbridge Wealth Management LLC |
47 |
- |
2024-03-31 |
11,706 |
$589,000 |
-12,062 |
|
Capital Advisors Ltd. LLC |
158 |
- |
2024-03-31 |
9,473 |
$477,000 |
-1,900 |
|
Elmwood Wealth Management Inc. |
72 |
- |
2023-12-31 |
9,513 |
$476,000 |
-13,350 |
|
Advisor Group Holdings Inc. |
3022 |
- |
2024-03-31 |
8,785 |
$442,000 |
-5,351 |
|
REGAL INVESTMENT ADVISORS, LLC |
349 |
- |
2023-12-31 |
8,827 |
$441,000 |
-53 |
|
Oakmont Partners LLC |
527 |
- |
2024-03-31 |
8,556 |
$431,000 |
-50 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
792 |
- |
2023-12-31 |
7,645 |
$382,000 |
-1,542 |
|
BEESE FULMER INVESTMENT MANAGEMENT INC |
168 |
- |
2024-03-31 |
7,179 |
$361,000 |
-326 |
|
BSC PRIVATE WEALTH MANAGEMENT LLC |
121 |
- |
2024-03-31 |
6,944 |
$350,000 |
-70 |
|
FLOW TRADERS U.S. LLC |
589 |
- |
2023-12-31 |
5,579 |
$279,000 |
-7,897 |
|
JANNEY MONTGOMERY SCOTT LLC |
2427 |
- |
2024-03-31 |
4,989 |
$251,000 |
-1,005 |
|
Navalign LLC |
111 |
- |
2024-03-31 |
4,754 |
$239,000 |
-2,095 |
|
Wagner Wealth Management LLC |
124 |
- |
2024-03-31 |
4,015 |
$202,000 |
-183,804 |
|
Wiser Wealth Management Inc |
31 |
- |
2024-03-31 |
4,018 |
$202,000 |
-14,068 |
|
TRANSAMERICA FINANCIAL ADVISORS, INC. |
255 |
- |
2023-12-31 |
2,990 |
$150,000 |
-4,112 |
|
COMERICA BANK |
2542 |
- |
2023-12-31 |
1,713 |
$86,000 |
-2,000 |
|
Mascoma Wealth Management LLC |
137 |
- |
2024-03-31 |
1,666 |
$84,000 |
-1,714 |
|
UBS Group AG |
5235 |
- |
2023-12-31 |
1,032 |
$52,000 |
-373 |
|
BLAIR WILLIAM & CO/IL |
1694 |
- |
2024-03-31 |
235 |
$12,000 |
-298 |
|
J P MORGAN CHASE & CO |
5340 |
- |
2024-03-31 |
22 |
$1,000 |
-24 |
|
|
37 Records found
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1
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