| |
Institutional
Holders
Total
Institutions:
 |
29  9 |
|
|
Total
shares held :
|
1,572,987 |
|
|
% of shares
held :
|
74.55% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
|
Amount
of shares held :
|
-246,482 |
|
|
% of shares
held change :
|
 -11.68% |
|
| 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 |
610 |
- |
2024-03-31 |
1,125,258 |
$41,387,000 |
467,769 |
|
| Wagner Wealth Management LLC |
6 |
- |
2024-03-31 |
416,343 |
$15,313,000 |
386,808 |
|
| TPG Financial Advisors LLC |
7 |
- |
2023-12-31 |
244,660 |
$8,893,000 |
763 |
|
| ALLIANCEBERNSTEIN L.P. |
1223 |
- |
2023-12-31 |
238,438 |
$8,703,000 |
-58,000 |
|
| Advisor Group Holdings Inc. |
1371 |
- |
2024-03-31 |
84,735 |
$3,118,000 |
2,583 |
|
| Advisory Resource Group |
37 |
- |
2023-12-31 |
82,125 |
$2,997,000 |
189 |
|
| COMERICA SECURITIESINC. |
120 |
- |
2023-09-30 |
65,484 |
$2,279,000 |
545 |
|
| Systelligence LLC |
40 |
- |
2024-03-31 |
56,500 |
$2,078,000 |
-1,897 |
|
| Financial Advocates Investment Management |
268 |
*New |
2024-03-31 |
33,779 |
$1,242,000 |
33,779 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2882 |
- |
2023-12-31 |
29,216 |
$1,066,000 |
-68,672 |
|
| AVAII WEALTH MANAGEMENT LLC |
35 |
- |
2024-03-31 |
27,153 |
$999,000 |
-244 |
|
| RAYMOND JAMES & ASSOCIATES |
2869 |
- |
2024-03-31 |
17,291 |
$636,000 |
9,967 |
|
| JANE STREET GROUP LLC |
3788 |
- |
2023-12-31 |
15,739 |
$574,000 |
-117,509 |
|
| Redwood Financial Network Corp |
69 |
- |
2024-03-31 |
14,490 |
$533,000 |
-1,075 |
|
| PRINCIPAL SECURITIES INC. |
665 |
- |
2024-03-31 |
13,514 |
$497,000 |
807 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2850 |
*New |
2024-03-31 |
12,501 |
$460,000 |
12,501 |
|
| Kingsview Wealth Management LLC |
719 |
- |
2024-03-31 |
11,021 |
$405,000 |
3,142 |
|
| Platform Technology Partners |
137 |
*New |
2023-12-31 |
10,596 |
$386,000 |
10,596 |
|
| CAPTRUST FINANCIAL ADVISORS |
1985 |
*New |
2023-12-31 |
9,768 |
$357,000 |
9,768 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2610 |
- |
2024-03-31 |
9,031 |
$332,000 |
2,123 |
|
| Wealthcare Advisory Partners LLC |
665 |
- |
2024-03-31 |
8,210 |
$302,000 |
-39 |
|
| Gladstone Institutional Advisory LLC |
539 |
*New |
2023-12-31 |
7,666 |
$280,000 |
7,666 |
|
| Envestnet Portfolio Solutions Inc. |
1423 |
- |
2024-03-31 |
7,234 |
$266,000 |
1,467 |
|
| Vestmark Advisory Solutions Inc. |
435 |
*New |
2023-12-31 |
7,138 |
$261,000 |
7,138 |
|
| PRIVATE TRUST CO NA |
743 |
- |
2024-03-31 |
3,998 |
$147,000 |
0 |
|
| MORGAN STANLEY |
5822 |
- |
2023-12-31 |
2,160 |
$79,000 |
-1,131 |
|
| Householder Group Estate & Retirement Specialist L |
515 |
- |
2024-03-31 |
1,087 |
$40,000 |
0 |
|
| UBS Group AG |
5905 |
- |
2023-12-31 |
421 |
$15,000 |
380 |
|
| Global Retirement Partners LLC |
1950 |
- |
2024-03-31 |
377 |
$14,000 |
-15 |
|
| ICA Group Wealth Management LLC |
839 |
- |
2023-12-31 |
337 |
$12,000 |
337 |
|
| HARBOUR INVESTMENTS INC. |
2309 |
*New |
2023-12-31 |
193 |
$7,000 |
193 |
|
| Cordant Inc. |
113 |
*Closed |
2024-03-31 |
0 |
$0 |
-21 |
|
| FLOW TRADERS U.S. LLC |
874 |
*Closed |
2023-12-31 |
0 |
$0 |
-67,012 |
|
| PROEQUITIES INC. |
8516 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| IHT Wealth Management LLC |
1045 |
*Closed |
2023-12-31 |
0 |
$0 |
-20,958 |
|
|
35 Records found
|
1
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