|
Institutional
Holders
Total
Institutions:
|
15 2 |
|
Total
shares held :
|
1,395,717 |
|
% of shares
held :
|
3.24% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
8 |
|
Amount
of shares held :
|
84,357 |
|
% of shares
held change :
|
0.2% |
|
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 |
MARINER WEALTH ADVISORS, LLC |
439 |
- |
2023-12-31 |
568,554 |
$11,225,000 |
8,998 |
|
ATRIA INVESTMENTS LLC |
137 |
- |
2023-12-31 |
568,490 |
$11,224,000 |
12,221 |
|
U.S. Capital Wealth Advisors LLC |
284 |
- |
2023-12-31 |
67,900 |
$1,341,000 |
48,700 |
|
Cetera Investment Advisers |
1067 |
- |
2023-12-31 |
54,429 |
$1,075,000 |
-426 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
|
- |
2024-03-31 |
46,875 |
$1,047,000 |
33,794 |
|
JANE STREET GROUP LLC |
3322 |
- |
2023-12-31 |
44,563 |
$880,000 |
6,335 |
|
Advisor Group Holdings Inc. |
3303 |
- |
2023-12-31 |
20,887 |
$412,000 |
-10,457 |
|
NBC SECURITIES INC. |
509 |
- |
2024-03-31 |
17,814 |
$397,000 |
1,638 |
|
ENVESTNET ASSET MANAGEMENT INC |
3566 |
- |
2023-12-31 |
15,952 |
$315,000 |
355 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2784 |
*New |
2024-03-31 |
11,842 |
$265,000 |
11,842 |
|
FLOW TRADERS U.S. LLC |
631 |
- |
2023-12-31 |
10,803 |
$213,000 |
730 |
|
BANK OF MONTREAL /CAN/ |
2670 |
*New |
2023-12-31 |
9,862 |
$169,000 |
9,862 |
|
COMERICA BANK |
2528 |
- |
2023-12-31 |
4,500 |
$89,000 |
0 |
|
UBS Group AG |
6104 |
*New |
2023-12-31 |
476 |
$9,000 |
476 |
|
WOLFF WIESE MAGANA LLC |
622 |
- |
2024-03-31 |
44 |
$1,000 |
0 |
|
PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
16 Records found
|
1
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