|
Institutional
Holders
Total
Institutions:
|
40 1 |
|
Total
shares held :
|
1,058,876 |
|
% of shares
held :
|
11.77% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-3 |
|
Amount
of shares held :
|
-164,883 |
|
% of shares
held change :
|
-1.83% |
|
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 |
896 |
- |
2023-12-31 |
330,843 |
$19,300,000 |
-124,135 |
|
MARINER WEALTH ADVISORS, LLC |
702 |
- |
2023-12-31 |
80,165 |
$4,676,000 |
-9,688 |
|
Key Financial Inc |
19 |
- |
2023-12-31 |
76,883 |
$4,485,000 |
10,550 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1241 |
- |
2024-03-31 |
64,753 |
$4,077,000 |
1,640 |
|
Cornerstone Wealth Management LLC |
93 |
- |
2024-03-31 |
47,933 |
$3,018,000 |
4,136 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
1042 |
- |
2023-12-31 |
51,405 |
$2,999,000 |
1,354 |
|
Tidemark LLC |
14 |
- |
2023-12-31 |
43,107 |
$2,515,000 |
0 |
|
Peninsula Wealth LLC |
22 |
- |
2023-12-31 |
38,939 |
$2,272,000 |
32,824 |
|
J P MORGAN CHASE & CO |
2912 |
- |
2023-12-31 |
38,129 |
$2,224,000 |
31,180 |
|
JANE STREET GROUP LLC |
2363 |
- |
2023-12-31 |
36,013 |
$2,101,000 |
-35,795 |
|
OLD MISSION CAPITAL LLC |
282 |
- |
2023-12-31 |
30,710 |
$1,791,000 |
-8,940 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1975 |
- |
2023-12-31 |
21,289 |
$1,242,000 |
-245 |
|
ROYAL BANK OF CANADA |
2953 |
- |
2023-12-31 |
20,704 |
$1,208,000 |
17,695 |
|
SAXON INTERESTS INC. |
59 |
- |
2024-03-31 |
15,763 |
$992,000 |
1,188 |
|
BANK OF MONTREAL /CAN/ |
1757 |
- |
2023-12-31 |
13,500 |
$791,000 |
-35,065 |
|
SOL CAPITAL MANAGEMENT CO |
192 |
- |
2024-03-31 |
11,090 |
$698,000 |
-675 |
|
EQIS CAPITAL MANAGEMENT, INC. |
373 |
*New |
2023-12-31 |
10,795 |
$630,000 |
10,795 |
|
Dominguez Wealth Management Solutions Inc. |
42 |
- |
2024-03-31 |
8,509 |
$536,000 |
-20 |
|
Sequoia Financial Advisors LLC |
|
- |
2023-12-31 |
9,179 |
$535,000 |
-430 |
|
MORGAN STANLEY |
5170 |
- |
2023-12-31 |
7,618 |
$444,000 |
-10,709 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2435 |
- |
2024-03-31 |
6,499 |
$409,000 |
424 |
|
Private Advisor Group LLC |
1781 |
*New |
2023-12-31 |
5,075 |
$296,000 |
5,075 |
|
ENVESTNET ASSET MANAGEMENT INC |
3669 |
- |
2023-12-31 |
4,441 |
$259,000 |
4,441 |
|
FLOW TRADERS U.S. LLC |
600 |
- |
2023-12-31 |
4,342 |
$253,000 |
-8,611 |
|
Amplius Wealth Advisors LLC |
149 |
- |
2024-03-31 |
3,943 |
$248,000 |
-128 |
|
MML INVESTORS SERVICES LLC |
2209 |
- |
2023-12-31 |
3,969 |
$232,000 |
-78 |
|
Lakeview Capital Partners LLC |
367 |
- |
2023-12-31 |
3,722 |
$217,000 |
3,722 |
|
Farther Finance Advisors LLC |
543 |
- |
2023-12-31 |
3,548 |
$207,000 |
3,348 |
|
Cedar Wealth Management LLC |
144 |
- |
2023-12-31 |
1,092 |
$64,000 |
-2,150 |
|
MASSMUTUAL TRUST CO FSB/ADV |
628 |
- |
2024-03-31 |
734 |
$46,000 |
0 |
|
IFP Advisors Inc |
1599 |
- |
2023-12-31 |
678 |
$40,000 |
-468 |
|
PSI Advisors LLC |
422 |
- |
2024-03-31 |
254 |
$16,000 |
-1 |
|
Advisor Group Holdings Inc. |
5538 |
- |
2023-12-31 |
256 |
$15,000 |
-117 |
|
AdvisorNet Financial Inc |
1255 |
- |
2024-03-31 |
169 |
$11,000 |
60 |
|
FMR LLC |
4315 |
*New |
2023-12-31 |
87 |
$5,000 |
87 |
|
ADVISORY SERVICES NETWORK, LLC |
3100 |
*New |
2023-12-31 |
91 |
$5,000 |
91 |
|
Running Point Capital Advisors LLC |
149 |
- |
2023-12-31 |
33 |
$2,000 |
0 |
|
COMERICA BANK |
3541 |
- |
2023-12-31 |
18 |
$1,000 |
0 |
|
3D/L Capital Management LLC |
1 |
*Closed |
2023-12-31 |
0 |
$0 |
-11,625 |
|
BCJ Capital Management LLC |
338 |
*Closed |
2023-12-31 |
0 |
$0 |
-14,811 |
|
Cobblestone Asset Management LLC |
49 |
*Closed |
2024-03-31 |
0 |
$0 |
-69,222 |
|
UBS Group AG |
8118 |
*Closed |
2023-12-31 |
0 |
$0 |
-634 |
|
PROEQUITIES INC. |
8572 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
|
43 Records found
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1
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