|
Institutional
Holders
Total
Institutions:
|
26 1 |
|
Total
shares held :
|
404,893 |
|
% of shares
held :
|
49.08% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-5 |
|
Amount
of shares held :
|
-35,520 |
|
% of shares
held change :
|
-4.31% |
|
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 |
1866 |
- |
2023-12-31 |
61,847 |
$3,761,000 |
-5,361 |
|
Jacobi Capital Management LLC |
53 |
- |
2023-12-31 |
52,874 |
$3,216,000 |
-244 |
|
Private Advisor Group LLC |
|
- |
2024-03-31 |
41,352 |
$2,733,000 |
-1,328 |
|
Capital Advisors Ltd. LLC |
46 |
- |
2024-03-31 |
38,158 |
$2,521,000 |
576 |
|
RAYMOND JAMES & ASSOCIATES |
2132 |
- |
2024-03-31 |
30,875 |
$2,040,000 |
-1,085 |
|
JANNEY MONTGOMERY SCOTT LLC |
1195 |
- |
2024-03-31 |
27,172 |
$1,796,000 |
5,233 |
|
Ethos Financial Group LLC |
47 |
- |
2023-12-31 |
26,962 |
$1,640,000 |
21,032 |
|
TOWER RESEARCH CAPITAL LLC |
822 |
- |
2023-12-31 |
17,294 |
$1,052,000 |
-673 |
|
MCDONALD PARTNERS LLC |
100 |
- |
2024-03-31 |
14,972 |
$989,000 |
3,023 |
|
Diversified LLC |
|
- |
2024-03-31 |
11,413 |
$754,000 |
12 |
|
Sage Capital Advisorsllc |
76 |
- |
2024-03-31 |
11,094 |
$733,000 |
3 |
|
Dynamic Advisors Solutions LLC |
520 |
- |
2024-03-31 |
10,454 |
$691,000 |
-431 |
|
Advisor Group Holdings Inc. |
3041 |
- |
2023-12-31 |
9,248 |
$563,000 |
-166 |
|
Collaborative Wealth Managment Inc. |
78 |
- |
2023-12-31 |
8,403 |
$511,000 |
-313 |
|
H D Vest Advisory Services |
969 |
- |
2023-12-31 |
8,292 |
$504,000 |
-543 |
|
Ergawealth Advisors Inc. |
|
- |
2024-03-31 |
7,434 |
$491,000 |
605 |
|
HOWARD FINANCIAL SERVICES LTD. |
88 |
- |
2024-03-31 |
7,161 |
$473,000 |
-576 |
|
WealthPlan Investment Management LLC |
142 |
- |
2023-12-31 |
5,537 |
$337,000 |
24 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4341 |
- |
2023-12-31 |
5,264 |
$320,000 |
-21,273 |
|
Western Wealth Management LLC |
495 |
- |
2024-03-31 |
4,687 |
$310,000 |
3 |
|
Goss Wealth Management LLC |
1619 |
- |
2023-12-31 |
4,005 |
$244,000 |
-273 |
|
MONOGRAPH WEALTH ADVISORS LLC |
95 |
- |
2023-12-31 |
4,000 |
$243,000 |
0 |
|
ROYAL BANK OF CANADA |
4696 |
- |
2023-12-31 |
2,428 |
$148,000 |
0 |
|
PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
FMR LLC |
5344 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
WELLS FARGO & CO/MN |
6834 |
- |
2023-12-31 |
1 |
$0 |
1 |
|
CITADEL ADVISORS LLC |
6566 |
*Closed |
2023-12-31 |
0 |
$0 |
-18,137 |
|
|
27 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
|
|
|