| |
Institutional
Holders
Total
Institutions:
 |
24  1 |
|
|
Total
shares held :
|
898,127 |
|
|
% of shares
held :
|
13.82% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 1 |
|
|
Amount
of shares held :
|
49,021 |
|
|
% of shares
held change :
|
0.75% |
|
| 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 |
  DAIWA SECURITIES GROUP INC. |
106 |
- |
2024-03-31 |
700,000 |
$21,077,000 |
0 |
|
| PRINCIPAL SECURITIES INC. |
432 |
- |
2024-03-31 |
35,751 |
$1,076,000 |
-3,198 |
|
| Advisor Group Holdings Inc. |
2359 |
- |
2024-03-31 |
31,861 |
$959,000 |
9,951 |
|
| LPL FINANCIAL CORP |
3510 |
- |
2024-03-31 |
21,195 |
$638,000 |
-555 |
|
| RAYMOND JAMES & ASSOCIATES |
2941 |
*New |
2024-03-31 |
19,321 |
$582,000 |
19,321 |
|
| CITADEL ADVISORS LLC |
3702 |
- |
2024-03-31 |
17,070 |
$514,000 |
-8,030 |
|
| EPG Wealth Management LLC |
197 |
- |
2024-03-31 |
12,249 |
$369,000 |
0 |
|
| REDW Stanley Financial Advisors LLC |
110 |
*New |
2024-03-31 |
10,904 |
$328,000 |
10,904 |
|
| Oder Investment Management LLC |
79 |
- |
2024-03-31 |
10,766 |
$324,000 |
1,345 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4075 |
*New |
2024-03-31 |
9,677 |
$291,000 |
9,677 |
|
| Pallas Capital Advisors LLC |
400 |
*New |
2024-03-31 |
7,357 |
$222,000 |
7,357 |
|
| Stratos Wealth Partners LTD. |
1231 |
- |
2024-03-31 |
7,233 |
$218,000 |
3 |
|
| FRANKLIN RESOURCES INC |
2572 |
*New |
2024-03-31 |
3,444 |
$104,000 |
3,444 |
|
| J P MORGAN CHASE & CO |
4514 |
*New |
2024-03-31 |
2,972 |
$89,000 |
2,972 |
|
| BANK OF AMERICA CORP /DE/ |
5333 |
- |
2024-03-31 |
2,556 |
$77,000 |
502 |
|
| MORGAN STANLEY |
5915 |
- |
2024-03-31 |
2,093 |
$63,000 |
-1 |
|
| FMR LLC |
3609 |
- |
2024-03-31 |
1,119 |
$34,000 |
47 |
|
| GLENMEDE TRUST CO NA |
1284 |
*New |
2024-03-31 |
1,050 |
$32,000 |
1,050 |
|
| HBW Advisory Services LLC |
298 |
- |
2024-03-31 |
999 |
$28,000 |
0 |
|
| Lindbrook Capital LLC |
1461 |
- |
2024-03-31 |
390 |
$12,000 |
0 |
|
| McClarren Financial Advisors Inc. |
183 |
- |
2024-03-31 |
31 |
$12,000 |
-335 |
|
| ROYAL BANK OF CANADA |
5615 |
- |
2024-03-31 |
259 |
$8,000 |
39 |
|
| Continuum Advisory LLC |
1076 |
*New |
2024-03-31 |
184 |
$5,000 |
184 |
|
| Richard W. Paul & Associates LLC |
361 |
- |
2024-03-31 |
177 |
$5,000 |
-115 |
|
| Coastal Investment Advisors Inc. |
762 |
- |
2024-03-31 |
102 |
$3,000 |
102 |
|
| Capital Investment Advisory Services LLC |
889 |
- |
2024-03-31 |
88 |
$3,000 |
0 |
|
| BANK OF MONTREAL /CAN/ |
3295 |
- |
2024-03-31 |
106 |
$3,000 |
-2,195 |
|
| CWM LLC |
3944 |
- |
2024-03-31 |
75 |
$2,000 |
75 |
|
| VALLEY NATIONAL ADVISERS INC |
1105 |
- |
2024-03-31 |
66 |
$1,000 |
-201 |
|
| PROEQUITIES INC. |
2689 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| WELLS FARGO & CO/MN |
6097 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
| JANE STREET GROUP LLC |
5610 |
*Closed |
2024-03-31 |
0 |
$0 |
-16,774 |
|
| MACKENZIE FINANCIAL CORP |
1591 |
*Closed |
2024-03-31 |
0 |
$0 |
-34,100 |
|
| Geneos Wealth Management Inc. |
2196 |
*Closed |
2024-03-31 |
0 |
$0 |
-500 |
|
|
34 Records found
|
1
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