|
Institutional
Holders
Total
Institutions:
|
22 1 |
|
Total
shares held :
|
470,111 |
|
% of shares
held :
|
5.22% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
1 |
|
Amount
of shares held :
|
-212,192 |
|
% of shares
held change :
|
-2.36% |
|
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 |
2016 |
- |
2024-03-31 |
138,265 |
$3,616,000 |
103,304 |
|
MML INVESTORS SERVICES LLC |
932 |
- |
2023-12-31 |
87,362 |
$2,292,000 |
1,476 |
|
H D Vest Advisory Services |
595 |
- |
2024-03-31 |
61,337 |
$1,604,000 |
8,256 |
|
ENVESTNET ASSET MANAGEMENT INC |
2608 |
- |
2023-12-31 |
59,578 |
$1,563,000 |
-389 |
|
BANK OF AMERICA CORP /DE/ |
3714 |
- |
2023-12-31 |
57,755 |
$1,515,000 |
-17,843 |
|
JANE STREET GROUP LLC |
2733 |
- |
2023-12-31 |
57,009 |
$1,496,000 |
-23,228 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3396 |
- |
2024-03-31 |
19,657 |
$514,000 |
-36,169 |
|
CITADEL ADVISORS LLC |
3757 |
- |
2023-12-31 |
16,191 |
$425,000 |
-1,755 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2451 |
- |
2024-03-31 |
15,399 |
$403,000 |
110 |
|
ROMAN BUTLER FULLERTON & CO |
165 |
*New |
2024-03-31 |
12,090 |
$308,000 |
12,090 |
|
Strategic Financial Concepts LLC |
256 |
- |
2024-03-31 |
9,577 |
$250,000 |
9,577 |
|
HARBOUR INVESTMENTS INC. |
1006 |
- |
2023-12-31 |
5,170 |
$136,000 |
0 |
|
Advisor Group Holdings Inc. |
4299 |
- |
2024-03-31 |
3,355 |
$88,000 |
-2,629 |
|
Glass Jacobson Investment Advisors llc |
293 |
- |
2024-03-31 |
3,296 |
$86,000 |
609 |
|
UBS Group AG |
5504 |
- |
2023-12-31 |
1,201 |
$32,000 |
897 |
|
BIDWELL C M & ASSOCIATES LTD/ |
258 |
- |
2023-12-31 |
950 |
$25,000 |
-600 |
|
Goss Wealth Management LLC |
2601 |
*New |
2023-12-31 |
667 |
$18,000 |
667 |
|
MORGAN STANLEY |
6510 |
- |
2023-12-31 |
282 |
$7,000 |
0 |
|
Geneos Wealth Management Inc. |
1837 |
- |
2024-03-31 |
110 |
$3,000 |
-440 |
|
Global Retirement Partners LLC |
2782 |
- |
2024-03-31 |
73 |
$2,000 |
1 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
3345 |
*Closed |
2024-03-31 |
0 |
$0 |
-15,442 |
|
PRINCIPAL SECURITIES INC. |
3178 |
*Closed |
2024-03-31 |
0 |
$0 |
-53 |
|
COLONY GROUP LLC |
774 |
*Closed |
2023-09-30 |
0 |
$0 |
-17,437 |
|
WELLS FARGO & CO/MN |
6394 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
PROEQUITIES INC. |
5951 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
Impact Partnership Wealth LLC |
1069 |
*Closed |
2023-12-31 |
0 |
$0 |
-67 |
|
|
26 Records found
|
1
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