|
Institutional
Holders
Total
Institutions:
|
58 1 |
|
Total
shares held :
|
5,886,159 |
|
% of shares
held :
|
96.73% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-6 |
|
Amount
of shares held :
|
-257,443 |
|
% of shares
held change :
|
-4.23% |
|
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 |
MORGAN STANLEY |
4124 |
- |
2024-03-31 |
107,587 |
$3,348,000 |
-139,022 |
|
LPL FINANCIAL CORP |
2264 |
- |
2024-03-31 |
84,799 |
$2,639,000 |
-193,343 |
|
JNBA FINANCIAL ADVISORS |
54 |
- |
2024-03-31 |
79,165 |
$2,463,000 |
-12,169 |
|
OLD MISSION CAPITAL LLC |
206 |
- |
2024-03-31 |
77,913 |
$2,425,000 |
-39,810 |
|
Treynor Bancshares Inc. |
28 |
- |
2024-03-31 |
63,221 |
$1,967,000 |
-19,188 |
|
STIFEL FINANCIAL CORP |
1809 |
- |
2024-03-31 |
56,374 |
$1,754,000 |
-671 |
|
BB&T CORP |
1410 |
- |
2024-03-31 |
47,640 |
$1,482,000 |
-17,492 |
|
Kathleen S. Wright Associates Inc. |
38 |
- |
2024-03-31 |
43,419 |
$1,351,000 |
-1,803 |
|
J P MORGAN CHASE & CO |
3456 |
- |
2024-03-31 |
27,604 |
$859,000 |
-5,474 |
|
JANE STREET GROUP LLC |
3612 |
- |
2024-03-31 |
20,006 |
$623,000 |
-10,990 |
|
Cedar Brook Financial Partners LLC |
186 |
- |
2024-03-31 |
18,649 |
$580,000 |
-276 |
|
Source Financial Advisors LLC |
70 |
- |
2024-03-31 |
16,225 |
$505,000 |
-12,961 |
|
GeoWealth Management LLC |
429 |
- |
2024-03-31 |
16,225 |
$505,000 |
-12,961 |
|
FLOW TRADERS U.S. LLC |
449 |
- |
2024-03-31 |
16,195 |
$504,000 |
-99,596 |
|
BOSTON FAMILY OFFICE LLC |
226 |
- |
2024-03-31 |
9,085 |
$283,000 |
-1,400 |
|
WELLS FARGO & CO/MN |
3811 |
- |
2024-03-31 |
7,915 |
$246,000 |
-9,666 |
|
Atlas Wealth LLC |
69 |
- |
2024-03-31 |
7,760 |
$241,000 |
-737 |
|
IFP Advisors Inc |
1712 |
- |
2023-12-31 |
982 |
$31,000 |
-588 |
|
VitalStone Financial LLC |
271 |
- |
2024-03-31 |
333 |
$10,000 |
-333 |
|
Advisor Group Holdings Inc. |
5657 |
- |
2024-03-31 |
291 |
$9,000 |
-7,767 |
|
Geneos Wealth Management Inc. |
1854 |
- |
2024-03-31 |
100 |
$3,000 |
-100 |
|
|
21 Records found
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1
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