| |
Institutional
Holders
Total
Institutions:
 |
26  25 |
|
|
Total
shares held :
|
1,512,981 |
|
|
% of shares
held :
|
16.81% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
25 |
|
|
Amount
of shares held :
|
1,423,433 |
|
|
% of shares
held change :
|
15.82% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  PEAK FINANCIAL ADVISORS LLC |
1 |
*New |
2024-03-31 |
299,313 |
$15,238,000 |
299,313 |
|
| CI INVESTMENTS INC |
190 |
*New |
2023-12-31 |
279,500 |
$14,447,000 |
279,500 |
|
| FAMILY MANAGEMENT CORP |
9 |
*New |
2023-12-31 |
277,648 |
$14,352,000 |
277,648 |
|
| BlueCrest Capital Management Ltd |
11 |
*New |
2023-12-31 |
195,576 |
$10,109,000 |
195,576 |
|
| CHARTER TRUST CO |
49 |
*New |
2024-03-31 |
192,283 |
$9,789,000 |
192,283 |
|
| Aprio Wealth Management LLC |
14 |
*New |
2024-03-31 |
149,924 |
$7,633,000 |
149,924 |
|
| Park Edge Advisors LLC |
7 |
- |
2024-03-31 |
148,291 |
$7,549,000 |
131,241 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
|
*New |
2023-12-31 |
118,756 |
$6,139,000 |
118,756 |
|
| Andina Capital Management LLC |
6 |
- |
2024-03-31 |
110,503 |
$5,626,000 |
20,955 |
|
| PEKIN SINGER STRAUSS ASSET MANAGEMENT |
|
*New |
2023-12-31 |
92,515 |
$4,782,000 |
92,515 |
|
| Simplify Asset Management Inc. |
21 |
*New |
2023-12-31 |
62,332 |
$3,222,000 |
62,332 |
|
| MT LUCAS MANAGEMENT CORP |
|
*New |
2023-12-31 |
61,750 |
$3,192,000 |
61,750 |
|
| Almanack Investment Partners LLC. |
|
*New |
2023-12-31 |
60,006 |
$3,102,000 |
60,006 |
|
| FIRST MANHATTAN CO |
271 |
*New |
2023-12-31 |
50,000 |
$2,585,000 |
50,000 |
|
| BlackDiamond Wealth Management Inc. |
|
*New |
2023-12-31 |
47,259 |
$2,409,000 |
47,259 |
|
| HORIZON INVESTMENTS, LLC/SC |
137 |
*New |
2023-12-31 |
42,920 |
$2,208,000 |
42,920 |
|
| Oakmont Partners LLC |
258 |
*New |
2024-03-31 |
40,062 |
$2,040,000 |
40,062 |
|
| OLD MISSION CAPITAL LLC |
400 |
*New |
2023-12-31 |
21,949 |
$1,135,000 |
21,949 |
|
| Stony Point Wealth Management Inc. |
32 |
*New |
2024-03-31 |
22,118 |
$1,126,000 |
22,118 |
|
| JANE STREET GROUP LLC |
3053 |
*New |
2023-12-31 |
21,746 |
$1,124,000 |
21,746 |
|
| Mill Creek Capital Advisors LLC |
117 |
*New |
2023-12-31 |
15,223 |
$787,000 |
15,223 |
|
| Cambridge Advisors Inc. |
96 |
- |
2024-03-31 |
12,582 |
$641,000 |
2,882 |
|
| ANCORA ADVISORS, LLC |
475 |
*New |
2023-12-31 |
10,000 |
$517,000 |
10,000 |
|
| CITADEL ADVISORS LLC |
3817 |
*New |
2023-12-31 |
7,685 |
$397,000 |
7,685 |
|
| Moors & Cabot Inc. |
645 |
*New |
2023-12-31 |
5,500 |
$284,000 |
5,500 |
|
| BCJ Capital Management LLC |
|
*New |
2023-12-31 |
5,456 |
$282,000 |
5,456 |
|
| Benchmark Investment Advisors LLC |
257 |
*New |
2023-12-31 |
5,456 |
$282,000 |
5,456 |
|
| BANK OF AMERICA CORP /DE/ |
5131 |
*New |
2023-12-31 |
2,975 |
$154,000 |
2,975 |
|
| MORGAN STANLEY |
5797 |
*New |
2023-12-31 |
1,665 |
$86,000 |
1,665 |
|
| Venturi Wealth Management LLC |
503 |
- |
2024-03-31 |
1,000 |
$51,000 |
100 |
|
| JTC Employer Solutions Trusteee Ltd |
362 |
*Closed |
2024-03-31 |
0 |
$0 |
-9,866 |
|
|
31 Records found
|
1
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