| |
Institutional
Holders
Total
Institutions:
 |
243  5 |
|
|
Total
shares held :
|
39,466,658 |
|
|
% of shares
held :
|
85.75% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-5 |
|
|
Amount
of shares held :
|
-557,152 |
|
|
% of shares
held change :
|
-1.21% |
|
| 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 |
  Cyndeo Wealth Partners LLC |
146 |
- |
2024-03-31 |
117,435 |
$2,265,000 |
0 |
|
| Parisi Gray Wealth Management |
37 |
- |
2024-03-31 |
69,000 |
$1,331,000 |
0 |
|
| BROWN ADVISORY HOLDINGS INC |
761 |
- |
2024-03-31 |
56,220 |
$1,084,000 |
0 |
|
| Americana Partners LLC |
|
- |
2023-12-31 |
52,875 |
$949,000 |
0 |
|
| Claybrook Capital LLC |
73 |
- |
2023-09-30 |
37,383 |
$646,000 |
0 |
|
| Cooper Financial Group |
210 |
- |
2024-03-31 |
26,233 |
$506,000 |
0 |
|
| Sunesis Advisors LLC |
42 |
- |
2023-12-31 |
22,224 |
$399,000 |
0 |
|
| MATHES COMPANY INC |
94 |
- |
2023-12-31 |
22,184 |
$398,000 |
0 |
|
| OPTIMUM INVESTMENT ADVISORS |
138 |
- |
2024-03-31 |
17,600 |
$340,000 |
0 |
|
| MELFA WEALTH MANAGEMENT LLC |
103 |
- |
2024-03-31 |
17,126 |
$330,000 |
0 |
|
| Magnus Financial Group LLC |
235 |
- |
2023-12-31 |
15,142 |
$272,000 |
0 |
|
| BCS Wealth Management |
196 |
- |
2024-03-31 |
13,904 |
$268,000 |
0 |
|
| Beacon Pointe Advisors LLC |
1108 |
- |
2023-12-31 |
13,799 |
$248,000 |
0 |
|
| COUNTRY TRUST BANK |
116 |
- |
2024-03-31 |
12,277 |
$237,000 |
0 |
|
| FOUNDERS FINANCIAL SECURITIES LLC |
369 |
- |
2024-03-31 |
10,352 |
$200,000 |
0 |
|
| Consilium Wealth Advisory LLC |
85 |
- |
2023-12-31 |
10,000 |
$180,000 |
0 |
|
| WealthTrust Asset Management LLC |
80 |
- |
2023-12-31 |
10,014 |
$180,000 |
0 |
|
| GPS Wealth Strategies Group LLC |
264 |
- |
2023-12-31 |
9,702 |
$174,000 |
0 |
|
| Westside Investment Management Inc. |
244 |
- |
2024-03-31 |
7,218 |
$139,000 |
0 |
|
| FNY Investment Advisers LLC |
126 |
- |
2023-12-31 |
5,600 |
$100,000 |
0 |
|
| Bogart Wealth LLC |
336 |
- |
2024-03-31 |
3,354 |
$65,000 |
0 |
|
| Lindbrook Capital LLC |
725 |
- |
2024-03-31 |
3,000 |
$58,000 |
0 |
|
| PROEQUITIES INC. |
1169 |
- |
2023-12-31 |
2,460 |
$45,000 |
0 |
|
| BENJAMIN F. EDWARDS & COMPANY INC. |
1271 |
- |
2023-12-31 |
2,347 |
$42,000 |
0 |
|
| Moisand Fitzgerald Tamayo LLC |
201 |
- |
2024-03-31 |
1,840 |
$35,000 |
0 |
|
| Venturi Wealth Management LLC |
606 |
- |
2024-03-31 |
1,650 |
$32,000 |
0 |
|
| OLIVER LAGORE VANVALIN INVESTMENT GROUP |
262 |
- |
2023-12-31 |
1,700 |
$31,000 |
0 |
|
| GRADIENT INVESTMENTS LLC |
481 |
- |
2024-03-31 |
1,450 |
$28,000 |
0 |
|
| WEBSTER BANK |
400 |
- |
2024-03-31 |
1,459 |
$28,000 |
0 |
|
| CALDWELL SUTTER CAPITAL INC. |
440 |
- |
2024-03-31 |
1,289 |
$25,000 |
0 |
|
| Householder Group Estate & Retirement Specialist L |
|
- |
2023-12-31 |
1,276 |
$22,000 |
0 |
|
| TOMPKINS FINANCIAL CORP |
444 |
- |
2024-03-31 |
930 |
$18,000 |
0 |
|
| Bramshill Investments LLC |
176 |
- |
2023-12-31 |
600 |
$11,000 |
0 |
|
| NBT BANK N A /NY |
478 |
- |
2024-03-31 |
487 |
$9,000 |
0 |
|
| FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
561 |
- |
2024-03-31 |
400 |
$8,000 |
0 |
|
| Salomon & Ludwin LLC |
554 |
- |
2023-12-31 |
352 |
$6,000 |
0 |
|
| GROVE CREEK ASSET MANAGEMENT |
279 |
- |
2023-12-31 |
327 |
$6,000 |
0 |
|
| Key Financial Inc |
1205 |
- |
2023-12-31 |
33 |
$1,000 |
0 |
|
| PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP |
907 |
*Closed |
2023-12-31 |
0 |
$0 |
0 |
|
|
39 Records found
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1
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