|
Institutional
Holders
Total
Institutions:
|
48 5 |
|
Total
shares held :
|
1,181,435 |
|
% of shares
held :
|
13.13% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-7 |
|
Amount
of shares held :
|
402,342 |
|
% of shares
held change :
|
4.47% |
|
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 |
JANE STREET GROUP LLC |
451 |
- |
2023-12-31 |
618,716 |
$24,749,000 |
406,523 |
|
Ferguson Shapiro LLC |
6 |
*New |
2024-03-31 |
195,938 |
$8,778,000 |
195,938 |
|
COLONY GROUP LLC |
186 |
- |
2023-09-30 |
69,029 |
$6,593,000 |
-4,544 |
|
PEKIN SINGER STRAUSS ASSET MANAGEMENT |
51 |
*New |
2024-03-31 |
93,895 |
$4,206,000 |
93,895 |
|
AE Wealth Management LLC |
687 |
*New |
2023-12-31 |
76,974 |
$3,659,000 |
76,974 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1461 |
- |
2024-03-31 |
68,982 |
$3,090,000 |
7,685 |
|
BANK OF MONTREAL /CAN/ |
1286 |
- |
2023-12-31 |
31,875 |
$2,291,000 |
31,875 |
|
Integrated Wealth Concepts LLC |
430 |
- |
2023-12-31 |
56,397 |
$2,256,000 |
34,128 |
|
Benchmark Investment Advisors LLC |
93 |
*New |
2023-12-31 |
53,199 |
$2,128,000 |
53,199 |
|
BCJ Capital Management LLC |
91 |
- |
2023-12-31 |
53,199 |
$2,128,000 |
-44,746 |
|
Park Edge Advisors LLC |
26 |
*New |
2024-03-31 |
38,293 |
$1,716,000 |
38,293 |
|
Simplify Asset Management Inc. |
56 |
- |
2023-12-31 |
29,345 |
$1,174,000 |
-12,905 |
|
MULTIFINANCIAL SECURITIES CORP |
710 |
- |
2023-12-31 |
29,318 |
$1,173,000 |
-9,031 |
|
CENTAURUS FINANCIAL INC. |
266 |
- |
2023-12-31 |
21,142 |
$846,000 |
13,783 |
|
VitalStone Financial LLC |
37 |
- |
2024-03-31 |
18,104 |
$811,000 |
17,836 |
|
Stratos Wealth Advisors LLC |
378 |
- |
2024-03-31 |
16,790 |
$752,000 |
4,002 |
|
Professional Financial Advisors LLC |
68 |
- |
2024-03-31 |
15,467 |
$693,000 |
8,838 |
|
ZAZOVE ASSOCIATES LLC |
19 |
- |
2024-03-31 |
13,450 |
$603,000 |
-3,800 |
|
Fortis Group Advisors LLC |
129 |
*New |
2024-03-31 |
11,108 |
$498,000 |
11,108 |
|
Advisor Group Holdings Inc. |
2949 |
- |
2024-03-31 |
10,769 |
$482,000 |
9,544 |
|
BB&T CORP |
1972 |
*New |
2023-12-31 |
11,875 |
$475,000 |
11,875 |
|
GOLDMAN SACHS GROUP INC/ |
3925 |
- |
2023-12-31 |
10,427 |
$417,000 |
6,727 |
|
ENVESTNET ASSET MANAGEMENT INC |
3628 |
- |
2023-12-31 |
7,117 |
$285,000 |
-15,164 |
|
Mutual Advisors LLC |
1000 |
*New |
2024-03-31 |
4,780 |
$214,000 |
4,780 |
|
Anchor Investment Management LLC |
349 |
- |
2023-12-31 |
5,125 |
$205,000 |
525 |
|
IFP Advisors Inc |
916 |
- |
2023-12-31 |
5,060 |
$202,000 |
-3,199 |
|
UBS Group AG |
4686 |
- |
2023-12-31 |
3,939 |
$158,000 |
2,682 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1635 |
*New |
2023-12-31 |
3,497 |
$140,000 |
3,497 |
|
TORNO CAPITAL LLC |
31 |
- |
2023-12-31 |
3,492 |
$140,000 |
0 |
|
Private Advisor Group LLC |
2169 |
*New |
2024-03-31 |
2,725 |
$122,000 |
2,725 |
|
CITADEL ADVISORS LLC |
4797 |
- |
2023-12-31 |
1,857 |
$74,000 |
-5,048 |
|
S.A. Mason LLC |
232 |
- |
2024-03-31 |
1,605 |
$72,000 |
327 |
|
PALISADE ASSET MANAGEMENT, LLC |
268 |
*New |
2024-03-31 |
1,130 |
$51,000 |
1,130 |
|
COMERICA BANK |
2780 |
- |
2023-12-31 |
961 |
$38,000 |
260 |
|
Steward Partners Investment Advisory LLC |
2105 |
- |
2023-12-31 |
930 |
$37,000 |
889 |
|
J P MORGAN CHASE & CO |
4905 |
- |
2024-03-31 |
514 |
$23,000 |
-2,979 |
|
Global Trust Asset Management LLC |
327 |
*New |
2024-03-31 |
400 |
$18,000 |
400 |
|
Larson Financial Group LLC |
935 |
- |
2024-03-31 |
358 |
$16,000 |
0 |
|
Sargent Bickham Lagudis LLC |
656 |
- |
2022-12-31 |
196 |
$14,000 |
0 |
|
Qube Research & Technologies Ltd |
3173 |
- |
2023-12-31 |
238 |
$10,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
2352 |
- |
2024-03-31 |
200 |
$9,000 |
0 |
|
US BANCORP |
3442 |
- |
2024-03-31 |
145 |
$6,000 |
0 |
|
MORGAN STANLEY |
6577 |
- |
2023-12-31 |
130 |
$5,000 |
-522 |
|
Venturi Wealth Management LLC |
1117 |
*New |
2024-03-31 |
100 |
$4,000 |
100 |
|
ROYAL BANK OF CANADA |
5943 |
- |
2023-12-31 |
100 |
$4,000 |
100 |
|
LOGAN CAPITAL MANAGEMENT INC |
443 |
*New |
2023-12-31 |
99 |
$4,000 |
99 |
|
Pineridge Advisors LLC |
|
- |
2023-12-31 |
81 |
$3,000 |
0 |
|
Farther Finance Advisors LLC |
2401 |
- |
2023-12-31 |
50 |
$2,000 |
0 |
|
Archer Investment Corp |
892 |
- |
2024-03-31 |
55 |
$2,000 |
0 |
|
WELLS FARGO & CO/MN |
5753 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
OLIVER LAGORE VANVALIN INVESTMENT GROUP |
698 |
*New |
2023-12-31 |
11 |
$0 |
11 |
|
Claraphi Advisory Network LLC |
166 |
*Closed |
2022-12-31 |
0 |
$0 |
-13,532 |
|
Atlantic Trust Group LLC |
2936 |
*New |
2024-03-31 |
5 |
$0 |
5 |
|
FMR LLC |
4810 |
- |
2023-12-31 |
1 |
$0 |
0 |
|
Creekmur Asset Management LLC |
|
- |
2023-12-31 |
1 |
$0 |
0 |
|
GHP INVESTMENT ADVISORS INC |
840 |
- |
2024-03-31 |
6 |
$0 |
0 |
|
RENAISSANCE TECHNOLOGIES LLC |
4126 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,875 |
|
DHJJ Financial Advisors Ltd. |
737 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
Richard W. Paul & Associates LLC |
|
*New |
2023-12-31 |
7 |
$0 |
7 |
|
Retirement Group LLC |
860 |
*Closed |
2024-03-31 |
0 |
$0 |
-27,089 |
|
Lloyd Advisory Services LLC. |
164 |
*Closed |
2024-03-31 |
0 |
$0 |
-15,478 |
|
ADVISORY SERVICES NETWORK, LLC |
3500 |
*Closed |
2024-03-31 |
0 |
$0 |
-13,148 |
|
FINANCIAL NETWORK |
2842 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,876 |
|
PROEQUITIES INC. |
9281 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
Able Wealth Management LLC |
577 |
- |
2023-12-31 |
4 |
$0 |
0 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6453 |
*Closed |
2024-03-31 |
0 |
$0 |
-16,780 |
|
MML INVESTORS SERVICES LLC |
2467 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,030 |
|
Walleye Trading Advisors LLC |
2494 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,240 |
|
Cape Investment Advisory Inc. |
1220 |
*New |
2023-12-31 |
7 |
$0 |
7 |
|
|
69 Records found
|
1
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