|
Institutional
Holders
Total
Institutions:
|
21 2 |
|
Total
shares held :
|
370,094 |
|
% of shares
held :
|
4.11% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-4 |
|
Amount
of shares held :
|
-319,375 |
|
% of shares
held change :
|
-3.55% |
|
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 |
RAYMOND JAMES & ASSOCIATES |
1735 |
- |
2023-12-31 |
110,290 |
$3,560,000 |
-1,529 |
|
LPL FINANCIAL CORP |
2376 |
- |
2023-12-31 |
61,708 |
$1,992,000 |
1,344 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1236 |
- |
2023-12-31 |
57,610 |
$1,859,000 |
14,403 |
|
WEALTH BUILDERS |
88 |
- |
2023-12-31 |
45,730 |
$1,476,000 |
-125 |
|
HARBOUR INVESTMENTS INC. |
423 |
- |
2023-12-31 |
24,017 |
$775,000 |
3,600 |
|
Claraphi Advisory Network LLC |
121 |
*New |
2022-12-31 |
17,818 |
$565,000 |
17,818 |
|
Sharkey Howes & Javer |
87 |
- |
2024-03-31 |
12,384 |
$430,000 |
-4,889 |
|
STIFEL FINANCIAL CORP |
2846 |
- |
2023-12-31 |
9,126 |
$295,000 |
170 |
|
Atomi Financial Group Inc. |
424 |
- |
2023-12-31 |
9,014 |
$291,000 |
-207 |
|
ENVESTNET ASSET MANAGEMENT INC |
3741 |
- |
2023-12-31 |
7,045 |
$227,000 |
-1,105 |
|
Strategic Financial Concepts LLC |
122 |
- |
2023-12-31 |
6,843 |
$221,000 |
-324 |
|
Advisor Group Holdings Inc. |
3977 |
- |
2023-12-31 |
5,612 |
$181,000 |
-27,424 |
|
First Capital Advisors Group LLC. |
211 |
- |
2023-06-30 |
3,191 |
$101,000 |
0 |
|
Goss Wealth Management LLC |
2253 |
- |
2023-12-31 |
1,359 |
$44,000 |
10 |
|
UBS Group AG |
5350 |
- |
2023-12-31 |
1,339 |
$43,000 |
-1,179 |
|
SIGNATUREFD, LLC |
2363 |
- |
2023-12-31 |
236 |
$8,000 |
118 |
|
Aptus Capital Advisors LLC |
816 |
- |
2023-12-31 |
208 |
$7,000 |
0 |
|
Capital Investment Advisory Services LLC |
870 |
- |
2023-12-31 |
131 |
$4,000 |
-529 |
|
Capital Advisors Ltd. LLC |
916 |
- |
2024-03-31 |
110 |
$4,000 |
0 |
|
McGlone Suttner Wealth Management Inc. |
347 |
*Closed |
2024-03-31 |
0 |
$0 |
-131 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6031 |
*Closed |
2023-12-31 |
0 |
$0 |
-18,271 |
|
CITADEL ADVISORS LLC |
5836 |
*Closed |
2023-12-31 |
0 |
$0 |
-9,978 |
|
PROEQUITIES INC. |
7190 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
CITIGROUP INC |
4639 |
*Closed |
2023-12-31 |
0 |
$0 |
-280,000 |
|
WELLS FARGO & CO/MN |
6720 |
- |
2023-12-31 |
1 |
$0 |
1 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
1259 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,790 |
|
Lumature Wealth Partners LLC |
407 |
*Closed |
2023-06-30 |
0 |
$0 |
-100 |
|
FOUNDERS FINANCIAL SECURITIES LLC |
408 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,311 |
|
|
28 Records found
|
1
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