| |
Institutional
Holders
Total
Institutions:
 |
34  1 |
|
|
Total
shares held :
|
676,071 |
|
|
% of shares
held :
|
16.9% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
14 |
|
|
Amount
of shares held :
|
241,732 |
|
|
% of shares
held change :
|
6.04% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
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|
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|
|
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 :
|
|
|
|
(%) |
|
|
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Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  LPL FINANCIAL CORP |
789 |
- |
2023-12-31 |
221,955 |
$24,444,000 |
66,783 |
|
| JANE STREET GROUP LLC |
798 |
- |
2023-12-31 |
111,295 |
$12,257,000 |
82,883 |
|
| CITADEL ADVISORS LLC |
1281 |
- |
2023-12-31 |
72,989 |
$8,038,000 |
67,698 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1002 |
- |
2024-03-31 |
52,879 |
$6,341,000 |
38,013 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
733 |
- |
2024-03-31 |
31,996 |
$3,837,000 |
-2,193 |
|
| SYM FINANCIAL CORPORATION |
21 |
- |
2023-12-31 |
22,643 |
$2,494,000 |
-426 |
|
| Fingerlakes Wealth Management Inc. |
11 |
- |
2024-03-31 |
19,593 |
$2,350,000 |
450 |
|
| Wealthcare Advisory Partners LLC |
228 |
- |
2024-03-31 |
16,976 |
$2,036,000 |
-15,595 |
|
| Ignite Planners LLC |
39 |
- |
2024-03-31 |
16,881 |
$2,017,000 |
4,584 |
|
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC |
41 |
*New |
2024-03-31 |
16,627 |
$1,994,000 |
16,627 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1273 |
- |
2024-03-31 |
16,159 |
$1,938,000 |
-1,014 |
|
| RAYMOND JAMES & ASSOCIATES |
2312 |
- |
2024-03-31 |
12,778 |
$1,532,000 |
422 |
|
| BANK OF MONTREAL /CAN/ |
1481 |
- |
2023-12-31 |
12,843 |
$1,417,000 |
12,496 |
|
| Stratos Wealth Partners LTD. |
536 |
- |
2024-03-31 |
11,440 |
$1,372,000 |
-5,292 |
|
| Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
11,549 |
$1,272,000 |
-330 |
|
| THRIVENT FINANCIAL FOR LUTHERANS |
1715 |
- |
2023-12-31 |
9,977 |
$1,099,000 |
3,810 |
|
| Advisor Group Holdings Inc. |
2707 |
- |
2023-12-31 |
7,433 |
$819,000 |
1,022 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3058 |
- |
2023-12-31 |
7,127 |
$785,000 |
4,967 |
|
| OLD MISSION CAPITAL LLC |
530 |
- |
2023-12-31 |
6,115 |
$673,000 |
0 |
|
| Atlas Private Wealth Advisors |
69 |
- |
2023-12-31 |
6,046 |
$666,000 |
698 |
|
| Financial Enhancement Group LLC |
96 |
- |
2024-03-31 |
4,280 |
$497,000 |
-2,699 |
|
| New England Private Wealth Advisors LLC |
86 |
- |
2023-12-31 |
4,062 |
$447,000 |
15 |
|
| Capital Analysts Inc. |
328 |
- |
2023-12-31 |
3,842 |
$423,000 |
17 |
|
| THOROUGHBRED FINANCIAL SERVICES LLC |
447 |
- |
2023-12-31 |
2,955 |
$325,000 |
0 |
|
| FLAGSHIP HARBOR ADVISORS LLC |
578 |
- |
2024-03-31 |
2,050 |
$246,000 |
2,050 |
|
| FIRST HEARTLAND CONSULTANTS INC |
322 |
- |
2023-12-31 |
2,234 |
$246,000 |
100 |
|
| IFP Advisors Inc |
884 |
- |
2023-12-31 |
1,997 |
$220,000 |
0 |
|
| Cetera Investment Advisers |
1993 |
*New |
2023-12-31 |
1,942 |
$214,000 |
1,942 |
|
| PRINCIPAL SECURITIES INC. |
899 |
- |
2023-12-31 |
1,914 |
$211,000 |
0 |
|
| BANK OF AMERICA CORP /DE/ |
5520 |
- |
2023-12-31 |
410 |
$45,000 |
2 |
|
| FMR LLC |
4040 |
*New |
2023-12-31 |
102 |
$11,000 |
102 |
|
| Rockbridge Investment Management LCC |
410 |
*New |
2023-12-31 |
82 |
$9,000 |
82 |
|
| Global Retirement Partners LLC |
2223 |
- |
2024-03-31 |
55 |
$7,000 |
0 |
|
| HARBOUR INVESTMENTS INC. |
2394 |
- |
2023-12-31 |
44 |
$5,000 |
0 |
|
| UBS Group AG |
7269 |
*Closed |
2023-12-31 |
0 |
$0 |
-35 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
3331 |
*Closed |
2023-12-31 |
0 |
$0 |
-381 |
|
| PROEQUITIES INC. |
6134 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
| FIRST COMMUNITY TRUST NA |
293 |
*Closed |
2024-03-31 |
0 |
$0 |
-154 |
|
|
38 Records found
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1
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