| |
Institutional
Holders
Total
Institutions:
 |
29  0 |
|
|
Total
shares held :
|
1,128,181 |
|
|
% of shares
held :
|
12.54% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
|
Amount
of shares held :
|
-286,942 |
|
|
% of shares
held change :
|
 -3.19% |
|
| 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 |
  Private Advisor Group LLC |
218 |
- |
2023-12-31 |
388,622 |
$11,235,000 |
-202,707 |
|
| Advisor Group Holdings Inc. |
1187 |
- |
2023-12-31 |
178,507 |
$5,161,000 |
30,397 |
|
| Gladstone Institutional Advisory LLC |
109 |
- |
2023-12-31 |
150,344 |
$4,346,000 |
6,976 |
|
| LPL FINANCIAL CORP |
1941 |
- |
2023-12-31 |
118,689 |
$3,431,000 |
9,305 |
|
| KLK CAPITAL MANAGEMENT LLC |
9 |
- |
2023-09-30 |
164,178 |
$2,753,000 |
673 |
|
| BANK OF AMERICA CORP /DE/ |
3626 |
- |
2023-12-31 |
60,922 |
$1,761,000 |
-106,602 |
|
| MULTIFINANCIAL SECURITIES CORP |
576 |
- |
2023-12-31 |
55,727 |
$1,611,000 |
5,377 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2073 |
- |
2024-03-31 |
31,594 |
$968,000 |
-24,719 |
|
| OLD MISSION CAPITAL LLC |
464 |
- |
2023-12-31 |
30,303 |
$876,000 |
-11,241 |
|
| H D Vest Advisory Services |
1039 |
- |
2023-12-31 |
15,403 |
$445,000 |
3,732 |
|
| Lifeworks Advisors LLC |
131 |
- |
2023-12-31 |
13,798 |
$399,000 |
0 |
|
| Dynamic Advisors Solutions LLC |
687 |
- |
2024-03-31 |
12,152 |
$372,000 |
1,812 |
|
| Collaborative Wealth Managment Inc. |
108 |
- |
2023-12-31 |
11,369 |
$329,000 |
0 |
|
| Southland Equity Partners LLC |
154 |
- |
2024-03-31 |
9,969 |
$305,000 |
691 |
|
| IFP Advisors Inc |
772 |
- |
2023-12-31 |
9,903 |
$286,000 |
690 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
3357 |
- |
2023-12-31 |
7,593 |
$220,000 |
-2,437 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2965 |
- |
2024-03-31 |
6,846 |
$210,000 |
6,846 |
|
| NATIONAL ASSET MANAGEMENT, INC. |
1244 |
*New |
2023-12-31 |
7,110 |
$207,000 |
7,110 |
|
| ROYAL BANK OF CANADA |
4498 |
- |
2023-12-31 |
6,602 |
$191,000 |
216 |
|
| PRINCIPAL SECURITIES INC. |
1340 |
- |
2023-12-31 |
2,278 |
$66,000 |
0 |
|
| WETZEL INVESTMENT ADVISORS INC. |
276 |
*New |
2024-03-31 |
1,300 |
$38,000 |
1,300 |
|
| UBS Group AG |
5660 |
- |
2023-12-31 |
833 |
$24,000 |
833 |
|
| Capital Investment Advisory Services LLC |
751 |
*New |
2024-03-31 |
667 |
$20,000 |
667 |
|
| BANK OF MONTREAL /CAN/ |
3153 |
- |
2023-12-31 |
630 |
$18,000 |
0 |
|
| FMR LLC |
3977 |
*New |
2023-12-31 |
500 |
$14,000 |
500 |
|
| FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
719 |
- |
2024-03-31 |
71 |
$2,000 |
33 |
|
| Aspect Partners LLC |
486 |
- |
2023-12-31 |
25 |
$1,000 |
0 |
|
| Geneos Wealth Management Inc. |
|
*New |
2023-12-31 |
49 |
$1,000 |
49 |
|
| TOWER RESEARCH CAPITAL LLC |
5447 |
- |
2023-12-31 |
51 |
$1,000 |
51 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
5720 |
*Closed |
2023-12-31 |
0 |
$0 |
-26,764 |
|
| WELLS FARGO & CO/MN |
6128 |
- |
2023-12-31 |
0 |
$0 |
-787 |
|
| PROEQUITIES INC. |
4737 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
| DHJJ Financial Advisors Ltd. |
730 |
- |
2024-03-31 |
10 |
$0 |
0 |
|
| SIMPLEX TRADING LLC |
3003 |
*Closed |
2024-03-31 |
0 |
$0 |
-52 |
|
| MORGAN STANLEY |
7497 |
- |
2023-12-31 |
2 |
$0 |
2 |
|
|
35 Records found
|
1
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