| |
Institutional
Holders
Total
Institutions:
 |
27  3 |
|
|
Total
shares held :
|
7,548,754 |
|
|
% of shares
held :
|
83.88% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
13 |
|
|
Amount
of shares held :
|
-127,483 |
|
|
% of shares
held change :
|
 -1.42% |
|
| 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 |
  AMERIPRISE FINANCIAL INC |
745 |
- |
2023-12-31 |
1,913,603 |
$53,026,000 |
-610,788 |
|
| BANK OF AMERICA CORP /DE/ |
1218 |
- |
2023-12-31 |
1,609,047 |
$44,587,000 |
373,234 |
|
| Amplius Wealth Advisors LLC |
7 |
- |
2024-03-31 |
1,165,971 |
$36,122,000 |
305,474 |
|
| LPL FINANCIAL CORP |
731 |
- |
2023-12-31 |
1,010,749 |
$28,008,000 |
135,787 |
|
| Advisor Group Holdings Inc. |
628 |
- |
2023-12-31 |
494,511 |
$13,703,000 |
192,384 |
|
| Gladstone Institutional Advisory LLC |
29 |
- |
2023-12-31 |
407,391 |
$11,289,000 |
20,930 |
|
| Fermata Advisors LLC |
12 |
- |
2024-03-31 |
302,933 |
$9,385,000 |
-17,086 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
875 |
- |
2024-03-31 |
276,013 |
$8,551,000 |
29,229 |
|
| RAYMOND JAMES & ASSOCIATES |
1340 |
- |
2024-03-31 |
231,896 |
$7,184,000 |
133,926 |
|
| Goss Wealth Management LLC |
453 |
- |
2023-12-31 |
121,477 |
$3,446,000 |
29,371 |
|
| ROYAL BANK OF CANADA |
2412 |
- |
2023-12-31 |
87,838 |
$2,434,000 |
15,284 |
|
| J P MORGAN CHASE & CO |
2990 |
*New |
2023-12-31 |
68,348 |
$1,894,000 |
68,348 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1477 |
- |
2024-03-31 |
45,890 |
$1,422,000 |
8,431 |
|
| JANE STREET GROUP LLC |
2918 |
- |
2023-12-31 |
46,289 |
$1,283,000 |
29,521 |
|
| TWO SIGMA INVESTMENTS LLC |
1880 |
*New |
2023-12-31 |
40,100 |
$1,111,000 |
40,100 |
|
| Paragon Private Wealth Management LLC |
54 |
- |
2023-12-31 |
32,332 |
$896,000 |
2,546 |
|
| Householder Group Estate & Retirement Specialist L |
|
- |
2023-12-31 |
30,698 |
$850,000 |
16,161 |
|
| THRIVENT FINANCIAL FOR LUTHERANS |
1867 |
*New |
2023-12-31 |
30,557 |
$847,000 |
30,557 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2253 |
- |
2023-12-31 |
30,008 |
$832,000 |
5,561 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3352 |
- |
2023-12-31 |
24,161 |
$670,000 |
9,156 |
|
| Western Wealth Management LLC |
433 |
- |
2023-12-31 |
17,026 |
$472,000 |
-189 |
|
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1293 |
- |
2023-09-30 |
17,671 |
$444,000 |
3,250 |
|
| MORGAN STANLEY |
5331 |
- |
2023-12-31 |
11,602 |
$321,000 |
-200 |
|
| NATIONAL ASSET MANAGEMENT, INC. |
1126 |
*New |
2023-12-31 |
9,175 |
$254,000 |
9,175 |
|
| RAYMOND JAMES TRUST CO |
1149 |
*New |
2024-03-31 |
7,039 |
$218,000 |
7,039 |
|
| MML INVESTORS SERVICES LLC |
2300 |
*New |
2023-12-31 |
7,371 |
$204,000 |
7,371 |
|
| Tyler-Stone Wealth Management |
339 |
- |
2023-12-31 |
1,980 |
$55,000 |
1,300 |
|
| LM Advisors LLC |
394 |
- |
2023-12-31 |
932 |
$26,000 |
0 |
|
| CWM LLC |
3535 |
*New |
2024-03-31 |
194 |
$6,000 |
194 |
|
| PROEQUITIES INC. |
2478 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
| Kingsview Wealth Management LLC |
963 |
*Closed |
2023-12-31 |
0 |
$0 |
-41,248 |
|
| UBS Group AG |
7329 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,862 |
|
| DHJJ Financial Advisors Ltd. |
780 |
- |
2024-03-31 |
5 |
$0 |
0 |
|
| MARSHALL WACE LLP |
2319 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,194 |
|
|
34 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
