|
Institutional
Holders
Total
Institutions:
|
21 1 |
|
Total
shares held :
|
582,636 |
|
% of shares
held :
|
6.47% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-2 |
|
Amount
of shares held :
|
-50,402 |
|
% of shares
held change :
|
-0.56% |
|
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 |
GREAT VALLEY ADVISOR GROUP INC. |
38 |
- |
2023-12-31 |
364,849 |
$18,837,000 |
101,215 |
|
LPL FINANCIAL CORP |
1701 |
- |
2023-12-31 |
93,026 |
$4,803,000 |
4,749 |
|
FLOW TRADERS U.S. LLC |
267 |
- |
2023-12-31 |
28,543 |
$1,474,000 |
-32,877 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2648 |
- |
2023-12-31 |
21,527 |
$1,111,000 |
-1,547 |
|
JANE STREET GROUP LLC |
3459 |
- |
2023-12-31 |
15,384 |
$794,000 |
-46,226 |
|
Advisor Group Holdings Inc. |
3327 |
- |
2023-12-31 |
7,748 |
$400,000 |
-33,732 |
|
FIRST HEARTLAND CONSULTANTS INC |
277 |
- |
2023-12-31 |
6,182 |
$319,000 |
1,023 |
|
Cyndeo Wealth Partners LLC |
345 |
- |
2024-03-31 |
4,788 |
$248,000 |
0 |
|
CITADEL ADVISORS LLC |
4351 |
- |
2023-12-31 |
4,206 |
$217,000 |
-9,481 |
|
NBC SECURITIES INC. |
733 |
- |
2024-03-31 |
3,947 |
$214,000 |
36 |
|
Steward Partners Investment Advisory LLC |
1391 |
*New |
2023-12-31 |
3,721 |
$192,000 |
3,721 |
|
Tidemark LLC |
194 |
- |
2023-12-31 |
1,307 |
$67,000 |
0 |
|
ROYAL BANK OF CANADA |
5293 |
- |
2023-12-31 |
987 |
$51,000 |
5 |
|
UBS Group AG |
5423 |
- |
2023-12-31 |
707 |
$37,000 |
707 |
|
Ahrens Investment Partners LLC |
489 |
*New |
2023-03-31 |
404 |
$18,000 |
404 |
|
Global Retirement Partners LLC |
2036 |
- |
2024-03-31 |
231 |
$12,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
2710 |
- |
2023-12-31 |
41 |
$2,000 |
0 |
|
WELLS FARGO & CO/MN |
5792 |
- |
2023-12-31 |
0 |
$0 |
-1 |
|
ARVEST INVESTMENTS INC. |
154 |
*Closed |
2024-03-31 |
0 |
$0 |
-24,961 |
|
OLD MISSION CAPITAL LLC |
910 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,232 |
|
BANK OF MONTREAL /CAN/ |
3413 |
*Closed |
2023-12-31 |
0 |
$0 |
-5,977 |
|
MORGAN STANLEY |
7210 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
PRIVATE TRUST CO NA |
2236 |
*Closed |
2024-03-31 |
0 |
$0 |
-516 |
|
JFS WEALTH ADVISORS, LLC |
1872 |
*New |
2024-03-31 |
2 |
$0 |
2 |
|
PROEQUITIES INC. |
8121 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
DHJJ Financial Advisors Ltd. |
756 |
*New |
2024-03-31 |
2 |
$0 |
2 |
|
ENVESTNET ASSET MANAGEMENT INC |
4137 |
*Closed |
2023-12-31 |
0 |
$0 |
-24,763 |
|
|
27 Records found
|
1
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