|
Institutional
Holders
Total
Institutions:
|
53 4 |
|
Total
shares held :
|
2,902,632 |
|
% of shares
held :
|
74.43% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-2 |
|
Amount
of shares held :
|
123,190 |
|
% of shares
held change :
|
3.16% |
|
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 |
PFS INVESTMENTS INC. |
141 |
- |
2023-06-30 |
349,025 |
$8,799,000 |
1,653 |
|
McAdam LLC |
42 |
- |
2024-03-31 |
231,591 |
$5,943,000 |
14,426 |
|
Equitable Holdings Inc. |
205 |
- |
2023-12-31 |
218,708 |
$5,612,000 |
145 |
|
JANE STREET GROUP LLC |
1603 |
- |
2023-12-31 |
168,798 |
$4,331,000 |
79,078 |
|
BANK OF AMERICA CORP /DE/ |
3138 |
- |
2023-12-31 |
132,377 |
$3,397,000 |
14,616 |
|
AE Wealth Management LLC |
753 |
- |
2023-12-31 |
120,919 |
$3,069,000 |
62,632 |
|
ENVESTNET ASSET MANAGEMENT INC |
2263 |
- |
2023-12-31 |
106,709 |
$2,738,000 |
8,353 |
|
Hennion & Walsh Asset Management Inc. |
192 |
- |
2024-03-31 |
106,225 |
$2,726,000 |
43,025 |
|
Evergreen Private Wealth LLC |
37 |
- |
2024-03-31 |
78,808 |
$2,022,000 |
17,176 |
|
AMERIPRISE FINANCIAL INC |
2868 |
- |
2023-12-31 |
66,698 |
$1,728,000 |
13,757 |
|
Stratos Wealth Partners LTD. |
555 |
- |
2024-03-31 |
49,678 |
$1,275,000 |
582 |
|
LPL FINANCIAL CORP |
2961 |
- |
2024-03-31 |
46,768 |
$1,200,000 |
5,982 |
|
FINANCIAL NETWORK |
1362 |
- |
2023-12-31 |
39,453 |
$1,012,000 |
2,834 |
|
CWM LLC |
855 |
- |
2024-03-31 |
38,044 |
$976,000 |
35,412 |
|
FOCUS Wealth Advisors LLC |
36 |
- |
2024-03-31 |
34,749 |
$892,000 |
14,955 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1808 |
- |
2024-03-31 |
34,027 |
$873,000 |
290 |
|
JACOBSON & SCHMITT ADVISORS LLC |
44 |
- |
2024-03-31 |
32,952 |
$846,000 |
177 |
|
ROYAL BANK OF CANADA |
3706 |
- |
2023-12-31 |
18,211 |
$467,000 |
1,778 |
|
Green Harvest Asset Management LLC |
130 |
- |
2023-12-31 |
18,029 |
$463,000 |
4,328 |
|
Prime Capital Investment Advisors LLC |
|
- |
2023-12-31 |
17,210 |
$442,000 |
6,815 |
|
Advisor Group Holdings Inc. |
3086 |
- |
2024-03-31 |
15,833 |
$406,000 |
2,125 |
|
Ausdal Financial Partners Inc. |
315 |
- |
2024-03-31 |
15,362 |
$394,000 |
925 |
|
PRUDENTIAL FINANCIAL INC |
2263 |
- |
2023-12-31 |
14,003 |
$359,000 |
14,003 |
|
Columbus Macro LLC |
151 |
- |
2024-03-31 |
11,307 |
$290,000 |
121 |
|
KCS Wealth Advisory |
121 |
- |
2023-09-30 |
10,727 |
$255,000 |
1,307 |
|
FIRST HEARTLAND CONSULTANTS INC |
404 |
- |
2024-03-31 |
8,044 |
$206,000 |
40 |
|
|
26 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
|
|
|