|
Institutional
Holders
Total
Institutions:
|
58 2 |
|
Total
shares held :
|
2,341,218 |
|
% of shares
held :
|
28.04% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-5 |
|
Amount
of shares held :
|
-7,848 |
|
% of shares
held change :
|
-0.09% |
|
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 |
JANE STREET GROUP LLC |
1131 |
- |
2023-12-31 |
303,631 |
$7,587,000 |
196,586 |
|
CAPTRUST FINANCIAL ADVISORS |
502 |
- |
2023-12-31 |
233,201 |
$5,827,000 |
-45,650 |
|
BANK OF AMERICA CORP /DE/ |
2786 |
- |
2023-12-31 |
232,196 |
$5,802,000 |
62,399 |
|
UBS Group AG |
1910 |
- |
2023-12-31 |
223,477 |
$5,584,000 |
51,457 |
|
FINANCIAL NETWORK |
561 |
- |
2023-12-31 |
206,745 |
$5,166,000 |
-29,337 |
|
MORGAN STANLEY |
3901 |
- |
2023-12-31 |
184,586 |
$4,612,000 |
-32,951 |
|
Advisor Group Holdings Inc. |
1560 |
- |
2023-12-31 |
116,631 |
$2,914,000 |
-60,004 |
|
Auxano Advisors LLC |
21 |
- |
2023-12-31 |
109,308 |
$2,731,000 |
-429 |
|
WELLS FARGO & CO/MN |
2667 |
- |
2023-12-31 |
62,913 |
$1,572,000 |
-17,902 |
|
NEW HARBOR FINANCIAL GROUP, LLC |
|
*New |
2023-12-31 |
54,307 |
$1,357,000 |
54,307 |
|
LPL FINANCIAL CORP |
2763 |
- |
2023-12-31 |
52,966 |
$1,323,000 |
249 |
|
ROYAL BANK OF CANADA |
3046 |
- |
2023-12-31 |
42,710 |
$1,067,000 |
-1,555 |
|
HC Advisors LLC |
|
- |
2023-12-31 |
41,294 |
$1,032,000 |
6,810 |
|
EVERGREEN CAPITAL MANAGEMENT LLC |
289 |
- |
2023-12-31 |
40,830 |
$1,020,000 |
-2,050 |
|
RAYMOND JAMES & ASSOCIATES |
2619 |
- |
2024-03-31 |
36,706 |
$930,000 |
2,551 |
|
U.S. Capital Wealth Advisors LLC |
378 |
- |
2023-12-31 |
30,777 |
$769,000 |
-950 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3169 |
*New |
2023-12-31 |
30,430 |
$760,000 |
30,430 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2353 |
- |
2023-12-31 |
29,408 |
$735,000 |
-7,318 |
|
AMERIPRISE FINANCIAL INC |
3276 |
- |
2023-12-31 |
26,355 |
$660,000 |
4,219 |
|
Stratos Wealth Partners LTD. |
808 |
- |
2024-03-31 |
23,995 |
$608,000 |
-966 |
|
PEKIN SINGER STRAUSS ASSET MANAGEMENT |
176 |
- |
2023-12-31 |
24,113 |
$602,000 |
-5,900 |
|
ADE LLC |
43 |
- |
2024-03-31 |
22,737 |
$576,000 |
-642 |
|
Private Advisor Group LLC |
1427 |
- |
2023-12-31 |
21,322 |
$533,000 |
-4,161 |
|
WEALTHSOURCE PARTNERS LLC |
320 |
- |
2023-12-31 |
19,842 |
$496,000 |
268 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2526 |
- |
2024-03-31 |
19,034 |
$482,000 |
-20 |
|
Bridge Advisory LLC |
71 |
- |
2024-03-31 |
18,452 |
$468,000 |
-228 |
|
Kovack Advisors Inc. |
281 |
- |
2024-03-31 |
16,900 |
$428,000 |
-1,600 |
|
PFG Investments LLC |
594 |
- |
2024-03-31 |
16,781 |
$425,000 |
6,058 |
|
SPROTT INC. |
105 |
- |
2023-12-31 |
14,943 |
$373,000 |
-270 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2600 |
- |
2024-03-31 |
13,243 |
$336,000 |
-1,240 |
|
CUTTER & CO BROKERAGE INC |
138 |
- |
2023-12-31 |
12,136 |
$303,000 |
-869 |
|
SCOTIA CAPITAL INC. |
666 |
- |
2023-12-31 |
11,648 |
$291,000 |
0 |
|
Wealthcare Advisory Partners LLC |
704 |
- |
2024-03-31 |
10,217 |
$259,000 |
-4,489 |
|
Creekmur Asset Management LLC |
|
- |
2023-12-31 |
8,593 |
$215,000 |
0 |
|
OPTIMUM INVESTMENT ADVISORS |
212 |
- |
2024-03-31 |
6,300 |
$160,000 |
-2,400 |
|
NATIONAL BANK OF CANADA /FI/ |
1319 |
- |
2023-12-31 |
6,404 |
$158,000 |
-71 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
5,700 |
$142,000 |
530 |
|
J P MORGAN CHASE & CO |
4667 |
- |
2023-12-31 |
2,500 |
$62,000 |
0 |
|
YHB INVESTMENT ADVISORS, INC. |
425 |
*New |
2024-03-31 |
2,339 |
$59,000 |
2,339 |
|
ORG Partners LLC |
438 |
- |
2023-12-31 |
2,300 |
$57,000 |
2,300 |
|
COMERICA BANK |
2693 |
- |
2023-12-31 |
2,079 |
$52,000 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
2050 |
- |
2023-12-31 |
1,800 |
$45,000 |
-11,680 |
|
BANK OF MONTREAL /CAN/ |
3045 |
- |
2023-12-31 |
1,548 |
$40,000 |
-2,368 |
|
ABSOLUTE INVESTMENT MANAGEMENT LLC |
146 |
- |
2023-12-31 |
1,324 |
$33,000 |
0 |
|
Tradition Wealth Management LLC |
714 |
- |
2023-12-31 |
1,306 |
$33,000 |
17 |
|
CWM LLC |
2754 |
- |
2024-03-31 |
962 |
$24,000 |
-127 |
|
Stonehage Fleming Financial Services Holdings Ltd |
206 |
- |
2023-12-31 |
644 |
$16,000 |
0 |
|
AdvisorNet Financial Inc |
1309 |
*New |
2024-03-31 |
360 |
$9,000 |
360 |
|
ICA Group Wealth Management LLC |
909 |
- |
2023-12-31 |
336 |
$8,000 |
336 |
|
Newbridge Financial Services Group Inc. |
817 |
*New |
2024-03-31 |
300 |
$8,000 |
300 |
|
West Branch Capital LLC |
304 |
- |
2024-03-31 |
263 |
$7,000 |
0 |
|
PARKSIDE FINANCIAL BANK & TRUST |
1299 |
*New |
2023-12-31 |
186 |
$5,000 |
186 |
|
GPS Wealth Strategies Group LLC |
1016 |
- |
2023-12-31 |
153 |
$4,000 |
2 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2839 |
- |
2023-12-31 |
176 |
$4,000 |
176 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
1227 |
- |
2023-12-31 |
162 |
$4,000 |
0 |
|
Versant Capital Management Inc |
1168 |
- |
2024-03-31 |
102 |
$3,000 |
-8 |
|
HARBOR INVESTMENT ADVISORY LLC |
1021 |
- |
2024-03-31 |
100 |
$3,000 |
0 |
|
HANSON MCCLAIN, INC. |
2709 |
- |
2024-03-31 |
115 |
$3,000 |
0 |
|
Parallel Advisors LLC |
2753 |
- |
2023-12-31 |
88 |
$2,000 |
0 |
|
WEST OAK CAPITAL LLC |
289 |
- |
2024-03-31 |
20 |
$1,000 |
0 |
|
TCTC HOLDINGS, LLC |
493 |
- |
2023-12-31 |
40 |
$1,000 |
0 |
|
FMR LLC |
4767 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
PROEQUITIES INC. |
5126 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
FREEDOM WEALTH ALLIANCE LLC |
65 |
*Closed |
2023-09-30 |
0 |
$0 |
-7,879 |
|
OLD MISSION CAPITAL LLC |
1155 |
*Closed |
2023-12-31 |
0 |
$0 |
-16,304 |
|
|
65 Records found
|
1
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