| |
Institutional
Holders
Total
Institutions:
 |
41  2 |
|
|
Total
shares held :
|
1,934,697 |
|
|
% of shares
held :
|
74.41% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-7 |
|
|
Amount
of shares held :
|
16,734 |
|
|
% of shares
held change :
|
 0.64% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
|
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|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  LPL FINANCIAL CORP |
1681 |
- |
2024-03-31 |
118,255 |
$5,569,000 |
-20,656 |
|
| PROVISE MANAGEMENT GROUP LLC |
98 |
- |
2024-03-31 |
61,354 |
$2,889,000 |
-2,781 |
|
| RAYMOND JAMES & ASSOCIATES |
2150 |
- |
2024-03-31 |
42,185 |
$1,987,000 |
26,442 |
|
| Kestra Advisory Services LLC |
819 |
- |
2023-12-31 |
39,374 |
$1,864,000 |
-2,050 |
|
| Private Advisor Group LLC |
917 |
- |
2024-03-31 |
33,845 |
$1,594,000 |
-54,377 |
|
| BANK OF AMERICA CORP /DE/ |
3686 |
- |
2023-12-31 |
33,302 |
$1,576,000 |
-16,580 |
|
| Prime Capital Investment Advisors LLC |
|
- |
2023-12-31 |
26,651 |
$1,262,000 |
0 |
|
| JANE STREET GROUP LLC |
3062 |
- |
2023-12-31 |
23,585 |
$1,116,000 |
-56,876 |
|
| HF Advisory Group LLC |
88 |
- |
2024-03-31 |
15,181 |
$715,000 |
1,263 |
|
| Smartleaf Asset Management LLC |
176 |
- |
2024-03-31 |
11,213 |
$530,000 |
-45,621 |
|
| Insight Advisors LLC/ PA |
158 |
- |
2024-03-31 |
10,635 |
$501,000 |
-529 |
|
| Winch Advisory Services LLC |
57 |
- |
2023-12-31 |
10,469 |
$496,000 |
484 |
|
| Wealthcare Advisory Partners LLC |
538 |
- |
2024-03-31 |
10,376 |
$489,000 |
-331 |
|
| WELLS FARGO & CO/MN |
3414 |
- |
2024-03-31 |
10,198 |
$480,000 |
-2,867 |
|
| Herold Advisors Inc. |
192 |
- |
2024-03-31 |
9,297 |
$438,000 |
-478 |
|
| J P MORGAN CHASE & CO |
3851 |
- |
2024-03-31 |
8,595 |
$405,000 |
1,970 |
|
| Trilogy Capital Inc. |
224 |
- |
2024-03-31 |
8,395 |
$395,000 |
-1,299,719 |
|
| NBC SECURITIES INC. |
542 |
- |
2024-03-31 |
7,588 |
$357,000 |
2,606 |
|
| WEBSTER BANK |
173 |
- |
2024-03-31 |
7,307 |
$344,000 |
1,098 |
|
| BANK OF NEW YORK MELLON CORP |
3663 |
- |
2024-03-31 |
6,441 |
$303,000 |
104 |
|
| Maia Wealth LLC |
152 |
- |
2023-12-31 |
5,626 |
$266,000 |
0 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4204 |
- |
2024-03-31 |
5,594 |
$263,000 |
-8,631 |
|
| Claro Advisors LLC |
371 |
- |
2024-03-31 |
4,780 |
$225,000 |
-1,966 |
|
| MORGAN STANLEY |
5472 |
- |
2023-12-31 |
4,732 |
$224,000 |
279 |
|
| MULTIFINANCIAL SECURITIES CORP |
1579 |
- |
2023-12-31 |
4,706 |
$223,000 |
-353 |
|
| Team Financial Group LLC |
47 |
- |
2023-12-31 |
1,861 |
$88,000 |
0 |
|
| Farther Finance Advisors LLC |
986 |
- |
2023-12-31 |
1,223 |
$58,000 |
213 |
|
| CITIGROUP INC |
3885 |
- |
2024-03-31 |
736 |
$35,000 |
0 |
|
| DB Wealth Management Group LLC |
245 |
*New |
2023-12-31 |
363 |
$17,000 |
363 |
|
| ROYAL BANK OF CANADA |
5713 |
- |
2023-12-31 |
285 |
$13,000 |
0 |
|
| Tidemark LLC |
420 |
- |
2023-12-31 |
207 |
$10,000 |
0 |
|
| FRANKLIN RESOURCES INC |
2527 |
- |
2023-12-31 |
200 |
$9,000 |
0 |
|
| Advisor Group Holdings Inc. |
5630 |
- |
2024-03-31 |
185 |
$9,000 |
-255 |
|
| HARBOUR INVESTMENTS INC. |
2201 |
- |
2023-12-31 |
165 |
$8,000 |
0 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
1389 |
- |
2024-03-31 |
62 |
$3,000 |
0 |
|
| UBS Group AG |
6746 |
- |
2023-12-31 |
29 |
$1,000 |
-248 |
|
| EPG Wealth Management LLC |
437 |
- |
2023-12-31 |
5 |
$0 |
0 |
|
| Larson Financial Group LLC |
1630 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| CITADEL ADVISORS LLC |
5931 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,450 |
|
| INVENIO WEALTH PARTNERS LLC |
101 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,358 |
|
| PROEQUITIES INC. |
7661 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| ADVISORY SERVICES NETWORK, LLC |
3827 |
*Closed |
2024-03-31 |
0 |
$0 |
-606 |
|
|
42 Records found
|
1
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