|
Institutional
Holders
Total
Institutions:
|
29 1 |
|
Total
shares held :
|
753,144 |
|
% of shares
held :
|
28.75% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-1 |
|
Amount
of shares held :
|
225,374 |
|
% of shares
held change :
|
8.6% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Pictet North America Advisors SA |
|
- |
2024-03-31 |
348,058 |
$15,842,000 |
68,235 |
|
IFP Advisors Inc |
141 |
- |
2023-12-31 |
74,424 |
$3,367,000 |
847 |
|
FLAGSHIP HARBOR ADVISORS LLC |
110 |
- |
2024-03-31 |
69,702 |
$3,172,000 |
4,152 |
|
WT Wealth Management |
35 |
*New |
2023-12-31 |
54,133 |
$2,449,000 |
54,133 |
|
Advisor Group Holdings Inc. |
1775 |
- |
2023-12-31 |
49,407 |
$2,237,000 |
-695 |
|
ENVESTNET ASSET MANAGEMENT INC |
2492 |
- |
2023-12-31 |
42,457 |
$1,921,000 |
-64 |
|
MML INVESTORS SERVICES LLC |
1051 |
- |
2023-12-31 |
39,795 |
$1,800,000 |
-198 |
|
LPL FINANCIAL CORP |
2539 |
- |
2023-12-31 |
37,326 |
$1,689,000 |
3,003 |
|
JANE STREET GROUP LLC |
2780 |
- |
2023-12-31 |
31,865 |
$1,442,000 |
-21,097 |
|
ROYAL BANK OF CANADA |
2812 |
- |
2023-12-31 |
31,599 |
$1,430,000 |
3,579 |
|
GRIES FINANCIAL LLC |
140 |
- |
2023-12-31 |
9,418 |
$426,000 |
0 |
|
LongView Wealth Management |
123 |
- |
2024-03-31 |
8,618 |
$392,000 |
104 |
|
Archford Capital Strategies LLC |
220 |
*New |
2024-03-31 |
6,436 |
$293,000 |
6,436 |
|
BANQUE PICTET & CIE SA |
313 |
- |
2023-12-31 |
5,720 |
$259,000 |
5,720 |
|
Independence Asset Advisors LLC |
5 |
- |
2024-03-31 |
5,389 |
$244,000 |
0 |
|
CHARTER TRUST CO |
241 |
- |
2024-03-31 |
4,876 |
$222,000 |
0 |
|
Global Retirement Partners LLC |
1048 |
- |
2024-03-31 |
2,329 |
$106,000 |
-688 |
|
TOTH FINANCIAL ADVISORY CORP |
288 |
- |
2024-03-31 |
1,172 |
$53,000 |
14 |
|
Column Capital Advisors LLC |
333 |
- |
2023-09-30 |
1,074 |
$46,000 |
-458 |
|
ADVISORY SERVICES NETWORK, LLC |
2326 |
*New |
2023-12-31 |
606 |
$27,000 |
606 |
|
PRINCIPAL SECURITIES INC. |
1987 |
- |
2023-12-31 |
379 |
$17,000 |
0 |
|
Venturi Wealth Management LLC |
889 |
- |
2024-03-31 |
254 |
$12,000 |
0 |
|
Goss Wealth Management LLC |
2817 |
- |
2023-12-31 |
210 |
$10,000 |
0 |
|
CWM LLC |
3509 |
*New |
2024-03-31 |
156 |
$7,000 |
156 |
|
MORGAN STANLEY |
6596 |
- |
2023-12-31 |
109 |
$5,000 |
0 |
|
Archer Investment Corp |
925 |
- |
2023-12-31 |
16 |
$1,000 |
0 |
|
Cape Investment Advisory Inc. |
1014 |
- |
2023-12-31 |
18 |
$1,000 |
0 |
|
PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
WEBSTER BANK |
622 |
*Closed |
2024-03-31 |
0 |
$0 |
-78 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6317 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,142 |
|
UBS Group AG |
7780 |
*Closed |
2023-12-31 |
0 |
$0 |
-218 |
|
Synergy Financial Management LLC |
157 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,983 |
|
HANSON MCCLAIN, INC. |
3627 |
*Closed |
2024-03-31 |
0 |
$0 |
-19 |
|
WELLS FARGO & CO/MN |
6874 |
- |
2023-12-31 |
1 |
$0 |
-2,359 |
|
US BANCORP |
3960 |
*Closed |
2023-12-31 |
0 |
$0 |
-140 |
|
|
35 Records found
|
1
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