| |
Institutional
Holders
Total
Institutions:
 |
28  3 |
|
|
Total
shares held :
|
746,174 |
|
|
% of shares
held :
|
8.29% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -2 |
|
|
Amount
of shares held :
|
-383,861 |
|
|
% of shares
held change :
|
-4.27% |
|
| 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 |
  Advisor Group Holdings Inc. |
1176 |
- |
2023-12-31 |
238,654 |
$5,254,000 |
-22,992 |
|
| Cetera Investment Advisers |
764 |
- |
2023-12-31 |
99,291 |
$2,186,000 |
7,930 |
|
| Insight Advisors LLC/ PA |
|
- |
2023-12-31 |
53,161 |
$1,170,000 |
-33,409 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2212 |
- |
2024-03-31 |
44,234 |
$1,015,000 |
-44,432 |
|
| LPL FINANCIAL CORP |
3086 |
*New |
2023-12-31 |
41,073 |
$904,000 |
41,073 |
|
| JAFFETILCHIN INVESTMENT PARTNERS LLC |
167 |
- |
2023-12-31 |
35,658 |
$785,000 |
-10,209 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3422 |
*New |
2023-12-31 |
29,115 |
$641,000 |
29,115 |
|
| ADVISORY SERVICES NETWORK, LLC |
867 |
- |
2023-12-31 |
24,316 |
$535,000 |
-283 |
|
| CITADEL ADVISORS LLC |
3770 |
- |
2023-12-31 |
19,050 |
$419,000 |
5 |
|
| Atria Wealth Solutions Inc. |
1388 |
*New |
2023-12-31 |
15,727 |
$346,000 |
15,727 |
|
| Goss Wealth Management LLC |
1541 |
- |
2023-12-31 |
13,340 |
$291,000 |
-12,712 |
|
| MARINER WEALTH ADVISORS, LLC |
2415 |
- |
2023-12-31 |
12,600 |
$277,000 |
350 |
|
| Ignite Planners LLC |
243 |
*New |
2024-03-31 |
10,770 |
$246,000 |
10,770 |
|
| Kestra Advisory Services LLC |
1989 |
*New |
2023-12-31 |
10,685 |
$235,000 |
10,685 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3735 |
- |
2023-12-31 |
10,399 |
$229,000 |
-527 |
|
| STEPHENS INC /AR/ |
1042 |
- |
2023-12-31 |
10,034 |
$221,000 |
-174 |
|
| FIRST HEARTLAND CONSULTANTS INC |
339 |
- |
2023-12-31 |
9,997 |
$220,000 |
0 |
|
| BB&T CORP |
2432 |
*New |
2023-12-31 |
9,471 |
$209,000 |
9,471 |
|
| ALTFEST L J & CO INC |
298 |
- |
2024-03-31 |
8,888 |
$204,000 |
-1,073 |
|
| NBC SECURITIES INC. |
999 |
- |
2024-03-31 |
3,435 |
$78,000 |
0 |
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
302 |
- |
2024-03-31 |
3,121 |
$72,000 |
0 |
|
| HARBOUR INVESTMENTS INC. |
1426 |
- |
2023-12-31 |
2,451 |
$54,000 |
-25 |
|
| Steward Partners Investment Advisory LLC |
1993 |
- |
2023-12-31 |
2,250 |
$50,000 |
0 |
|
| DHJJ Financial Advisors Ltd. |
267 |
- |
2024-03-31 |
2,050 |
$47,000 |
665 |
|
| Capital Analysts Inc. |
816 |
*New |
2023-12-31 |
759 |
$17,000 |
759 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
589 |
$14,000 |
0 |
|
| UBS Group AG |
6121 |
- |
2023-12-31 |
408 |
$9,000 |
-1,117 |
|
| PRINCIPAL SECURITIES INC. |
2352 |
- |
2023-12-31 |
339 |
$7,000 |
0 |
|
| CWM LLC |
3636 |
- |
2024-03-31 |
239 |
$5,000 |
0 |
|
| Foundations Investment Advisors LLC |
669 |
*Closed |
2023-12-31 |
0 |
$0 |
-64,242 |
|
| JANE STREET GROUP LLC |
5477 |
*Closed |
2023-12-31 |
0 |
$0 |
-26,760 |
|
| AE Wealth Management LLC |
2194 |
*Closed |
2023-12-31 |
0 |
$0 |
-48,209 |
|
| GOLDMAN SACHS GROUP INC/ |
4742 |
*Closed |
2023-12-31 |
0 |
$0 |
-15,137 |
|
|
33 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
|
|
|
