| |
Institutional
Holders
Total
Institutions:
 |
34  0 |
|
|
Total
shares held :
|
829,455 |
|
|
% of shares
held :
|
9.22% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -11 |
|
|
Amount
of shares held :
|
-312,570 |
|
|
% of shares
held change :
|
-3.47% |
|
| 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 |
  LPL FINANCIAL CORP |
1604 |
- |
2023-12-31 |
192,861 |
$5,687,000 |
-198,211 |
|
| Financial Advocates Investment Management |
|
- |
2024-03-31 |
105,955 |
$3,328,000 |
-9,602 |
|
| FINANCIAL NETWORK |
939 |
- |
2023-12-31 |
70,445 |
$2,077,000 |
-61,403 |
|
| Pine Valley Investments Ltd Liability Co |
175 |
- |
2023-12-31 |
46,967 |
$1,392,000 |
41 |
|
| CAPTRUST FINANCIAL ADVISORS |
1214 |
- |
2023-12-31 |
36,215 |
$1,068,000 |
-5,904 |
|
| RAYMOND JAMES & ASSOCIATES |
2596 |
- |
2024-03-31 |
30,719 |
$965,000 |
450 |
|
| Advisor Group Holdings Inc. |
2549 |
- |
2023-12-31 |
32,614 |
$962,000 |
-1,087 |
|
| STIFEL FINANCIAL CORP |
2162 |
- |
2023-12-31 |
32,510 |
$959,000 |
-1,473 |
|
| AVIANCE CAPITAL PARTNERS, LLC |
155 |
- |
2024-03-31 |
30,256 |
$950,000 |
1,945 |
|
| Ameritas Advisory Services LLC |
309 |
- |
2023-12-31 |
30,827 |
$903,000 |
-22,406 |
|
| Strait & Sound Wealth Management LLC |
34 |
- |
2023-12-31 |
26,997 |
$779,000 |
-765 |
|
| SUMMIT INVESTMENT ADVISORS INC |
723 |
- |
2023-12-31 |
21,552 |
$636,000 |
379 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3469 |
*New |
2023-12-31 |
20,796 |
$613,000 |
20,796 |
|
| CITADEL ADVISORS LLC |
3400 |
- |
2023-12-31 |
20,652 |
$609,000 |
10,033 |
|
| Key Client Fiduciary Advisors LLC |
77 |
- |
2024-03-31 |
18,313 |
$575,000 |
529 |
|
| HARBOUR INVESTMENTS INC. |
524 |
- |
2023-12-31 |
17,615 |
$519,000 |
-149 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2468 |
- |
2024-03-31 |
12,554 |
$394,000 |
-3,028 |
|
| WETHERBY ASSET MANAGEMENT INC |
726 |
- |
2023-12-31 |
10,000 |
$295,000 |
0 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
3300 |
- |
2024-03-31 |
8,889 |
$279,000 |
97 |
|
| Belpointe Asset Management LLC |
546 |
- |
2023-12-31 |
9,277 |
$274,000 |
-4 |
|
| Kestra Advisory Services LLC |
1926 |
- |
2023-12-31 |
8,787 |
$259,000 |
8,787 |
|
| Integrated Wealth Concepts LLC |
1370 |
- |
2023-12-31 |
8,000 |
$236,000 |
-400 |
|
| GREAT VALLEY ADVISOR GROUP INC. |
638 |
- |
2023-12-31 |
7,842 |
$231,000 |
0 |
|
| Stratos Wealth Partners LTD. |
1223 |
*New |
2024-03-31 |
7,048 |
$221,000 |
7,048 |
|
| MORGAN STANLEY |
5486 |
- |
2023-12-31 |
7,332 |
$216,000 |
-40 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
|
- |
2024-03-31 |
3,252 |
$102,000 |
39 |
|
| Geneos Wealth Management Inc. |
|
- |
2024-03-31 |
2,750 |
$86,000 |
-1,500 |
|
| UBS Group AG |
5130 |
- |
2023-12-31 |
2,285 |
$67,000 |
1,929 |
|
| Retirement Group LLC |
|
- |
2024-03-31 |
800 |
$25,000 |
0 |
|
| Goss Wealth Management LLC |
2536 |
- |
2023-12-31 |
700 |
$21,000 |
0 |
|
| FMR LLC |
3937 |
- |
2023-12-31 |
501 |
$15,000 |
500 |
|
| Sound Income Strategies LLC |
680 |
- |
2024-03-31 |
400 |
$13,000 |
279 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
| WELLS FARGO & CO/MN |
5997 |
- |
2023-12-31 |
0 |
$0 |
-1 |
|
| JANE STREET GROUP LLC |
5564 |
*Closed |
2023-12-31 |
0 |
$0 |
-12,297 |
|
| Global Retirement Partners LLC |
3324 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
| Raleigh Capital Management Inc. |
1110 |
*Closed |
2023-12-31 |
0 |
$0 |
-168 |
|
|
37 Records found
|
1
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