| |
Institutional
Holders
Total
Institutions:
 |
36  3 |
|
|
Total
shares held :
|
1,008,269 |
|
|
% of shares
held :
|
13.44% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
|
Amount
of shares held :
|
34,762 |
|
|
% of shares
held change :
|
0.46% |
|
| 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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|
|
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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 |
  Clear Creek Financial Management LLC |
18 |
- |
2024-03-31 |
164,642 |
$8,209,000 |
140,305 |
|
| LPL FINANCIAL CORP |
1364 |
- |
2023-12-31 |
183,882 |
$8,130,000 |
21,931 |
|
| BANK OF AMERICA CORP /DE/ |
2578 |
- |
2023-12-31 |
177,440 |
$7,845,000 |
-18,113 |
|
| Armbruster Capital Management Inc. |
18 |
- |
2023-12-31 |
172,328 |
$7,619,000 |
53,800 |
|
| INVESCO LTD |
2184 |
- |
2023-12-31 |
111,194 |
$4,916,000 |
-69,633 |
|
| FIS GROUP INC. |
315 |
*New |
2023-12-31 |
88,700 |
$3,922,000 |
88,700 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1070 |
*New |
2024-03-31 |
55,608 |
$2,773,000 |
55,608 |
|
| Trilogy Capital Inc. |
129 |
- |
2024-03-31 |
44,705 |
$2,229,000 |
17,429 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1660 |
- |
2024-03-31 |
37,205 |
$1,855,000 |
-945 |
|
| Arrowroot Family Office LLC |
37 |
- |
2023-12-31 |
24,090 |
$1,065,000 |
-4,866 |
|
| Avestar Capital LLC |
99 |
- |
2023-12-31 |
23,440 |
$1,036,000 |
6,062 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
|
- |
2024-03-31 |
18,921 |
$943,000 |
7,743 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2935 |
- |
2023-12-31 |
20,276 |
$896,000 |
14,048 |
|
| Streettalk Advisors LLC |
|
- |
2024-03-31 |
12,857 |
$641,000 |
-1,990 |
|
| Capasso Planning Partners LLC |
60 |
- |
2024-03-31 |
9,995 |
$498,000 |
-4,191 |
|
| GREAT VALLEY ADVISOR GROUP INC. |
483 |
- |
2023-12-31 |
10,129 |
$448,000 |
-229 |
|
| Professional Financial Advisors LLC |
78 |
- |
2024-03-31 |
7,842 |
$391,000 |
36 |
|
| Advisor Group Holdings Inc. |
3433 |
- |
2023-12-31 |
8,021 |
$355,000 |
2,105 |
|
| Global Retirement Partners LLC |
677 |
- |
2024-03-31 |
5,562 |
$277,000 |
2,588 |
|
| JANE STREET GROUP LLC |
4530 |
- |
2023-12-31 |
6,019 |
$266,000 |
-2,718 |
|
| LEE MUNDER CAPITAL GROUP, LLC |
286 |
- |
2023-12-31 |
5,988 |
$265,000 |
341 |
|
| UBS Group AG |
4415 |
- |
2023-12-31 |
5,701 |
$252,000 |
211 |
|
| Capital Investment Advisory Services LLC |
505 |
- |
2024-03-31 |
3,487 |
$174,000 |
-613 |
|
| ROYAL BANK OF CANADA |
4675 |
- |
2023-12-31 |
3,384 |
$150,000 |
-14,204 |
|
| Coastal Investment Advisors Inc. |
540 |
*New |
2024-03-31 |
1,166 |
$58,000 |
1,166 |
|
| Sunbelt Securities Inc. |
849 |
- |
2024-03-31 |
1,046 |
$52,000 |
-999 |
|
| MORGAN STANLEY |
6071 |
- |
2023-12-31 |
759 |
$34,000 |
759 |
|
| GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1250 |
*New |
2023-12-31 |
615 |
$27,000 |
615 |
|
| Retirement Group LLC |
|
- |
2024-03-31 |
434 |
$22,000 |
-23 |
|
| ADVISORY SERVICES NETWORK, LLC |
2485 |
*New |
2023-12-31 |
445 |
$20,000 |
445 |
|
| Geneos Wealth Management Inc. |
|
- |
2024-03-31 |
300 |
$15,000 |
0 |
|
| Caitlin John LLC |
372 |
- |
2023-12-31 |
333 |
$15,000 |
0 |
|
| Addison Advisors LLC |
475 |
- |
2023-12-31 |
325 |
$14,000 |
0 |
|
| HARBOUR INVESTMENTS INC. |
2808 |
- |
2023-12-31 |
15 |
$1,000 |
0 |
|
| Koss-Olinger Consulting LLC |
81 |
*Closed |
2024-03-31 |
0 |
$0 |
-41,612 |
|
| WELLS FARGO & CO/MN |
6333 |
- |
2023-12-31 |
1 |
$0 |
-374 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
| Goodman Advisory Group LLC |
157 |
- |
2023-12-31 |
2 |
$0 |
0 |
|
| CITADEL ADVISORS LLC |
6436 |
*Closed |
2023-12-31 |
0 |
$0 |
-34,998 |
|
| Able Wealth Management LLC |
579 |
- |
2023-12-31 |
4 |
$0 |
0 |
|
|
40 Records found
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1
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