| |
Institutional
Holders
Total
Institutions:
 |
31  1 |
|
|
Total
shares held :
|
336,062 |
|
|
% of shares
held :
|
22.4% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-2 |
|
|
Amount
of shares held :
|
75,488 |
|
|
% of shares
held change :
|
 5.03% |
|
| 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 |
  JANE STREET GROUP LLC |
2004 |
- |
2024-03-31 |
53,102 |
$2,481,000 |
-11,604 |
|
| WCG Wealth Advisors LLC |
141 |
- |
2024-03-31 |
33,871 |
$1,582,000 |
466 |
|
| Colorado Capital Management Inc. |
32 |
- |
2024-03-31 |
33,109 |
$1,547,000 |
3,326 |
|
| Equitable Holdings Inc. |
576 |
- |
2024-03-31 |
25,342 |
$1,184,000 |
102 |
|
| LPL FINANCIAL CORP |
3070 |
- |
2024-03-31 |
22,816 |
$1,066,000 |
-579 |
|
| Orion Portfolio Solutions LLC |
993 |
- |
2024-03-31 |
20,812 |
$972,000 |
-4,107 |
|
| Clayton Financial Group LLC |
42 |
- |
2024-03-31 |
18,617 |
$870,000 |
2,446 |
|
| Phoenix Wealth Advisors |
49 |
*New |
2024-03-31 |
18,263 |
$853,000 |
18,263 |
|
| MARINER WEALTH ADVISORS, LLC |
1728 |
- |
2024-03-31 |
15,796 |
$738,000 |
9 |
|
| CLS INVESTMENT FIRM LLC |
884 |
- |
2022-12-31 |
18,078 |
$665,000 |
606 |
|
| MISSION CREEK CAPITAL PARTNERS INC |
142 |
- |
2024-03-31 |
12,989 |
$607,000 |
0 |
|
| Harel Insurance Investments & Financial Services L |
|
- |
2024-03-31 |
11,541 |
$539,000 |
-1,324 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2533 |
- |
2024-03-31 |
10,196 |
$476,000 |
-942 |
|
| BOSTON FINANCIAL MANGEMENT INC /MA |
261 |
- |
2024-03-31 |
9,178 |
$429,000 |
-5 |
|
| Walkner Condon Financial Advisors LLC |
178 |
- |
2024-03-31 |
8,493 |
$397,000 |
-2,206 |
|
| Atlantic Trust Group LLC |
894 |
- |
2024-03-31 |
8,400 |
$389,000 |
0 |
|
| BANK OF MONTREAL /CAN/ |
2387 |
- |
2024-03-31 |
6,440 |
$302,000 |
-410 |
|
| COLONY GROUP, LLC |
901 |
- |
2024-03-31 |
4,799 |
$224,000 |
0 |
|
| SUMMIT INVESTMENT ADVISORS INC |
1575 |
- |
2024-03-31 |
2,739 |
$128,000 |
10 |
|
| PROEQUITIES INC. |
843 |
- |
2024-03-31 |
2,663 |
$124,000 |
98 |
|
| MORGAN STANLEY |
5754 |
- |
2024-03-31 |
2,298 |
$107,000 |
0 |
|
| Key Financial Inc |
377 |
- |
2024-03-31 |
1,572 |
$73,000 |
0 |
|
| NORTH STAR INVESTMENT MANAGEMENT CORP. |
578 |
- |
2024-03-31 |
1,325 |
$62,000 |
0 |
|
| HAZLETT BURT & WATSON INC. |
334 |
- |
2024-03-31 |
983 |
$47,000 |
5 |
|
| NBC SECURITIES INC. |
1245 |
- |
2024-03-31 |
730 |
$34,000 |
0 |
|
| Advisor Group Holdings Inc. |
5046 |
- |
2024-03-31 |
623 |
$29,000 |
-818 |
|
| WFA of San Diego LLC |
222 |
- |
2023-09-30 |
686 |
$26,000 |
0 |
|
| GPS Wealth Strategies Group LLC |
699 |
- |
2024-03-31 |
474 |
$22,000 |
0 |
|
| Parallel Advisors LLC |
2117 |
*New |
2024-03-31 |
320 |
$15,000 |
320 |
|
| ROYAL BANK OF CANADA |
5432 |
- |
2024-03-31 |
299 |
$14,000 |
-309 |
|
| UBS Group AG |
5997 |
- |
2024-03-31 |
208 |
$10,000 |
-944 |
|
| Global Retirement Partners LLC |
2712 |
- |
2024-03-31 |
50 |
$2,000 |
0 |
|
| WELLS FARGO & CO/MN |
6265 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| CITADEL ADVISORS LLC |
6243 |
*Closed |
2024-03-31 |
0 |
$0 |
-9,039 |
|
| BAYSTATE WEALTH MANAGEMENT LLC |
1343 |
*Closed |
2023-12-31 |
0 |
$0 |
0 |
|
| Tradewinds Capital Management LLC |
529 |
*New |
2024-03-31 |
10 |
$0 |
10 |
|
| HANSON INVESTMENT MANAGEMENT |
534 |
- |
2024-03-31 |
9 |
$0 |
-763 |
|
|
37 Records found
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1
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