| |
Institutional
Holders
Total
Institutions:
 |
103  6 |
|
|
Total
shares held :
|
3,687,720 |
|
|
% of shares
held :
|
6.15% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -6 |
|
|
Amount
of shares held :
|
-668,761 |
|
|
% of shares
held change :
|
-1.11% |
|
| 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 |
  MORGAN STANLEY |
3007 |
- |
2023-12-31 |
492,742 |
$14,176,000 |
5,475 |
|
| FIXED INCOME SECURITIES INC |
141 |
- |
2023-12-31 |
276,258 |
$7,948,000 |
51,902 |
|
| Medina Singh Partners LLC |
9 |
- |
2023-12-31 |
245,412 |
$7,061,000 |
9,055 |
|
| ROYAL BANK OF CANADA |
2151 |
- |
2023-12-31 |
120,042 |
$3,454,000 |
9,773 |
|
| Eagle Bluffs Wealth Management LLC |
14 |
- |
2024-03-31 |
99,891 |
$3,088,000 |
6,266 |
|
| Sea Otter Advisors LLC |
11 |
- |
2023-12-31 |
71,000 |
$2,043,000 |
34,700 |
|
| WELLS FARGO & CO/MN |
2493 |
- |
2023-12-31 |
70,830 |
$2,038,000 |
1,633 |
|
| Deschutes Portfolio Strategy LLC |
27 |
- |
2023-12-31 |
58,814 |
$1,692,000 |
35,790 |
|
| Quantedge Capital Pte Ltd |
34 |
- |
2023-12-31 |
58,403 |
$1,680,000 |
10,177 |
|
| 180 WEALTH ADVISORS LLC |
87 |
- |
2024-03-31 |
54,347 |
$1,680,000 |
348 |
|
| GUGGENHEIM CAPITAL LLC |
1092 |
- |
2023-12-31 |
39,691 |
$1,142,000 |
974 |
|
| WOLVERINE ASSET MANAGEMENT LLC |
273 |
- |
2023-12-31 |
37,195 |
$1,070,000 |
37,195 |
|
| KCS Wealth Advisory |
66 |
- |
2023-09-30 |
32,853 |
$949,000 |
3,739 |
|
| MARINER WEALTH ADVISORS, LLC |
1505 |
- |
2023-12-31 |
31,167 |
$897,000 |
4 |
|
| STIFEL FINANCIAL CORP |
2348 |
- |
2023-12-31 |
24,671 |
$710,000 |
3,846 |
|
| JANNEY MONTGOMERY SCOTT LLC |
1756 |
- |
2024-03-31 |
21,405 |
$662,000 |
2,176 |
|
| OPPENHEIMER & CO INC |
933 |
- |
2023-12-31 |
19,896 |
$572,000 |
1,631 |
|
| 1620 INVESTMENT ADVISORS INC. |
55 |
- |
2023-12-31 |
18,702 |
$538,000 |
43 |
|
| SeaCrest Wealth Management LLC |
394 |
- |
2024-03-31 |
11,729 |
$363,000 |
3,192 |
|
| JOHN G ULLMAN & ASSOCIATES INC |
142 |
- |
2023-12-31 |
10,035 |
$289,000 |
2,435 |
|
| RAYMOND JAMES & ASSOCIATES |
3409 |
- |
2024-03-31 |
8,406 |
$260,000 |
406 |
|
| J P MORGAN CHASE & CO |
4089 |
- |
2023-12-31 |
8,259 |
$238,000 |
1,130 |
|
| Carmichael Hill & Associates Inc. |
151 |
- |
2024-03-31 |
7,249 |
$224,000 |
586 |
|
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1602 |
- |
2023-09-30 |
7,604 |
$220,000 |
23 |
|
| MONETARY MANAGEMENT GROUP INC |
199 |
- |
2023-12-31 |
5,512 |
$159,000 |
3,740 |
|
| CWM LLC |
1958 |
- |
2024-03-31 |
2,737 |
$85,000 |
237 |
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
304 |
- |
2024-03-31 |
2,294 |
$71,000 |
1,694 |
|
| Spire Wealth Management |
1337 |
- |
2024-03-31 |
1,093 |
$34,000 |
657 |
|
| Johnson Midwest Financial LLC |
225 |
- |
2023-09-30 |
252 |
$7,000 |
2 |
|
| ICA Group Wealth Management LLC |
1135 |
- |
2023-12-31 |
102 |
$3,000 |
102 |
|
| TOWER RESEARCH CAPITAL LLC |
6103 |
- |
2023-12-31 |
8 |
$0 |
7 |
|
|
31 Records found
|
1
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