| |
Institutional
Holders
Total
Institutions:
 |
33  5 |
|
|
Total
shares held :
|
444,825 |
|
|
% of shares
held :
|
4.94% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
|
Amount
of shares held :
|
94,261 |
|
|
% of shares
held change :
|
1.05% |
|
| 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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|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  GREAT VALLEY ADVISOR GROUP INC. |
207 |
- |
2023-12-31 |
101,678 |
$2,580,000 |
-683 |
|
| Procyon Private Wealth Partners LLC |
141 |
- |
2024-03-31 |
84,364 |
$2,163,000 |
11,764 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1588 |
- |
2024-03-31 |
47,375 |
$1,215,000 |
7,456 |
|
| LPL FINANCIAL CORP |
3019 |
- |
2023-12-31 |
38,810 |
$985,000 |
18,581 |
|
| Advisor Group Holdings Inc. |
2635 |
- |
2023-12-31 |
34,828 |
$884,000 |
17,614 |
|
| JANE STREET GROUP LLC |
3717 |
*New |
2023-12-31 |
24,194 |
$614,000 |
24,194 |
|
| S. R. Schill & Associates |
45 |
- |
2024-03-31 |
20,281 |
$520,000 |
2,706 |
|
| Concurrent Investment Advisors LLC |
503 |
- |
2023-12-31 |
18,973 |
$481,000 |
0 |
|
| Demars Financial Group LLC |
46 |
*New |
2024-03-31 |
18,635 |
$478,000 |
18,635 |
|
| BANK OF MONTREAL /CAN/ |
2101 |
- |
2023-12-31 |
17,240 |
$443,000 |
17,193 |
|
| FLOW TRADERS U.S. LLC |
502 |
- |
2023-12-31 |
17,199 |
$436,000 |
3,586 |
|
| RETIREMENT PLANNING GROUP |
150 |
*New |
2024-03-31 |
15,841 |
$406,000 |
15,841 |
|
| Claro Advisors LLC |
280 |
- |
2024-03-31 |
14,360 |
$368,000 |
678 |
|
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
510 |
- |
2024-03-31 |
12,500 |
$319,000 |
-500 |
|
| Bogart Wealth LLC |
177 |
*New |
2024-03-31 |
11,223 |
$288,000 |
11,223 |
|
| NATIONS FINANCIAL GROUP INC /IA/ /ADV |
549 |
- |
2024-03-31 |
10,500 |
$269,000 |
500 |
|
| Smith Anglin Financial LLC |
159 |
*New |
2024-03-31 |
9,629 |
$247,000 |
9,629 |
|
| HALBERT, HARGROVE/RUSSELL LLC |
74 |
- |
2024-03-31 |
9,598 |
$246,000 |
0 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3705 |
*New |
2023-12-31 |
9,539 |
$242,000 |
9,539 |
|
| Smartleaf Asset Management LLC |
359 |
- |
2023-12-31 |
6,010 |
$154,000 |
0 |
|
| SIGNATUREFD, LLC |
1000 |
- |
2023-12-31 |
4,800 |
$122,000 |
0 |
|
| GOODMAN & COMPANY INVESTMENT COUNSEL LTD. |
660 |
- |
2023-12-31 |
3,350 |
$85,000 |
0 |
|
| BAYSTATE WEALTH MANAGEMENT LLC |
332 |
- |
2023-12-31 |
2,645 |
$67,000 |
0 |
|
| BANK OF AMERICA CORP /DE/ |
5496 |
- |
2023-12-31 |
1,887 |
$48,000 |
-314 |
|
| Rise Advisors LLC |
263 |
- |
2024-03-31 |
1,601 |
$41,000 |
0 |
|
| DB Wealth Management Group LLC |
183 |
- |
2023-12-31 |
1,513 |
$38,000 |
833 |
|
| PNC FINANCIAL SERVICES GROUP INC |
3425 |
- |
2023-12-31 |
750 |
$19,000 |
0 |
|
| Goss Wealth Management LLC |
2663 |
*New |
2023-12-31 |
600 |
$15,000 |
600 |
|
| Cedar Mountain Advisors LLC |
174 |
*New |
2024-03-31 |
500 |
$13,000 |
500 |
|
| HOLLENCREST SECURITIES LLC |
710 |
- |
2023-12-31 |
415 |
$11,000 |
0 |
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
524 |
- |
2024-03-31 |
400 |
$10,000 |
0 |
|
| Steward Partners Investment Advisory LLC |
2792 |
*New |
2023-12-31 |
311 |
$8,000 |
311 |
|
| TOTH FINANCIAL ADVISORY CORP |
499 |
*New |
2024-03-31 |
225 |
$6,000 |
225 |
|
| MARK SHEPTOFF FINANCIAL PLANNING LLC |
322 |
- |
2023-12-31 |
200 |
$5,000 |
0 |
|
| CAROLINAS WEALTH CONSULTING LLC |
632 |
- |
2023-12-31 |
213 |
$5,000 |
0 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
1284 |
- |
2023-12-31 |
140 |
$4,000 |
-125 |
|
| CWM LLC |
3791 |
*New |
2024-03-31 |
98 |
$3,000 |
98 |
|
| Concord Wealth Partners |
736 |
- |
2023-12-31 |
50 |
$1,000 |
0 |
|
| Venturi Wealth Management LLC |
1368 |
*Closed |
2024-03-31 |
0 |
$0 |
-77 |
|
| PROEQUITIES INC. |
3576 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
| ROYAL BANK OF CANADA |
6646 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,468 |
|
| MORGAN STANLEY |
7688 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
|
42 Records found
|
1
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