| |
Institutional
Holders
Total
Institutions:
 |
33  2 |
|
|
Total
shares held :
|
564,349 |
|
|
% of shares
held :
|
24.54% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
2 |
|
|
Amount
of shares held :
|
49,060 |
|
|
% of shares
held change :
|
2.13% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$24.70 |
|
|
Last
Quarter's Ending
Price :
|
$28.66 |
|
|
Last
Quarter's Average
Price :
|
$25.93 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
1.17 (4.51%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Equitable Holdings Inc. |
256 |
- |
2023-12-31 |
141,144 |
$4,046,000 |
0 |
|
| JANE STREET GROUP LLC |
1953 |
- |
2023-12-31 |
107,511 |
$3,082,000 |
6,731 |
|
| MORGAN STANLEY |
4573 |
- |
2023-12-31 |
52,910 |
$1,517,000 |
-22,568 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2571 |
- |
2023-12-31 |
40,562 |
$1,163,000 |
13,703 |
|
| CITADEL ADVISORS LLC |
2979 |
- |
2023-12-31 |
33,140 |
$950,000 |
24,005 |
|
| RATHBONE BROTHERS PLC |
328 |
- |
2023-12-31 |
31,399 |
$900,000 |
427 |
|
| BANK OF MONTREAL /CAN/ |
1880 |
- |
2023-12-31 |
22,067 |
$634,000 |
-316 |
|
| Lester Murray Antman dba SimplyRich |
|
- |
2023-12-31 |
21,384 |
$613,000 |
21,384 |
|
| Horizons Wealth Management |
37 |
- |
2024-03-31 |
16,057 |
$460,000 |
0 |
|
| EQIS CAPITAL MANAGEMENT, INC. |
458 |
- |
2023-12-31 |
15,960 |
$457,000 |
-409 |
|
| EMPIRICAL FINANCIAL SERVICES, LLC |
342 |
- |
2023-12-31 |
14,946 |
$428,000 |
-1,058 |
|
| CARDIFF PARK ADVISORS LLC |
180 |
- |
2023-12-31 |
11,350 |
$325,000 |
179 |
|
| BB&T CORP |
2231 |
- |
2023-12-31 |
10,939 |
$314,000 |
-650 |
|
| H D Vest Advisory Services |
1383 |
- |
2023-12-31 |
7,981 |
$229,000 |
-239 |
|
| Schoolcraft Capital LLC |
62 |
- |
2024-03-31 |
7,803 |
$222,000 |
0 |
|
| CI Private Wealth LLC |
2025 |
- |
2023-12-31 |
7,528 |
$216,000 |
7,528 |
|
| COMERICA BANK |
2394 |
- |
2023-12-31 |
4,675 |
$134,000 |
0 |
|
| SOA Wealth Advisors LLC. |
240 |
- |
2024-03-31 |
3,679 |
$104,000 |
12 |
|
| Parallel Advisors LLC |
1146 |
- |
2023-12-31 |
3,160 |
$91,000 |
-65 |
|
| WELLS FARGO & CO/MN |
4465 |
- |
2023-12-31 |
2,586 |
$74,000 |
-488 |
|
| BANK OF AMERICA CORP /DE/ |
5410 |
- |
2023-12-31 |
2,349 |
$67,000 |
96 |
|
| J P MORGAN CHASE & CO |
4856 |
*New |
2023-12-31 |
1,031 |
$30,000 |
1,031 |
|
| Advisor Group Holdings Inc. |
5259 |
- |
2023-12-31 |
931 |
$27,000 |
-236 |
|
| PHILLIPS FINANCIAL MANAGEMENT LLC |
220 |
- |
2024-03-31 |
781 |
$22,000 |
-714 |
|
| UBS Group AG |
5936 |
- |
2023-12-31 |
487 |
$14,000 |
487 |
|
| Goss Wealth Management LLC |
3084 |
- |
2023-12-31 |
169 |
$5,000 |
55 |
|
| AMERIVEST INVESTMENT MANAGEMENT LLC |
405 |
- |
2023-06-30 |
202 |
$5,000 |
-23 |
|
| Main Street Group LTD |
587 |
- |
2023-12-31 |
141 |
$4,000 |
0 |
|
| ATLAS CAPITAL ADVISORS LLC |
773 |
- |
2024-03-31 |
30 |
$1,000 |
0 |
|
| FMR LLC |
4705 |
- |
2023-12-31 |
9 |
$0 |
0 |
|
| Global Retirement Partners LLC |
3180 |
*Closed |
2024-03-31 |
0 |
$0 |
-798 |
|
| Financial Gravity Wealth Inc. |
747 |
- |
2023-12-31 |
4 |
$0 |
0 |
|
| PROEQUITIES INC. |
5073 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
| Private Ocean LLC |
507 |
*Closed |
2024-03-31 |
0 |
$0 |
-136 |
|
| Front Row Advisors LLC |
884 |
*Closed |
2023-12-31 |
0 |
$0 |
-581 |
|
|
35 Records found
|
1
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