| |
Institutional
Holders
Total
Institutions:
 |
32  7 |
|
|
Total
shares held :
|
1,465,842 |
|
|
% of shares
held :
|
65.15% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
17 |
|
|
Amount
of shares held :
|
469,646 |
|
|
% of shares
held change :
|
20.87% |
|
| 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 |
  Advisor Group Holdings Inc. |
1048 |
- |
2023-12-31 |
226,066 |
$6,298,000 |
38,612 |
|
| Cetera Investment Advisers |
421 |
- |
2023-12-31 |
188,028 |
$5,238,000 |
-637 |
|
| Bullseye Investment Management LLC |
15 |
*New |
2023-12-31 |
145,673 |
$4,058,000 |
145,673 |
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
24 |
- |
2024-03-31 |
120,992 |
$3,476,000 |
-1,068 |
|
| CENTAURUS FINANCIAL INC. |
96 |
- |
2023-12-31 |
113,879 |
$3,173,000 |
28,809 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1231 |
- |
2024-03-31 |
72,163 |
$2,073,000 |
-42,143 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1904 |
- |
2024-03-31 |
55,409 |
$1,592,000 |
-97,744 |
|
| Sunbelt Securities Inc. |
125 |
- |
2024-03-31 |
50,712 |
$1,457,000 |
-68,239 |
|
| FINANCIAL NETWORK |
1180 |
*New |
2023-12-31 |
48,638 |
$1,355,000 |
48,638 |
|
| Snowden Capital Advisors LLC |
382 |
- |
2023-12-31 |
43,955 |
$1,225,000 |
1,920 |
|
| Millington Financial Advisors LLC |
37 |
- |
2023-12-31 |
36,993 |
$1,031,000 |
21,444 |
|
| Feltz Wealth PLAN Inc. |
159 |
- |
2023-12-31 |
32,571 |
$907,000 |
1,587 |
|
| ADVISORY SERVICES NETWORK, LLC |
678 |
*New |
2023-12-31 |
31,539 |
$879,000 |
31,539 |
|
| CRA Financial Services LLC |
102 |
- |
2024-03-31 |
25,154 |
$723,000 |
0 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3219 |
- |
2023-12-31 |
21,395 |
$596,000 |
-228 |
|
| Capasso Planning Partners LLC |
57 |
- |
2024-03-31 |
18,605 |
$535,000 |
1,003 |
|
| BANK OF MONTREAL /CAN/ |
1988 |
- |
2023-12-31 |
19,000 |
$529,000 |
3,200 |
|
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ |
132 |
- |
2023-12-31 |
14,696 |
$409,000 |
4,550 |
|
| IFRAH FINANCIAL SERVICES INC |
147 |
*New |
2023-12-31 |
13,137 |
$366,000 |
13,137 |
|
| Kestra Advisory Services LLC |
1720 |
- |
2023-12-31 |
12,630 |
$352,000 |
-2,115 |
|
| CITADEL ADVISORS LLC |
3996 |
- |
2023-12-31 |
11,856 |
$330,000 |
11,856 |
|
| Diligent Investors LLC |
241 |
- |
2023-12-31 |
11,000 |
$306,000 |
1,000 |
|
| Brookstone Capital Management |
755 |
- |
2024-03-31 |
10,347 |
$297,000 |
-1,184 |
|
| Kingsview Wealth Management LLC |
815 |
- |
2023-12-31 |
9,250 |
$258,000 |
0 |
|
| Atria Wealth Solutions Inc. |
1594 |
*New |
2023-12-31 |
9,200 |
$256,000 |
9,200 |
|
| Orion Capital Management LLC |
106 |
- |
2023-12-31 |
8,738 |
$243,000 |
4,538 |
|
| Arkadios Wealth Advisors |
|
- |
2024-03-31 |
7,856 |
$226,000 |
-800 |
|
| DHJJ Financial Advisors Ltd. |
145 |
- |
2024-03-31 |
6,580 |
$189,000 |
-20 |
|
| Steward Partners Investment Advisory LLC |
1972 |
*New |
2023-12-31 |
1,842 |
$51,000 |
1,842 |
|
| UBS Group AG |
5375 |
- |
2023-12-31 |
1,437 |
$40,000 |
1,437 |
|
| EverSource Wealth Advisors LLC |
1861 |
- |
2023-12-31 |
176 |
$5,000 |
0 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6104 |
*Closed |
2023-12-31 |
0 |
$0 |
-13,417 |
|
| MORGAN STANLEY |
7323 |
*New |
2023-12-31 |
9 |
$0 |
9 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
34 Records found
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