| |
Institutional
Holders
Total
Institutions:
 |
45  5 |
|
|
Total
shares held :
|
164,636 |
|
|
% of shares
held :
|
10.16% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-22 |
|
|
Amount
of shares held :
|
-55,092 |
|
|
% of shares
held change :
|
-3.4% |
|
| 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 |
  SUSQUEHANNA INTERNATIONAL GROUP, LLP |
723 |
- |
2024-03-31 |
55,242 |
$8,249,000 |
50,927 |
|
| LPL FINANCIAL CORP |
1773 |
- |
2024-03-31 |
33,281 |
$4,970,000 |
123 |
|
| KWMG LLC |
84 |
- |
2024-03-31 |
26,725 |
$3,991,000 |
-84 |
|
| MONEY CONCEPTS CAPITAL CORP |
175 |
- |
2024-03-31 |
10,369 |
$1,548,000 |
209 |
|
| Foundations Investment Advisors LLC |
283 |
- |
2023-12-31 |
7,943 |
$1,159,000 |
-6,445 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1293 |
- |
2024-03-31 |
5,838 |
$872,000 |
-1,047 |
|
| Advisor Group Holdings Inc. |
2488 |
- |
2024-03-31 |
5,680 |
$847,000 |
157 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2564 |
- |
2024-03-31 |
4,343 |
$649,000 |
-395 |
|
| ROYAL BANK OF CANADA |
3541 |
- |
2023-12-31 |
3,957 |
$578,000 |
-6,392 |
|
| BANK OF AMERICA CORP /DE/ |
4454 |
- |
2023-12-31 |
3,546 |
$518,000 |
-388 |
|
| GOLDMAN SACHS GROUP INC/ |
3917 |
- |
2023-12-31 |
2,911 |
$425,000 |
0 |
|
| Cornerstone Wealth Management LLC |
370 |
- |
2024-03-31 |
2,691 |
$402,000 |
-137 |
|
| Perigon Wealth Management LLC |
604 |
- |
2024-03-31 |
2,562 |
$383,000 |
0 |
|
| Good Life Advisors LLC |
301 |
- |
2024-03-31 |
2,523 |
$377,000 |
-196 |
|
| Moloney Securities Asset Management LLC |
305 |
- |
2024-03-31 |
2,488 |
$372,000 |
-171 |
|
| Kaizen Financial Strategies |
113 |
- |
2024-03-31 |
1,410 |
$211,000 |
-1,001 |
|
| Pathstone Holdings LLC |
2047 |
- |
2023-12-31 |
1,400 |
$205,000 |
0 |
|
| SALEM INVESTMENT COUNSELORS INC |
373 |
- |
2024-03-31 |
1,197 |
$179,000 |
-55 |
|
| Advisors Preferred LLC |
136 |
- |
2024-03-31 |
770 |
$114,000 |
770 |
|
| CITIGROUP INC |
3374 |
- |
2024-03-31 |
693 |
$103,000 |
528 |
|
| Naples Money Management LLC |
70 |
- |
2024-03-31 |
600 |
$90,000 |
0 |
|
| TSFG LLC |
273 |
- |
2024-03-31 |
328 |
$49,000 |
-320 |
|
| UBS Group AG |
5286 |
- |
2023-12-31 |
325 |
$47,000 |
91 |
|
| IFP Advisors Inc |
1597 |
- |
2023-12-31 |
283 |
$41,000 |
-80 |
|
| HANSON MCCLAIN, INC. |
1449 |
*New |
2024-03-31 |
235 |
$35,000 |
235 |
|
| HARBOUR INVESTMENTS INC. |
1614 |
- |
2023-12-31 |
232 |
$34,000 |
167 |
|
| KISTLERTIFFANY COMPANIES, LLC |
540 |
- |
2023-06-30 |
250 |
$33,000 |
0 |
|
| Capital Investment Advisory Services LLC |
728 |
- |
2024-03-31 |
183 |
$27,000 |
0 |
|
| Retirement Group LLC |
353 |
- |
2024-03-31 |
150 |
$22,000 |
0 |
|
| CWM LLC |
2809 |
- |
2024-03-31 |
150 |
$22,000 |
0 |
|
| FMR LLC |
3956 |
- |
2023-12-31 |
97 |
$14,000 |
-3 |
|
| MORGAN STANLEY |
6437 |
- |
2023-12-31 |
66 |
$10,000 |
-9 |
|
| Asset Dedication LLC |
695 |
- |
2024-03-31 |
62 |
$9,000 |
0 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2634 |
- |
2023-12-31 |
56 |
$8,000 |
0 |
|
| AdvisorNet Financial Inc |
1353 |
- |
2024-03-31 |
55 |
$8,000 |
0 |
|
| Steward Partners Investment Advisory LLC |
2802 |
- |
2023-12-31 |
47 |
$7,000 |
0 |
|
| Aptus Capital Advisors LLC |
821 |
- |
2023-12-31 |
40 |
$6,000 |
-12 |
|
| Investors Research Corp |
861 |
- |
2024-03-31 |
17 |
$3,000 |
-69 |
|
| Goss Wealth Management LLC |
3337 |
- |
2023-12-31 |
17 |
$2,000 |
0 |
|
| CREATIVE PLANNING |
2745 |
*Closed |
2023-12-31 |
0 |
$0 |
-250 |
|
| DB Wealth Management Group LLC |
365 |
- |
2023-12-31 |
2 |
$0 |
0 |
|
| Global Retirement Partners LLC |
3275 |
*Closed |
2024-03-31 |
0 |
$0 |
-7 |
|
| WELLS FARGO & CO/MN |
6586 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| Kestra Advisory Services LLC |
2269 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,042 |
|
| MARINER WEALTH ADVISORS, LLC |
3146 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,424 |
|
| CITADEL ADVISORS LLC |
6581 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,695 |
|
| PROEQUITIES INC. |
9895 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
47 Records found
|
1
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