| |
Institutional
Holders
Total
Institutions:
 |
26  0 |
|
|
Total
shares held :
|
239,908 |
|
|
% of shares
held :
|
15.99% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -4 |
|
|
Amount
of shares held :
|
-13,907 |
|
|
% of shares
held change :
|
-0.93% |
|
| 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 |
  RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1374 |
- |
2024-03-31 |
92,500 |
$3,206,000 |
10,985 |
|
| SFI Advisors LLC |
24 |
- |
2023-12-31 |
54,498 |
$1,884,000 |
-13,104 |
|
| LPL FINANCIAL CORP |
3601 |
- |
2024-03-31 |
16,413 |
$569,000 |
-4,734 |
|
| ROYAL BANK OF CANADA |
3627 |
- |
2023-12-31 |
14,827 |
$513,000 |
7,964 |
|
| CARY STREET PARTNER INVESTMENT ADVISORY LLC |
505 |
- |
2024-03-31 |
11,364 |
$394,000 |
-696 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4027 |
*New |
2024-03-31 |
8,669 |
$300,000 |
8,669 |
|
| INVESCO LTD |
3329 |
- |
2023-12-31 |
8,375 |
$290,000 |
-919 |
|
| BANK OF AMERICA CORP /DE/ |
4814 |
- |
2023-12-31 |
8,327 |
$288,000 |
-1,990 |
|
| HIGHTOWER ADVISORS, LLC |
2681 |
- |
2024-03-31 |
8,084 |
$280,000 |
1,427 |
|
| EQIS CAPITAL MANAGEMENT, INC. |
664 |
*New |
2023-12-31 |
6,917 |
$239,000 |
6,917 |
|
| Better Money Decisions LLC |
63 |
- |
2024-03-31 |
6,438 |
$223,000 |
-2,209 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3770 |
*New |
2023-12-31 |
6,148 |
$213,000 |
6,148 |
|
| UBS Group AG |
4856 |
- |
2023-12-31 |
3,394 |
$117,000 |
2,737 |
|
| Goss Wealth Management LLC |
2080 |
- |
2023-12-31 |
2,014 |
$70,000 |
-210 |
|
| Capital Analysts Inc. |
602 |
- |
2023-12-31 |
1,862 |
$64,000 |
0 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
969 |
- |
2024-03-31 |
542 |
$19,000 |
14 |
|
| AdvisorNet Financial Inc |
1176 |
- |
2024-03-31 |
416 |
$14,000 |
1 |
|
| MORGAN STANLEY |
6324 |
- |
2023-12-31 |
391 |
$14,000 |
-69 |
|
| Global Retirement Partners LLC |
2088 |
*New |
2024-03-31 |
280 |
$10,000 |
280 |
|
| Geneos Wealth Management Inc. |
1564 |
- |
2024-03-31 |
250 |
$9,000 |
-150 |
|
| Pacific Center for Financial Services |
290 |
- |
2023-12-31 |
221 |
$8,000 |
1 |
|
| VALLEY NATIONAL ADVISERS INC |
726 |
- |
2024-03-31 |
190 |
$6,000 |
0 |
|
| Coastal Investment Advisors Inc. |
763 |
- |
2024-03-31 |
100 |
$3,000 |
100 |
|
| Coppell Advisory Solutions LLC |
1200 |
- |
2023-12-31 |
100 |
$3,000 |
0 |
|
| Advisor Group Holdings Inc. |
6086 |
- |
2024-03-31 |
90 |
$3,000 |
0 |
|
| Parallel Advisors LLC |
2778 |
- |
2024-03-31 |
65 |
$2,000 |
0 |
|
| Bogart Wealth LLC |
976 |
- |
2024-03-31 |
15 |
$1,000 |
0 |
|
| Coppell Advisory Solutions Corp. |
222 |
*Closed |
2023-03-31 |
0 |
$0 |
-100 |
|
| CITADEL ADVISORS LLC |
5983 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,112 |
|
| PROEQUITIES INC. |
8303 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| Banque Cantonale Vaudoise |
1059 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,105 |
|
| 3D/L Capital Management LLC |
80 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,515 |
|
|
32 Records found
|
1
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