| |
Institutional
Holders
Total
Institutions:
 |
37  1 |
|
|
Total
shares held :
|
219,710 |
|
|
% of shares
held :
|
10.99% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-8 |
|
|
Amount
of shares held :
|
-9,101 |
|
|
% of shares
held change :
|
-0.46% |
|
| 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 |
  NWAM LLC |
283 |
- |
2023-12-31 |
22,366 |
$704,000 |
-10,055 |
|
| LPL FINANCIAL CORP |
3512 |
- |
2023-12-31 |
17,974 |
$566,000 |
1,133 |
|
| CITADEL ADVISORS LLC |
3607 |
*New |
2023-12-31 |
15,871 |
$499,000 |
15,871 |
|
| STEPHENS INC /AR/ |
803 |
- |
2023-12-31 |
13,523 |
$426,000 |
931 |
|
| BANK OF AMERICA CORP /DE/ |
4628 |
- |
2023-12-31 |
12,469 |
$392,000 |
-469 |
|
| ROYAL BANK OF CANADA |
3994 |
- |
2023-12-31 |
10,740 |
$338,000 |
3,750 |
|
| MULTIFINANCIAL SECURITIES CORP |
1557 |
- |
2023-12-31 |
7,372 |
$232,000 |
-1,222 |
|
| UBS Group AG |
4482 |
- |
2023-12-31 |
7,350 |
$231,000 |
-1,669 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4850 |
- |
2023-12-31 |
6,535 |
$206,000 |
-9,657 |
|
| MORGAN STANLEY |
5565 |
- |
2023-12-31 |
5,291 |
$167,000 |
-496 |
|
| CWM LLC |
1773 |
- |
2024-03-31 |
3,880 |
$116,000 |
20 |
|
| Capital Analysts Inc. |
582 |
- |
2023-12-31 |
2,273 |
$72,000 |
627 |
|
| OPTIMUM INVESTMENT ADVISORS |
371 |
- |
2024-03-31 |
1,593 |
$48,000 |
0 |
|
| ADVISORY SERVICES NETWORK, LLC |
2085 |
*New |
2023-12-31 |
1,343 |
$42,000 |
1,343 |
|
| Advisor Group Holdings Inc. |
5057 |
- |
2023-12-31 |
1,145 |
$36,000 |
-638 |
|
| FIRST MANHATTAN CO |
948 |
- |
2023-12-31 |
1,000 |
$31,000 |
0 |
|
| PNC FINANCIAL SERVICES GROUP INC |
3290 |
- |
2023-12-31 |
800 |
$25,000 |
0 |
|
| CITY HOLDING CO |
383 |
- |
2024-03-31 |
575 |
$17,000 |
55 |
|
| Qube Research & Technologies Ltd |
3174 |
- |
2023-12-31 |
316 |
$10,000 |
0 |
|
| BANK OF MONTREAL /CAN/ |
3203 |
- |
2023-12-31 |
323 |
$10,000 |
0 |
|
| Farther Finance Advisors LLC |
1648 |
- |
2023-12-31 |
281 |
$9,000 |
-64 |
|
| TRUST CO OF VERMONT |
|
- |
2024-03-31 |
275 |
$8,000 |
0 |
|
| BAYSTATE WEALTH MANAGEMENT LLC |
852 |
- |
2023-12-31 |
183 |
$6,000 |
1 |
|
| WETZEL INVESTMENT ADVISORS INC. |
650 |
- |
2024-03-31 |
175 |
$5,000 |
0 |
|
| Global Retirement Partners LLC |
2631 |
- |
2024-03-31 |
100 |
$3,000 |
0 |
|
| HARBOUR INVESTMENTS INC. |
2657 |
- |
2023-12-31 |
78 |
$2,000 |
0 |
|
| GUARANTY TRUST CO OF MISSOURI /MO/ |
1274 |
- |
2024-03-31 |
80 |
$2,000 |
0 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
3017 |
- |
2023-12-31 |
39 |
$1,000 |
-348 |
|
| PSI Advisors LLC |
689 |
- |
2024-03-31 |
32 |
$1,000 |
0 |
|
| Centerpoint Advisors LLC |
421 |
- |
2024-03-31 |
50 |
$1,000 |
0 |
|
| Richardson Capital Management LLC |
151 |
*Closed |
2024-03-31 |
0 |
$0 |
-91 |
|
| FMR LLC |
4778 |
- |
2023-12-31 |
1 |
$0 |
1 |
|
| VALLEY NATIONAL ADVISERS INC |
1228 |
*Closed |
2024-03-31 |
0 |
$0 |
-101 |
|
| Granite Bay Wealth Management LLC |
|
*Closed |
2024-03-31 |
0 |
$0 |
-85,038 |
|
| Founders Capital Management |
358 |
*Closed |
2024-03-31 |
0 |
$0 |
-521 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
| VisionPoint Advisory Group LLC |
849 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
| Kalos Management Inc. |
379 |
*Closed |
2023-06-30 |
0 |
$0 |
-46 |
|
| ANCORA ADVISORS, LLC |
1766 |
*Closed |
2023-12-31 |
0 |
$0 |
-43 |
|
| BARCLAYS PLC |
4262 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,430 |
|
|
40 Records found
|
1
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