|
Institutional
Holders
Total
Institutions:
|
49 2 |
|
Total
shares held :
|
7,184,069 |
|
% of shares
held :
|
7.98% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
8 |
|
Amount
of shares held :
|
1,566,605 |
|
% of shares
held change :
|
1.74% |
|
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 |
UBS Group AG |
779 |
- |
2023-12-31 |
1,861,555 |
$39,428,000 |
-31,283 |
|
BANK OF AMERICA CORP /DE/ |
1616 |
- |
2023-12-31 |
1,195,945 |
$25,330,000 |
322,146 |
|
FIDELITY D & D BANCORP INC |
1 |
- |
2024-03-31 |
959,854 |
$20,781,000 |
50,980 |
|
Aurum Wealth Management Group LLC |
9 |
- |
2024-03-31 |
931,136 |
$20,159,000 |
40,099 |
|
Bramshill Investments LLC |
16 |
*New |
2023-12-31 |
559,767 |
$11,856,000 |
559,767 |
|
MORGAN STANLEY |
3746 |
- |
2023-12-31 |
269,014 |
$5,698,000 |
8,081 |
|
CLARK CAPITAL MANAGEMENT GROUP INC |
176 |
- |
2023-12-31 |
241,016 |
$5,105,000 |
-735 |
|
ENVESTNET ASSET MANAGEMENT INC |
1981 |
- |
2023-12-31 |
208,457 |
$4,415,000 |
-2,304 |
|
HIGHTOWER ADVISORS, LLC |
1380 |
- |
2023-12-31 |
98,611 |
$2,090,000 |
-15,020 |
|
Advisor Group Holdings Inc. |
1831 |
- |
2023-12-31 |
97,542 |
$2,066,000 |
-52,024 |
|
LPL FINANCIAL CORP |
2452 |
- |
2023-12-31 |
87,053 |
$1,844,000 |
-18,330 |
|
VitalStone Financial LLC |
16 |
- |
2023-12-31 |
75,949 |
$1,609,000 |
-1,215 |
|
ROYAL BANK OF CANADA |
2875 |
- |
2023-12-31 |
63,144 |
$1,337,000 |
42,017 |
|
FINANCIAL NETWORK |
1262 |
- |
2023-12-31 |
56,225 |
$1,191,000 |
3,527 |
|
Baird Financial Group Inc. |
1110 |
- |
2023-12-31 |
50,475 |
$1,069,000 |
15,404 |
|
QP WEALTH MANAGEMENT LLC |
20 |
- |
2023-09-30 |
54,333 |
$1,027,000 |
-6,207 |
|
Hedeker Wealth Management Group LLC |
75 |
- |
2024-03-31 |
42,681 |
$924,000 |
-5,475 |
|
Rockefeller Capital Management L.P. |
1206 |
- |
2023-12-31 |
38,500 |
$815,000 |
-12,049 |
|
SYKON CAPITAL LLC |
57 |
*New |
2023-12-31 |
38,414 |
$814,000 |
38,414 |
|
PARK AVENUE SECURITIES LLC |
754 |
- |
2024-03-31 |
37,403 |
$810,000 |
7,335 |
|
Cross Staff Investments Inc |
44 |
- |
2023-12-31 |
35,000 |
$741,000 |
0 |
|
SimpliFi Inc. |
25 |
- |
2024-03-31 |
30,527 |
$661,000 |
-1,459 |
|
PRUDENTIAL FINANCIAL INC |
2074 |
- |
2023-12-31 |
27,664 |
$586,000 |
4,057 |
|
FREEDOM WEALTH ALLIANCE LLC |
20 |
- |
2023-09-30 |
28,824 |
$545,000 |
60 |
|
PRINCIPAL SECURITIES INC. |
573 |
- |
2023-12-31 |
24,654 |
$522,000 |
0 |
|
CITADEL ADVISORS LLC |
3613 |
*New |
2023-12-31 |
23,474 |
$497,000 |
23,474 |
|
Cetera Investment Advisers |
1508 |
- |
2023-12-31 |
22,672 |
$480,000 |
3,260 |
|
Madrona Financial Services LLC |
55 |
- |
2024-03-31 |
20,497 |
$444,000 |
-13 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1709 |
- |
2024-03-31 |
18,342 |
$397,000 |
200 |
|
Toroso Investments LLC |
1054 |
- |
2023-12-31 |
17,846 |
$378,000 |
-110 |
|
MML INVESTORS SERVICES LLC |
2164 |
- |
2023-12-31 |
11,724 |
$248,000 |
82 |
|
HARBOUR INVESTMENTS INC. |
791 |
- |
2023-12-31 |
11,366 |
$241,000 |
-12,346 |
|
Ausdal Financial Partners Inc. |
420 |
*New |
2024-03-31 |
10,150 |
$220,000 |
10,150 |
|
HRT FINANCIAL LLC |
1592 |
*New |
2023-12-31 |
10,309 |
$218,000 |
10,309 |
|
SFI Advisors LLC |
72 |
*New |
2023-12-31 |
10,078 |
$213,000 |
10,078 |
|
Aveo Capital Partners LLC |
327 |
- |
2023-12-31 |
9,707 |
$206,000 |
9,707 |
|
Emerald Investment Partners LLC |
|
- |
2023-12-31 |
9,651 |
$204,000 |
503 |
|
WELLS FARGO & CO/MN |
4460 |
- |
2023-12-31 |
3,502 |
$74,000 |
2,001 |
|
BESSEMER GROUP INC |
1328 |
- |
2023-12-31 |
2,447 |
$52,000 |
-32 |
|
First Command Advisory Services Inc. |
292 |
*New |
2023-12-31 |
1,134 |
$24,000 |
1,134 |
|
HANSON MCCLAIN, INC. |
1671 |
- |
2024-03-31 |
1,098 |
$24,000 |
0 |
|
Aspire Private Capital LLC |
310 |
- |
2024-03-31 |
1,000 |
$22,000 |
0 |
|
FMR LLC |
3795 |
- |
2023-12-31 |
921 |
$20,000 |
917 |
|
VAN ECK ASSOCIATES CORP |
1333 |
- |
2023-12-31 |
742 |
$16,000 |
0 |
|
Global Retirement Partners LLC |
1896 |
- |
2024-03-31 |
678 |
$15,000 |
-113 |
|
Goss Wealth Management LLC |
2773 |
- |
2023-12-31 |
529 |
$11,000 |
4 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
1096 |
- |
2023-12-31 |
300 |
$6,000 |
0 |
|
BARCLAYS PLC |
3983 |
- |
2023-12-31 |
48 |
$1,000 |
0 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1660 |
- |
2023-12-31 |
47 |
$1,000 |
13 |
|
Sound Income Strategies LLC |
1206 |
- |
2024-03-31 |
42 |
$1,000 |
0 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
5760 |
*Closed |
2023-12-31 |
0 |
$0 |
-11,238 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
3424 |
*Closed |
2024-03-31 |
0 |
$0 |
-66,883 |
|
Legacy Capital Wealth Partners LLC |
300 |
*Closed |
2023-12-31 |
0 |
$0 |
-106,676 |
|
PROEQUITIES INC. |
6268 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
Private Advisor Group LLC |
2274 |
*Closed |
2023-12-31 |
0 |
$0 |
-117,195 |
|
Keystone Financial Group |
318 |
*Closed |
2023-12-31 |
0 |
$0 |
-50,762 |
|
|
56 Records found
|
1
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