| |
Institutional
Holders
Total
Institutions:
 |
34  0 |
|
|
Total
shares held :
|
1,147,415 |
|
|
% of shares
held :
|
12.75% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -2 |
|
|
Amount
of shares held :
|
107,211 |
|
|
% of shares
held change :
|
1.19% |
|
| 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 |
  MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. |
911 |
- |
2024-03-31 |
388,324 |
$4,656,000 |
65,257 |
|
| COLONY GROUP, LLC |
570 |
- |
2024-03-31 |
126,237 |
$1,243,000 |
102,651 |
|
| PATHSTONE FAMILY OFFICE, LLC |
712 |
*New |
2023-09-30 |
98,374 |
$984,000 |
98,374 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2591 |
- |
2024-03-31 |
99,067 |
$976,000 |
4,099 |
|
| LFA - Lugano Financial Advisors SA |
41 |
- |
2024-03-31 |
63,880 |
$629,000 |
0 |
|
| JANE STREET GROUP LLC |
3666 |
- |
2024-03-31 |
59,969 |
$591,000 |
-180,812 |
|
| Change Path LLC |
587 |
- |
2024-03-31 |
46,314 |
$456,000 |
-9,586 |
|
| Tempus Wealth Planning LLC |
130 |
- |
2024-03-31 |
39,828 |
$392,000 |
3,689 |
|
| COLONY GROUP LLC |
695 |
- |
2023-09-30 |
23,763 |
$238,000 |
-13,517 |
|
| ROYAL BANK OF CANADA |
4022 |
- |
2024-03-31 |
23,616 |
$232,000 |
1,324 |
|
| CULLEN FROST BANKERS INC |
458 |
- |
2024-03-31 |
23,076 |
$227,000 |
1,089 |
|
| Pathstone Holdings LLC |
2099 |
- |
2024-03-31 |
21,705 |
$214,000 |
-991 |
|
| BANK OF MONTREAL /CAN/ |
2658 |
- |
2024-03-31 |
19,464 |
$194,000 |
-24,998 |
|
| CITADEL ADVISORS LLC |
4650 |
- |
2024-03-31 |
16,851 |
$166,000 |
-32,870 |
|
| LPL FINANCIAL CORP |
4476 |
- |
2024-03-31 |
14,926 |
$147,000 |
-3,575 |
|
| Sawtooth Asset Management Inc. |
995 |
- |
2023-12-31 |
12,020 |
$136,000 |
0 |
|
| Simplicity WealthLLC |
1101 |
*New |
2024-03-31 |
12,110 |
$119,000 |
12,110 |
|
| Blueprint Investment Partners LLC |
133 |
- |
2024-03-31 |
12,110 |
$119,000 |
90 |
|
| ENVESTNET ASSET MANAGEMENT INC |
4008 |
- |
2024-03-31 |
11,630 |
$115,000 |
-14,065 |
|
| GERBER LLC |
95 |
- |
2024-03-31 |
10,812 |
$106,000 |
-2,200 |
|
| CI Private Wealth LLC |
2170 |
- |
2024-03-31 |
10,594 |
$104,000 |
0 |
|
| Advisor Group Holdings Inc. |
4248 |
- |
2024-03-31 |
9,662 |
$95,000 |
-9,581 |
|
| GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1101 |
- |
2024-03-31 |
7,185 |
$71,000 |
0 |
|
| GeoWealth Management LLC |
788 |
- |
2024-03-31 |
6,924 |
$68,000 |
-1,748 |
|
| UBS Group AG |
5310 |
- |
2024-03-31 |
4,931 |
$49,000 |
4,195 |
|
| Cribstone Capital Management LLC |
224 |
- |
2022-12-31 |
1,150 |
$15,000 |
0 |
|
| MORGAN STANLEY |
6367 |
- |
2024-03-31 |
1,339 |
$13,000 |
265 |
|
| Ritter Daniher Financial Advisory LLC / DE |
216 |
- |
2024-03-31 |
1,061 |
$10,000 |
0 |
|
| COMERICA BANK |
3187 |
- |
2024-03-31 |
782 |
$8,000 |
0 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
1195 |
- |
2024-03-31 |
812 |
$8,000 |
137 |
|
| CARDIFF PARK ADVISORS LLC |
344 |
- |
2024-03-31 |
240 |
$2,000 |
0 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2911 |
*New |
2024-03-31 |
200 |
$2,000 |
200 |
|
| Capital Investment Advisory Services LLC |
906 |
- |
2024-03-31 |
200 |
$2,000 |
0 |
|
| Ronald Blue Trust Inc. |
1961 |
*New |
2024-03-31 |
132 |
$1,000 |
132 |
|
| TOWER RESEARCH CAPITAL LLC |
5549 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,796 |
|
| FMR LLC |
4956 |
*New |
2024-03-31 |
1 |
$0 |
1 |
|
| Sunbelt Securities Inc. |
1639 |
- |
2024-03-31 |
25 |
$0 |
0 |
|
| VERITABLE LP |
112 |
*Closed |
2023-09-30 |
0 |
$0 |
-38,892 |
|
| Abundance Wealth Counselors |
138 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,942 |
|
| PROEQUITIES INC. |
7154 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| BANK OF AMERICA CORP /DE/ |
6800 |
*Closed |
2024-03-31 |
0 |
$0 |
-30 |
|
| MML INVESTORS SERVICES LLC |
2550 |
*Closed |
2024-03-31 |
0 |
$0 |
-14,444 |
|
| YHB INVESTMENT ADVISORS, INC. |
950 |
*New |
2024-03-31 |
28 |
$0 |
28 |
|
| WELLS FARGO & CO/MN |
7015 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
|
44 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
