| |
Institutional
Holders
Total
Institutions:
 |
48  1 |
|
|
Total
shares held :
|
752,107 |
|
|
% of shares
held :
|
22.12% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -3 |
|
|
Amount
of shares held :
|
-194 |
|
|
% of shares
held change :
|
-0.01% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
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|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  BANK OF AMERICA CORP /DE/ |
3014 |
- |
2025-03-31 |
132,105 |
$5,742,000 |
-3,688 |
|
| Cetera Investment Advisers |
1074 |
- |
2025-03-31 |
121,151 |
$5,266,000 |
581 |
|
| UBS Group AG |
3454 |
- |
2025-03-31 |
61,600 |
$2,678,000 |
2,954 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1941 |
- |
2025-03-31 |
59,360 |
$2,580,000 |
-13,311 |
|
| MORGAN STANLEY |
4405 |
- |
2025-03-31 |
51,384 |
$2,234,000 |
-1,277 |
|
| FLOW TRADERS U.S. LLC |
225 |
- |
2025-03-31 |
41,914 |
$1,822,000 |
25,012 |
|
| LPL FINANCIAL CORP |
3162 |
- |
2025-03-31 |
33,359 |
$1,450,000 |
-1,103 |
|
| RAYMOND JAMES FINANCIAL INC |
3192 |
- |
2025-03-31 |
33,157 |
$1,441,000 |
-1,116 |
|
| Tradition Wealth Management LLC |
174 |
- |
2025-03-31 |
21,928 |
$953,000 |
-72 |
|
| GTS SECURITIES LLC |
413 |
- |
2025-03-31 |
20,258 |
$881,000 |
-11,239 |
|
| ROYAL BANK OF CANADA |
3211 |
- |
2025-03-31 |
18,085 |
$786,000 |
-643 |
|
| Advisor Group Holdings Inc. |
2654 |
- |
2025-03-31 |
13,945 |
$606,000 |
2,243 |
|
| Rockefeller Capital Management L.P. |
1457 |
- |
2025-03-31 |
11,751 |
$511,000 |
550 |
|
| WEDBUSH MORGAN SECURITIES INC |
608 |
- |
2025-03-31 |
11,510 |
$500,000 |
-1,655 |
|
| CITADEL ADVISORS LLC |
3804 |
- |
2025-03-31 |
11,380 |
$495,000 |
683 |
|
| Kestra Advisory Services LLC |
2023 |
- |
2025-03-31 |
7,913 |
$344,000 |
0 |
|
| Rossmore Private Capital |
204 |
- |
2025-03-31 |
7,711 |
$335,000 |
-900 |
|
| Sincerus Advisory LLC |
49 |
- |
2025-03-31 |
7,239 |
$315,000 |
0 |
|
| VIRTU FINANCIAL LLC |
654 |
- |
2025-03-31 |
7,062 |
$307,000 |
7,062 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
2430 |
- |
2025-03-31 |
6,505 |
$283,000 |
-3,786 |
|
| NATIONAL BANK OF CANADA /FI/ |
1190 |
- |
2025-03-31 |
6,381 |
$277,000 |
-80 |
|
| WELLS FARGO & CO/MN |
3862 |
- |
2025-03-31 |
6,245 |
$271,000 |
656 |
|
| Private Advisor Group LLC |
1919 |
- |
2025-03-31 |
6,151 |
$267,000 |
0 |
|
| TOWNSQUARE CAPITAL LLC |
1450 |
- |
2025-03-31 |
5,483 |
$238,000 |
-7 |
|
| 10Elms LLP |
61 |
- |
2025-03-31 |
5,456 |
$237,000 |
0 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
3549 |
- |
2025-03-31 |
5,438 |
$236,000 |
-570 |
|
| Beaumont Financial Advisors LLC |
331 |
- |
2025-03-31 |
5,368 |
$233,000 |
0 |
|
| EWG Elevate Inc. |
108 |
*New |
2025-03-31 |
5,197 |
$226,000 |
5,197 |
|
| STIFEL FINANCIAL CORP |
3103 |
- |
2025-03-31 |
5,181 |
$225,000 |
2 |
|
| Heritage Wealth Management Inc. |
212 |
- |
2025-03-31 |
5,000 |
$217,000 |
0 |
|
| CREATIVE PLANNING |
3036 |
- |
2025-03-31 |
4,655 |
$202,000 |
0 |
|
| GPS Wealth Strategies Group LLC |
324 |
- |
2025-03-31 |
4,051 |
$176,000 |
2,607 |
|
| BANK OF MONTREAL /CAN/ |
2666 |
- |
2025-03-31 |
1,415 |
$62,000 |
-40 |
|
| NBC SECURITIES INC. |
1100 |
- |
2025-03-31 |
1,395 |
$60,000 |
1,394 |
|
| AdvisorNet Financial Inc |
911 |
- |
2025-03-31 |
1,200 |
$52,000 |
0 |
|
| CWM LLC |
2930 |
- |
2025-03-31 |
1,178 |
$51,000 |
0 |
|
| IFP Advisors Inc |
2042 |
- |
2025-03-31 |
702 |
$31,000 |
0 |
|
| TD Waterhouse Canada Inc. |
1195 |
- |
2025-03-31 |
645 |
$28,000 |
0 |
|
| CHAPMAN FINANCIAL GROUP LLC |
168 |
- |
2024-12-31 |
425 |
$19,000 |
0 |
|
| HARBOUR INVESTMENTS INC. |
2176 |
- |
2025-03-31 |
400 |
$17,000 |
0 |
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
498 |
- |
2025-03-31 |
294 |
$13,000 |
0 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2714 |
- |
2025-03-31 |
220 |
$10,000 |
-45 |
|
| FMR LLC |
4332 |
- |
2025-03-31 |
195 |
$8,000 |
0 |
|
| Larson Financial Group LLC |
1730 |
*New |
2025-03-31 |
150 |
$7,000 |
150 |
|
| Peoples Bank/KS |
272 |
- |
2025-03-31 |
155 |
$7,000 |
0 |
|
| ZRC WEALTH MANAGEMENT LLC |
423 |
- |
2025-03-31 |
101 |
$4,000 |
0 |
|
| Steward Partners Investment Advisory LLC |
3367 |
*New |
2025-03-31 |
98 |
$4,000 |
98 |
|
| Farther Finance Advisors LLC |
3339 |
- |
2025-03-31 |
36 |
$2,000 |
1 |
|
| Atria Wealth Solutions Inc. |
1980 |
*Closed |
2025-03-31 |
0 |
$0 |
-9,352 |
|
| PROEQUITIES INC. |
7624 |
- |
2025-03-31 |
0 |
$0 |
0 |
|
| AE Wealth Management LLC |
2217 |
*Closed |
2025-03-31 |
0 |
$0 |
-500 |
|
|
51 Records found
|
1
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