Security key
562803106
Security key
562803106
Report period
Q1 2023
Institutions
33
Top holders
10
Broader feeds
Reporting periods
Recent filing periods:
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| BARD ASSOCIATES INC |
13F
|
Company |
—
class O/S missing
|
385,622
|
$2,102,796 | — | 31 Dec 2022 | |
| VANGUARD GROUP INC |
13F
|
Company |
—
class O/S missing
|
340,874
|
$1,816,858 | — | 31 Dec 2022 | |
| SHUFRO ROSE & CO LLC |
13F
|
Company |
—
class O/S missing
|
197,810
|
$1,054,327 | — | 31 Dec 2022 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
—
class O/S missing
|
122,513
|
$653,000 | — | 31 Dec 2022 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
82,222
|
$443,000 | — | 31 Dec 2022 | |
| Atria Wealth Solutions, Inc. |
13F
|
Company |
—
class O/S missing
|
62,840
|
$342,793 | — | 31 Dec 2022 | |
| MONETA GROUP INVESTMENT ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
46,340
|
$272,943 | — | 31 Dec 2022 | |
| TOBIAS FINANCIAL ADVISORS, INC. |
13F
|
Company |
—
class O/S missing
|
47,434
|
$252,822 | — | 31 Dec 2022 | |
| Michael Jackson |
3/4/5
|
Director |
—
class O/S missing
|
41,344
|
$204,239 | — | 16 Jun 2022 | |
| Fi3 FINANCIAL ADVISORS, LLC |
13F
|
Company |
—
class O/S missing
|
38,102
|
$203,083 | — | 31 Dec 2022 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
35,355
|
$187,000 | — | 31 Dec 2022 | |
| Thrive Wealth Management, LLC |
13F
|
Company |
—
class O/S missing
|
30,586
|
$163,024 | — | 31 Dec 2022 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
—
class O/S missing
|
21,420
|
$157,009 | — | 31 Dec 2022 | |
| STATE STREET CORP |
13F
|
Company |
—
class O/S missing
|
26,500
|
$146,148 | — | 31 Dec 2022 | |
| Abacus Wealth Partners, LLC |
13F
|
Company |
—
class O/S missing
|
27,188
|
$144,910 | — | 31 Dec 2022 | |
| B. Riley Wealth Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
24,991
|
$136,327 | — | 31 Dec 2022 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
25,000
|
$134,000 | — | 31 Dec 2022 | |
| WADDELL & ASSOCIATES, LLC |
13F
|
Company |
—
class O/S missing
|
126,429
|
$126,429 | — | 31 Dec 2022 | |
| Bellwether Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
123,665
|
$123,665 | — | 31 Dec 2022 | |
| BlackRock Finance, Inc. |
13F
|
Company |
—
class O/S missing
|
22,480
|
$119,819 | — | 31 Dec 2022 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
—
class O/S missing
|
19,419
|
$104,000 | — | 31 Dec 2022 | |
| NewEdge Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
19,386
|
$103,327 | — | 31 Dec 2022 | |
| JAMES INVESTMENT RESEARCH, INC. |
13F
|
Company |
—
class O/S missing
|
19,386
|
$103,000 | — | 31 Dec 2022 | |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
18,628
|
$99,288 | — | 31 Dec 2022 | |
| Pinnacle Wealth Planning Services, Inc. |
13F
|
Company |
—
class O/S missing
|
92,165
|
$92,165 | — | 31 Dec 2022 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
15,216
|
$82,014 | — | 31 Dec 2022 | |
| NORTHERN TRUST CORP |
13F
|
Company |
—
class O/S missing
|
14,275
|
$76,086 | — | 31 Dec 2022 | |
| RITHOLTZ WEALTH MANAGEMENT |
13F
|
Company |
—
class O/S missing
|
10,815
|
$57,644 | — | 31 Dec 2022 | |
| Clear Creek Financial Management, LLC |
13F
|
Company |
—
class O/S missing
|
45,242
|
$50,598 | — | 31 Dec 2022 | |
| Hardy Reed LLC |
13F
|
Company |
—
class O/S missing
|
40,615
|
$40,615 | — | 31 Dec 2022 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
5,811
|
$30,973 | — | 31 Dec 2022 | |
| CLARK FINANCIAL SERVICES GROUP INC /BD |
13F
|
Company |
—
class O/S missing
|
18,289
|
$18,000 | — | 31 Dec 2022 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
3,059
|
$16,304 | — | 31 Dec 2022 | |
| HARBOUR INVESTMENTS, INC. |
13F
|
Company |
—
class O/S missing
|
1,683
|
$8,970 | — | 31 Dec 2022 | |
| PERRITT CAPITAL MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
5,555
|
$5,555 | — | 31 Dec 2022 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
—
class O/S missing
|
790
|
$4,000 | — | 31 Dec 2022 | |
| Truvestments Capital LLC |
13F
|
Company |
—
class O/S missing
|
164
|
$872 | — | 31 Dec 2022 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
20
|
$106 | — | 31 Dec 2022 |
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
| Investor | Q4 2022 Shares | Q1 2023 Shares | Share Diff | Share Chg % | Q4 2022 Value $ | Q1 2023 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).