The institutional investor owned 148 shares of the financial services provider’s stock after buying an additional 77 shares during the quarter. Headlands Technologies LLC now owns 168 shares of the financial services provider’s stock valued at $48,000 after purchasing an additional 161 shares in the last quarter. Golden State Wealth Management LLC now owns 253 shares of the financial services provider’s stock valued at $72,000 after purchasing an additional 130 shares in the last quarter. Geneos Wealth Management Inc. now owns 263 shares of the financial services provider’s stock worth $75,000 after purchasing an additional 177 shares during the last quarter. Parallel Advisors LLC now owns 307 shares of the financial services provider’s stock valued at $87,000 after acquiring an additional 65 shares during the last quarter.