| |
Institutional
Holders
Total
Institutions:
 |
38  4 |
|
|
Total
shares held :
|
337,822 |
|
|
% of shares
held :
|
10.56% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
3 |
|
|
Amount
of shares held :
|
59,207 |
|
|
% of shares
held change :
|
1.85% |
|
| 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 |
  Advisor Group Holdings Inc. |
1997 |
- |
2024-03-31 |
27,196 |
$1,385,000 |
-138 |
|
| LPL FINANCIAL CORP |
2936 |
- |
2024-03-31 |
24,604 |
$1,253,000 |
-941 |
|
| MORGAN STANLEY |
4902 |
- |
2024-03-31 |
16,267 |
$829,000 |
-11,323 |
|
| BANK OF AMERICA CORP /DE/ |
4254 |
- |
2024-03-31 |
12,803 |
$652,000 |
-14,257 |
|
| MERITAGE PORTFOLIO MANAGEMENT |
265 |
- |
2024-03-31 |
8,290 |
$422,000 |
-479 |
|
| H D Vest Advisory Services |
1423 |
- |
2024-03-31 |
4,723 |
$241,000 |
-644 |
|
| Private Advisor Group LLC |
2054 |
- |
2024-03-31 |
4,257 |
$217,000 |
-38,861 |
|
| REDMOND ASSET MANAGEMENT, LLC |
145 |
- |
2024-03-31 |
4,156 |
$212,000 |
-1,295 |
|
| BLAIR WILLIAM & CO/IL |
1542 |
- |
2024-03-31 |
1,450 |
$74,000 |
-693 |
|
| ROYAL BANK OF CANADA |
4972 |
- |
2024-03-31 |
880 |
$45,000 |
-557 |
|
| ZRC WEALTH MANAGEMENT LLC |
435 |
- |
2024-03-31 |
20 |
$1,000 |
-60 |
|
|
11 Records found
|
1
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