|
Institutional
Holders
Total
Institutions:
|
46 6 |
|
Total
shares held :
|
6,222,129 |
|
% of shares
held :
|
29.6% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-17 |
|
Amount
of shares held :
|
-2,125,010 |
|
% of shares
held change :
|
-10.11% |
|
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 |
Pathstone Holdings LLC |
405 |
- |
2024-03-31 |
990,055 |
$7,158,000 |
-36,039 |
|
WELLS FARGO & CO/MN |
2156 |
- |
2024-03-31 |
511,814 |
$3,700,000 |
-1,503 |
|
Integrated Wealth Concepts LLC |
547 |
- |
2024-03-31 |
253,119 |
$1,830,000 |
-3,193 |
|
BANK OF AMERICA CORP /DE/ |
3662 |
- |
2024-03-31 |
252,231 |
$1,824,000 |
-771 |
|
Capital Analysts Inc. |
308 |
- |
2024-03-31 |
73,601 |
$532,000 |
-1,960 |
|
Round Rock Advisors LLC |
164 |
- |
2024-03-31 |
36,324 |
$263,000 |
-7,495 |
|
Quad-Cities Investment Group LLC |
142 |
- |
2024-03-31 |
35,653 |
$258,000 |
-4,419 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2951 |
- |
2024-03-31 |
33,587 |
$243,000 |
-584 |
|
Greytown Advisors Inc. |
72 |
- |
2024-03-31 |
24,731 |
$184,000 |
-1,959 |
|
UBS Group AG |
4899 |
- |
2024-03-31 |
19,191 |
$139,000 |
-304 |
|
Seed Wealth Management Inc. |
151 |
- |
2024-03-31 |
14,500 |
$105,000 |
-9,526 |
|
Vanguard Capital Wealth Advisors |
142 |
- |
2024-03-31 |
12,715 |
$92,000 |
-1,651 |
|
DAYMARK WEALTH PARTNERS LLC |
424 |
- |
2024-03-31 |
10,500 |
$76,000 |
-3,550 |
|
|
13 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
|
|
|