|
Institutional
Holders
Total
Institutions:
|
48 2 |
|
Total
shares held :
|
308,507 |
|
% of shares
held :
|
24.29% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-15 |
|
Amount
of shares held :
|
-89,745 |
|
% of shares
held change :
|
-7.07% |
|
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 |
MORGAN STANLEY |
3858 |
- |
2024-03-31 |
49,014 |
$4,787,000 |
-5,935 |
|
BANK OF AMERICA CORP /DE/ |
3369 |
- |
2024-03-31 |
29,818 |
$2,912,000 |
-8,154 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1811 |
- |
2024-03-31 |
19,329 |
$1,888,000 |
-36 |
|
LPL FINANCIAL CORP |
2563 |
- |
2024-03-31 |
18,878 |
$1,844,000 |
-20 |
|
FINANCIAL NETWORK |
1176 |
- |
2024-03-31 |
15,252 |
$1,490,000 |
-1,577 |
|
AMERIPRISE FINANCIAL INC |
2963 |
- |
2024-03-31 |
13,997 |
$1,370,000 |
-1,015 |
|
WELLS FARGO & CO/MN |
2948 |
- |
2024-03-31 |
11,156 |
$1,090,000 |
-6,545 |
|
UBS Group AG |
3586 |
- |
2024-03-31 |
9,523 |
$930,000 |
-8,583 |
|
Advisor Group Holdings Inc. |
2403 |
- |
2024-03-31 |
9,466 |
$925,000 |
-439 |
|
H D Vest Advisory Services |
925 |
- |
2024-03-31 |
6,601 |
$645,000 |
-296 |
|
PEAPACK GLADSTONE FINANCIAL CORP |
461 |
- |
2024-03-31 |
6,184 |
$604,000 |
-200 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2246 |
- |
2024-03-31 |
5,225 |
$510,000 |
-160 |
|
Stratos Wealth Partners LTD. |
1048 |
- |
2024-03-31 |
3,376 |
$330,000 |
-139 |
|
JANNEY MONTGOMERY SCOTT LLC |
2365 |
- |
2024-03-31 |
2,863 |
$280,000 |
-191 |
|
JNBA FINANCIAL ADVISORS |
172 |
- |
2024-03-31 |
2,854 |
$279,000 |
-28 |
|
Geneos Wealth Management Inc. |
635 |
- |
2024-03-31 |
2,674 |
$261,000 |
-375 |
|
ROYAL BANK OF CANADA |
3954 |
- |
2024-03-31 |
2,569 |
$251,000 |
-810 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4373 |
- |
2024-03-31 |
2,341 |
$229,000 |
-381 |
|
TRANSAMERICA FINANCIAL ADVISORS, INC. |
228 |
- |
2024-03-31 |
1,579 |
$155,000 |
-607 |
|
FMR LLC |
3224 |
- |
2024-03-31 |
785 |
$77,000 |
-47 |
|
Global Retirement Partners LLC |
1319 |
- |
2024-03-31 |
613 |
$60,000 |
-99 |
|
Capital Analysts Inc. |
701 |
- |
2024-03-31 |
408 |
$40,000 |
-274 |
|
COMERICA BANK |
3621 |
- |
2024-03-31 |
1 |
$0 |
-173 |
|
|
23 Records found
|
1
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