|
Institutional
Holders
Total
Institutions:
|
15 6 |
|
Total
shares held :
|
333,487 |
|
% of shares
held :
|
3.71% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
13 |
|
Amount
of shares held :
|
60,407 |
|
% of shares
held change :
|
0.67% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Adams Wealth Management |
13 |
- |
2023-12-31 |
159,993 |
$8,201,000 |
9,737 |
|
Pallas Capital Advisors LLC |
64 |
- |
2024-03-31 |
134,030 |
$6,933,000 |
104,249 |
|
CITIGROUP INC |
1200 |
*New |
2024-03-31 |
100,000 |
$5,173,000 |
100,000 |
|
FLOW TRADERS U.S. LLC |
132 |
- |
2024-03-31 |
52,648 |
$2,723,000 |
52,648 |
|
ROYAL BANK OF CANADA |
2356 |
*New |
2024-03-31 |
48,739 |
$2,522,000 |
48,739 |
|
TOEWS CORP /ADV |
14 |
*New |
2024-03-31 |
41,800 |
$2,162,000 |
41,800 |
|
SCHRODER INVESTMENT MANAGEMENT GROUP |
884 |
- |
2024-03-31 |
33,939 |
$1,756,000 |
5,416 |
|
TRANSCEND WEALTH COLLECTIVE LLC |
236 |
*New |
2024-03-31 |
18,542 |
$959,000 |
18,542 |
|
WEALTHSOURCE PARTNERS LLC |
289 |
- |
2023-12-31 |
11,118 |
$570,000 |
3,008 |
|
NewEdge Wealth LLC |
557 |
*New |
2024-03-31 |
10,047 |
$519,000 |
10,047 |
|
COMERICA BANK |
1901 |
*New |
2024-03-31 |
9,025 |
$467,000 |
9,025 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1756 |
- |
2024-03-31 |
7,180 |
$371,000 |
1,000 |
|
MARINER WEALTH ADVISORS, LLC |
2288 |
- |
2024-03-31 |
6,984 |
$361,000 |
-123 |
|
Wright Fund Managment LLC |
60 |
- |
2024-03-31 |
6,900 |
$357,000 |
0 |
|
PRIVATE WEALTH PARTNERS LLC |
134 |
- |
2024-03-31 |
6,000 |
$310,000 |
-5,000 |
|
CI Private Wealth LLC |
1961 |
*New |
2024-03-31 |
5,000 |
$259,000 |
5,000 |
|
TOWNSQUARE CAPITAL LLC |
1094 |
- |
2024-03-31 |
4,379 |
$227,000 |
322 |
|
BANK OF AMERICA CORP /DE/ |
5465 |
- |
2024-03-31 |
975 |
$50,000 |
0 |
|
UBS Group AG |
5584 |
- |
2024-03-31 |
506 |
$26,000 |
384 |
|
MORGAN STANLEY |
6280 |
- |
2024-03-31 |
342 |
$18,000 |
316 |
|
PROEQUITIES INC. |
4766 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
BANK OF MONTREAL /CAN/ |
3497 |
*Closed |
2024-03-31 |
0 |
$0 |
-18,000 |
|
JANE STREET GROUP LLC |
5913 |
*Closed |
2024-03-31 |
0 |
$0 |
-49,705 |
|
|
23 Records found
|
1
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