|
Institutional
Holders
Total
Institutions:
|
21 1 |
|
Total
shares held :
|
608,355 |
|
% of shares
held :
|
23.86% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
1 |
|
Amount
of shares held :
|
134,088 |
|
% of shares
held change :
|
5.26% |
|
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 |
Austin Wealth Management LLC |
13 |
- |
2024-03-31 |
299,212 |
$8,655,000 |
8,096 |
|
LPL FINANCIAL CORP |
1525 |
- |
2024-03-31 |
251,854 |
$7,287,000 |
-11,792 |
|
FINANCIAL ARCHITECTS INC |
78 |
- |
2023-06-30 |
68,908 |
$1,865,000 |
-13,557 |
|
Professional Financial Advisors LLC |
37 |
- |
2024-03-31 |
51,501 |
$1,490,000 |
-12,638 |
|
INTL FCSTONE INC. |
135 |
*New |
2024-03-31 |
44,594 |
$1,305,000 |
44,594 |
|
Focus Financial Network Inc. |
281 |
- |
2024-03-31 |
29,347 |
$836,000 |
0 |
|
Visionary Wealth Advisors |
257 |
- |
2024-03-31 |
27,799 |
$804,000 |
2,293 |
|
HIGHTOWER ADVISORS, LLC |
2041 |
- |
2024-03-31 |
22,740 |
$662,000 |
-17,802 |
|
Beacon Financial Advisory LLC |
125 |
- |
2024-03-31 |
15,676 |
$454,000 |
-912 |
|
IFG Advisory LLC |
326 |
- |
2024-03-31 |
13,804 |
$399,000 |
1,176 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3928 |
- |
2024-03-31 |
11,386 |
$329,000 |
2,592 |
|
Mutual Advisors LLC |
894 |
- |
2024-03-31 |
9,413 |
$272,000 |
0 |
|
Advisor Group Holdings Inc. |
4648 |
- |
2024-03-31 |
1,831 |
$53,000 |
-719 |
|
Able Wealth Management LLC |
134 |
- |
2023-12-31 |
1,856 |
$52,000 |
0 |
|
ICA Group Wealth Management LLC |
582 |
- |
2024-03-31 |
1,534 |
$44,000 |
-174 |
|
NBC SECURITIES INC. |
1452 |
- |
2024-03-31 |
706 |
$21,000 |
0 |
|
ROYAL BANK OF CANADA |
5300 |
- |
2024-03-31 |
706 |
$20,000 |
0 |
|
AdvisorNet Financial Inc |
1072 |
- |
2024-03-31 |
650 |
$19,000 |
0 |
|
Cribstone Capital Management LLC |
246 |
- |
2022-12-31 |
417 |
$11,000 |
3 |
|
NATIONAL BANK OF CANADA /FI/ |
2041 |
- |
2024-03-31 |
260 |
$7,000 |
0 |
|
STIFEL FINANCIAL CORP |
3305 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,193 |
|
MORGAN STANLEY |
7127 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
PROEQUITIES INC. |
4566 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
2494 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,438 |
|
WELLS FARGO & CO/MN |
6651 |
- |
2024-03-31 |
1 |
$0 |
1 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
3658 |
- |
2024-03-31 |
100 |
$0 |
0 |
|
Advisor Resource Council |
443 |
*Closed |
2024-03-31 |
0 |
$0 |
-120,242 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
3400 |
*Closed |
2024-03-31 |
0 |
$0 |
-28,253 |
|
|
28 Records found
|
1
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