|
Institutional
Holders
Total
Institutions:
|
24 4 |
|
Total
shares held :
|
792,005 |
|
% of shares
held :
|
0.88% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
4 |
|
Amount
of shares held :
|
34,504 |
|
% of shares
held change :
|
0.04% |
|
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 |
Northwest Bancshares Inc. |
18 |
- |
2024-03-31 |
214,697 |
$7,638,000 |
4,529 |
|
Arlington Financial Advisors LLC |
26 |
- |
2024-03-31 |
123,573 |
$4,396,000 |
1,203 |
|
Balanced Rock Investment Advisor |
9 |
- |
2024-03-31 |
104,035 |
$3,701,000 |
-2,504 |
|
GenWealth Group Inc. |
26 |
- |
2024-03-31 |
85,389 |
$3,038,000 |
-1,001 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1931 |
- |
2024-03-31 |
42,838 |
$1,524,000 |
10,643 |
|
Bruce G. Allen Investments LLC |
11 |
- |
2024-03-31 |
42,561 |
$1,514,000 |
-738 |
|
JNBA FINANCIAL ADVISORS |
83 |
- |
2024-03-31 |
35,333 |
$1,257,000 |
-5,807 |
|
GOLDMAN SACHS GROUP INC/ |
3709 |
- |
2024-03-31 |
21,854 |
$777,000 |
0 |
|
RHS Financial LLC |
58 |
- |
2024-03-31 |
19,746 |
$702,000 |
-1,796 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3293 |
- |
2024-03-31 |
15,728 |
$560,000 |
-10,366 |
|
FLYNN ZITO CAPITAL MANAGEMENT LLC |
61 |
- |
2024-03-31 |
13,041 |
$464,000 |
178 |
|
Milestone Investment Advisors LLC |
68 |
- |
2024-03-31 |
8,571 |
$305,000 |
0 |
|
Financial Insights Inc. |
133 |
- |
2024-03-31 |
8,485 |
$302,000 |
-75 |
|
Advisor Group Holdings Inc. |
3432 |
- |
2024-03-31 |
7,403 |
$263,000 |
-13,585 |
|
BANK OF AMERICA CORP /DE/ |
4765 |
- |
2024-03-31 |
7,231 |
$257,000 |
3,000 |
|
FLAGSHIP HARBOR ADVISORS LLC |
570 |
- |
2024-03-31 |
7,188 |
$256,000 |
82 |
|
AdvisorNet Financial Inc |
581 |
- |
2024-03-31 |
3,435 |
$122,000 |
4 |
|
Goss Wealth Management LLC |
2005 |
- |
2024-03-31 |
3,255 |
$116,000 |
0 |
|
Larson Financial Group LLC |
580 |
- |
2024-03-31 |
2,342 |
$83,000 |
12 |
|
ROYAL BANK OF CANADA |
4886 |
- |
2024-03-31 |
1,571 |
$56,000 |
-5,958 |
|
Global Retirement Partners LLC |
1816 |
- |
2024-03-31 |
545 |
$19,000 |
0 |
|
PROEQUITIES INC. |
3520 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
UBS Group AG |
7606 |
*Closed |
2024-03-31 |
0 |
$0 |
-105 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
3407 |
*Closed |
2024-03-31 |
0 |
$0 |
-900 |
|
|
24 Records found
|
1
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