|
Institutional
Holders
Total
Institutions:
|
14 1 |
|
Total
shares held :
|
1,096,388 |
|
% of shares
held :
|
12.18% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
Amount
of shares held :
|
-69,961 |
|
% of shares
held change :
|
-0.78% |
|
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 |
5 |
- |
2023-12-31 |
573,553 |
$18,824,000 |
16,235 |
|
Financial Enhancement Group LLC |
22 |
- |
2024-03-31 |
272,608 |
$9,198,000 |
-26,897 |
|
Integrated Wealth Concepts LLC |
187 |
- |
2024-03-31 |
230,343 |
$8,070,000 |
8,340 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1068 |
- |
2024-03-31 |
167,177 |
$5,857,000 |
6,926 |
|
Lakeview Capital Partners LLC |
192 |
- |
2024-03-31 |
19,332 |
$677,000 |
-315 |
|
JANE STREET GROUP LLC |
3981 |
*New |
2024-03-31 |
12,700 |
$445,000 |
12,700 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3704 |
- |
2024-03-31 |
11,393 |
$399,000 |
1,514 |
|
WOLVERINE TRADING LLC |
701 |
- |
2024-03-31 |
11,305 |
$396,000 |
-21,763 |
|
H D Vest Advisory Services |
1441 |
*New |
2024-03-31 |
6,684 |
$234,000 |
6,684 |
|
UBS Group AG |
4677 |
- |
2024-03-31 |
5,776 |
$202,000 |
4,312 |
|
CWM LLC |
1632 |
- |
2024-03-31 |
4,354 |
$153,000 |
-333,691 |
|
Advisor Group Holdings Inc. |
4168 |
- |
2024-03-31 |
3,035 |
$106,000 |
-301 |
|
IFP Advisors Inc |
1419 |
- |
2023-12-31 |
2,055 |
$63,000 |
-447 |
|
Aptus Capital Advisors LLC |
894 |
*New |
2024-03-31 |
1,200 |
$42,000 |
1,200 |
|
MORGAN STANLEY |
6526 |
- |
2024-03-31 |
237 |
$8,000 |
0 |
|
Tradition Wealth Management LLC |
494 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,593 |
|
FMR LLC |
4742 |
*New |
2024-03-31 |
2 |
$0 |
2 |
|
PROEQUITIES INC. |
9372 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
PROSPERA FINANCIAL SERVICES |
1108 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,877 |
|
ROYAL BANK OF CANADA |
6924 |
*Closed |
2024-03-31 |
0 |
$0 |
-305 |
|
|
20 Records found
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1
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