|
Institutional
Holders
Total
Institutions:
|
21 5 |
|
Total
shares held :
|
589,556 |
|
% of shares
held :
|
31.03% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-12 |
|
Amount
of shares held :
|
-155,621 |
|
% of shares
held change :
|
-8.19% |
|
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 |
ROYAL BANK OF CANADA |
1877 |
- |
2024-03-31 |
131,113 |
$5,181,000 |
-6,935 |
|
BANK OF AMERICA CORP /DE/ |
3127 |
- |
2024-03-31 |
101,253 |
$4,001,000 |
-5,541 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
829 |
- |
2024-03-31 |
69,458 |
$2,744,000 |
-12,145 |
|
LPL FINANCIAL CORP |
2343 |
- |
2024-03-31 |
61,326 |
$2,423,000 |
-7,399 |
|
Financial Enhancement Group LLC |
63 |
- |
2024-03-31 |
52,456 |
$1,982,000 |
850 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1950 |
- |
2024-03-31 |
42,847 |
$1,693,000 |
36,725 |
|
LINCOLN NATIONAL CORP |
466 |
- |
2024-03-31 |
30,023 |
$1,186,000 |
712 |
|
GOLDMAN SACHS GROUP INC/ |
3794 |
- |
2024-03-31 |
16,432 |
$649,000 |
0 |
|
ELLERSON GROUP INC /ADV |
32 |
- |
2024-03-31 |
14,690 |
$580,000 |
0 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2439 |
- |
2024-03-31 |
13,609 |
$538,000 |
-2,203 |
|
Advisor Group Holdings Inc. |
2962 |
- |
2024-03-31 |
11,998 |
$472,000 |
-118 |
|
RAYMOND JAMES & ASSOCIATES |
3102 |
- |
2024-03-31 |
11,013 |
$435,000 |
2 |
|
STIFEL FINANCIAL CORP |
2880 |
- |
2024-03-31 |
7,829 |
$309,000 |
0 |
|
Cetera Investment Advisers |
3084 |
*New |
2024-03-31 |
7,027 |
$278,000 |
7,027 |
|
Western Wealth Management LLC |
527 |
- |
2024-03-31 |
7,000 |
$277,000 |
-900 |
|
FINANCIAL NETWORK |
2348 |
- |
2024-03-31 |
6,863 |
$271,000 |
-820 |
|
Kestra Advisory Services LLC |
2062 |
- |
2024-03-31 |
6,790 |
$268,000 |
10 |
|
ENVESTNET ASSET MANAGEMENT INC |
3872 |
- |
2024-03-31 |
5,430 |
$215,000 |
-656 |
|
Householder Group Estate & Retirement Specialist L |
673 |
- |
2024-03-31 |
510 |
$20,000 |
0 |
|
MORGAN STANLEY |
6324 |
- |
2024-03-31 |
410 |
$16,000 |
1 |
|
UBS Group AG |
6171 |
- |
2024-03-31 |
178 |
$7,000 |
178 |
|
Geneos Wealth Management Inc. |
1735 |
- |
2024-03-31 |
89 |
$4,000 |
0 |
|
PROEQUITIES INC. |
5425 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
IFP Advisors Inc |
3038 |
*Closed |
2023-12-31 |
0 |
$0 |
-100 |
|
|
24 Records found
|
1
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