|
Institutional
Holders
Total
Institutions:
|
20 0 |
|
Total
shares held :
|
663,915 |
|
% of shares
held :
|
14.75% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-1 |
|
Amount
of shares held :
|
-27,018 |
|
% of shares
held change :
|
-0.6% |
|
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 |
SimpliFi Inc. |
11 |
- |
2024-03-31 |
498,853 |
$6,414,000 |
465,939 |
|
LPL FINANCIAL CORP |
2316 |
- |
2024-03-31 |
194,102 |
$2,496,000 |
11,697 |
|
BB&T CORP |
1691 |
- |
2024-03-31 |
62,806 |
$808,000 |
100 |
|
Aurora Private Wealth Inc. |
54 |
- |
2024-03-31 |
47,445 |
$606,000 |
2,068 |
|
Advisor Group Holdings Inc. |
2896 |
- |
2024-03-31 |
39,949 |
$514,000 |
4,517 |
|
GRIMES & COMPANY INC |
252 |
- |
2024-03-31 |
27,934 |
$359,000 |
703 |
|
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6 Records found
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1
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Page 1 of 1 |
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