|
Institutional
Holders
Total
Institutions:
|
26 1 |
|
Total
shares held :
|
610,329 |
|
% of shares
held :
|
2.94% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-3 |
|
Amount
of shares held :
|
-214,620 |
|
% of shares
held change :
|
-1.03% |
|
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 |
Goss Wealth Management LLC |
406 |
- |
2024-03-31 |
133,703 |
$4,602,000 |
3,614 |
|
LPL FINANCIAL CORP |
1992 |
- |
2024-03-31 |
108,247 |
$3,726,000 |
91,759 |
|
Total Clarity Wealth Management Inc. |
18 |
- |
2024-03-31 |
96,535 |
$3,323,000 |
36,474 |
|
Mutual Advisors LLC |
193 |
- |
2024-03-31 |
89,289 |
$3,073,000 |
66,864 |
|
MORGAN STANLEY |
4382 |
- |
2024-03-31 |
65,257 |
$2,246,000 |
9,557 |
|
INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
116 |
- |
2024-03-31 |
42,190 |
$1,452,000 |
5 |
|
Advisor Group Holdings Inc. |
2024 |
- |
2024-03-31 |
39,415 |
$1,357,000 |
6,075 |
|
Main Street Financial Solutions LLC |
179 |
- |
2024-03-31 |
29,650 |
$1,021,000 |
17,500 |
|
WELLS FARGO & CO/MN |
3332 |
- |
2024-03-31 |
15,887 |
$547,000 |
14,789 |
|
Grassi Investment Management |
94 |
- |
2024-03-31 |
15,350 |
$528,000 |
38 |
|
HARBOUR INVESTMENTS INC. |
594 |
- |
2023-12-31 |
13,450 |
$413,000 |
170 |
|
BANK OF AMERICA CORP /DE/ |
4630 |
- |
2024-03-31 |
9,435 |
$325,000 |
1,279 |
|
DHJJ Financial Advisors Ltd. |
206 |
- |
2024-03-31 |
2,625 |
$90,000 |
1,450 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
1009 |
- |
2024-03-31 |
486 |
$17,000 |
6 |
|
|
14 Records found
|
1
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