|
Institutional
Holders
Total
Institutions:
|
22 1 |
|
Total
shares held :
|
470,111 |
|
% of shares
held :
|
5.22% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
1 |
|
Amount
of shares held :
|
-212,192 |
|
% of shares
held change :
|
-2.36% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
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Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
LPL FINANCIAL CORP |
2016 |
- |
2024-03-31 |
138,265 |
$3,616,000 |
103,304 |
|
ENVESTNET ASSET MANAGEMENT INC |
2650 |
- |
2024-03-31 |
66,546 |
$1,740,000 |
6,968 |
|
H D Vest Advisory Services |
595 |
- |
2024-03-31 |
61,337 |
$1,604,000 |
8,256 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2451 |
- |
2024-03-31 |
15,399 |
$403,000 |
110 |
|
Strategic Financial Concepts LLC |
256 |
- |
2024-03-31 |
9,577 |
$250,000 |
9,577 |
|
Glass Jacobson Investment Advisors llc |
293 |
- |
2024-03-31 |
3,296 |
$86,000 |
609 |
|
Goss Wealth Management LLC |
2246 |
- |
2024-03-31 |
2,180 |
$57,000 |
1,513 |
|
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7 Records found
|
1
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Page 1 of 1 |
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