|
Institutional
Holders
Total
Institutions:
|
38 3 |
|
Total
shares held :
|
221,783 |
|
% of shares
held :
|
44.36% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
Amount
of shares held :
|
-21,231 |
|
% of shares
held change :
|
-4.25% |
|
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 |
Baltimore-Washington Financial Advisors Inc. |
54 |
- |
2024-03-31 |
40,589 |
$9,334,000 |
2,502 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1326 |
- |
2024-03-31 |
15,249 |
$3,507,000 |
12,070 |
|
Steward Partners Investment Advisory LLC |
434 |
- |
2024-03-31 |
14,121 |
$3,247,000 |
571 |
|
BANK OF AMERICA CORP /DE/ |
3744 |
- |
2024-03-31 |
6,880 |
$1,582,000 |
755 |
|
ROYAL BANK OF CANADA |
2908 |
- |
2024-03-31 |
4,848 |
$1,115,000 |
114 |
|
Advisor Group Holdings Inc. |
2790 |
- |
2024-03-31 |
2,557 |
$588,000 |
587 |
|
Gateway Wealth Partners LLC |
124 |
- |
2024-03-31 |
1,980 |
$455,000 |
546 |
|
Castleview Partners LLC |
477 |
- |
2024-03-31 |
77 |
$18,000 |
19 |
|
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8 Records found
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1
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Page 1 of 1 |
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