| |
Institutional
Holders
Total
Institutions:
 |
27  2 |
|
|
Total
shares held :
|
2,746,658 |
|
|
% of shares
held :
|
63.88% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
2 |
|
|
Amount
of shares held :
|
400,999 |
|
|
% of shares
held change :
|
9.33% |
|
| 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 |
  Tower Wealth Partners Inc. |
1 |
- |
2024-03-31 |
396,486 |
$17,937,000 |
4,677 |
|
| GREAT VALLEY ADVISOR GROUP INC. |
67 |
- |
2024-03-31 |
292,780 |
$13,246,000 |
115,342 |
|
| LPL FINANCIAL CORP |
2116 |
- |
2024-03-31 |
70,282 |
$3,180,000 |
1,650 |
|
| BANK OF AMERICA CORP /DE/ |
3714 |
- |
2024-03-31 |
36,733 |
$1,662,000 |
10,822 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2196 |
- |
2024-03-31 |
29,909 |
$1,353,000 |
22,526 |
|
| Sovereign Financial Group Inc. |
78 |
- |
2024-03-31 |
21,820 |
$987,000 |
9,099 |
|
| One Degree Advisors Inc |
33 |
- |
2024-03-31 |
17,657 |
$799,000 |
17 |
|
| LexAurum Advisors LLC |
124 |
- |
2024-03-31 |
14,434 |
$653,000 |
6 |
|
| Atria Wealth Solutions Inc. |
1366 |
- |
2024-03-31 |
8,716 |
$394,000 |
24 |
|
| Clear Point Advisors Inc. |
144 |
- |
2024-03-31 |
2,359 |
$107,000 |
8 |
|
|
10 Records found
|
1
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