|
Institutional
Holders
Total
Institutions:
|
67 5 |
|
Total
shares held :
|
801,369 |
|
% of shares
held :
|
8.9% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-9 |
|
Amount
of shares held :
|
-303,343 |
|
% of shares
held change :
|
-3.37% |
|
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 |
Advisor Group Holdings Inc. |
2873 |
- |
2024-03-31 |
35,354 |
$528,000 |
-11,818 |
|
J P MORGAN CHASE & CO |
3813 |
- |
2024-03-31 |
28,801 |
$430,000 |
-842 |
|
CWM LLC |
1236 |
- |
2024-03-31 |
24,497 |
$366,000 |
-5,231 |
|
ENVESTNET ASSET MANAGEMENT INC |
3656 |
- |
2024-03-31 |
21,551 |
$322,000 |
-982 |
|
NBC SECURITIES INC. |
631 |
- |
2024-03-31 |
18,340 |
$273,000 |
-7,542 |
|
UBS Group AG |
4551 |
- |
2024-03-31 |
16,125 |
$241,000 |
-4,643 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3475 |
- |
2024-03-31 |
15,259 |
$228,000 |
-291 |
|
MML INVESTORS SERVICES LLC |
2363 |
- |
2024-03-31 |
11,487 |
$172,000 |
-1,079 |
|
ICA Group Wealth Management LLC |
896 |
- |
2024-03-31 |
600 |
$9,000 |
-200 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
652 |
- |
2024-03-31 |
51 |
$1,000 |
-100 |
|
WETZEL INVESTMENT ADVISORS INC. |
880 |
- |
2024-03-31 |
70 |
$1,000 |
-700 |
|
BANK OF AMERICA CORP /DE/ |
6042 |
- |
2024-03-31 |
44 |
$1,000 |
-375 |
|
FMR LLC |
5007 |
- |
2024-03-31 |
30 |
$0 |
-470 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
3343 |
- |
2024-03-31 |
3 |
$0 |
-12 |
|
|
14 Records found
|
1
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