|
Institutional
Holders
Total
Institutions:
|
54 4 |
|
Total
shares held :
|
3,082,780 |
|
% of shares
held :
|
3.43% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
3 |
|
Amount
of shares held :
|
-292,972 |
|
% of shares
held change :
|
-0.33% |
|
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 |
ALASKA PERMANENT CAPITAL MANAGEMENT |
12 |
- |
2024-03-31 |
641,566 |
$30,786,000 |
-104,865 |
|
APCM Wealth Management for Individuals |
15 |
- |
2024-03-31 |
240,205 |
$11,518,000 |
-79,092 |
|
AMERIPRISE FINANCIAL INC |
2051 |
- |
2024-03-31 |
143,846 |
$6,886,000 |
-2,955 |
|
BANK OF AMERICA CORP /DE/ |
2920 |
- |
2024-03-31 |
110,085 |
$5,279,000 |
-206,431 |
|
Intrepid Financial Planning Group LLC |
21 |
- |
2024-03-31 |
59,514 |
$2,854,000 |
-2,980 |
|
TELEMUS CAPITAL LLC |
102 |
- |
2023-12-31 |
46,371 |
$2,182,000 |
-2,304 |
|
LPL FINANCIAL CORP |
2730 |
- |
2024-03-31 |
32,425 |
$1,555,000 |
-486 |
|
Kingsview Wealth Management LLC |
556 |
- |
2024-03-31 |
16,479 |
$790,000 |
-342 |
|
FINANCIAL NETWORK |
1925 |
- |
2024-03-31 |
10,503 |
$504,000 |
-231 |
|
WT Wealth Management |
80 |
- |
2023-12-31 |
9,427 |
$444,000 |
-709 |
|
Octavia Wealth Advisors LLC |
146 |
- |
2024-03-31 |
7,863 |
$377,000 |
-317,664 |
|
Orion Portfolio Solutions LLC |
1401 |
- |
2024-03-31 |
7,226 |
$346,000 |
-1,297 |
|
MML INVESTORS SERVICES LLC |
2233 |
- |
2024-03-31 |
5,088 |
$244,000 |
-5,295 |
|
LEAVELL T & ASSOCIATES INC |
448 |
- |
2024-03-31 |
5,007 |
$240,000 |
-235 |
|
Goss Wealth Management LLC |
1867 |
- |
2024-03-31 |
3,671 |
$176,000 |
-488 |
|
Ameliora Wealth Management Ltd. |
158 |
- |
2024-03-31 |
500 |
$24,000 |
-215 |
|
CWM LLC |
3432 |
- |
2024-03-31 |
167 |
$8,000 |
-6,648 |
|
BLACKROCK INC. |
4789 |
- |
2024-03-31 |
142 |
$7,000 |
-41,901 |
|
MORGAN STANLEY |
6745 |
- |
2024-03-31 |
72 |
$3,000 |
-211 |
|
J P MORGAN CHASE & CO |
5293 |
- |
2024-03-31 |
22 |
$1,000 |
-678 |
|
SILVER OAK SECURITIES Inc |
504 |
- |
2024-03-31 |
4 |
$0 |
-16,446 |
|
|
21 Records found
|
1
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