|
Institutional
Holders
Total
Institutions:
|
40 4 |
|
Total
shares held :
|
1,179,000 |
|
% of shares
held :
|
67.37% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-4 |
|
Amount
of shares held :
|
-15,577 |
|
% of shares
held change :
|
-0.89% |
|
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 |
NORTHERN TRUST CORP |
604 |
- |
2024-03-31 |
827,390 |
$104,735,000 |
-2,795 |
|
Financial Network Wealth Management LLC |
8 |
- |
2024-03-31 |
82,954 |
$10,283,000 |
-5,221 |
|
FIRST UNITED BANK TRUST/ |
8 |
- |
2024-03-31 |
40,950 |
$5,184,000 |
-1,760 |
|
RVW Wealth LLC |
48 |
- |
2024-03-31 |
16,870 |
$2,135,000 |
-120 |
|
ROYAL BANK OF CANADA |
2943 |
- |
2024-03-31 |
8,376 |
$1,061,000 |
-3,046 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2365 |
- |
2024-03-31 |
6,521 |
$826,000 |
-1,826 |
|
BANK OF AMERICA CORP /DE/ |
4173 |
- |
2024-03-31 |
6,138 |
$777,000 |
-121 |
|
Well Done LLC |
101 |
- |
2024-03-31 |
4,828 |
$611,000 |
-5 |
|
ENVESTNET ASSET MANAGEMENT INC |
3777 |
- |
2024-03-31 |
2,015 |
$255,000 |
-1,098 |
|
Wealthcare Advisory Partners LLC |
723 |
- |
2024-03-31 |
1,890 |
$239,000 |
-20 |
|
HIGHTOWER ADVISORS, LLC |
2848 |
- |
2024-03-31 |
1,800 |
$228,000 |
-1,481 |
|
Milestone Investment Advisors LLC |
71 |
- |
2024-03-31 |
1,783 |
$226,000 |
-100 |
|
Advisor Group Holdings Inc. |
4785 |
- |
2024-03-31 |
339 |
$43,000 |
-631 |
|
HARVEST GROUP WEALTH MANAGEMENT LLC |
93 |
- |
2023-03-31 |
40 |
$4,000 |
-602 |
|
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14 Records found
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1
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Page 1 of 1 |
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