|
Institutional
Holders
Total
Institutions:
|
59 7 |
|
Total
shares held :
|
1,107,841 |
|
% of shares
held :
|
7.91% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-13 |
|
Amount
of shares held :
|
-2,596 |
|
% of shares
held change :
|
-0.02% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
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Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
MORGAN STANLEY |
4202 |
- |
2024-03-31 |
135,925 |
$3,053,000 |
-39,534 |
|
UBS Group AG |
2879 |
- |
2024-03-31 |
98,520 |
$2,213,000 |
-207,513 |
|
LPL FINANCIAL CORP |
2870 |
- |
2024-03-31 |
60,497 |
$1,359,000 |
-34,127 |
|
Advisor Group Holdings Inc. |
2342 |
- |
2024-03-31 |
43,277 |
$972,000 |
-2,452 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2639 |
- |
2024-03-31 |
14,156 |
$318,000 |
-4,528 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3340 |
- |
2024-03-31 |
11,807 |
$265,000 |
-8,926 |
|
ROYAL BANK OF CANADA |
4123 |
- |
2024-03-31 |
9,052 |
$203,000 |
-3,605 |
|
BANK OF AMERICA CORP /DE/ |
4986 |
- |
2024-03-31 |
7,186 |
$161,000 |
-1,380 |
|
HARBOUR INVESTMENTS INC. |
1275 |
- |
2023-12-31 |
2,823 |
$73,000 |
-1,493 |
|
Concord Wealth Partners |
528 |
- |
2024-03-31 |
664 |
$15,000 |
-50 |
|
TUCKER ASSET MANAGEMENT LLC |
436 |
- |
2023-12-31 |
492 |
$13,000 |
-161 |
|
PRINCIPAL SECURITIES INC. |
2247 |
- |
2024-03-31 |
470 |
$11,000 |
-9,706 |
|
Capital Investment Advisory Services LLC |
846 |
- |
2024-03-31 |
285 |
$6,000 |
-199 |
|
Steward Partners Investment Advisory LLC |
3178 |
- |
2024-03-31 |
130 |
$3,000 |
-110 |
|
MONTAG A & ASSOCIATES INC |
935 |
- |
2024-03-31 |
59 |
$1,000 |
-568 |
|
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15 Records found
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1
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