|
Institutional
Holders
Total
Institutions:
|
20 1 |
|
Total
shares held :
|
314,819 |
|
% of shares
held :
|
3.5% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-6 |
|
Amount
of shares held :
|
-9,854 |
|
% of shares
held change :
|
-0.11% |
|
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 |
MANCHESTER FINANCIAL INC |
17 |
- |
2024-03-31 |
96,328 |
$3,681,000 |
-6,583 |
|
LPL FINANCIAL CORP |
2368 |
- |
2024-03-31 |
62,180 |
$2,376,000 |
-2,902 |
|
FSB PREMIER WEALTH MANAGEMENT INC. |
60 |
- |
2024-03-31 |
21,527 |
$823,000 |
-1,940 |
|
MARINER WEALTH ADVISORS, LLC |
2236 |
- |
2024-03-31 |
9,912 |
$379,000 |
-1,963 |
|
Clarus Wealth Advisors |
97 |
- |
2024-03-31 |
8,603 |
$320,000 |
-2,687 |
|
SILVER OAK SECURITIES Inc |
291 |
- |
2024-03-31 |
8,064 |
$308,000 |
-61 |
|
Goss Wealth Management LLC |
1616 |
- |
2024-03-31 |
8,041 |
$307,000 |
-400 |
|
Advisor Group Holdings Inc. |
4439 |
- |
2024-03-31 |
1,874 |
$72,000 |
-7,451 |
|
UBS Group AG |
6061 |
- |
2024-03-31 |
226 |
$9,000 |
-1,027 |
|
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9 Records found
|
1
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