|
Institutional
Holders
Total
Institutions:
|
15 1 |
|
Total
shares held :
|
1,331,657 |
|
% of shares
held :
|
57.9% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-4 |
|
Amount
of shares held :
|
-153,727 |
|
% of shares
held change :
|
-6.68% |
|
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 |
WEALTH BUILDERS |
3 |
- |
2024-03-31 |
832,233 |
$28,834,000 |
-42,033 |
|
ENVESTNET ASSET MANAGEMENT INC |
2119 |
- |
2024-03-31 |
115,711 |
$4,009,000 |
-21,512 |
|
LPL FINANCIAL CORP |
2238 |
- |
2024-03-31 |
78,599 |
$2,723,000 |
-5,053 |
|
Advisor Group Holdings Inc. |
1739 |
- |
2024-03-31 |
54,031 |
$1,872,000 |
-33,422 |
|
FINANCIAL NETWORK |
1847 |
- |
2024-03-31 |
16,266 |
$564,000 |
-687 |
|
Atria Wealth Solutions Inc. |
1407 |
- |
2024-03-31 |
10,571 |
$366,000 |
-1,266 |
|
BANK OF NEW YORK MELLON CORP |
3652 |
- |
2024-03-31 |
9,120 |
$316,000 |
-673 |
|
H D Vest Advisory Services |
1325 |
- |
2024-03-31 |
8,130 |
$282,000 |
-1,247 |
|
UBS Group AG |
6257 |
- |
2024-03-31 |
163 |
$6,000 |
-4,275 |
|
MORGAN STANLEY |
6822 |
- |
2024-03-31 |
48 |
$2,000 |
-1 |
|
|
10 Records found
|
1
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Page 1 of 1 |
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