|
Institutional
Holders
Total
Institutions:
|
54 0 |
|
Total
shares held :
|
4,067,745 |
|
% of shares
held :
|
21.41% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
6 |
|
Amount
of shares held :
|
-166,230 |
|
% of shares
held change :
|
-0.87% |
|
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 |
BANK OF AMERICA CORP /DE/ |
1668 |
- |
2024-03-31 |
622,264 |
$28,195,000 |
-97,863 |
|
Collaborative Wealth Managment Inc. |
9 |
- |
2024-03-31 |
120,967 |
$5,481,000 |
-4,529 |
|
MORGAN STANLEY |
3954 |
- |
2024-03-31 |
92,248 |
$4,180,000 |
-25,551 |
|
ENVESTNET ASSET MANAGEMENT INC |
2338 |
- |
2024-03-31 |
63,327 |
$2,869,000 |
-41,018 |
|
Private Advisor Group LLC |
685 |
- |
2024-03-31 |
57,372 |
$2,599,000 |
-32,207 |
|
ATRIA INVESTMENTS LLC |
684 |
- |
2024-03-31 |
41,164 |
$1,865,000 |
-5,827 |
|
Smartleaf Asset Management LLC |
72 |
- |
2024-03-31 |
31,289 |
$1,425,000 |
-11,267 |
|
MML INVESTORS SERVICES LLC |
1267 |
- |
2024-03-31 |
28,189 |
$1,277,000 |
-8,396 |
|
KLR INVESTMENT ADVISORS LLC |
36 |
- |
2024-03-31 |
19,724 |
$879,000 |
-3,293 |
|
Kestra Advisory Services LLC |
1455 |
- |
2024-03-31 |
15,176 |
$688,000 |
-28,268 |
|
Oxinas Partners Wealth Management LLC |
70 |
- |
2024-03-31 |
10,409 |
$472,000 |
-2,155 |
|
Geneos Wealth Management Inc. |
549 |
- |
2024-03-31 |
8,900 |
$403,000 |
-925 |
|
Acorn Wealth Advisors LLC |
195 |
- |
2024-03-31 |
4,446 |
$201,000 |
-54 |
|
IFP Advisors Inc |
1008 |
- |
2023-12-31 |
3,658 |
$166,000 |
-879 |
|
Financial Gravity Wealth Inc. |
606 |
- |
2024-03-31 |
109 |
$5,000 |
-1,962 |
|
Covestor Ltd |
1802 |
- |
2024-03-31 |
73 |
$3,000 |
-24 |
|
WELLS FARGO & CO/MN |
6784 |
- |
2024-03-31 |
1 |
$0 |
-71 |
|
|
17 Records found
|
1
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