|
Institutional
Holders
Total
Institutions:
|
14 1 |
|
Total
shares held :
|
381,648 |
|
% of shares
held :
|
4.24% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-1 |
|
Amount
of shares held :
|
-36,075 |
|
% of shares
held change :
|
-0.4% |
|
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 |
RPOA Advisors Inc. |
5 |
- |
2024-03-31 |
1,227,923 |
$70,748,000 |
2,344 |
|
Integrated Wealth Concepts LLC |
137 |
- |
2024-03-31 |
205,404 |
$11,835,000 |
5,388 |
|
FLOW TRADERS U.S. LLC |
78 |
- |
2024-03-31 |
69,358 |
$3,996,000 |
13,432 |
|
BANK OF NEW YORK MELLON CORP |
2527 |
- |
2024-03-31 |
55,124 |
$3,176,000 |
-18,040 |
|
JANE STREET GROUP LLC |
3066 |
- |
2024-03-31 |
17,353 |
$1,000,000 |
-13,412 |
|
Advisor Group Holdings Inc. |
3103 |
- |
2024-03-31 |
6,905 |
$398,000 |
773 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4150 |
*New |
2024-03-31 |
4,743 |
$273,000 |
4,743 |
|
Zhang Financial LLC |
256 |
- |
2024-03-31 |
3,773 |
$217,000 |
-574 |
|
BANK OF AMERICA CORP /DE/ |
5261 |
- |
2024-03-31 |
1,565 |
$90,000 |
-290 |
|
PRINCIPAL SECURITIES INC. |
1338 |
- |
2024-03-31 |
1,456 |
$84,000 |
0 |
|
Key Financial Inc |
518 |
*New |
2024-03-31 |
555 |
$32,000 |
555 |
|
FMR LLC |
4394 |
*New |
2024-03-31 |
61 |
$4,000 |
61 |
|
Tidemark LLC |
560 |
- |
2024-03-31 |
54 |
$3,000 |
0 |
|
BANK OF MONTREAL /CAN/ |
3412 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,944 |
|
UBS Group AG |
7586 |
*Closed |
2024-03-31 |
0 |
$0 |
-144 |
|
Keener Financial Planning LLC |
192 |
*Closed |
2024-03-31 |
0 |
$0 |
-211 |
|
PROEQUITIES INC. |
5344 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
MORGAN STANLEY |
7367 |
*New |
2024-03-31 |
1 |
$0 |
1 |
|
Ronald Blue Trust Inc. |
2541 |
*Closed |
2024-03-31 |
0 |
$0 |
-634 |
|
|
19 Records found
|
1
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