|
Institutional
Holders
Total
Institutions:
|
22 2 |
|
Total
shares held :
|
403,732 |
|
% of shares
held :
|
4.49% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
Amount
of shares held :
|
57,032 |
|
% of shares
held change :
|
0.63% |
|
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 |
LPL FINANCIAL CORP |
1575 |
- |
2024-03-31 |
164,677 |
$6,687,000 |
4,045 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1311 |
- |
2024-03-31 |
45,809 |
$1,860,000 |
-845 |
|
Advisor Group Holdings Inc. |
1907 |
- |
2024-03-31 |
37,393 |
$1,518,000 |
1,692 |
|
Cornerstone Wealth Management LLC |
167 |
- |
2024-03-31 |
32,990 |
$1,340,000 |
1,644 |
|
Private Advisor Group LLC |
1051 |
- |
2024-03-31 |
30,644 |
$1,244,000 |
412 |
|
Equitable Holdings Inc. |
613 |
- |
2024-03-31 |
25,064 |
$1,018,000 |
1,881 |
|
IFP Advisors Inc |
526 |
- |
2023-12-31 |
14,612 |
$569,000 |
87 |
|
CITADEL ADVISORS LLC |
3673 |
- |
2024-03-31 |
13,038 |
$529,000 |
-4,405 |
|
Cetera Investment Advisers |
2543 |
*New |
2024-03-31 |
12,891 |
$523,000 |
12,891 |
|
BANK OF AMERICA CORP /DE/ |
4432 |
- |
2024-03-31 |
11,533 |
$468,000 |
-168 |
|
MULTIFINANCIAL SECURITIES CORP |
1668 |
*New |
2024-03-31 |
10,948 |
$445,000 |
10,948 |
|
Key Client Fiduciary Advisors LLC |
168 |
- |
2024-03-31 |
5,225 |
$212,000 |
-560 |
|
Geneos Wealth Management Inc. |
782 |
- |
2024-03-31 |
3,442 |
$140,000 |
-373 |
|
HARBOUR INVESTMENTS INC. |
1054 |
- |
2023-12-31 |
3,176 |
$124,000 |
2,754 |
|
NATIONAL BANK OF CANADA /FI/ |
1775 |
- |
2024-03-31 |
600 |
$24,000 |
0 |
|
PRIVATE TRUST CO NA |
1412 |
- |
2024-03-31 |
520 |
$21,000 |
0 |
|
FRANKLIN RESOURCES INC |
2711 |
- |
2024-03-31 |
127 |
$5,000 |
-1 |
|
Tidemark LLC |
534 |
- |
2024-03-31 |
95 |
$4,000 |
0 |
|
WELLS FARGO & CO/MN |
5701 |
*Closed |
2024-03-31 |
0 |
$0 |
-370 |
|
PROEQUITIES INC. |
2788 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
GOLDMAN SACHS GROUP INC/ |
4742 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,316 |
|
MORGAN STANLEY |
7420 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
4028 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,967 |
|
CIBC WORLD MARKETS INC. |
1272 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,455 |
|
|
24 Records found
|
1
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