| |
Institutional
Holders
Total
Institutions:
 |
39  4 |
|
|
Total
shares held :
|
633,177 |
|
|
% of shares
held :
|
40.85% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
3 |
|
|
Amount
of shares held :
|
62,439 |
|
|
% of shares
held change :
|
4.03% |
|
| 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/ |
2177 |
- |
2024-03-31 |
133,745 |
$14,614,000 |
-5,901 |
|
| MORGAN STANLEY |
3087 |
- |
2024-03-31 |
120,083 |
$13,121,000 |
-7,427 |
|
| Goss Wealth Management LLC |
298 |
- |
2024-03-31 |
63,030 |
$6,887,000 |
34,254 |
|
| Avestar Capital LLC |
38 |
- |
2024-03-31 |
57,382 |
$6,270,000 |
12,863 |
|
| UBS Group AG |
2125 |
- |
2024-03-31 |
48,330 |
$5,281,000 |
3,661 |
|
| YALE CAPITAL CORP |
79 |
- |
2024-03-31 |
44,303 |
$4,841,000 |
0 |
|
| LPL FINANCIAL CORP |
2092 |
- |
2024-03-31 |
30,014 |
$3,279,000 |
2,799 |
|
| Great Lakes Retirement Inc. |
46 |
- |
2024-03-31 |
27,142 |
$2,966,000 |
1,092 |
|
| JANE STREET GROUP LLC |
1863 |
- |
2024-03-31 |
25,227 |
$2,756,000 |
11,783 |
|
| Ahrens Investment Partners LLC |
19 |
- |
2023-03-31 |
32,878 |
$2,531,000 |
-1,477 |
|
| CITADEL ADVISORS LLC |
2530 |
- |
2024-03-31 |
15,860 |
$1,733,000 |
5,458 |
|
| SkyOak Wealt LLC |
60 |
- |
2024-03-31 |
14,608 |
$1,596,000 |
0 |
|
| HIGHTOWER ADVISORS, LLC |
1552 |
- |
2024-03-31 |
13,680 |
$1,495,000 |
-1,015 |
|
| Private Advisor Group LLC |
965 |
- |
2024-03-31 |
13,526 |
$1,478,000 |
424 |
|
| Advisor Group Holdings Inc. |
1968 |
- |
2024-03-31 |
13,142 |
$1,436,000 |
6,872 |
|
| Hudson Value Partners LLC |
54 |
- |
2024-03-31 |
10,716 |
$1,171,000 |
973 |
|
| Fulcrum Equity Management |
28 |
*New |
2024-03-31 |
9,214 |
$1,007,000 |
9,214 |
|
| AMERICAN NATIONAL BANK |
99 |
- |
2024-03-31 |
8,399 |
$918,000 |
1,134 |
|
| Cross Staff Investments Inc |
46 |
- |
2024-03-31 |
7,268 |
$794,000 |
10 |
|
| Fort Point Capital Partners LLC |
148 |
- |
2024-03-31 |
6,483 |
$708,000 |
-220 |
|
| GOLDMAN SACHS GROUP INC/ |
3905 |
- |
2024-03-31 |
4,800 |
$524,000 |
0 |
|
| EVOKE WEALTH LLC |
273 |
- |
2024-03-31 |
3,955 |
$432,000 |
0 |
|
| Intellectus Partners LLC |
192 |
- |
2024-03-31 |
3,828 |
$418,000 |
-497 |
|
| NWAM LLC |
397 |
- |
2024-03-31 |
3,328 |
$362,000 |
0 |
|
| PROSPERA FINANCIAL SERVICES |
781 |
- |
2023-12-31 |
3,666 |
$351,000 |
129 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3862 |
- |
2024-03-31 |
3,183 |
$348,000 |
-7,852 |
|
| Legacy Capital Group California Inc. |
279 |
*New |
2024-03-31 |
2,055 |
$225,000 |
2,055 |
|
| RAYMOND JAMES & ASSOCIATES |
3548 |
*New |
2024-03-31 |
1,884 |
$206,000 |
1,884 |
|
| CITIGROUP INC |
3622 |
- |
2024-03-31 |
551 |
$60,000 |
1 |
|
| ROYAL BANK OF CANADA |
4859 |
- |
2024-03-31 |
551 |
$60,000 |
0 |
|
| BLAIR WILLIAM & CO/IL |
1626 |
- |
2024-03-31 |
319 |
$35,000 |
0 |
|
| BANK OF MONTREAL /CAN/ |
3093 |
*New |
2024-03-31 |
300 |
$33,000 |
300 |
|
| Coastal Investment Advisors Inc. |
593 |
- |
2024-03-31 |
304 |
$33,000 |
304 |
|
| Main Street Group LTD |
258 |
- |
2024-03-31 |
290 |
$32,000 |
0 |
|
| Spire Wealth Management |
1610 |
- |
2024-03-31 |
126 |
$14,000 |
0 |
|
| Wagner Wealth Management LLC |
200 |
- |
2024-03-31 |
100 |
$11,000 |
0 |
|
| IFP Advisors Inc |
2430 |
- |
2023-12-31 |
46 |
$4,000 |
0 |
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
691 |
- |
2024-03-31 |
12 |
$1,000 |
0 |
|
| Farther Finance Advisors LLC |
2762 |
- |
2024-03-31 |
10 |
$1,000 |
0 |
|
| WELLS FARGO & CO/MN |
5854 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
| FMR LLC |
4858 |
- |
2024-03-31 |
1 |
$0 |
-43 |
|
| PROEQUITIES INC. |
4688 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| Arete Wealth Advisors LLC |
642 |
*Closed |
2024-03-31 |
0 |
$0 |
-11,489 |
|
| Mach-1 Financial Group Inc. |
126 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,213 |
|
| ADVISORY SERVICES NETWORK, LLC |
3784 |
*Closed |
2024-03-31 |
0 |
$0 |
-139 |
|
|
45 Records found
|
1
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