|
Institutional
Holders
Total
Institutions:
|
11 2 |
|
Total
shares held :
|
232,987 |
|
% of shares
held :
|
1.36% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-7 |
|
Amount
of shares held :
|
-611,777 |
|
% of shares
held change :
|
-3.58% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
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Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Lehman & Derafelo Financial Resources LLC |
2 |
- |
2022-12-31 |
1,025,944 |
$30,122,000 |
46,502 |
|
EP WEALTH ADVISORS, INC. |
73 |
- |
2024-03-31 |
1,074,038 |
$29,054,000 |
8,185 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1554 |
- |
2024-03-31 |
99,836 |
$2,701,000 |
-958 |
|
FINANCIAL ARCHITECTS INC |
72 |
- |
2023-06-30 |
76,747 |
$2,027,000 |
-93,097 |
|
Claraphi Advisory Network LLC |
47 |
*New |
2022-12-31 |
50,676 |
$1,488,000 |
50,676 |
|
BANK OF AMERICA CORP /DE/ |
4403 |
- |
2024-03-31 |
18,300 |
$495,000 |
0 |
|
Capital Planning LLC |
61 |
- |
2024-03-31 |
14,672 |
$397,000 |
337 |
|
Apollon Wealth Management LLC |
774 |
- |
2024-03-31 |
14,451 |
$391,000 |
-2,864 |
|
GTS SECURITIES LLC |
914 |
- |
2024-03-31 |
13,584 |
$367,000 |
13,584 |
|
Able Wealth Management LLC |
212 |
- |
2023-12-31 |
728 |
$19,000 |
0 |
|
Advisor Group Holdings Inc. |
5505 |
- |
2024-03-31 |
497 |
$13,000 |
0 |
|
CITADEL ADVISORS LLC |
5873 |
*Closed |
2024-03-31 |
0 |
$0 |
-19,449 |
|
OLD MISSION CAPITAL LLC |
951 |
*Closed |
2024-03-31 |
0 |
$0 |
-21,720 |
|
UBS Group AG |
7999 |
- |
2024-03-31 |
11 |
$0 |
-89 |
|
PROEQUITIES INC. |
7419 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
MORGAN STANLEY |
7506 |
*New |
2024-03-31 |
1 |
$0 |
1 |
|
HIGHTOWER ADVISORS, LLC |
3518 |
*Closed |
2024-03-31 |
0 |
$0 |
-9,090 |
|
ROYAL BANK OF CANADA |
6931 |
*Closed |
2024-03-31 |
0 |
$0 |
-31,387 |
|
|
18 Records found
|
1
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