|
Institutional
Holders
Total
Institutions:
|
26 1 |
|
Total
shares held :
|
404,893 |
|
% of shares
held :
|
49.08% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-5 |
|
Amount
of shares held :
|
-35,520 |
|
% of shares
held change :
|
-4.31% |
|
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 |
1799 |
- |
2024-03-31 |
73,116 |
$4,831,000 |
11,269 |
|
Jacobi Capital Management LLC |
52 |
- |
2024-03-31 |
52,212 |
$3,450,000 |
-662 |
|
Private Advisor Group LLC |
670 |
- |
2024-03-31 |
41,352 |
$2,733,000 |
-1,328 |
|
Capital Advisors Ltd. LLC |
46 |
- |
2024-03-31 |
38,158 |
$2,521,000 |
576 |
|
RAYMOND JAMES & ASSOCIATES |
2132 |
- |
2024-03-31 |
30,875 |
$2,040,000 |
-1,085 |
|
Ethos Financial Group LLC |
51 |
- |
2024-03-31 |
27,509 |
$1,818,000 |
547 |
|
JANNEY MONTGOMERY SCOTT LLC |
1195 |
- |
2024-03-31 |
27,172 |
$1,796,000 |
5,233 |
|
MCDONALD PARTNERS LLC |
100 |
- |
2024-03-31 |
14,972 |
$989,000 |
3,023 |
|
Diversified LLC |
55 |
- |
2024-03-31 |
11,413 |
$754,000 |
12 |
|
Sage Capital Advisorsllc |
76 |
- |
2024-03-31 |
11,094 |
$733,000 |
3 |
|
Dynamic Advisors Solutions LLC |
520 |
- |
2024-03-31 |
10,454 |
$691,000 |
-431 |
|
Advisor Group Holdings Inc. |
2686 |
- |
2024-03-31 |
10,075 |
$666,000 |
827 |
|
Collaborative Wealth Managment Inc. |
83 |
- |
2024-03-31 |
8,109 |
$536,000 |
-294 |
|
H D Vest Advisory Services |
1001 |
- |
2024-03-31 |
7,989 |
$528,000 |
-303 |
|
Ergawealth Advisors Inc. |
33 |
- |
2024-03-31 |
7,434 |
$491,000 |
605 |
|
HOWARD FINANCIAL SERVICES LTD. |
88 |
- |
2024-03-31 |
7,161 |
$473,000 |
-576 |
|
TOWER RESEARCH CAPITAL LLC |
1047 |
- |
2024-03-31 |
5,564 |
$368,000 |
-11,730 |
|
WealthPlan Investment Management LLC |
141 |
- |
2024-03-31 |
5,417 |
$358,000 |
-120 |
|
Western Wealth Management LLC |
495 |
- |
2024-03-31 |
4,687 |
$310,000 |
3 |
|
Goss Wealth Management LLC |
1684 |
- |
2024-03-31 |
4,008 |
$265,000 |
3 |
|
MONOGRAPH WEALTH ADVISORS LLC |
136 |
- |
2024-03-31 |
4,000 |
$264,000 |
0 |
|
Benchmark Investment Advisors LLC |
88 |
*New |
2024-03-31 |
3,244 |
$214,000 |
3,244 |
|
Advisors Preferred LLC |
129 |
*New |
2024-03-31 |
2,348 |
$154,000 |
2,348 |
|
ROYAL BANK OF CANADA |
4363 |
- |
2024-03-31 |
2,246 |
$148,000 |
-182 |
|
UBS Group AG |
5343 |
*New |
2024-03-31 |
696 |
$46,000 |
696 |
|
MORGAN STANLEY |
6246 |
*New |
2024-03-31 |
308 |
$20,000 |
308 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6052 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,264 |
|
PROEQUITIES INC. |
7857 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
WELLS FARGO & CO/MN |
6699 |
- |
2024-03-31 |
0 |
$0 |
-1 |
|
FMR LLC |
5658 |
*Closed |
2024-03-31 |
0 |
$0 |
-1 |
|
|
30 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|