| |
Institutional
Holders
Total
Institutions:
 |
38  3 |
|
|
Total
shares held :
|
221,783 |
|
|
% of shares
held :
|
44.36% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
|
Amount
of shares held :
|
-21,231 |
|
|
% of shares
held change :
|
-4.25% |
|
| 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 |
1049 |
- |
2024-03-31 |
69,186 |
$15,909,000 |
-4,110 |
|
| Baltimore-Washington Financial Advisors Inc. |
54 |
- |
2024-03-31 |
40,589 |
$9,334,000 |
2,502 |
|
| Professional Financial Advisors LLC |
15 |
- |
2024-03-31 |
16,873 |
$3,880,000 |
-7,754 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1326 |
- |
2024-03-31 |
15,249 |
$3,507,000 |
12,070 |
|
| Steward Partners Investment Advisory LLC |
434 |
- |
2024-03-31 |
14,121 |
$3,247,000 |
571 |
|
| Western Wealth Management LLC |
123 |
- |
2024-03-31 |
9,172 |
$2,109,000 |
-259 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
983 |
- |
2024-03-31 |
7,789 |
$1,791,000 |
-414 |
|
| BANK OF AMERICA CORP /DE/ |
3744 |
- |
2024-03-31 |
6,880 |
$1,582,000 |
755 |
|
| ROYAL BANK OF CANADA |
2908 |
- |
2024-03-31 |
4,848 |
$1,115,000 |
114 |
|
| IFP Advisors Inc |
445 |
- |
2023-12-31 |
3,755 |
$759,000 |
0 |
|
| Fulcrum Equity Management |
41 |
*New |
2024-03-31 |
2,889 |
$664,000 |
2,889 |
|
| Kestra Advisory Services LLC |
1544 |
- |
2024-03-31 |
2,585 |
$594,000 |
-364 |
|
| Advisor Group Holdings Inc. |
2790 |
- |
2024-03-31 |
2,557 |
$588,000 |
587 |
|
| MORGAN STANLEY |
5065 |
- |
2024-03-31 |
2,507 |
$576,000 |
-149 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3317 |
- |
2024-03-31 |
2,388 |
$549,000 |
-4,345 |
|
| Southland Equity Partners LLC |
95 |
- |
2024-03-31 |
2,326 |
$535,000 |
-63 |
|
| SILVER OAK SECURITIES Inc |
220 |
- |
2024-03-31 |
2,305 |
$530,000 |
-2,233 |
|
| GOLDMAN SACHS GROUP INC/ |
3907 |
- |
2024-03-31 |
2,255 |
$519,000 |
-5,475 |
|
| Berkshire Money Management Inc. |
51 |
*New |
2024-03-31 |
2,046 |
$470,000 |
2,046 |
|
| Gateway Wealth Partners LLC |
124 |
- |
2024-03-31 |
1,980 |
$455,000 |
546 |
|
| CITADEL ADVISORS LLC |
3989 |
*New |
2024-03-31 |
1,657 |
$381,000 |
1,657 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2933 |
- |
2024-03-31 |
956 |
$220,000 |
-350 |
|
| Goss Wealth Management LLC |
1970 |
- |
2024-03-31 |
560 |
$129,000 |
0 |
|
| CWM LLC |
1739 |
- |
2024-03-31 |
545 |
$125,000 |
0 |
|
| US BANCORP |
2244 |
- |
2024-03-31 |
533 |
$123,000 |
0 |
|
| VitalStone Financial LLC |
136 |
- |
2024-03-31 |
422 |
$97,000 |
-50 |
|
| AdvisorNet Financial Inc |
719 |
- |
2024-03-31 |
301 |
$69,000 |
0 |
|
| Spire Wealth Management |
1140 |
- |
2024-03-31 |
268 |
$62,000 |
0 |
|
| JFS WEALTH ADVISORS, LLC |
392 |
- |
2024-03-31 |
267 |
$61,000 |
0 |
|
| Householder Group Estate & Retirement Specialist L |
456 |
- |
2024-03-31 |
241 |
$55,000 |
0 |
|
| Castleview Partners LLC |
477 |
- |
2024-03-31 |
77 |
$18,000 |
19 |
|
| COMERICA BANK |
3062 |
- |
2024-03-31 |
68 |
$16,000 |
0 |
|
| OAK HARBOR WEALTH PARTNERS LLC |
211 |
- |
2024-03-31 |
50 |
$11,000 |
0 |
|
| Mezzasalma Advisors LLC |
102 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,184 |
|
| FMR LLC |
5258 |
*Closed |
2024-03-31 |
0 |
$0 |
-1 |
|
| PRINCIPAL SECURITIES INC. |
3266 |
*Closed |
2024-03-31 |
0 |
$0 |
-12 |
|
| NBC SECURITIES INC. |
2222 |
*Closed |
2024-03-31 |
0 |
$0 |
-26 |
|
| ORG Partners LLC |
821 |
*Closed |
2024-03-31 |
0 |
$0 |
-127 |
|
| PROEQUITIES INC. |
8304 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| HARBOUR INVESTMENTS INC. |
3148 |
*Closed |
2023-12-31 |
0 |
$0 |
-138 |
|
| WELLS FARGO & CO/MN |
7003 |
- |
2024-03-31 |
0 |
$0 |
-1 |
|
| UBS Group AG |
8563 |
*Closed |
2024-03-31 |
0 |
$0 |
-377 |
|
|
42 Records found
|
1
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