| |
Institutional
Holders
Total
Institutions:
 |
31  3 |
|
|
Total
shares held :
|
717,600 |
|
|
% of shares
held :
|
6.83% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 1 |
|
|
Amount
of shares held :
|
-49,819 |
|
|
% of shares
held change :
|
-0.47% |
|
| 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/ |
2557 |
- |
2024-03-31 |
289,714 |
$8,866,000 |
457 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1605 |
- |
2024-03-31 |
38,795 |
$1,187,000 |
2,965 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2348 |
- |
2024-03-31 |
38,142 |
$1,167,000 |
-3,782 |
|
| LPL FINANCIAL CORP |
3165 |
- |
2024-03-31 |
31,162 |
$954,000 |
-1,324 |
|
| Arcus Capital Partners LLC |
59 |
- |
2024-03-31 |
22,461 |
$687,000 |
13 |
|
| TOWER RESEARCH CAPITAL LLC |
718 |
- |
2024-03-31 |
21,236 |
$650,000 |
-5,067 |
|
| SILVER OAK SECURITIES Inc |
194 |
- |
2024-03-31 |
20,843 |
$638,000 |
4,436 |
|
| Cornerstone Wealth Management LLC |
294 |
- |
2024-03-31 |
20,030 |
$613,000 |
-128 |
|
| KWB Wealth |
78 |
- |
2024-03-31 |
16,306 |
$499,000 |
8 |
|
| AE Wealth Management LLC |
830 |
- |
2024-03-31 |
15,351 |
$470,000 |
-612 |
|
| MORGAN STANLEY |
5205 |
- |
2024-03-31 |
13,684 |
$419,000 |
1,434 |
|
| LEVEL FOUR ADVISORY SERVICES LLC |
540 |
- |
2024-03-31 |
12,507 |
$386,000 |
0 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
3069 |
- |
2024-03-31 |
11,693 |
$358,000 |
-458 |
|
| MULTIFINANCIAL SECURITIES CORP |
1878 |
*New |
2024-03-31 |
10,512 |
$322,000 |
10,512 |
|
| ROYAL BANK OF CANADA |
3785 |
- |
2024-03-31 |
10,144 |
$311,000 |
-11,469 |
|
| Clear Creek Financial Management LLC |
339 |
- |
2024-03-31 |
9,173 |
$281,000 |
60 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3851 |
- |
2024-03-31 |
7,306 |
$224,000 |
-129 |
|
| Advisor Group Holdings Inc. |
3646 |
- |
2024-03-31 |
6,528 |
$200,000 |
1,099 |
|
| DHJJ Financial Advisors Ltd. |
178 |
- |
2024-03-31 |
4,046 |
$124,000 |
-173 |
|
| Able Wealth Management LLC |
106 |
- |
2023-12-31 |
2,610 |
$81,000 |
0 |
|
| BLAIR WILLIAM & CO/IL |
1586 |
*New |
2024-03-31 |
1,700 |
$52,000 |
1,700 |
|
| FMR LLC |
3784 |
*New |
2024-03-31 |
800 |
$24,000 |
800 |
|
| Global Trust Asset Management LLC |
329 |
- |
2024-03-31 |
600 |
$18,000 |
-200 |
|
| IFP Advisors Inc |
2039 |
*New |
2023-12-31 |
465 |
$14,000 |
465 |
|
| LGT Financial Advisors LLC |
578 |
- |
2024-03-31 |
203 |
$6,000 |
0 |
|
| UBS Group AG |
6301 |
- |
2024-03-31 |
162 |
$5,000 |
-1,196 |
|
| HARBOUR INVESTMENTS INC. |
2495 |
- |
2023-12-31 |
140 |
$4,000 |
0 |
|
| Coppell Advisory Solutions LLC |
1325 |
*New |
2023-12-31 |
71 |
$2,000 |
71 |
|
| Westside Investment Management Inc. |
789 |
- |
2024-03-31 |
75 |
$2,000 |
0 |
|
| PROEQUITIES INC. |
3148 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| WELLS FARGO & CO/MN |
6128 |
- |
2024-03-31 |
1 |
$0 |
1 |
|
| J P MORGAN CHASE & CO |
5812 |
*Closed |
2024-03-31 |
0 |
$0 |
0 |
|
| Castleview Partners LLC |
894 |
*New |
2024-03-31 |
2 |
$0 |
2 |
|
| GRADIENT INVESTMENTS LLC |
1722 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,692 |
|
| ADVISORY SERVICES NETWORK, LLC |
3562 |
*Closed |
2024-03-31 |
0 |
$0 |
-10 |
|
| VAN ECK ASSOCIATES CORP |
1405 |
*Closed |
2024-03-31 |
0 |
$0 |
-110,995 |
|
|
36 Records found
|
1
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