|
Institutional
Holders
Total
Institutions:
|
29 0 |
|
Total
shares held :
|
1,128,181 |
|
% of shares
held :
|
12.54% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
Amount
of shares held :
|
-286,942 |
|
% of shares
held change :
|
-3.19% |
|
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 |
Private Advisor Group LLC |
215 |
- |
2024-03-31 |
398,437 |
$12,208,000 |
9,815 |
|
Advisor Group Holdings Inc. |
983 |
- |
2024-03-31 |
177,264 |
$5,431,000 |
-1,243 |
|
Gladstone Institutional Advisory LLC |
99 |
- |
2024-03-31 |
158,260 |
$4,849,000 |
7,916 |
|
KLK CAPITAL MANAGEMENT LLC |
9 |
- |
2023-09-30 |
164,178 |
$2,753,000 |
673 |
|
LPL FINANCIAL CORP |
2378 |
- |
2024-03-31 |
76,399 |
$2,341,000 |
-42,290 |
|
BANK OF AMERICA CORP /DE/ |
3543 |
- |
2024-03-31 |
73,125 |
$2,241,000 |
12,203 |
|
MULTIFINANCIAL SECURITIES CORP |
834 |
- |
2024-03-31 |
63,270 |
$1,939,000 |
7,543 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2073 |
- |
2024-03-31 |
31,594 |
$968,000 |
-24,719 |
|
OLD MISSION CAPITAL LLC |
506 |
- |
2024-03-31 |
20,481 |
$628,000 |
-9,822 |
|
H D Vest Advisory Services |
1082 |
- |
2024-03-31 |
14,988 |
$459,000 |
-415 |
|
Lifeworks Advisors LLC |
139 |
- |
2024-03-31 |
13,798 |
$423,000 |
0 |
|
Dynamic Advisors Solutions LLC |
687 |
- |
2024-03-31 |
12,152 |
$372,000 |
1,812 |
|
Collaborative Wealth Managment Inc. |
112 |
- |
2024-03-31 |
11,369 |
$348,000 |
0 |
|
Southland Equity Partners LLC |
154 |
- |
2024-03-31 |
9,969 |
$305,000 |
691 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3232 |
- |
2024-03-31 |
9,833 |
$301,000 |
2,240 |
|
IFP Advisors Inc |
772 |
- |
2023-12-31 |
9,903 |
$286,000 |
690 |
|
ROYAL BANK OF CANADA |
3937 |
- |
2024-03-31 |
8,408 |
$257,000 |
1,806 |
|
Atria Wealth Solutions Inc. |
1651 |
*New |
2024-03-31 |
8,334 |
$255,000 |
8,334 |
|
CITADEL ADVISORS LLC |
4403 |
*New |
2024-03-31 |
7,881 |
$241,000 |
7,881 |
|
Perigon Wealth Management LLC |
790 |
*New |
2024-03-31 |
6,936 |
$213,000 |
6,936 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2965 |
- |
2024-03-31 |
6,846 |
$210,000 |
6,846 |
|
PRINCIPAL SECURITIES INC. |
1400 |
- |
2024-03-31 |
2,280 |
$70,000 |
2 |
|
WETZEL INVESTMENT ADVISORS INC. |
276 |
*New |
2024-03-31 |
1,300 |
$38,000 |
1,300 |
|
Capital Investment Advisory Services LLC |
751 |
*New |
2024-03-31 |
667 |
$20,000 |
667 |
|
FMR LLC |
3973 |
- |
2024-03-31 |
500 |
$15,000 |
0 |
|
COMERICA BANK |
3109 |
*New |
2024-03-31 |
385 |
$12,000 |
385 |
|
UBS Group AG |
6482 |
- |
2024-03-31 |
100 |
$3,000 |
-733 |
|
FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
719 |
- |
2024-03-31 |
71 |
$2,000 |
33 |
|
Householder Group Estate & Retirement Specialist L |
1102 |
*New |
2024-03-31 |
24 |
$1,000 |
24 |
|
Aspect Partners LLC |
491 |
- |
2024-03-31 |
25 |
$1,000 |
0 |
|
WELLS FARGO & CO/MN |
5645 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
MORGAN STANLEY |
7037 |
- |
2024-03-31 |
1 |
$0 |
-1 |
|
PROEQUITIES INC. |
4172 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
NATIONAL ASSET MANAGEMENT, INC. |
1466 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,110 |
|
DHJJ Financial Advisors Ltd. |
730 |
- |
2024-03-31 |
10 |
$0 |
0 |
|
SIMPLEX TRADING LLC |
3003 |
*Closed |
2024-03-31 |
0 |
$0 |
-52 |
|
BANK OF MONTREAL /CAN/ |
3606 |
*Closed |
2024-03-31 |
0 |
$0 |
-630 |
|
Geneos Wealth Management Inc. |
2224 |
*Closed |
2024-03-31 |
0 |
$0 |
-49 |
|
TOWER RESEARCH CAPITAL LLC |
6266 |
*Closed |
2024-03-31 |
0 |
$0 |
-51 |
|
|
39 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
|
|
|