|
Institutional
Holders
Total
Institutions:
|
15 1 |
|
Total
shares held :
|
721,801 |
|
% of shares
held :
|
8.02% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
3 |
|
Amount
of shares held :
|
-51,332 |
|
% of shares
held change :
|
-0.57% |
|
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 |
980 |
- |
2024-03-31 |
630,034 |
$18,195,000 |
931 |
|
Archer Investment Corp |
140 |
- |
2024-03-31 |
16,583 |
$479,000 |
-200 |
|
ICA Group Wealth Management LLC |
208 |
- |
2024-03-31 |
12,350 |
$357,000 |
-1,801 |
|
Western Wealth Management LLC |
513 |
- |
2024-03-31 |
10,138 |
$293,000 |
-188 |
|
Advisor Group Holdings Inc. |
3652 |
- |
2024-03-31 |
6,924 |
$200,000 |
-11,454 |
|
Global Retirement Partners LLC |
1056 |
- |
2024-03-31 |
3,609 |
$104,000 |
-335 |
|
Ahrens Investment Partners LLC |
336 |
*New |
2023-03-31 |
1,747 |
$46,000 |
1,747 |
|
PRIVATE TRUST CO NA |
1135 |
- |
2024-03-31 |
1,547 |
$45,000 |
-292 |
|
HARBOUR INVESTMENTS INC. |
1869 |
- |
2023-12-31 |
707 |
$20,000 |
0 |
|
Geneos Wealth Management Inc. |
1507 |
- |
2024-03-31 |
400 |
$12,000 |
-500 |
|
WELLS FARGO & CO/MN |
5119 |
- |
2024-03-31 |
370 |
$11,000 |
369 |
|
HANSON MCCLAIN, INC. |
2311 |
*New |
2024-03-31 |
213 |
$6,000 |
213 |
|
PSI Advisors LLC |
633 |
- |
2024-03-31 |
100 |
$3,000 |
0 |
|
UBS Group AG |
6706 |
- |
2024-03-31 |
79 |
$2,000 |
42 |
|
Sunbelt Securities Inc. |
1559 |
*New |
2024-03-31 |
25 |
$1,000 |
25 |
|
MORGAN STANLEY |
7079 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
5675 |
*Closed |
2024-03-31 |
0 |
$0 |
-30,985 |
|
PROEQUITIES INC. |
5244 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
ENVESTNET ASSET MANAGEMENT INC |
4272 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,697 |
|
|
19 Records found
|
1
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