|
Institutional
Holders
Total
Institutions:
|
12 1 |
|
Total
shares held :
|
136,606 |
|
% of shares
held :
|
1.52% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-3 |
|
Amount
of shares held :
|
-94,508 |
|
% of shares
held change :
|
-1.05% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
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/ |
4292 |
*New |
2024-03-31 |
23,555 |
$610,000 |
23,555 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2772 |
- |
2024-03-31 |
19,545 |
$507,000 |
182 |
|
NATIONAL BANK OF CANADA /FI/ |
1127 |
- |
2024-03-31 |
15,054 |
$381,000 |
4,476 |
|
JOURNEY STRATEGIC WEALTH LLC |
161 |
*New |
2024-03-31 |
13,372 |
$347,000 |
13,372 |
|
MJP ASSOCIATES INC /ADV |
197 |
- |
2024-03-31 |
9,599 |
$249,000 |
15 |
|
Advisor OS LLC |
341 |
- |
2024-03-31 |
9,599 |
$249,000 |
15 |
|
TOWER RESEARCH CAPITAL LLC |
1508 |
- |
2024-03-31 |
6,683 |
$173,000 |
-24,925 |
|
BLAIR WILLIAM & CO/IL |
1566 |
- |
2024-03-31 |
2,416 |
$63,000 |
0 |
|
VOISARD ASSET MANAGEMENT GROUP INC. |
124 |
- |
2024-03-31 |
2,238 |
$58,000 |
-779 |
|
CWM LLC |
2860 |
- |
2024-03-31 |
792 |
$21,000 |
0 |
|
Milestone Investment Advisors LLC |
126 |
- |
2024-03-31 |
87 |
$2,000 |
0 |
|
Advisor Group Holdings Inc. |
6559 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,861 |
|
NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
1444 |
*Closed |
2024-03-31 |
0 |
$0 |
-25,238 |
|
NATIXIS |
1156 |
*Closed |
2024-03-31 |
0 |
$0 |
-20,495 |
|
PROEQUITIES INC. |
9269 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
15 Records found
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1
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