|
Institutional
Holders
Total
Institutions:
|
12 1 |
|
Total
shares held :
|
228,165 |
|
% of shares
held :
|
2.54% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-2 |
|
Amount
of shares held :
|
-26,382 |
|
% of shares
held change :
|
-0.29% |
|
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 |
2018 |
- |
2024-03-31 |
86,779 |
$3,601,000 |
-8,908 |
|
ROYAL BANK OF CANADA |
2733 |
- |
2024-03-31 |
34,328 |
$1,425,000 |
2,324 |
|
Equitable Holdings Inc. |
574 |
- |
2024-03-31 |
28,621 |
$1,188,000 |
2,554 |
|
Arden Trust Co |
132 |
- |
2024-03-31 |
14,116 |
$586,000 |
0 |
|
Advisor Group Holdings Inc. |
4259 |
- |
2024-03-31 |
2,243 |
$93,000 |
45 |
|
Geneos Wealth Management Inc. |
1306 |
- |
2024-03-31 |
543 |
$23,000 |
185 |
|
Coppell Advisory Solutions LLC |
863 |
*New |
2023-12-31 |
310 |
$13,000 |
310 |
|
UBS Group AG |
6696 |
- |
2024-03-31 |
50 |
$2,000 |
-692 |
|
Encompass More Asset Management |
99 |
*Closed |
2024-03-31 |
0 |
$0 |
-47,074 |
|
PROEQUITIES INC. |
6451 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
MORGAN STANLEY |
7488 |
*Closed |
2024-03-31 |
0 |
$0 |
-1 |
|
CITADEL ADVISORS LLC |
6613 |
*Closed |
2024-03-31 |
0 |
$0 |
-9,608 |
|
|
12 Records found
|
1
|
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