|
Institutional
Holders
Total
Institutions:
|
33 0 |
|
Total
shares held :
|
1,692,302 |
|
% of shares
held :
|
1.88% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-7 |
|
Amount
of shares held :
|
-80,983 |
|
% of shares
held change :
|
-0.09% |
|
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 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ |
4 |
- |
2024-03-31 |
481,973 |
$15,057,000 |
-8,253 |
|
FINANCIAL NETWORK |
423 |
- |
2024-03-31 |
267,810 |
$8,366,000 |
160,551 |
|
MULTIFINANCIAL SECURITIES CORP |
462 |
*New |
2024-03-31 |
158,647 |
$4,956,000 |
158,647 |
|
Advisor Group Holdings Inc. |
1383 |
- |
2024-03-31 |
97,694 |
$3,051,000 |
-5,427 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1242 |
- |
2024-03-31 |
65,453 |
$2,045,000 |
-41,810 |
|
OLD MISSION CAPITAL LLC |
244 |
- |
2024-03-31 |
59,028 |
$1,844,000 |
32,718 |
|
Fragasso Group Inc. |
85 |
- |
2024-03-31 |
58,489 |
$1,827,000 |
-730 |
|
Orion Capital Management LLC |
30 |
- |
2024-03-31 |
43,920 |
$1,372,000 |
453 |
|
WorthPointe LLC |
16 |
- |
2024-03-31 |
41,391 |
$1,293,000 |
1,764 |
|
Arlington Capital Management Inc. |
39 |
- |
2024-03-31 |
26,171 |
$818,000 |
-783 |
|
CENTAURUS FINANCIAL INC. |
335 |
- |
2024-03-31 |
20,431 |
$638,000 |
481 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2586 |
- |
2024-03-31 |
20,244 |
$632,000 |
-33,117 |
|
Millington Financial Advisors LLC |
50 |
- |
2024-03-31 |
19,791 |
$618,000 |
-170,902 |
|
ENVESTNET ASSET MANAGEMENT INC |
3460 |
- |
2024-03-31 |
14,767 |
$461,000 |
1,811 |
|
LPL FINANCIAL CORP |
3830 |
- |
2024-03-31 |
13,637 |
$426,000 |
0 |
|
Outlook Wealth Advisors LLC |
159 |
- |
2024-03-31 |
13,304 |
$416,000 |
0 |
|
Sequoia Financial Advisors LLC |
749 |
- |
2024-03-31 |
13,204 |
$412,000 |
0 |
|
Wealth Enhancement & Preservation of GA LLC |
37 |
*New |
2023-06-30 |
13,637 |
$395,000 |
13,637 |
|
DHJJ Financial Advisors Ltd. |
106 |
- |
2024-03-31 |
10,679 |
$334,000 |
-344 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3941 |
- |
2024-03-31 |
10,512 |
$328,000 |
996 |
|
Brookstone Capital Management |
731 |
- |
2024-03-31 |
10,191 |
$318,000 |
-100,255 |
|
BLAIR WILLIAM & CO/IL |
1287 |
- |
2024-03-31 |
8,582 |
$268,000 |
0 |
|
BANK OF MONTREAL /CAN/ |
2471 |
- |
2024-03-31 |
8,400 |
$263,000 |
0 |
|
Global Trust Asset Management LLC |
144 |
- |
2024-03-31 |
8,210 |
$256,000 |
0 |
|
Snowden Capital Advisors LLC |
1018 |
- |
2024-03-31 |
8,095 |
$253,000 |
0 |
|
Chicago Partners Investment Group LLC |
646 |
- |
2024-03-31 |
7,562 |
$232,000 |
0 |
|
Kestra Advisory Services LLC |
2218 |
- |
2024-03-31 |
6,860 |
$214,000 |
0 |
|
JT Stratford LLC |
256 |
*New |
2024-03-31 |
6,444 |
$201,000 |
6,444 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
198 |
- |
2024-03-31 |
5,640 |
$176,000 |
0 |
|
Sunbelt Securities Inc. |
583 |
- |
2024-03-31 |
5,124 |
$160,000 |
-7,710 |
|
Clear Point Advisors Inc. |
313 |
- |
2024-03-31 |
400 |
$12,000 |
-1,100 |
|
Feltz Wealth PLAN Inc. |
303 |
*Closed |
2024-03-31 |
0 |
$0 |
-13,427 |
|
Pensionmark Financial Group LLC |
404 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,743 |
|
Crown Wealth Group LLC |
111 |
*Closed |
2024-03-31 |
0 |
$0 |
-9,703 |
|
HANSON MCCLAIN, INC. |
3536 |
*Closed |
2024-03-31 |
0 |
$0 |
-321 |
|
PROEQUITIES INC. |
7487 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
Arkadios Wealth Advisors |
747 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,873 |
|
Cetera Investment Advisers |
2030 |
*Closed |
2024-03-31 |
0 |
$0 |
-152,276 |
|
UBS Group AG |
8389 |
*Closed |
2024-03-31 |
0 |
$0 |
-752 |
|
|
39 Records found
|
1
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