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$37.06 0.00 (0.00%) as of 4:30 Fri 2/14
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Download |
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Institutional
Holders
Total
Institutions:
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169 9 |
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Total
shares held :
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4,052,144 |
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% of shares
held :
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28.94% |
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Changes In:
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New/increased
positions vs
old/decreased
positions :
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-32 |
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Amount
of shares held :
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-108,183 |
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% of shares
held change :
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-0.77% |
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Quarter
Price vs. Current Price:
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
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N/A |
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Last
Quarter's Ending
Price :
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N/A |
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Last
Quarter's Average
Price :
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N/A |
|
Change
from last quarter's
avg. price
to the last closing :
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(%) |
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Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Focused Wealth Management Inc |
181 |
*Closed |
2024-03-31 |
0 |
$0 |
-8 |
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Dakota Community Bank & Trust NA |
103 |
*Closed |
2024-03-31 |
0 |
$0 |
-104 |
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ADVISORY SERVICES NETWORK, LLC |
1704 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,353 |
|
JFS WEALTH ADVISORS, LLC |
1826 |
*Closed |
2024-03-31 |
0 |
$0 |
-403 |
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CAPTRUST FINANCIAL ADVISORS |
2672 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,824 |
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ODell Group LLC |
129 |
*Closed |
2024-03-31 |
0 |
$0 |
-113 |
|
IFG Advisory LLC |
404 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,896 |
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MILLENNIUM MANAGEMENT LLC |
4084 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,182 |
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PRIVATE TRUST CO NA |
2235 |
*Closed |
2024-03-31 |
0 |
$0 |
-608 |
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INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
516 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,269 |
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Western Wealth Management LLC |
696 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,590 |
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Resurgent Financial Advisors LLC |
230 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,080 |
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Heritage Wealth Advisors |
672 |
*Closed |
2024-03-31 |
0 |
$0 |
-1 |
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GRADIENT INVESTMENTS LLC |
1686 |
*Closed |
2024-03-31 |
0 |
$0 |
-102 |
|
Merit Financial Group LLC |
901 |
*Closed |
2024-03-31 |
0 |
$0 |
-18,971 |
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Advisors Preferred LLC |
226 |
*Closed |
2024-03-31 |
0 |
$0 |
-664 |
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Prosperity Wealth Management Inc. |
144 |
*Closed |
2023-12-31 |
0 |
$0 |
-6,550 |
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BKM Wealth Management LLC |
467 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,330 |
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Aptus Capital Advisors LLC |
978 |
*Closed |
2023-12-31 |
0 |
$0 |
-32 |
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DT INVESTMENT PARTNERS, LLC |
481 |
*Closed |
2023-12-31 |
0 |
$0 |
-50 |
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MULTIFINANCIAL SECURITIES CORP |
1808 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,292 |
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Moisand Fitzgerald Tamayo LLC |
644 |
*Closed |
2024-03-31 |
0 |
$0 |
-1 |
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Envestnet Portfolio Solutions Inc. |
1647 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,365 |
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Aspire Capital Advisors LLC |
85 |
*Closed |
2024-03-31 |
0 |
$0 |
-70,620 |
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VALLEY NATIONAL ADVISERS INC |
1298 |
*Closed |
2024-03-31 |
0 |
$0 |
-465 |
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Global Wealth Management Investment Advisory Inc. |
424 |
*Closed |
2024-03-31 |
0 |
$0 |
-30 |
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26 Records found
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1
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