|
Institutional
Holders
Total
Institutions:
|
67 5 |
|
Total
shares held :
|
801,369 |
|
% of shares
held :
|
8.9% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-9 |
|
Amount
of shares held :
|
-303,343 |
|
% of shares
held change :
|
-3.37% |
|
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 |
Advisor Group Holdings Inc. |
2873 |
- |
2024-03-31 |
35,354 |
$528,000 |
-11,818 |
|
J P MORGAN CHASE & CO |
3813 |
- |
2024-03-31 |
28,801 |
$430,000 |
-842 |
|
CWM LLC |
1236 |
- |
2024-03-31 |
24,497 |
$366,000 |
-5,231 |
|
ENVESTNET ASSET MANAGEMENT INC |
3510 |
- |
2023-12-31 |
22,533 |
$347,000 |
-2,646 |
|
NBC SECURITIES INC. |
631 |
- |
2024-03-31 |
18,340 |
$273,000 |
-7,542 |
|
CITADEL ADVISORS LLC |
4250 |
- |
2023-12-31 |
15,855 |
$244,000 |
-3,369 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3475 |
- |
2024-03-31 |
15,259 |
$228,000 |
-291 |
|
MML INVESTORS SERVICES LLC |
2314 |
- |
2023-12-31 |
12,566 |
$194,000 |
-20,823 |
|
MORGAN STANLEY |
5807 |
- |
2023-12-31 |
5,430 |
$84,000 |
-3,032 |
|
BANK OF MONTREAL /CAN/ |
3229 |
- |
2023-12-31 |
525 |
$8,000 |
-49,854 |
|
Steward Partners Investment Advisory LLC |
3124 |
- |
2023-12-31 |
200 |
$3,000 |
-150 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
652 |
- |
2024-03-31 |
51 |
$1,000 |
-100 |
|
WETZEL INVESTMENT ADVISORS INC. |
880 |
- |
2024-03-31 |
70 |
$1,000 |
-700 |
|
Goss Wealth Management LLC |
3424 |
- |
2023-12-31 |
50 |
$1,000 |
-990 |
|
|
14 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|