|
Institutional
Holders
Total
Institutions:
|
10 3 |
|
Total
shares held :
|
5,102,110 |
|
% of shares
held :
|
5.67% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
Amount
of shares held :
|
106,694 |
|
% of shares
held change :
|
0.12% |
|
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 |
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
30 |
- |
2024-03-31 |
4,974,781 |
$203,319,000 |
-29,005 |
|
Sharkey Howes & Javer |
31 |
*New |
2024-03-31 |
79,693 |
$3,257,000 |
79,693 |
|
Fulcrum Equity Management |
16 |
- |
2024-03-31 |
31,258 |
$1,277,000 |
-2,721 |
|
MERRIMAN WEALTH MANAGEMENT, LLC |
100 |
*New |
2023-12-31 |
23,416 |
$871,000 |
23,416 |
|
LPL FINANCIAL CORP |
3117 |
- |
2023-12-31 |
23,297 |
$866,000 |
9,551 |
|
MUIRFIELD WEALTH ADVISORS LLC |
37 |
- |
2024-03-31 |
17,069 |
$698,000 |
0 |
|
Legacy Capital Group California Inc. |
201 |
*New |
2023-12-31 |
9,048 |
$336,000 |
9,048 |
|
BB&T CORP |
2273 |
*New |
2023-12-31 |
7,778 |
$289,000 |
7,778 |
|
JANNEY MONTGOMERY SCOTT LLC |
2556 |
*New |
2024-03-31 |
4,955 |
$203,000 |
4,955 |
|
Raleigh Capital Management Inc. |
200 |
- |
2023-12-31 |
4,500 |
$167,000 |
0 |
|
UBS Group AG |
5786 |
- |
2023-12-31 |
505 |
$19,000 |
505 |
|
PNC FINANCIAL SERVICES GROUP INC |
3630 |
- |
2023-12-31 |
300 |
$11,000 |
0 |
|
Smartleaf Asset Management LLC |
|
*New |
2024-03-31 |
8 |
$0 |
8 |
|
ROYAL BANK OF CANADA |
6606 |
*Closed |
2023-12-31 |
0 |
$0 |
-855 |
|
PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
WELLS FARGO & CO/MN |
6990 |
- |
2023-12-31 |
1 |
$0 |
1 |
|
|
16 Records found
|
1
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