|
Institutional
Holders
Total
Institutions:
|
17 0 |
|
Total
shares held :
|
781,443 |
|
% of shares
held :
|
57.88% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-1 |
|
Amount
of shares held :
|
-14,113 |
|
% of shares
held change :
|
-1.05% |
|
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 |
AFFINITY WEALTH MANAGEMENT |
12 |
- |
2024-03-31 |
431,385 |
$19,912,000 |
-497 |
|
LPL FINANCIAL CORP |
1906 |
- |
2023-12-31 |
84,843 |
$3,561,000 |
-20,725 |
|
CITADEL ADVISORS LLC |
2010 |
- |
2023-12-31 |
69,073 |
$2,899,000 |
41,798 |
|
JANE STREET GROUP LLC |
2099 |
- |
2023-12-31 |
63,663 |
$2,672,000 |
-1,525 |
|
MORGAN STANLEY |
4596 |
- |
2023-12-31 |
34,861 |
$1,463,000 |
5,171 |
|
OLD MISSION CAPITAL LLC |
383 |
*New |
2023-12-31 |
28,569 |
$1,199,000 |
28,569 |
|
BANK OF AMERICA CORP /DE/ |
3958 |
- |
2023-12-31 |
25,644 |
$1,076,000 |
-754 |
|
KKM Financial LLC |
69 |
- |
2023-12-31 |
13,731 |
$576,000 |
0 |
|
Atria Wealth Solutions Inc. |
1180 |
- |
2023-12-31 |
12,181 |
$511,000 |
1,992 |
|
MULTIFINANCIAL SECURITIES CORP |
1288 |
- |
2023-12-31 |
8,860 |
$372,000 |
2,880 |
|
Advisor Group Holdings Inc. |
4561 |
- |
2023-12-31 |
1,871 |
$79,000 |
0 |
|
BANK OF MONTREAL /CAN/ |
3156 |
- |
2023-12-31 |
400 |
$17,000 |
-9,100 |
|
HARBOUR INVESTMENTS INC. |
2028 |
- |
2023-12-31 |
323 |
$14,000 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
2849 |
*New |
2023-12-31 |
210 |
$9,000 |
210 |
|
UBS Group AG |
6506 |
- |
2023-12-31 |
70 |
$3,000 |
-385 |
|
FLOW TRADERS U.S. LLC |
885 |
*Closed |
2023-12-31 |
0 |
$0 |
-27,073 |
|
PROEQUITIES INC. |
3361 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
PRIVATE TRUST CO NA |
2211 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,262 |
|
|
18 Records found
|
1
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