|
Institutional
Holders
Total
Institutions:
|
74 5 |
|
Total
shares held :
|
2,240,642 |
|
% of shares
held :
|
14.05% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-30 |
|
Amount
of shares held :
|
-305,369 |
|
% of shares
held change :
|
-1.91% |
|
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 |
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
545 |
*New |
2024-03-31 |
460,650 |
$18,016,000 |
460,650 |
|
Spectrum Asset Management Inc. (NB/CA) |
6 |
*New |
2024-03-31 |
239,116 |
$9,352,000 |
239,116 |
|
Comprehensive Financial Consultants Institutional |
32 |
*New |
2024-03-31 |
60,801 |
$2,378,000 |
60,801 |
|
J P MORGAN CHASE & CO |
3023 |
*New |
2024-03-31 |
47,255 |
$1,848,000 |
47,255 |
|
Change Path LLC |
277 |
*New |
2023-12-31 |
21,920 |
$822,000 |
21,920 |
|
Mayfair Advisory Group LLC |
46 |
*New |
2024-03-31 |
15,480 |
$605,000 |
15,480 |
|
INTL FCSTONE INC. |
217 |
*New |
2024-03-31 |
12,636 |
$494,000 |
12,636 |
|
FinTrust Capital Advisors LLC |
181 |
*New |
2024-03-31 |
11,000 |
$430,000 |
11,000 |
|
TOWNSQUARE CAPITAL LLC |
949 |
*New |
2023-12-31 |
7,291 |
$273,000 |
7,291 |
|
FINANCIAL ADVISORY CORP /UT/ /ADV |
137 |
*New |
2024-03-31 |
6,562 |
$257,000 |
6,562 |
|
Feltz Wealth PLAN Inc. |
280 |
*New |
2024-03-31 |
6,001 |
$235,000 |
6,001 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
595 |
*New |
2024-03-31 |
5,285 |
$207,000 |
5,285 |
|
Aveo Capital Partners LLC |
356 |
*New |
2024-03-31 |
5,201 |
$201,000 |
5,201 |
|
Turtle Creek Wealth Advisors LLC |
149 |
*New |
2024-03-31 |
4,208 |
$165,000 |
4,208 |
|
ALPHAMARK ADVISORS LLC |
323 |
*New |
2024-03-31 |
1,400 |
$55,000 |
1,400 |
|
Capital Investment Advisory Services LLC |
656 |
*New |
2024-03-31 |
1,245 |
$49,000 |
1,245 |
|
WETZEL INVESTMENT ADVISORS INC. |
292 |
*New |
2024-03-31 |
866 |
$33,000 |
866 |
|
BANK OF AMERICA CORP /DE/ |
5615 |
*New |
2023-12-31 |
688 |
$26,000 |
688 |
|
Center for Financial Planning Inc. |
331 |
*New |
2024-03-31 |
500 |
$20,000 |
500 |
|
Impact Partnership Wealth LLC |
680 |
*New |
2023-12-31 |
64 |
$2,000 |
64 |
|
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20 Records found
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1
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