|
Institutional
Holders
Total
Institutions:
|
36 1 |
|
Total
shares held :
|
1,323,767 |
|
% of shares
held :
|
80.23% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
Amount
of shares held :
|
127,904 |
|
% of shares
held change :
|
7.75% |
|
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 |
JOURNEY STRATEGIC WEALTH LLC |
23 |
- |
2023-12-31 |
100,587 |
$4,219,000 |
-6,070 |
|
VIRTU FINANCIAL LLC |
60 |
- |
2023-12-31 |
72,742 |
$3,051,000 |
-97,837 |
|
CLS INVESTMENT FIRM LLC |
342 |
- |
2022-12-31 |
72,388 |
$2,910,000 |
-389 |
|
Orion Portfolio Solutions LLC |
502 |
- |
2023-12-31 |
63,483 |
$2,638,000 |
-6,815 |
|
Watchman Group Inc. |
47 |
- |
2023-12-31 |
44,018 |
$1,846,000 |
-888 |
|
Private Advisor Group LLC |
|
- |
2024-03-31 |
30,540 |
$1,288,000 |
-654 |
|
LPL FINANCIAL CORP |
3194 |
- |
2023-12-31 |
19,408 |
$814,000 |
-339 |
|
Change Path LLC |
447 |
- |
2023-12-31 |
8,456 |
$355,000 |
-618 |
|
Advisor Group Holdings Inc. |
3598 |
- |
2023-12-31 |
7,017 |
$294,000 |
-251 |
|
NBC SECURITIES INC. |
1004 |
- |
2024-03-31 |
1,850 |
$78,000 |
-64 |
|
IFP Advisors Inc |
1364 |
- |
2023-12-31 |
1,700 |
$71,000 |
-833 |
|
BANK OF AMERICA CORP /DE/ |
5854 |
- |
2023-12-31 |
112 |
$5,000 |
-150 |
|
WELLS FARGO & CO/MN |
6915 |
- |
2023-12-31 |
0 |
$0 |
-1 |
|
|
13 Records found
|
1
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