|
Institutional
Holders
Total
Institutions:
|
21 1 |
|
Total
shares held :
|
608,355 |
|
% of shares
held :
|
23.86% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
1 |
|
Amount
of shares held :
|
134,088 |
|
% of shares
held change :
|
5.26% |
|
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 |
Austin Wealth Management LLC |
14 |
- |
2023-12-31 |
291,116 |
$8,147,000 |
13,394 |
|
LPL FINANCIAL CORP |
1435 |
- |
2023-12-31 |
263,646 |
$7,350,000 |
1,903 |
|
FINANCIAL ARCHITECTS INC |
78 |
- |
2023-06-30 |
68,908 |
$1,865,000 |
-13,557 |
|
Professional Financial Advisors LLC |
37 |
- |
2024-03-31 |
51,501 |
$1,490,000 |
-12,638 |
|
HIGHTOWER ADVISORS, LLC |
1740 |
- |
2023-12-31 |
40,542 |
$1,127,000 |
-10,431 |
|
Focus Financial Network Inc. |
281 |
- |
2024-03-31 |
29,347 |
$836,000 |
0 |
|
Visionary Wealth Advisors |
264 |
- |
2023-12-31 |
25,506 |
$711,000 |
750 |
|
Beacon Financial Advisory LLC |
|
- |
2023-12-31 |
16,588 |
$462,000 |
-1,248 |
|
IFG Advisory LLC |
440 |
- |
2023-12-31 |
12,628 |
$352,000 |
674 |
|
STIFEL FINANCIAL CORP |
2764 |
*New |
2023-12-31 |
12,193 |
$340,000 |
12,193 |
|
Mutual Advisors LLC |
858 |
- |
2023-12-31 |
9,413 |
$262,000 |
0 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4652 |
*New |
2023-12-31 |
8,794 |
$245,000 |
8,794 |
|
Advisor Group Holdings Inc. |
4626 |
- |
2023-12-31 |
2,550 |
$71,000 |
-763 |
|
Able Wealth Management LLC |
134 |
- |
2023-12-31 |
1,856 |
$52,000 |
0 |
|
ICA Group Wealth Management LLC |
529 |
- |
2023-12-31 |
1,708 |
$48,000 |
1,708 |
|
ADVISORY SERVICES NETWORK, LLC |
2108 |
*New |
2023-12-31 |
1,438 |
$40,000 |
1,438 |
|
NBC SECURITIES INC. |
1452 |
- |
2024-03-31 |
706 |
$21,000 |
0 |
|
ROYAL BANK OF CANADA |
5603 |
- |
2023-12-31 |
706 |
$20,000 |
0 |
|
AdvisorNet Financial Inc |
1072 |
- |
2024-03-31 |
650 |
$19,000 |
0 |
|
Cribstone Capital Management LLC |
246 |
- |
2022-12-31 |
417 |
$11,000 |
3 |
|
NATIONAL BANK OF CANADA /FI/ |
2045 |
- |
2023-12-31 |
260 |
$7,000 |
0 |
|
MORGAN STANLEY |
7320 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
WELLS FARGO & CO/MN |
6336 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
PROEQUITIES INC. |
6541 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
UBS Group AG |
7767 |
*Closed |
2023-12-31 |
0 |
$0 |
-29 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
1656 |
- |
2023-12-31 |
100 |
$0 |
0 |
|
Advisor Resource Council |
443 |
*Closed |
2024-03-31 |
0 |
$0 |
-120,242 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
3400 |
*Closed |
2024-03-31 |
0 |
$0 |
-28,253 |
|
|
28 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
|
|
|