|
Institutional
Holders
Total
Institutions:
|
30 1 |
|
Total
shares held :
|
1,510,876 |
|
% of shares
held :
|
15.9% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-4 |
|
Amount
of shares held :
|
-65,455 |
|
% of shares
held change :
|
-0.69% |
|
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 |
ATWOOD & PALMER INC |
36 |
- |
2024-03-31 |
379,076 |
$16,767,000 |
9,651 |
|
LPL FINANCIAL CORP |
1168 |
- |
2024-03-31 |
288,420 |
$12,757,000 |
281,043 |
|
REGAL INVESTMENT ADVISORS, LLC |
113 |
- |
2023-12-31 |
79,957 |
$3,525,000 |
989 |
|
Atria Wealth Solutions Inc. |
515 |
- |
2023-12-31 |
58,805 |
$2,593,000 |
1,765 |
|
PRINCIPAL SECURITIES INC. |
250 |
- |
2024-03-31 |
53,745 |
$2,377,000 |
53,365 |
|
Goss Wealth Management LLC |
603 |
- |
2023-12-31 |
52,878 |
$2,330,000 |
11,399 |
|
BANK OF AMERICA CORP /DE/ |
3540 |
- |
2023-12-31 |
44,329 |
$1,955,000 |
3,058 |
|
MORGAN STANLEY |
4590 |
- |
2023-12-31 |
33,575 |
$1,480,000 |
17,823 |
|
Advisor Group Holdings Inc. |
2825 |
- |
2024-03-31 |
12,700 |
$562,000 |
9,494 |
|
Streettalk Advisors LLC |
310 |
- |
2024-03-31 |
8,657 |
$383,000 |
2,038 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3449 |
- |
2024-03-31 |
5,319 |
$235,000 |
157 |
|
Chicago Partners Investment Group LLC |
647 |
- |
2024-03-31 |
5,298 |
$231,000 |
232 |
|
|
12 Records found
|
1
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Page 1 of 1 |
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