| |
Institutional
Holders
Total
Institutions:
 |
39  4 |
|
|
Total
shares held :
|
633,177 |
|
|
% of shares
held :
|
40.85% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
3 |
|
|
Amount
of shares held :
|
62,439 |
|
|
% of shares
held change :
|
4.03% |
|
| 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 |
  BANK OF AMERICA CORP /DE/ |
2114 |
- |
2023-12-31 |
139,646 |
$13,384,000 |
-12,628 |
|
| MORGAN STANLEY |
3133 |
- |
2023-12-31 |
127,510 |
$12,221,000 |
32,510 |
|
| Avestar Capital LLC |
38 |
- |
2024-03-31 |
57,382 |
$6,270,000 |
12,863 |
|
| YALE CAPITAL CORP |
79 |
- |
2024-03-31 |
44,303 |
$4,841,000 |
0 |
|
| UBS Group AG |
2126 |
- |
2023-12-31 |
44,669 |
$4,281,000 |
364 |
|
| LPL FINANCIAL CORP |
2092 |
- |
2024-03-31 |
30,014 |
$3,279,000 |
2,799 |
|
| Great Lakes Retirement Inc. |
46 |
- |
2024-03-31 |
27,142 |
$2,966,000 |
1,092 |
|
| Goss Wealth Management LLC |
530 |
- |
2023-12-31 |
28,776 |
$2,850,000 |
-1,710 |
|
| Ahrens Investment Partners LLC |
19 |
- |
2023-03-31 |
32,878 |
$2,531,000 |
-1,477 |
|
| SkyOak Wealt LLC |
60 |
- |
2024-03-31 |
14,608 |
$1,596,000 |
0 |
|
| HIGHTOWER ADVISORS, LLC |
1552 |
- |
2024-03-31 |
13,680 |
$1,495,000 |
-1,015 |
|
| Private Advisor Group LLC |
965 |
- |
2024-03-31 |
13,526 |
$1,478,000 |
424 |
|
| Advisor Group Holdings Inc. |
1968 |
- |
2024-03-31 |
13,142 |
$1,436,000 |
6,872 |
|
| JANE STREET GROUP LLC |
2914 |
- |
2023-12-31 |
13,444 |
$1,288,000 |
-8,232 |
|
| Hudson Value Partners LLC |
54 |
- |
2024-03-31 |
10,716 |
$1,171,000 |
973 |
|
| Arete Wealth Advisors LLC |
229 |
*New |
2023-12-31 |
11,489 |
$1,101,000 |
11,489 |
|
| Fulcrum Equity Management |
28 |
*New |
2024-03-31 |
9,214 |
$1,007,000 |
9,214 |
|
| CITADEL ADVISORS LLC |
2932 |
- |
2023-12-31 |
10,402 |
$997,000 |
-2,957 |
|
| AMERICAN NATIONAL BANK |
99 |
- |
2024-03-31 |
8,399 |
$918,000 |
1,134 |
|
| Cross Staff Investments Inc |
46 |
- |
2024-03-31 |
7,268 |
$794,000 |
10 |
|
| Fort Point Capital Partners LLC |
138 |
- |
2023-12-31 |
6,703 |
$642,000 |
-45 |
|
| GOLDMAN SACHS GROUP INC/ |
3878 |
- |
2023-12-31 |
4,800 |
$460,000 |
-1,711 |
|
| Intellectus Partners LLC |
192 |
- |
2024-03-31 |
3,828 |
$418,000 |
-497 |
|
| EVOKE WEALTH LLC |
474 |
- |
2023-12-31 |
3,955 |
$382,000 |
0 |
|
| NWAM LLC |
397 |
- |
2024-03-31 |
3,328 |
$362,000 |
0 |
|
| PROSPERA FINANCIAL SERVICES |
781 |
- |
2023-12-31 |
3,666 |
$351,000 |
129 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3862 |
- |
2024-03-31 |
3,183 |
$348,000 |
-7,852 |
|
| Legacy Capital Group California Inc. |
279 |
*New |
2024-03-31 |
2,055 |
$225,000 |
2,055 |
|
| RAYMOND JAMES & ASSOCIATES |
3548 |
*New |
2024-03-31 |
1,884 |
$206,000 |
1,884 |
|
| CITIGROUP INC |
3622 |
- |
2024-03-31 |
551 |
$60,000 |
1 |
|
| ROYAL BANK OF CANADA |
5272 |
- |
2023-12-31 |
551 |
$53,000 |
0 |
|
| BLAIR WILLIAM & CO/IL |
1626 |
- |
2024-03-31 |
319 |
$35,000 |
0 |
|
| Coastal Investment Advisors Inc. |
593 |
- |
2024-03-31 |
304 |
$33,000 |
304 |
|
| Main Street Group LTD |
296 |
- |
2023-12-31 |
290 |
$28,000 |
0 |
|
| Spire Wealth Management |
1610 |
- |
2024-03-31 |
126 |
$14,000 |
0 |
|
| Wagner Wealth Management LLC |
200 |
- |
2024-03-31 |
100 |
$11,000 |
0 |
|
| IFP Advisors Inc |
2430 |
- |
2023-12-31 |
46 |
$4,000 |
0 |
|
| FMR LLC |
4373 |
*New |
2023-12-31 |
44 |
$4,000 |
44 |
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
691 |
- |
2024-03-31 |
12 |
$1,000 |
0 |
|
| Farther Finance Advisors LLC |
2870 |
*New |
2023-12-31 |
10 |
$1,000 |
10 |
|
| WELLS FARGO & CO/MN |
5854 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
| PROEQUITIES INC. |
4688 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| Mach-1 Financial Group Inc. |
126 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,213 |
|
| ADVISORY SERVICES NETWORK, LLC |
3784 |
*Closed |
2024-03-31 |
0 |
$0 |
-139 |
|
|
44 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
|
|
|
