| |
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 |
  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 |
|
| 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 |
|
| 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 |
|
| Hudson Value Partners LLC |
54 |
- |
2024-03-31 |
10,716 |
$1,171,000 |
973 |
|
| 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 |
|
| PROSPERA FINANCIAL SERVICES |
781 |
- |
2023-12-31 |
3,666 |
$351,000 |
129 |
|
| Coastal Investment Advisors Inc. |
593 |
- |
2024-03-31 |
304 |
$33,000 |
304 |
|
|
12 Records found
|
1
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Page 1 of 1 |
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