|
Institutional
Holders
Total
Institutions:
|
20 0 |
|
Total
shares held :
|
663,915 |
|
% of shares
held :
|
14.75% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-1 |
|
Amount
of shares held :
|
-27,018 |
|
% of shares
held change :
|
-0.6% |
|
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 |
SimpliFi Inc. |
11 |
- |
2024-03-31 |
498,853 |
$6,414,000 |
465,939 |
|
LPL FINANCIAL CORP |
2285 |
- |
2023-12-31 |
182,405 |
$2,280,000 |
2,391 |
|
Cornerstone Wealth Management LLC |
152 |
- |
2024-03-31 |
118,983 |
$1,530,000 |
-842 |
|
BB&T CORP |
1701 |
- |
2023-12-31 |
62,706 |
$784,000 |
-5,547 |
|
Aurora Private Wealth Inc. |
54 |
- |
2024-03-31 |
47,445 |
$606,000 |
2,068 |
|
Beacon Pointe Advisors LLC |
885 |
- |
2023-12-31 |
40,000 |
$500,000 |
0 |
|
Advisor Group Holdings Inc. |
3243 |
- |
2023-12-31 |
35,432 |
$443,000 |
-34,245 |
|
RHS Financial LLC |
80 |
- |
2024-03-31 |
29,371 |
$378,000 |
-6,383 |
|
GRIMES & COMPANY INC |
252 |
- |
2024-03-31 |
27,934 |
$359,000 |
703 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
3099 |
- |
2024-03-31 |
13,810 |
$178,000 |
-4,014 |
|
Stratos Wealth Advisors LLC |
643 |
*New |
2024-03-31 |
11,661 |
$150,000 |
11,661 |
|
Insight Advisors LLC/ PA |
|
- |
2023-12-31 |
10,000 |
$125,000 |
0 |
|
FREEDOM WEALTH ALLIANCE LLC |
41 |
- |
2023-09-30 |
10,200 |
$123,000 |
0 |
|
GPS Wealth Strategies Group LLC |
|
- |
2024-03-31 |
4,750 |
$61,000 |
0 |
|
ROYAL BANK OF CANADA |
5699 |
*New |
2023-12-31 |
1,140 |
$14,000 |
1,140 |
|
UBS Group AG |
6221 |
- |
2023-12-31 |
583 |
$7,000 |
-231 |
|
Householder Group Estate & Retirement Specialist L |
|
*Closed |
2024-03-31 |
0 |
$0 |
-500 |
|
MORGAN STANLEY |
7130 |
- |
2023-12-31 |
2 |
$0 |
1 |
|
FMR LLC |
4789 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,322 |
|
WELLS FARGO & CO/MN |
6104 |
- |
2023-12-31 |
1 |
$0 |
-1 |
|
PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
Moors & Cabot Inc. |
847 |
*Closed |
2023-12-31 |
0 |
$0 |
-13,500 |
|
Advisor Resource Council |
393 |
*Closed |
2024-03-31 |
0 |
$0 |
-18,210 |
|
Kovack Advisors Inc. |
574 |
*Closed |
2024-03-31 |
0 |
$0 |
-29,261 |
|
|
24 Records found
|
1
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