|
Institutional
Holders
Total
Institutions:
|
12 0 |
|
Total
shares held :
|
223,383 |
|
% of shares
held :
|
0.25% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-1 |
|
Amount
of shares held :
|
-414,219 |
|
% of shares
held change :
|
-0.46% |
|
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 |
LPL FINANCIAL CORP |
2132 |
- |
2023-12-31 |
75,514 |
$2,700,000 |
-427,263 |
|
Equitable Holdings Inc. |
416 |
- |
2023-12-31 |
54,611 |
$1,952,000 |
-179 |
|
NIA IMPACT ADVISORS LLC |
|
*New |
2023-06-30 |
43,563 |
$1,454,000 |
43,563 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1600 |
- |
2023-12-31 |
29,456 |
$1,053,000 |
-9,389 |
|
GTS SECURITIES LLC |
788 |
- |
2023-12-31 |
18,169 |
$650,000 |
5,659 |
|
Western Wealth Management LLC |
379 |
*New |
2023-12-31 |
15,690 |
$561,000 |
15,690 |
|
Advisor Group Holdings Inc. |
3375 |
- |
2023-12-31 |
10,518 |
$376,000 |
-297 |
|
ENVESTNET ASSET MANAGEMENT INC |
3538 |
- |
2023-12-31 |
9,181 |
$328,000 |
2,191 |
|
MULTIFINANCIAL SECURITIES CORP |
1573 |
*New |
2023-12-31 |
6,295 |
$225,000 |
6,295 |
|
PRINCIPAL SECURITIES INC. |
1157 |
- |
2023-12-31 |
2,935 |
$105,000 |
0 |
|
UBS Group AG |
5462 |
- |
2023-12-31 |
949 |
$34,000 |
589 |
|
Caitlin John LLC |
658 |
- |
2023-12-31 |
65 |
$2,000 |
0 |
|
PROEQUITIES INC. |
6375 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
WELLS FARGO & CO/MN |
6551 |
*Closed |
2023-12-31 |
0 |
$0 |
-150 |
|
NIA IMPACT ADVISORS LLC |
57 |
*Closed |
2023-06-30 |
0 |
$0 |
-43,563 |
|
CITADEL ADVISORS LLC |
6574 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,365 |
|
|
16 Records found
|
1
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