|
Institutional
Holders
Total
Institutions:
|
20 1 |
|
Total
shares held :
|
394,651 |
|
% of shares
held :
|
4.39% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
Amount
of shares held :
|
-84,444 |
|
% of shares
held change :
|
-0.94% |
|
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/ |
3601 |
- |
2023-12-31 |
76,179 |
$1,824,000 |
-39,355 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2338 |
- |
2024-03-31 |
49,318 |
$1,178,000 |
11,463 |
|
LPL FINANCIAL CORP |
3264 |
- |
2024-03-31 |
35,855 |
$857,000 |
-4,795 |
|
Fermata Advisors LLC |
94 |
- |
2024-03-31 |
32,692 |
$781,000 |
-79,507 |
|
MATTERN CAPITAL MANAGEMENT LLC |
101 |
- |
2023-12-31 |
22,387 |
$536,000 |
2,579 |
|
Platform Technology Partners |
120 |
- |
2023-12-31 |
18,215 |
$436,000 |
0 |
|
Atria Wealth Solutions Inc. |
1314 |
- |
2023-12-31 |
16,402 |
$393,000 |
0 |
|
CAPITAL WEALTH MANAGEMENT LLC |
35 |
- |
2024-03-31 |
15,970 |
$382,000 |
-5,059 |
|
JANE STREET GROUP LLC |
4374 |
- |
2023-12-31 |
13,062 |
$313,000 |
-80,181 |
|
Prime Capital Investment Advisors LLC |
|
- |
2023-12-31 |
11,105 |
$266,000 |
129 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1979 |
- |
2024-03-31 |
11,004 |
$263,000 |
-8,987 |
|
HARTFORD FINANCIAL MANAGEMENT INC. |
203 |
- |
2024-03-31 |
2,781 |
$66,000 |
0 |
|
PRIVATE TRUST CO NA |
1384 |
- |
2024-03-31 |
975 |
$23,000 |
0 |
|
UBS Group AG |
5969 |
- |
2023-12-31 |
562 |
$13,000 |
186 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
1124 |
- |
2024-03-31 |
435 |
$10,000 |
0 |
|
AdvisorNet Financial Inc |
1272 |
- |
2024-03-31 |
400 |
$10,000 |
0 |
|
Cape Investment Advisory Inc. |
695 |
- |
2023-12-31 |
367 |
$9,000 |
0 |
|
Global Retirement Partners LLC |
2302 |
*New |
2024-03-31 |
232 |
$6,000 |
232 |
|
Advisor Group Holdings Inc. |
6859 |
*Closed |
2024-03-31 |
0 |
$0 |
-56 |
|
BANK OF MONTREAL /CAN/ |
3491 |
*Closed |
2023-12-31 |
0 |
$0 |
-22,712 |
|
PROEQUITIES INC. |
7558 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
WELLS FARGO & CO/MN |
6867 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
BB&T CORP |
2690 |
*Closed |
2023-12-31 |
0 |
$0 |
-9,118 |
|
|
23 Records found
|
1
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