|
Institutional
Holders
Total
Institutions:
|
14 0 |
|
Total
shares held :
|
330,722 |
|
% of shares
held :
|
4.41% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-2 |
|
Amount
of shares held :
|
116,584 |
|
% of shares
held change :
|
1.55% |
|
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 |
HARBOUR INVESTMENTS INC. |
181 |
*New |
2023-12-31 |
153,072 |
$2,611,000 |
153,072 |
|
BlueChip Wealth Advisors LLC |
|
- |
2024-03-31 |
34,881 |
$592,000 |
630 |
|
Advisor Group Holdings Inc. |
3042 |
- |
2023-12-31 |
33,004 |
$563,000 |
-10,731 |
|
Simplicity WealthLLC |
736 |
*New |
2024-03-31 |
29,000 |
$492,000 |
29,000 |
|
Hedeker Wealth Management Group LLC |
85 |
- |
2024-03-31 |
23,017 |
$390,000 |
-880 |
|
Capital Investment Advisory Services LLC |
351 |
- |
2024-03-31 |
22,723 |
$385,000 |
-2,747 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
732 |
- |
2024-03-31 |
21,051 |
$357,000 |
1,289 |
|
ENVESTNET ASSET MANAGEMENT INC |
3695 |
- |
2023-12-31 |
14,432 |
$246,000 |
291 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
659 |
- |
2024-03-31 |
12,355 |
$210,000 |
0 |
|
MORGAN STANLEY |
5612 |
- |
2023-12-31 |
8,501 |
$145,000 |
1 |
|
Capital Analysts Inc. |
600 |
- |
2023-12-31 |
3,743 |
$64,000 |
0 |
|
ROYAL BANK OF CANADA |
5408 |
- |
2023-12-31 |
2,200 |
$38,000 |
0 |
|
UBS Group AG |
7175 |
- |
2023-12-31 |
25 |
$0 |
-25 |
|
PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6323 |
*Closed |
2023-12-31 |
0 |
$0 |
-31,757 |
|
DHJJ Financial Advisors Ltd. |
752 |
- |
2024-03-31 |
10 |
$0 |
0 |
|
IFP Advisors Inc |
3288 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,629 |
|
|
17 Records found
|
1
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