| |
Institutional
Holders
Total
Institutions:
 |
38  3 |
|
|
Total
shares held :
|
221,783 |
|
|
% of shares
held :
|
44.36% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
|
Amount
of shares held :
|
-21,231 |
|
|
% of shares
held change :
|
-4.25% |
|
| 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 |
1018 |
- |
2023-12-31 |
73,296 |
$14,813,000 |
2,653 |
|
| Baltimore-Washington Financial Advisors Inc. |
58 |
- |
2023-12-31 |
38,087 |
$7,697,000 |
1,830 |
|
| Professional Financial Advisors LLC |
15 |
- |
2024-03-31 |
16,873 |
$3,880,000 |
-7,754 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1326 |
- |
2024-03-31 |
15,249 |
$3,507,000 |
12,070 |
|
| Steward Partners Investment Advisory LLC |
422 |
- |
2023-12-31 |
13,550 |
$2,738,000 |
723 |
|
| Western Wealth Management LLC |
123 |
- |
2024-03-31 |
9,172 |
$2,109,000 |
-259 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
983 |
- |
2024-03-31 |
7,789 |
$1,791,000 |
-414 |
|
| GOLDMAN SACHS GROUP INC/ |
3285 |
- |
2023-12-31 |
7,730 |
$1,562,000 |
0 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2354 |
- |
2023-12-31 |
6,733 |
$1,361,000 |
5,520 |
|
| BANK OF AMERICA CORP /DE/ |
3864 |
- |
2023-12-31 |
6,125 |
$1,238,000 |
-444 |
|
| ROYAL BANK OF CANADA |
3119 |
- |
2023-12-31 |
4,734 |
$957,000 |
53 |
|
| SILVER OAK SECURITIES Inc |
175 |
- |
2023-12-31 |
4,538 |
$917,000 |
1,720 |
|
| IFP Advisors Inc |
445 |
- |
2023-12-31 |
3,755 |
$759,000 |
0 |
|
| Fulcrum Equity Management |
41 |
*New |
2024-03-31 |
2,889 |
$664,000 |
2,889 |
|
| Kestra Advisory Services LLC |
1404 |
*New |
2023-12-31 |
2,949 |
$596,000 |
2,949 |
|
| MORGAN STANLEY |
5085 |
- |
2023-12-31 |
2,656 |
$537,000 |
190 |
|
| Southland Equity Partners LLC |
95 |
- |
2024-03-31 |
2,326 |
$535,000 |
-63 |
|
| Advisor Group Holdings Inc. |
3334 |
- |
2023-12-31 |
1,970 |
$398,000 |
-1,770 |
|
| Gateway Wealth Partners LLC |
159 |
*New |
2023-12-31 |
1,434 |
$290,000 |
1,434 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2933 |
- |
2024-03-31 |
956 |
$220,000 |
-350 |
|
| CWM LLC |
1739 |
- |
2024-03-31 |
545 |
$125,000 |
0 |
|
| Goss Wealth Management LLC |
1889 |
- |
2023-12-31 |
560 |
$113,000 |
0 |
|
| US BANCORP |
2306 |
- |
2023-12-31 |
533 |
$108,000 |
0 |
|
| VitalStone Financial LLC |
123 |
- |
2023-12-31 |
472 |
$95,000 |
0 |
|
| UBS Group AG |
5081 |
- |
2023-12-31 |
377 |
$76,000 |
192 |
|
| AdvisorNet Financial Inc |
719 |
- |
2024-03-31 |
301 |
$69,000 |
0 |
|
| Spire Wealth Management |
1140 |
- |
2024-03-31 |
268 |
$62,000 |
0 |
|
| JFS WEALTH ADVISORS, LLC |
|
- |
2024-03-31 |
267 |
$61,000 |
0 |
|
| Householder Group Estate & Retirement Specialist L |
|
- |
2024-03-31 |
241 |
$55,000 |
0 |
|
| ORG Partners LLC |
559 |
- |
2023-12-31 |
127 |
$26,000 |
70 |
|
| COMERICA BANK |
3033 |
- |
2023-12-31 |
68 |
$14,000 |
0 |
|
| Castleview Partners LLC |
495 |
- |
2023-12-31 |
58 |
$12,000 |
3 |
|
| OAK HARBOR WEALTH PARTNERS LLC |
211 |
- |
2024-03-31 |
50 |
$11,000 |
0 |
|
| PRINCIPAL SECURITIES INC. |
2756 |
- |
2023-12-31 |
12 |
$2,000 |
0 |
|
| Mezzasalma Advisors LLC |
102 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,184 |
|
| FMR LLC |
4782 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
| BANK OF MONTREAL /CAN/ |
3385 |
*Closed |
2023-12-31 |
0 |
$0 |
-91 |
|
| WELLS FARGO & CO/MN |
6397 |
- |
2023-12-31 |
1 |
$0 |
0 |
|
| NBC SECURITIES INC. |
2222 |
*Closed |
2024-03-31 |
0 |
$0 |
-26 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
| HARBOUR INVESTMENTS INC. |
3148 |
*Closed |
2023-12-31 |
0 |
$0 |
-138 |
|
| Prosperity Wealth Management Inc. |
157 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,963 |
|
| Belvedere Trading LLC |
265 |
*Closed |
2023-12-31 |
0 |
$0 |
-139 |
|
|
43 Records found
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1
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