| |
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 |
1049 |
- |
2024-03-31 |
69,186 |
$15,909,000 |
-4,110 |
|
| Professional Financial Advisors LLC |
15 |
- |
2024-03-31 |
16,873 |
$3,880,000 |
-7,754 |
|
| 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 |
|
| BANK OF AMERICA CORP /DE/ |
3864 |
- |
2023-12-31 |
6,125 |
$1,238,000 |
-444 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3317 |
- |
2024-03-31 |
2,388 |
$549,000 |
-4,345 |
|
| Southland Equity Partners LLC |
95 |
- |
2024-03-31 |
2,326 |
$535,000 |
-63 |
|
| SILVER OAK SECURITIES Inc |
220 |
- |
2024-03-31 |
2,305 |
$530,000 |
-2,233 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2933 |
- |
2024-03-31 |
956 |
$220,000 |
-350 |
|
| VitalStone Financial LLC |
136 |
- |
2024-03-31 |
422 |
$97,000 |
-50 |
|
| WELLS FARGO & CO/MN |
7003 |
- |
2024-03-31 |
0 |
$0 |
-1 |
|
|
11 Records found
|
1
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Page 1 of 1 |
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