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$ 0.00 (0.00%) as of 4:30 Tue 11/30
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Download |
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Institutional
Holders
Total
Institutions:
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39 0 |
|
Total
shares held :
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1,249,762 |
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% of shares
held :
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83.88% |
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Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
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4 |
|
Amount
of shares held :
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66,762 |
|
% of shares
held change :
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4.48% |
|
Quarter
Price vs. Current Price:
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
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N/A |
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Last
Quarter's Ending
Price :
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N/A |
|
Last
Quarter's Average
Price :
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N/A |
|
Change
from last quarter's
avg. price
to the last closing :
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(%) |
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Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Belpointe Asset Management LLC |
12 |
- |
2024-03-31 |
282,334 |
$17,191,000 |
84,901 |
|
EMPIRICAL FINANCIAL SERVICES, LLC |
36 |
- |
2024-03-31 |
270,928 |
$16,497,000 |
-4,209 |
|
Precision Wealth Strategies LLC |
1 |
- |
2024-03-31 |
241,329 |
$14,695,000 |
0 |
|
UNITED ASSET STRATEGIES, INC. |
53 |
- |
2024-03-31 |
94,250 |
$5,739,000 |
-3,467 |
|
AE Wealth Management LLC |
628 |
- |
2023-12-31 |
69,428 |
$4,513,000 |
-13,461 |
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LINCOLN NATIONAL CORP |
223 |
- |
2024-03-31 |
55,000 |
$3,349,000 |
0 |
|
Ratio Wealth Group |
34 |
- |
2023-12-31 |
36,790 |
$2,842,000 |
0 |
|
Fountainhead AM LLC |
27 |
- |
2024-03-31 |
40,746 |
$2,481,000 |
12,827 |
|
MARINER WEALTH ADVISORS, LLC |
1090 |
- |
2023-12-31 |
23,885 |
$1,845,000 |
0 |
|
Wealth Alliance |
92 |
- |
2024-03-31 |
28,474 |
$1,734,000 |
0 |
|
Rockefeller Capital Management L.P. |
1027 |
- |
2023-12-31 |
18,360 |
$1,418,000 |
0 |
|
Claraphi Advisory Network LLC |
56 |
- |
2022-12-31 |
13,218 |
$1,322,000 |
6,609 |
|
Atomi Financial Group Inc. |
169 |
- |
2024-03-31 |
18,583 |
$1,132,000 |
8,958 |
|
Kestra Advisory Services LLC |
1070 |
- |
2023-12-31 |
14,164 |
$1,094,000 |
2,490 |
|
Keystone Wealth Services LLC |
83 |
- |
2024-03-31 |
15,558 |
$947,000 |
0 |
|
Mason & Associates Inc |
57 |
- |
2024-03-31 |
9,700 |
$591,000 |
0 |
|
CITADEL ADVISORS LLC |
3434 |
*New |
2023-12-31 |
7,611 |
$588,000 |
7,611 |
|
MULTIFINANCIAL SECURITIES CORP |
1250 |
- |
2023-12-31 |
5,230 |
$404,000 |
0 |
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UBS Group AG |
4130 |
- |
2023-12-31 |
4,950 |
$382,000 |
-2,000 |
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Coppell Advisory Solutions Corp. |
144 |
- |
2023-03-31 |
3,609 |
$337,000 |
-33 |
|
Synergy Financial Management LLC |
101 |
- |
2024-03-31 |
5,225 |
$318,000 |
0 |
|
MORGAN STANLEY |
5358 |
- |
2023-12-31 |
3,939 |
$304,000 |
928 |
|
Outlook Wealth Advisors LLC |
206 |
- |
2024-03-31 |
4,996 |
$304,000 |
0 |
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Coppell Advisory Solutions LLC |
217 |
- |
2023-12-31 |
3,609 |
$279,000 |
-33 |
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Lokken Investment Group LLC |
105 |
- |
2023-12-31 |
3,399 |
$263,000 |
0 |
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YALE CAPITAL CORP |
398 |
- |
2024-03-31 |
4,200 |
$256,000 |
0 |
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Foundations Investment Advisors LLC |
585 |
*New |
2023-12-31 |
3,893 |
$247,000 |
3,893 |
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FULTON BANK, N.A. |
471 |
- |
2024-03-31 |
4,060 |
$247,000 |
0 |
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SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4320 |
- |
2024-03-31 |
3,901 |
$238,000 |
-5,687 |
|
RMR Wealth Builders |
238 |
*New |
2024-03-31 |
3,823 |
$233,000 |
3,823 |
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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
3022 |
- |
2024-03-31 |
3,582 |
$218,000 |
0 |
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Integrated Advisors Network LLC |
670 |
- |
2024-03-31 |
3,350 |
$204,000 |
0 |
|
ROYAL BANK OF CANADA |
4627 |
*New |
2023-12-31 |
2,060 |
$159,000 |
2,060 |
|
CWM LLC |
1635 |
- |
2024-03-31 |
2,520 |
$153,000 |
-4,980 |
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BANK OF AMERICA CORP /DE/ |
5142 |
- |
2023-12-31 |
1,904 |
$147,000 |
535 |
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Advisor Group Holdings Inc. |
4354 |
- |
2024-03-31 |
1,313 |
$80,000 |
0 |
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CAMBRIDGE TRUST CO |
425 |
- |
2023-12-31 |
593 |
$46,000 |
0 |
|
Creekmur Asset Management LLC |
|
- |
2023-12-31 |
265 |
$20,000 |
0 |
|
LAZARD ASSET MANAGEMENT LLC |
2018 |
*Closed |
2023-12-31 |
0 |
$0 |
-260 |
|
PROEQUITIES INC. |
2413 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
2382 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,601 |
|
Authentikos Wealth Advisory LLC |
293 |
*Closed |
2023-12-31 |
0 |
$0 |
-316 |
|
Lloyd Advisory Services LLC. |
143 |
*Closed |
2024-03-31 |
0 |
$0 |
-17,158 |
|
Fortitude Advisory Group L.L.C. |
227 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,567 |
|
B.O.S.S. Retirement Advisors LLC |
182 |
*Closed |
2024-03-31 |
0 |
$0 |
-24,115 |
|
Merit Financial Group LLC |
923 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,150 |
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46 Records found
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1
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