| |
Institutional
Holders
Total
Institutions:
 |
60  6 |
|
|
Total
shares held :
|
540,117 |
|
|
% of shares
held :
|
32.15% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-7 |
|
|
Amount
of shares held :
|
44,644 |
|
|
% of shares
held change :
|
 2.66% |
|
| 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/ |
2765 |
- |
2023-12-31 |
58,881 |
$5,952,000 |
-4,972 |
|
| LPL FINANCIAL CORP |
2835 |
- |
2024-03-31 |
15,007 |
$1,403,000 |
-5,154 |
|
| J P MORGAN CHASE & CO |
3348 |
- |
2024-03-31 |
10,965 |
$1,025,000 |
-1,916 |
|
| UBS Group AG |
3473 |
- |
2023-12-31 |
9,124 |
$922,000 |
-583 |
|
| BANK OF MONTREAL /CAN/ |
1702 |
- |
2023-12-31 |
8,203 |
$863,000 |
-21,047 |
|
| AMG NATIONAL TRUST BANK |
325 |
- |
2024-03-31 |
6,646 |
$622,000 |
-440 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3682 |
- |
2024-03-31 |
4,341 |
$406,000 |
-4,504 |
|
| ROYAL BANK OF CANADA |
3898 |
- |
2023-12-31 |
3,719 |
$376,000 |
-2,225 |
|
| Laffer Tengler Investments |
105 |
- |
2023-12-31 |
2,244 |
$227,000 |
-25 |
|
| Steward Partners Investment Advisory LLC |
1813 |
- |
2023-12-31 |
720 |
$73,000 |
-998 |
|
| Spire Wealth Management |
1692 |
- |
2024-03-31 |
119 |
$11,000 |
-180 |
|
|
11 Records found
|
1
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Page 1 of 1 |
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