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Institutional Holders
Viewing Quarter :
  
Total Institutions: 48    5
Total shares held : 
 1,181,435  
% of shares held : 
 13.13%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -7  
Amount of shares held : 
 402,342  
% of shares held change : 
   4.47%  
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  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 201,743
 17.08%
 
Increased Positions :
11
 484,090
 40.97%
 
Unchanged Positions :
11
 9,313
 0.79%
 
Decreased Positions :
13
-124,806
-10.56%
 
Closed Positions :
18
-158,685
-13.43%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   JANE STREET GROUP LLC 451 - 2023-12-31 618,716 $24,749,000 406,523
   COMMONWEALTH EQUITY SERVICES LLC. 1461 - 2024-03-31 68,982 $3,090,000 7,685
   BANK OF MONTREAL /CAN/ 1286 - 2023-12-31 31,875 $2,291,000 31,875
   Integrated Wealth Concepts LLC 430 - 2023-12-31 56,397 $2,256,000 34,128
   CENTAURUS FINANCIAL INC. 266 - 2023-12-31 21,142 $846,000 13,783
   VitalStone Financial LLC 37 - 2024-03-31 18,104 $811,000 17,836
   Stratos Wealth Advisors LLC 378 - 2024-03-31 16,790 $752,000 4,002
   Professional Financial Advisors LLC 68 - 2024-03-31 15,467 $693,000 8,838
   Advisor Group Holdings Inc. 2949 - 2024-03-31 10,769 $482,000 9,544
   GOLDMAN SACHS GROUP INC/ 3925 - 2023-12-31 10,427 $417,000 6,727
   Anchor Investment Management LLC 349 - 2023-12-31 5,125 $205,000 525
   UBS Group AG 4686 - 2023-12-31 3,939 $158,000 2,682
   S.A. Mason LLC 232 - 2024-03-31 1,605 $72,000 327
   COMERICA BANK 2780 - 2023-12-31 961 $38,000 260
   Steward Partners Investment Advisory LLC 2105 - 2023-12-31 930 $37,000 889
   ROYAL BANK OF CANADA 5943 - 2023-12-31 100 $4,000 100
  16 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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