|
Institutional
Holders
Total
Institutions:
|
20 1 |
|
Total
shares held :
|
975,092 |
|
% of shares
held :
|
36.8% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-10 |
|
Amount
of shares held :
|
141,474 |
|
% of shares
held change :
|
5.34% |
|
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 |
H D Vest Advisory Services |
263 |
*New |
2023-12-31 |
221,254 |
$5,507,000 |
221,254 |
|
BANK OF AMERICA CORP /DE/ |
2934 |
- |
2023-12-31 |
180,081 |
$4,482,000 |
-10,091 |
|
LPL FINANCIAL CORP |
1939 |
- |
2023-12-31 |
138,169 |
$3,439,000 |
-2,397 |
|
UBS Group AG |
3063 |
- |
2023-12-31 |
61,251 |
$1,525,000 |
-129 |
|
OLD MISSION CAPITAL LLC |
352 |
- |
2023-12-31 |
54,914 |
$1,367,000 |
44,134 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1997 |
- |
2024-03-31 |
40,549 |
$1,084,000 |
565 |
|
RAYMOND JAMES & ASSOCIATES |
2595 |
- |
2024-03-31 |
36,114 |
$966,000 |
-33,699 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3122 |
- |
2023-12-31 |
31,388 |
$781,000 |
-3,807 |
|
MULTIFINANCIAL SECURITIES CORP |
887 |
- |
2023-12-31 |
31,076 |
$773,000 |
-1,138 |
|
Advisor Group Holdings Inc. |
2794 |
- |
2023-12-31 |
29,875 |
$744,000 |
-7,825 |
|
AMERIPRISE FINANCIAL INC |
3269 |
*New |
2023-12-31 |
26,999 |
$672,000 |
26,999 |
|
JANE STREET GROUP LLC |
3768 |
*New |
2023-12-31 |
23,445 |
$584,000 |
23,445 |
|
CITADEL ADVISORS LLC |
3521 |
- |
2023-12-31 |
21,791 |
$542,000 |
2,371 |
|
WELLS FARGO & CO/MN |
3504 |
- |
2023-12-31 |
15,167 |
$378,000 |
-69,251 |
|
Atria Wealth Solutions Inc. |
1543 |
- |
2023-12-31 |
10,932 |
$273,000 |
-4,580 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2832 |
- |
2024-03-31 |
9,240 |
$247,000 |
7 |
|
Goss Wealth Management LLC |
1741 |
- |
2023-12-31 |
7,075 |
$176,000 |
-427 |
|
Kiely Wealth Advisory Group Inc. |
96 |
- |
2023-12-31 |
2,140 |
$53,000 |
0 |
|
MORGAN STANLEY |
6342 |
- |
2023-12-31 |
505 |
$13,000 |
-246 |
|
BANK OF MONTREAL /CAN/ |
3333 |
*Closed |
2023-12-31 |
0 |
$0 |
-608 |
|
PROEQUITIES INC. |
5225 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
LaSalle St. Investment Advisors LLC |
133 |
*Closed |
2023-09-30 |
0 |
$0 |
-7,978 |
|
|
22 Records found
|
1
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