| |
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 |
273 |
- |
2024-03-31 |
218,417 |
$5,841,000 |
-2,837 |
|
| BANK OF AMERICA CORP /DE/ |
2934 |
- |
2023-12-31 |
180,081 |
$4,482,000 |
-10,091 |
|
| UBS Group AG |
3063 |
- |
2023-12-31 |
61,251 |
$1,525,000 |
-129 |
|
| LPL FINANCIAL CORP |
2899 |
- |
2024-03-31 |
48,463 |
$1,296,000 |
-89,706 |
|
| RAYMOND JAMES & ASSOCIATES |
2595 |
- |
2024-03-31 |
36,114 |
$966,000 |
-33,699 |
|
| MULTIFINANCIAL SECURITIES CORP |
887 |
- |
2023-12-31 |
31,076 |
$773,000 |
-1,138 |
|
| Advisor Group Holdings Inc. |
3095 |
- |
2024-03-31 |
15,052 |
$402,000 |
-14,823 |
|
| Atria Wealth Solutions Inc. |
1543 |
- |
2023-12-31 |
10,932 |
$273,000 |
-4,580 |
|
| Goss Wealth Management LLC |
1741 |
- |
2023-12-31 |
7,075 |
$176,000 |
-427 |
|
| WELLS FARGO & CO/MN |
4308 |
- |
2024-03-31 |
3,880 |
$104,000 |
-11,287 |
|
| MORGAN STANLEY |
6342 |
- |
2023-12-31 |
505 |
$13,000 |
-246 |
|
|
11 Records found
|
1
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Page 1 of 1 |
|
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