|
Institutional
Holders
Total
Institutions:
|
14 1 |
|
Total
shares held :
|
1,096,388 |
|
% of shares
held :
|
12.18% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
Amount
of shares held :
|
-69,961 |
|
% of shares
held change :
|
-0.78% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
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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 |
Austin Wealth Management LLC |
5 |
- |
2023-12-31 |
573,553 |
$18,824,000 |
16,235 |
|
Financial Enhancement Group LLC |
22 |
- |
2024-03-31 |
272,608 |
$9,198,000 |
-26,897 |
|
Integrated Wealth Concepts LLC |
193 |
- |
2023-12-31 |
222,003 |
$6,849,000 |
-50,601 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1068 |
- |
2024-03-31 |
167,177 |
$5,857,000 |
6,926 |
|
WOLVERINE TRADING LLC |
428 |
- |
2023-12-31 |
33,068 |
$1,020,000 |
4,701 |
|
Lakeview Capital Partners LLC |
206 |
- |
2023-12-31 |
19,647 |
$606,000 |
126 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4392 |
*New |
2023-12-31 |
9,879 |
$305,000 |
9,879 |
|
Tradition Wealth Management LLC |
330 |
- |
2023-12-31 |
6,593 |
$190,000 |
-13,416 |
|
CWM LLC |
1632 |
- |
2024-03-31 |
4,354 |
$153,000 |
-333,691 |
|
Advisor Group Holdings Inc. |
4393 |
- |
2023-12-31 |
3,336 |
$103,000 |
12 |
|
IFP Advisors Inc |
1419 |
- |
2023-12-31 |
2,055 |
$63,000 |
-447 |
|
UBS Group AG |
5316 |
- |
2023-12-31 |
1,464 |
$45,000 |
-1,158 |
|
ROYAL BANK OF CANADA |
5795 |
*New |
2023-12-31 |
305 |
$9,000 |
305 |
|
MORGAN STANLEY |
6525 |
- |
2023-12-31 |
237 |
$7,000 |
1 |
|
TOWNSQUARE CAPITAL LLC |
1133 |
*Closed |
2023-12-31 |
0 |
$0 |
-17,278 |
|
OLD MISSION CAPITAL LLC |
1061 |
*Closed |
2023-12-31 |
0 |
$0 |
-39,182 |
|
PROEQUITIES INC. |
9372 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
PROSPERA FINANCIAL SERVICES |
1108 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,877 |
|
|
18 Records found
|
1
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