|
Institutional
Holders
Total
Institutions:
|
11 4 |
|
Total
shares held :
|
208,990 |
|
% of shares
held :
|
2.32% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
6 |
|
Amount
of shares held :
|
117,669 |
|
% of shares
held change :
|
1.31% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Synergy Financial Management LLC |
35 |
*New |
2024-03-31 |
94,414 |
$4,494,000 |
94,414 |
|
LANDAAS & CO /WI /ADV |
10 |
*New |
2023-12-31 |
73,428 |
$3,018,000 |
73,428 |
|
VALLEY NATIONAL ADVISERS INC |
63 |
- |
2024-03-31 |
52,502 |
$2,498,000 |
10,340 |
|
GOLDMAN SACHS GROUP INC/ |
3275 |
*New |
2023-12-31 |
38,572 |
$1,585,000 |
38,572 |
|
TOWER RESEARCH CAPITAL LLC |
696 |
- |
2023-12-31 |
31,675 |
$1,302,000 |
12,645 |
|
Stratos Wealth Partners LTD. |
950 |
- |
2024-03-31 |
8,679 |
$413,000 |
0 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4358 |
*New |
2023-12-31 |
7,671 |
$315,000 |
7,671 |
|
CREATIVE PLANNING |
2233 |
*New |
2023-12-31 |
6,000 |
$247,000 |
6,000 |
|
Spire Wealth Management |
1236 |
- |
2024-03-31 |
982 |
$47,000 |
562 |
|
Advisor Group Holdings Inc. |
5723 |
- |
2023-12-31 |
249 |
$10,000 |
0 |
|
Glass Jacobson Investment Advisors llc |
592 |
- |
2024-03-31 |
134 |
$6,000 |
0 |
|
MORGAN STANLEY |
7406 |
*Closed |
2023-12-31 |
0 |
$0 |
-1 |
|
HILLTOP HOLDINGS INC. |
625 |
*Closed |
2023-12-31 |
0 |
$0 |
-45,761 |
|
PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
CITADEL ADVISORS LLC |
6235 |
*Closed |
2023-12-31 |
0 |
$0 |
-26,211 |
|
|
15 Records found
|
1
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