|
Institutional
Holders
Total
Institutions:
|
29 6 |
|
Total
shares held :
|
554,568 |
|
% of shares
held :
|
0.62% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
Amount
of shares held :
|
72,236 |
|
% of shares
held change :
|
0.08% |
|
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 |
Dynamic Advisors Solutions LLC |
144 |
- |
2024-03-31 |
139,296 |
$5,522,000 |
-1,197 |
|
FINANCIAL NETWORK |
813 |
- |
2023-12-31 |
77,025 |
$2,814,000 |
16,673 |
|
Lantz Financial LLC |
44 |
- |
2024-03-31 |
54,074 |
$2,143,000 |
3,299 |
|
STIFEL FINANCIAL CORP |
1891 |
- |
2023-12-31 |
39,422 |
$1,440,000 |
-3,468 |
|
GUARANTY TRUST CO OF MISSOURI /MO/ |
289 |
- |
2024-03-31 |
32,230 |
$1,278,000 |
-10,685 |
|
CWM LLC |
808 |
- |
2024-03-31 |
27,276 |
$1,081,000 |
24,426 |
|
ENVESTNET ASSET MANAGEMENT INC |
2883 |
- |
2023-12-31 |
29,112 |
$1,063,000 |
21,230 |
|
ROYAL BANK OF CANADA |
3240 |
- |
2023-12-31 |
22,284 |
$814,000 |
3,001 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1897 |
- |
2024-03-31 |
19,599 |
$777,000 |
-1,439 |
|
BANK OF AMERICA CORP /DE/ |
4241 |
- |
2023-12-31 |
19,598 |
$716,000 |
15,649 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2594 |
- |
2024-03-31 |
15,866 |
$629,000 |
2,110 |
|
GOLDMAN SACHS GROUP INC/ |
3791 |
*New |
2023-12-31 |
14,853 |
$543,000 |
14,853 |
|
JANNEY MONTGOMERY SCOTT LLC |
2061 |
- |
2024-03-31 |
11,448 |
$454,000 |
4,797 |
|
Financial Partners Group Inc |
97 |
- |
2023-12-31 |
12,339 |
$451,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
632 |
- |
2023-12-31 |
10,347 |
$378,000 |
-842 |
|
DAVIDSON D A & CO |
1052 |
- |
2023-12-31 |
10,062 |
$368,000 |
839 |
|
Bond & Devick Financial Network Inc. |
128 |
- |
2024-03-31 |
6,472 |
$257,000 |
0 |
|
Kowal Investment Group LLC |
159 |
- |
2024-03-31 |
5,955 |
$236,000 |
-489 |
|
Financial Connections Group Inc. |
|
- |
2024-03-31 |
5,752 |
$229,000 |
-2,000 |
|
Cetera Investment Advisers |
1999 |
- |
2023-12-31 |
5,799 |
$212,000 |
-1,564 |
|
Kestra Advisory Services LLC |
2091 |
*New |
2023-12-31 |
5,487 |
$200,000 |
5,487 |
|
Ahrens Investment Partners LLC |
177 |
- |
2023-03-31 |
4,300 |
$144,000 |
-4,800 |
|
Geneos Wealth Management Inc. |
|
- |
2024-03-31 |
1,325 |
$53,000 |
0 |
|
UBS Group AG |
5524 |
*New |
2023-12-31 |
851 |
$31,000 |
851 |
|
Advisor Group Holdings Inc. |
5209 |
- |
2023-12-31 |
800 |
$29,000 |
-226 |
|
Capital Investment Advisory Services LLC |
770 |
- |
2024-03-31 |
400 |
$16,000 |
0 |
|
MORGAN STANLEY |
7410 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
J P MORGAN CHASE & CO |
6125 |
- |
2023-12-31 |
4 |
$0 |
-160 |
|
PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
Trust Co of Kansas |
52 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,713 |
|
|
30 Records found
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1
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