|
Institutional
Holders
Total
Institutions:
|
9 4 |
|
Total
shares held :
|
194,378 |
|
% of shares
held :
|
2.16% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
5 |
|
Amount
of shares held :
|
9,338 |
|
% of shares
held change :
|
0.1% |
|
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 |
CASTLE WEALTH MANAGEMENT LLC |
|
- |
2024-03-31 |
135,901 |
$7,021,000 |
70,173 |
|
4J Wealth Management LLC |
6 |
*New |
2024-03-31 |
105,553 |
$5,453,000 |
105,553 |
|
STIFEL FINANCIAL CORP |
1245 |
*New |
2023-12-31 |
75,442 |
$3,890,000 |
75,442 |
|
True Wealth Design LLC |
22 |
- |
2023-12-31 |
33,891 |
$1,748,000 |
3,706 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1485 |
- |
2024-03-31 |
11,177 |
$577,000 |
730 |
|
River Street Advisors LLC |
105 |
*New |
2024-03-31 |
5,690 |
$294,000 |
5,690 |
|
Advisor Group Holdings Inc. |
4059 |
- |
2023-12-31 |
3,177 |
$164,000 |
1,992 |
|
Cranbrook Wealth Management LLC |
103 |
- |
2024-03-31 |
2,875 |
$149,000 |
2,480 |
|
Financial Connections Group Inc. |
|
- |
2024-03-31 |
2,072 |
$108,000 |
-3,225 |
|
PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
FMR LLC |
4713 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
GOLDMAN SACHS GROUP INC/ |
4630 |
*Closed |
2023-12-31 |
0 |
$0 |
-72,364 |
|
JANE STREET GROUP LLC |
5818 |
*Closed |
2023-12-31 |
0 |
$0 |
-71,732 |
|
|
13 Records found
|
1
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