| |
Institutional
Holders
Total
Institutions:
 |
44  0 |
|
|
Total
shares held :
|
1,209,028 |
|
|
% of shares
held :
|
6.19% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
|
Amount
of shares held :
|
72,238 |
|
|
% of shares
held change :
|
0.37% |
|
| 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 |
  LPL FINANCIAL CORP |
1890 |
- |
2024-03-31 |
141,137 |
$4,278,000 |
-74 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2073 |
- |
2024-03-31 |
41,407 |
$1,255,000 |
-9,271 |
|
| Lakeview Capital Partners LLC |
136 |
- |
2024-03-31 |
35,016 |
$1,061,000 |
-1,567 |
|
| Advisor Group Holdings Inc. |
2412 |
- |
2024-03-31 |
30,250 |
$917,000 |
-675 |
|
| MORGAN STANLEY |
5375 |
- |
2023-12-31 |
10,421 |
$290,000 |
-749 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2742 |
- |
2024-03-31 |
9,129 |
$277,000 |
-2,735 |
|
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
429 |
- |
2024-03-31 |
8,283 |
$251,000 |
-2 |
|
| WADE G W & INC |
364 |
- |
2023-12-31 |
8,974 |
$250,000 |
-1,751 |
|
|
8 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
