| |
Institutional
Holders
Total
Institutions:
 |
16  0 |
|
|
Total
shares held :
|
791,499 |
|
|
% of shares
held :
|
36.81% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -2 |
|
|
Amount
of shares held :
|
-115,323 |
|
|
% of shares
held change :
|
-5.36% |
|
| 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 |
  LPL FINANCIAL CORP |
1421 |
- |
2023-12-31 |
332,963 |
$7,530,000 |
11,387 |
|
| FIRST HEARTLAND CONSULTANTS INC |
64 |
- |
2023-12-31 |
148,812 |
$3,366,000 |
-24,706 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1170 |
- |
2024-03-31 |
93,579 |
$2,305,000 |
-4,573 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
|
- |
2024-03-31 |
79,391 |
$1,956,000 |
-4,122 |
|
| Sound Financial Strategies Group LLC |
6 |
- |
2023-12-31 |
49,886 |
$1,128,000 |
-37,643 |
|
| EverSource Wealth Advisors LLC |
226 |
- |
2023-12-31 |
26,079 |
$590,000 |
-24,112 |
|
| Financial Advocates Investment Management |
|
- |
2024-03-31 |
21,037 |
$518,000 |
733 |
|
| Arete Wealth Advisors LLC |
553 |
- |
2023-12-31 |
13,104 |
$296,000 |
13,104 |
|
| Cetera Investment Advisers |
1793 |
- |
2023-12-31 |
12,822 |
$290,000 |
168 |
|
| UBS Group AG |
5294 |
- |
2023-12-31 |
2,064 |
$47,000 |
2,064 |
|
| Advisor Group Holdings Inc. |
4949 |
- |
2023-12-31 |
1,899 |
$43,000 |
-3,566 |
|
| WELLS FARGO & CO/MN |
4765 |
- |
2023-12-31 |
1,500 |
$34,000 |
-175 |
|
| ICA Group Wealth Management LLC |
971 |
*New |
2023-12-31 |
277 |
$6,000 |
277 |
|
| ADVISORY SERVICES NETWORK, LLC |
3067 |
*New |
2023-12-31 |
225 |
$5,000 |
225 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
5950 |
*Closed |
2023-12-31 |
0 |
$0 |
-35,326 |
|
| MORGAN STANLEY |
7443 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
| FINANCIAL NETWORK |
2838 |
*Closed |
2023-12-31 |
0 |
$0 |
-13,002 |
|
| FMR LLC |
5418 |
*Closed |
2023-12-31 |
0 |
$0 |
-1 |
|
| Ronald Blue Trust Inc. |
|
*Closed |
2024-03-31 |
0 |
$0 |
-175 |
|
|
20 Records found
|
1
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