|
Institutional
Holders
Total
Institutions:
|
24 4 |
|
Total
shares held :
|
162,690 |
|
% of shares
held :
|
1.81% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
5 |
|
Amount
of shares held :
|
476 |
|
% of shares
held change :
|
0.01% |
|
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 |
Wealthfront Advisers LLC |
448 |
- |
2024-03-31 |
50,056 |
$2,346,000 |
2,832 |
|
ROYAL BANK OF CANADA |
2509 |
- |
2023-12-31 |
49,820 |
$2,147,000 |
249 |
|
Advisor Group Holdings Inc. |
2599 |
- |
2024-03-31 |
15,702 |
$736,000 |
110 |
|
BANCORPSOUTH BANK |
257 |
- |
2023-12-31 |
8,405 |
$362,000 |
-293 |
|
WOLVERINE TRADING LLC |
824 |
- |
2023-12-31 |
8,197 |
$353,000 |
8,197 |
|
PEREGRINE ASSET ADVISERS, INC. |
127 |
- |
2024-03-31 |
6,741 |
$316,000 |
0 |
|
PFG Investments LLC |
757 |
- |
2024-03-31 |
6,083 |
$285,000 |
885 |
|
MARINER WEALTH ADVISORS, LLC |
2641 |
*New |
2023-12-31 |
4,899 |
$211,000 |
4,899 |
|
REDMONT WEALTH ADVISORS LLC |
66 |
- |
2024-03-31 |
4,281 |
$201,000 |
4,281 |
|
MORGAN STANLEY |
5642 |
- |
2023-12-31 |
3,088 |
$133,000 |
1 |
|
BANK OF AMERICA CORP /DE/ |
5174 |
- |
2023-12-31 |
3,085 |
$133,000 |
0 |
|
Garde Capital Inc. |
248 |
- |
2023-12-31 |
2,531 |
$109,000 |
2,531 |
|
SOA Wealth Advisors LLC. |
316 |
- |
2024-03-31 |
1,000 |
$47,000 |
0 |
|
TD Waterhouse Canada Inc. |
1132 |
- |
2024-03-31 |
739 |
$36,000 |
624 |
|
DHJJ Financial Advisors Ltd. |
313 |
- |
2024-03-31 |
714 |
$33,000 |
0 |
|
FIRST COMMUNITY TRUST NA |
185 |
- |
2024-03-31 |
595 |
$28,000 |
0 |
|
Spire Wealth Management |
1447 |
- |
2024-03-31 |
504 |
$24,000 |
0 |
|
Capital Analysts Inc. |
800 |
- |
2023-12-31 |
444 |
$19,000 |
0 |
|
Coppell Advisory Solutions LLC |
881 |
- |
2023-12-31 |
267 |
$12,000 |
-6 |
|
BALDWIN BROTHERS INC/MA |
544 |
- |
2024-03-31 |
234 |
$11,000 |
0 |
|
PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP |
616 |
*New |
2024-03-31 |
199 |
$9,000 |
199 |
|
PROEQUITIES INC. |
1724 |
- |
2024-03-31 |
200 |
$9,000 |
0 |
|
HANSON MCCLAIN, INC. |
2326 |
- |
2024-03-31 |
121 |
$6,000 |
-100 |
|
BANK OF MONTREAL /CAN/ |
3250 |
*New |
2023-12-31 |
125 |
$5,000 |
125 |
|
Game Plan Financial Advisors LLC |
295 |
- |
2024-03-31 |
13 |
$1,000 |
0 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
5553 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,062 |
|
J P MORGAN CHASE & CO |
6170 |
*Closed |
2024-03-31 |
0 |
$0 |
-155 |
|
Savior LLC |
29 |
*Closed |
2023-12-31 |
0 |
$0 |
-15 |
|
Coppell Advisory Solutions Corp. |
1128 |
*Closed |
2023-03-31 |
0 |
$0 |
-273 |
|
UBS Group AG |
8442 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,602 |
|
Halpern Financial Inc. |
242 |
*Closed |
2024-03-31 |
0 |
$0 |
-805 |
|
|
31 Records found
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1
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