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Institutional Holders
Viewing Quarter :
  
Total Institutions: 67    7
Total shares held : 
 993,282  
% of shares held : 
 11.04%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   6  
Amount of shares held : 
 75,900  
% of shares held change : 
   0.84%  
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  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
12
 143,090
 14.41%
 
Increased Positions :
16
 29,561
 2.98%
 
Unchanged Positions :
22
 106,452
 10.72%
 
Decreased Positions :
17
-44,479
-4.48%
 
Closed Positions :
5
-52,272
-5.26%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   GYL Financial Synergies LLC 36 - 2023-12-31 69,674 $8,812,000 1,825
   LPL FINANCIAL CORP 1676 - 2024-03-31 41,095 $5,627,000 12,223
   Capital Advisors Ltd. LLC 44 - 2024-03-31 19,944 $2,731,000 1,366
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1251 - 2024-03-31 14,568 $1,995,000 2,114
   CI Private Wealth LLC 1116 - 2024-03-31 11,914 $1,631,000 35
   Royal Fund Management LLC 150 - 2024-03-31 10,753 $1,478,000 1,139
   BEACON FINANCIAL PLANNING INC 14 - 2024-03-31 9,078 $1,243,000 4,438
   INTERACTIVE FINANCIAL ADVISORS 32 - 2024-03-31 8,611 $1,179,000 1,587
   Integrated Wealth Concepts LLC 720 - 2023-12-31 7,909 $1,000,000 467
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1322 - 2024-03-31 5,900 $808,000 300
   GSG Advisors LLC 58 - 2024-03-31 4,186 $563,000 13
   Security Financial Services INC. 100 - 2024-03-31 3,801 $521,000 3
   Arrowroot Family Office LLC 67 - 2023-12-31 4,086 $517,000 5
   NWAM LLC 359 - 2024-03-31 3,257 $433,000 371
   UBS Group AG 4067 - 2023-12-31 3,247 $411,000 2,077
   Kathmere Capital Management LLC 209 - 2024-03-31 2,519 $345,000 12
   COMMONWEALTH EQUITY SERVICES LLC. 3383 - 2024-03-31 1,860 $255,000 165
   Advisor Group Holdings Inc. 3965 - 2024-03-31 1,002 $137,000 27
   MORGAN STANLEY 5894 - 2023-12-31 467 $59,000 74
  19 Records found
  1    
  Page 1 of 1
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