|
Institutional
Holders
Total
Institutions:
|
20 3 |
|
Total
shares held :
|
190,420 |
|
% of shares
held :
|
7.62% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
2 |
|
Amount
of shares held :
|
31,434 |
|
% of shares
held change :
|
1.26% |
|
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 |
1812 |
- |
2024-03-31 |
82,995 |
$4,757,000 |
10,235 |
|
MULTIFINANCIAL SECURITIES CORP |
690 |
- |
2023-12-31 |
22,189 |
$1,224,000 |
-18 |
|
ENVESTNET ASSET MANAGEMENT INC |
2994 |
- |
2023-12-31 |
16,341 |
$901,000 |
8,950 |
|
UBS Group AG |
3631 |
- |
2023-12-31 |
13,462 |
$742,000 |
3,616 |
|
CoreCap Advisors LLC |
314 |
*New |
2023-12-31 |
11,244 |
$620,000 |
11,244 |
|
WealthBridge Capital Management LLC |
89 |
- |
2024-03-31 |
9,756 |
$559,000 |
-100 |
|
HIGHTOWER ADVISORS, LLC |
2205 |
- |
2024-03-31 |
9,238 |
$529,000 |
737 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2586 |
- |
2024-03-31 |
7,664 |
$439,000 |
332 |
|
Fort Point Capital Partners LLC |
189 |
- |
2023-12-31 |
7,660 |
$422,000 |
-130 |
|
EQIS CAPITAL MANAGEMENT, INC. |
588 |
*New |
2023-12-31 |
5,568 |
$307,000 |
5,568 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3565 |
*New |
2024-03-31 |
3,551 |
$204,000 |
3,551 |
|
Advisor Group Holdings Inc. |
4427 |
- |
2024-03-31 |
1,272 |
$73,000 |
-8,009 |
|
Prestige Wealth Management Group LLC |
326 |
- |
2024-03-31 |
420 |
$24,000 |
0 |
|
MORGAN STANLEY |
6308 |
- |
2023-12-31 |
245 |
$14,000 |
-58 |
|
ICA Group Wealth Management LLC |
831 |
*New |
2023-12-31 |
230 |
$13,000 |
230 |
|
FRANKLIN RESOURCES INC |
2535 |
- |
2023-12-31 |
140 |
$8,000 |
0 |
|
TOTH FINANCIAL ADVISORY CORP |
505 |
- |
2024-03-31 |
100 |
$6,000 |
0 |
|
3D/L Capital Management LLC |
8 |
*Closed |
2023-12-31 |
0 |
$0 |
-6,083 |
|
BARCLAYS PLC |
4094 |
*Closed |
2023-12-31 |
0 |
$0 |
-946 |
|
WELLS FARGO & CO/MN |
6238 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
WEBSTER BANK |
618 |
*Closed |
2024-03-31 |
0 |
$0 |
-100 |
|
PROEQUITIES INC. |
8110 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
BANK OF AMERICA CORP /DE/ |
6660 |
*Closed |
2023-12-31 |
0 |
$0 |
-400 |
|
ROYAL BANK OF CANADA |
6923 |
*Closed |
2023-12-31 |
0 |
$0 |
-166 |
|
CITADEL ADVISORS LLC |
6639 |
*Closed |
2023-12-31 |
0 |
$0 |
-5,198 |
|
WEALTH MANAGEMENT RESOURCES INC. |
41 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,990 |
|
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26 Records found
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1
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