|
Institutional
Holders
Total
Institutions:
|
14 1 |
|
Total
shares held :
|
679,849 |
|
% of shares
held :
|
7.55% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
1 |
|
Amount
of shares held :
|
10,170 |
|
% of shares
held change :
|
0.11% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
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Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
BANK OF AMERICA CORP /DE/ |
2529 |
- |
2023-12-31 |
292,198 |
$8,260,000 |
67,762 |
|
LPL FINANCIAL CORP |
2000 |
- |
2024-03-31 |
121,783 |
$3,693,000 |
-66,367 |
|
Advisor Group Holdings Inc. |
1688 |
- |
2024-03-31 |
65,954 |
$2,000,000 |
-2,227 |
|
H D Vest Advisory Services |
694 |
- |
2024-03-31 |
38,184 |
$1,158,000 |
-471 |
|
Garner Asset Management Corp |
51 |
- |
2023-12-31 |
27,222 |
$1,092,000 |
-1,698 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2495 |
- |
2024-03-31 |
16,395 |
$497,000 |
2,655 |
|
Cetera Investment Advisers |
1564 |
- |
2023-12-31 |
15,214 |
$430,000 |
-50,776 |
|
GTS SECURITIES LLC |
1183 |
- |
2023-12-31 |
8,917 |
$252,000 |
8,917 |
|
ROYAL BANK OF CANADA |
4659 |
- |
2023-12-31 |
5,425 |
$153,000 |
59 |
|
CWM LLC |
2304 |
- |
2024-03-31 |
1,540 |
$47,000 |
0 |
|
UBS Group AG |
5553 |
- |
2023-12-31 |
1,034 |
$29,000 |
-706 |
|
PRINCIPAL SECURITIES INC. |
2133 |
*New |
2024-03-31 |
500 |
$15,000 |
500 |
|
NORTH STAR INVESTMENT MANAGEMENT CORP. |
1052 |
*New |
2024-03-31 |
104 |
$3,000 |
104 |
|
Householder Group Estate & Retirement Specialist L |
1090 |
*New |
2024-03-31 |
24 |
$1,000 |
24 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
5468 |
*Closed |
2024-03-31 |
0 |
$0 |
-18,773 |
|
PROEQUITIES INC. |
4173 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
2651 |
*Closed |
2024-03-31 |
0 |
$0 |
-800 |
|
OLD MISSION CAPITAL LLC |
1116 |
*Closed |
2023-12-31 |
0 |
$0 |
-21,228 |
|
|
18 Records found
|
1
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