|
Institutional
Holders
Total
Institutions:
|
526 21 |
|
Total
shares held :
|
144,257,930 |
|
% of shares
held :
|
16.03% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
82 |
|
Amount
of shares held :
|
9,274,638 |
|
% of shares
held change :
|
1.03% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$24.28 |
|
Last
Quarter's Ending
Price :
|
$26.14 |
|
Last
Quarter's Average
Price :
|
$24.68 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
2.90 (11.77%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
47
|
1,679,514
|
1.16%
|
|
|
Increased
Positions : |
225
|
13,146,554
|
9.11%
|
|
|
Unchanged
Positions : |
90
|
11,397,293
|
7.9%
|
|
|
Decreased
Positions : |
164
|
-4,462,415
|
-3.09%
|
|
|
Closed
Positions : |
26
|
-1,089,015
|
-0.75%
|
|
|
Guru
Positions : |
0
|
|
0%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Betterment LLC |
14 |
*New |
2024-03-31 |
14,522,420 |
$774,626,000 |
14,522,420 |
|
FIRST NATIONAL TRUST CO |
18 |
*New |
2024-03-31 |
473,564 |
$25,260,000 |
473,564 |
|
Berkeley Capital Partners LLC |
9 |
*New |
2024-03-31 |
127,753 |
$6,814,000 |
127,753 |
|
PATHSTONE FAMILY OFFICE, LLC |
223 |
*New |
2023-09-30 |
151,000 |
$6,612,000 |
151,000 |
|
Stewardship Advisors LLC |
13 |
*New |
2024-03-31 |
122,705 |
$6,545,000 |
122,705 |
|
Vestmark Advisory Solutions Inc. |
102 |
*New |
2024-03-31 |
100,104 |
$5,340,000 |
100,104 |
|
Financial Insights Inc. |
36 |
*New |
2024-03-31 |
42,156 |
$2,249,000 |
42,156 |
|
Peninsula Wealth LLC |
36 |
*New |
2024-03-31 |
40,859 |
$2,179,000 |
40,859 |
|
Idaho Trust Bank |
27 |
*New |
2024-03-31 |
25,531 |
$1,362,000 |
25,531 |
|
Imprint Wealth LLC |
87 |
*New |
2024-03-31 |
20,477 |
$1,086,000 |
20,477 |
|
GIRARD PARTNERS LTD. |
158 |
*New |
2024-03-31 |
14,442 |
$770,000 |
14,442 |
|
Worth Asset Management LLC |
45 |
*New |
2024-03-31 |
13,627 |
$727,000 |
13,627 |
|
Richard P Slaughter Associates Inc |
100 |
*New |
2024-03-31 |
13,225 |
$705,000 |
13,225 |
|
Addison Capital Co |
82 |
*New |
2024-03-31 |
8,322 |
$444,000 |
8,322 |
|
Miracle Mile Advisors LLC |
361 |
*New |
2024-03-31 |
8,277 |
$441,000 |
8,277 |
|
Comprehensive Portfolio Management LLC |
550 |
*New |
2024-03-31 |
8,055 |
$430,000 |
8,055 |
|
WOODMONT INVESTMENT COUNSEL LLC |
188 |
*New |
2024-03-31 |
7,700 |
$411,000 |
7,700 |
|
Five Oceans Advisors |
85 |
*New |
2024-03-31 |
7,377 |
$393,000 |
7,377 |
|
BANK OF NEW YORK MELLON CORP |
3585 |
*New |
2024-03-31 |
7,184 |
$383,000 |
7,184 |
|
Summit Global Investments |
|
*New |
2024-03-31 |
7,073 |
$377,000 |
7,073 |
|
Tennessee Valley Asset Management Partners |
94 |
*New |
2024-03-31 |
6,594 |
$352,000 |
6,594 |
|
Golden State Equity Partners |
265 |
*New |
2023-12-31 |
6,627 |
$323,000 |
6,627 |
|
Tyche Wealth Partners LLC |
204 |
*New |
2024-03-31 |
5,577 |
$297,000 |
5,577 |
|
HARBOR INVESTMENT ADVISORY LLC |
287 |
*New |
2024-03-31 |
5,281 |
$282,000 |
5,281 |
|
ALESCO ADVISORS LLC |
161 |
*New |
2024-03-31 |
4,861 |
$259,000 |
4,861 |
|
Baird Financial Group Inc. |
1607 |
*New |
2024-03-31 |
4,729 |
$252,000 |
4,729 |
|
Shepherd Financial Partners LLC |
193 |
*New |
2024-03-31 |
4,708 |
$251,000 |
4,708 |
|
Pinnacle Family Advisors LLC |
86 |
*New |
2024-03-31 |
4,682 |
$250,000 |
4,682 |
|
NORDEN GROUP LLC |
352 |
*New |
2024-03-31 |
4,577 |
$244,000 |
4,577 |
|
LOCKERMAN FINANCIAL GROUP INC. |
87 |
*New |
2024-03-31 |
4,363 |
$233,000 |
4,363 |
|
My Personal CFO LLC |
94 |
*New |
2024-03-31 |
4,101 |
$219,000 |
4,101 |
|
Guardian Wealth Advisors LLC |
72 |
*New |
2024-03-31 |
4,100 |
$219,000 |
4,100 |
|
PFG Investments LLC |
861 |
*New |
2024-03-31 |
4,075 |
$217,000 |
4,075 |
|
True North Advisors LLC |
184 |
*New |
2024-03-31 |
3,992 |
$213,000 |
3,992 |
|
HOYLECOHEN LLC |
271 |
*New |
2024-03-31 |
3,817 |
$204,000 |
3,817 |
|
Vermillion & White Wealth Management Group LLC |
63 |
*New |
2024-03-31 |
3,331 |
$178,000 |
3,331 |
|
Stone House Investment Management LLC |
75 |
*New |
2024-03-31 |
2,126 |
$113,000 |
2,126 |
|
INDIANA TRUST & INVESTMENT MANAGEMENT CO |
214 |
*New |
2024-03-31 |
1,964 |
$105,000 |
1,964 |
|
Coppell Advisory Solutions LLC |
412 |
*New |
2023-12-31 |
1,522 |
$74,000 |
1,522 |
|
Koesten Hirschmann & Crabtree INC. |
60 |
*New |
2023-12-31 |
1,247 |
$61,000 |
1,247 |
|
PrairieView Partners LLC |
191 |
*New |
2024-03-31 |
888 |
$48,000 |
888 |
|
PFG Private Wealth Management LLC |
86 |
*New |
2024-03-31 |
836 |
$45,000 |
836 |
|
PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP |
373 |
*New |
2024-03-31 |
828 |
$44,000 |
828 |
|
BLACKROCK INC. |
4630 |
*New |
2024-03-31 |
634 |
$34,000 |
634 |
|
MATHER GROUP, INC. |
1150 |
*New |
2024-03-31 |
267 |
$13,000 |
267 |
|
First Command Advisory Services Inc. |
354 |
*New |
2024-03-31 |
200 |
$11,000 |
200 |
|
Ruedi Wealth Management Inc. |
168 |
*New |
2024-03-31 |
165 |
$9,000 |
165 |
|
GLENMEDE TRUST CO NA |
1325 |
*New |
2024-03-31 |
154 |
$8,000 |
154 |
|
YHB INVESTMENT ADVISORS, INC. |
753 |
*New |
2024-03-31 |
130 |
$7,000 |
130 |
|
McIlrath & Eck LLC |
770 |
*New |
2024-03-31 |
84 |
$4,000 |
84 |
|
Oakworth Capital Inc. |
580 |
*New |
2024-03-31 |
68 |
$4,000 |
68 |
|
Christopher J. Hasenberg Inc |
100 |
*New |
2024-03-31 |
36 |
$2,000 |
36 |
|
ATTICUS WEALTH MANAGEMENT LLC |
521 |
*New |
2024-03-31 |
3 |
$0 |
3 |
|
|
53 Records found
|
1
|
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