| |
Institutional
Holders
Total
Institutions:
 |
234  39 |
|
|
Total
shares held :
|
45,947,825 |
|
|
% of shares
held :
|
64.26% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
132 |
|
|
Amount
of shares held :
|
8,976,998 |
|
|
% of shares
held change :
|
12.56% |
|
| 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 |
  MinichMacGregor Wealth Management LLC |
36 |
*New |
2024-03-31 |
207,755 |
$5,134,000 |
207,755 |
|
| HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV |
107 |
*New |
2024-03-31 |
143,343 |
$3,570,000 |
143,343 |
|
| CITADEL ADVISORS LLC |
1966 |
*New |
2024-03-31 |
139,018 |
$3,462,000 |
139,018 |
|
| Quantum Financial Advisors LLC |
35 |
*New |
2024-03-31 |
78,617 |
$1,958,000 |
78,617 |
|
| Crew Capital Management Ltd. |
26 |
*New |
2024-03-31 |
42,849 |
$1,067,000 |
42,849 |
|
| Advance Capital Management Inc. |
45 |
*New |
2024-03-31 |
39,143 |
$975,000 |
39,143 |
|
| NEUBERGER BERMAN GROUP LLC |
1392 |
*New |
2024-03-31 |
26,135 |
$651,000 |
26,135 |
|
| FIRST NATIONAL TRUST CO |
249 |
*New |
2024-03-31 |
25,742 |
$641,000 |
25,742 |
|
| GAMMA Investing LLC |
164 |
*New |
2024-03-31 |
21,928 |
$546,000 |
21,928 |
|
| Northstar Group Inc. |
82 |
*New |
2024-03-31 |
20,600 |
$513,000 |
20,600 |
|
| SAX WEALTH ADVISORS LLC |
115 |
*New |
2024-03-31 |
20,333 |
$506,000 |
20,333 |
|
| BFT FINANCIAL GROUP LLC |
189 |
*New |
2023-06-30 |
18,770 |
$460,000 |
18,770 |
|
| Resonant Capital Advisors LLC |
205 |
*New |
2024-03-31 |
18,392 |
$458,000 |
18,392 |
|
| Strid Group LLC |
38 |
*New |
2024-03-31 |
18,217 |
$454,000 |
18,217 |
|
| MONTECITO BANK & TRUST |
208 |
*New |
2024-03-31 |
15,319 |
$382,000 |
15,319 |
|
| Journey Advisory Group LLC |
174 |
*New |
2024-03-31 |
14,900 |
$371,000 |
14,900 |
|
| Belpointe Asset Management LLC |
517 |
*New |
2024-03-31 |
14,804 |
$369,000 |
14,804 |
|
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV |
51 |
*New |
2024-03-31 |
14,344 |
$357,000 |
14,344 |
|
| Strategic Blueprint LLC |
445 |
*New |
2024-03-31 |
14,133 |
$352,000 |
14,133 |
|
| Private Portfolio Partners LLC |
202 |
*New |
2024-03-31 |
13,300 |
$331,000 |
13,300 |
|
| VALMARK ADVISERS INC |
436 |
*New |
2024-03-31 |
12,441 |
$310,000 |
12,441 |
|
| Brookstone Capital Management |
743 |
*New |
2024-03-31 |
12,279 |
$306,000 |
12,279 |
|
| MML INVESTORS SERVICES LLC |
2138 |
*New |
2024-03-31 |
11,274 |
$281,000 |
11,274 |
|
| ANCHOR CAPITAL ADVISORS INC |
232 |
*New |
2024-03-31 |
10,525 |
$262,000 |
10,525 |
|
| REDW Stanley Financial Advisors LLC |
134 |
*New |
2024-03-31 |
10,238 |
$255,000 |
10,238 |
|
| Integrated Advisors Network LLC |
623 |
*New |
2024-03-31 |
10,090 |
$251,000 |
10,090 |
|
| Black Swift Group LLC |
94 |
*New |
2024-03-31 |
8,850 |
$220,000 |
8,850 |
|
| Migdal Insurance & Financial Holdings Ltd. |
228 |
*New |
2024-03-31 |
4,630 |
$115,000 |
4,630 |
|
| Pinnacle Bank |
403 |
*New |
2024-03-31 |
2,000 |
$50,000 |
2,000 |
|
| Trust Co |
181 |
*New |
2024-03-31 |
2,002 |
$50,000 |
2,002 |
|
| GHP INVESTMENT ADVISORS INC |
518 |
*New |
2024-03-31 |
1,608 |
$40,000 |
1,608 |
|
| Sutton Wealth Advisors Inc. |
273 |
*New |
2023-09-30 |
1,426 |
$34,000 |
1,426 |
|
| CITIGROUP INC |
3964 |
*New |
2024-03-31 |
1,224 |
$30,000 |
1,224 |
|
| J P MORGAN CHASE & CO |
4840 |
*New |
2024-03-31 |
1,185 |
$30,000 |
1,185 |
|
| Colonial Trust Co / SC |
658 |
*New |
2024-03-31 |
800 |
$20,000 |
800 |
|
| Atlantic Trust Group LLC |
2071 |
*New |
2024-03-31 |
753 |
$19,000 |
753 |
|
| JONES FINANCIAL COMPANIES LLLP |
1069 |
*New |
2024-03-31 |
393 |
$10,000 |
393 |
|
| PNC FINANCIAL SERVICES GROUP INC |
4142 |
*New |
2024-03-31 |
88 |
$2,000 |
88 |
|
| CAROLINAS WEALTH CONSULTING LLC |
871 |
*New |
2024-03-31 |
34 |
$1,000 |
34 |
|
| FMR LLC |
5237 |
*New |
2024-03-31 |
1 |
$0 |
1 |
|
|
40 Records found
|
1
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