| |
Institutional
Holders
Total
Institutions:
 |
112  1 |
|
|
Total
shares held :
|
10,193,019 |
|
|
% of shares
held :
|
11.33% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
|
Amount
of shares held :
|
477,628 |
|
|
% of shares
held change :
|
0.53% |
|
| 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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|
|
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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 |
  ENVESTNET ASSET MANAGEMENT INC |
982 |
- |
2024-03-31 |
1,121,541 |
$25,134,000 |
13,574 |
|
| MERCER GLOBAL ADVISORS INC /ADV |
175 |
- |
2024-03-31 |
1,035,801 |
$23,212,000 |
159,387 |
|
| MORGAN STANLEY |
2542 |
- |
2024-03-31 |
1,010,112 |
$22,637,000 |
33,047 |
|
| BANK OF AMERICA CORP /DE/ |
2425 |
- |
2024-03-31 |
472,867 |
$10,597,000 |
59,057 |
|
| CITADEL ADVISORS LLC |
1494 |
- |
2024-03-31 |
298,336 |
$6,686,000 |
269,944 |
|
| LPL FINANCIAL CORP |
1588 |
- |
2024-03-31 |
290,052 |
$6,500,000 |
24,226 |
|
| Oakmont Partners LLC |
136 |
- |
2024-03-31 |
270,013 |
$6,051,000 |
122,506 |
|
| UBS Group AG |
2115 |
- |
2024-03-31 |
239,168 |
$5,360,000 |
65,458 |
|
| BB&T CORP |
977 |
- |
2024-03-31 |
174,319 |
$3,906,000 |
5,389 |
|
| Willis Johnson & Associates Inc. |
48 |
- |
2024-03-31 |
110,433 |
$2,475,000 |
5,461 |
|
| Wealthcare Advisory Partners LLC |
205 |
- |
2024-03-31 |
108,661 |
$2,435,000 |
4,463 |
|
| High Net Worth Advisory Group LLC |
33 |
- |
2024-03-31 |
102,089 |
$2,288,000 |
10 |
|
| Sowell Financial Services LLC |
223 |
- |
2024-03-31 |
94,139 |
$2,110,000 |
262 |
|
| Cetera Investment Advisers |
1590 |
- |
2024-03-31 |
83,843 |
$1,879,000 |
32,150 |
|
| Goss Wealth Management LLC |
924 |
- |
2024-03-31 |
51,717 |
$1,159,000 |
4,882 |
|
| Dynamic Advisors Solutions LLC |
444 |
- |
2024-03-31 |
44,959 |
$1,008,000 |
82 |
|
| JACOBSON & SCHMITT ADVISORS LLC |
42 |
- |
2024-03-31 |
44,748 |
$1,003,000 |
156 |
|
| Kestra Advisory Services LLC |
1260 |
- |
2024-03-31 |
42,972 |
$963,000 |
2,922 |
|
| Rockefeller Capital Management L.P. |
1292 |
- |
2024-03-31 |
39,937 |
$895,000 |
1,125 |
|
| Sigma Planning Corp |
568 |
- |
2024-03-31 |
35,768 |
$802,000 |
20,789 |
|
| Strategic Financial Group LLC |
|
- |
2023-12-31 |
31,421 |
$695,000 |
6,939 |
|
| RMR Wealth Builders |
126 |
- |
2024-03-31 |
29,169 |
$654,000 |
6,120 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2044 |
- |
2024-03-31 |
28,524 |
$639,000 |
486 |
|
| Occidental Asset Management LLC |
127 |
- |
2024-03-31 |
26,229 |
$588,000 |
418 |
|
| DAVENPORT & CO LLC |
789 |
- |
2024-03-31 |
22,135 |
$496,000 |
2,230 |
|
| Private Advisor Group LLC |
1539 |
- |
2024-03-31 |
21,409 |
$480,000 |
499 |
|
| Tortoise Investment Management LLC |
159 |
- |
2024-03-31 |
20,967 |
$470,000 |
5,000 |
|
| PFG Advisors |
462 |
- |
2024-03-31 |
17,130 |
$384,000 |
270 |
|
| Auour Investments LLC |
65 |
- |
2024-03-31 |
14,264 |
$320,000 |
2,856 |
|
| NATIONS FINANCIAL GROUP INC /IA/ /ADV |
538 |
- |
2024-03-31 |
12,473 |
$280,000 |
29 |
|
| 1620 INVESTMENT ADVISORS INC. |
121 |
- |
2024-03-31 |
12,260 |
$275,000 |
675 |
|
| MML INVESTORS SERVICES LLC |
2186 |
- |
2024-03-31 |
11,756 |
$263,000 |
1,841 |
|
| QP WEALTH MANAGEMENT LLC |
56 |
- |
2023-09-30 |
12,162 |
$263,000 |
780 |
|
| H D Vest Advisory Services |
1402 |
- |
2024-03-31 |
11,111 |
$249,000 |
669 |
|
| HARBOUR INVESTMENTS INC. |
863 |
- |
2023-12-31 |
8,751 |
$194,000 |
153 |
|
| JONES FINANCIAL COMPANIES LLLP |
807 |
- |
2024-03-31 |
1,451 |
$33,000 |
1,080 |
|
| Coppell Advisory Solutions LLC |
693 |
- |
2023-12-31 |
991 |
$22,000 |
923 |
|
| GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1291 |
- |
2024-03-31 |
841 |
$19,000 |
54 |
|
| Glassman Wealth Services |
156 |
- |
2024-03-31 |
451 |
$10,000 |
202 |
|
| BLACKROCK INC. |
4865 |
- |
2024-03-31 |
66 |
$1,000 |
3 |
|
|
40 Records found
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