|
Institutional
Holders
Total
Institutions:
|
160 3 |
|
Total
shares held :
|
31,834,660 |
|
% of shares
held :
|
18.24% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
21 |
|
Amount
of shares held :
|
858,363 |
|
% of shares
held change :
|
0.49% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$25.17 |
|
Last
Quarter's Ending
Price :
|
$25.15 |
|
Last
Quarter's Average
Price :
|
$25.18 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.30 (1.19%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Pinnacle Wealth Planning Services Inc. |
1 |
- |
2024-03-31 |
3,424,752 |
$82,927,000 |
-353,795 |
|
Wealthfront Advisers LLC |
63 |
- |
2024-03-31 |
1,152,190 |
$29,392,000 |
-148,155 |
|
AMERIPRISE FINANCIAL INC |
1178 |
- |
2024-03-31 |
968,984 |
$24,624,000 |
-119,181 |
|
RENAISSANCE TECHNOLOGIES LLC |
548 |
- |
2024-03-31 |
954,100 |
$24,339,000 |
-244,800 |
|
Insight Wealth Strategies LLC |
9 |
- |
2024-03-31 |
782,055 |
$19,950,000 |
-97,334 |
|
Virtue Capital Management LLC |
2 |
- |
2024-03-31 |
740,344 |
$18,826,000 |
-143,321 |
|
Capital Advantage Inc. |
12 |
- |
2024-03-31 |
633,806 |
$16,124,000 |
-381,279 |
|
Systelligence LLC |
3 |
- |
2024-03-31 |
606,999 |
$15,485,000 |
-1,975 |
|
Demars Financial Group LLC |
5 |
- |
2024-03-31 |
527,433 |
$13,455,000 |
-65,967 |
|
Deseret Mutual Benefit Administrators |
3 |
- |
2024-03-31 |
471,281 |
$12,022,000 |
-82,742 |
|
Wealth Management Solutions LLC |
5 |
- |
2023-09-30 |
399,629 |
$10,107,000 |
-6,544 |
|
High Note Wealth LLC |
10 |
- |
2024-03-31 |
361,106 |
$9,212,000 |
-4,755 |
|
Financial Advisory Service Inc. |
34 |
- |
2024-03-31 |
288,214 |
$7,352,000 |
-5,074 |
|
Family Firm Inc. |
10 |
- |
2024-03-31 |
286,137 |
$7,299,000 |
-3,665 |
|
Advisor Group Holdings Inc. |
994 |
- |
2024-03-31 |
207,160 |
$5,285,000 |
-83,894 |
|
Feltz Wealth PLAN Inc. |
71 |
- |
2024-03-31 |
175,167 |
$4,469,000 |
-10,851 |
|
STIFEL FINANCIAL CORP |
1316 |
- |
2024-03-31 |
145,407 |
$3,709,000 |
-18,280 |
|
DEUTSCHE BANK AG |
1369 |
- |
2024-03-31 |
138,440 |
$3,532,000 |
-14,675 |
|
Geneos Wealth Management Inc. |
166 |
- |
2024-03-31 |
133,823 |
$3,414,000 |
-276 |
|
Kovack Advisors Inc. |
47 |
- |
2024-03-31 |
131,737 |
$3,361,000 |
-2,201 |
|
Perigon Wealth Management LLC |
185 |
- |
2024-03-31 |
130,829 |
$3,337,000 |
-1,095 |
|
MADDEN ADVISORY SERVICES, INC. |
18 |
- |
2024-03-31 |
130,053 |
$3,318,000 |
-13,916 |
|
PROEQUITIES INC. |
114 |
- |
2024-03-31 |
122,067 |
$3,114,000 |
-12,102 |
|
All Terrain Financial Advisors LLC |
22 |
- |
2024-03-31 |
102,356 |
$2,611,000 |
-3,580 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1738 |
- |
2024-03-31 |
82,286 |
$2,099,000 |
-80,941 |
|
PICTET ASSET MANAGEMENT SA |
901 |
- |
2023-06-30 |
81,010 |
$2,046,000 |
-4,715 |
|
Equitable Holdings Inc. |
468 |
- |
2024-03-31 |
70,443 |
$1,797,000 |
-223,753 |
|
Kohmann Bosshard Financial Services LLC |
63 |
- |
2024-03-31 |
57,137 |
$1,458,000 |
-2,744 |
|
EQIS CAPITAL MANAGEMENT, INC. |
223 |
- |
2024-03-31 |
42,820 |
$1,092,000 |
-1,162 |
|
Laffer Tengler Investments |
62 |
- |
2024-03-31 |
42,230 |
$1,077,000 |
-27,459 |
|
Pointe Capital Management LLC |
36 |
- |
2024-03-31 |
40,842 |
$1,042,000 |
-578 |
|
TOWNSQUARE CAPITAL LLC |
644 |
- |
2024-03-31 |
39,989 |
$1,020,000 |
-1,048 |
|
Kestra Advisory Services LLC |
1245 |
- |
2024-03-31 |
38,388 |
$979,000 |
-13,029 |
|
Cetera Investment Advisers |
920 |
- |
2024-03-31 |
36,821 |
$939,000 |
-34,400 |
|
Laurel Wealth Advisors Inc. |
278 |
- |
2022-12-31 |
30,367 |
$756,000 |
-3,353 |
|
CFG ASSET MANAGEMENT LLC |
131 |
- |
2024-03-31 |
29,090 |
$742,000 |
-505 |
|
Atria Wealth Solutions Inc. |
1102 |
- |
2024-03-31 |
26,156 |
$667,000 |
-10,099 |
|
AE Wealth Management LLC |
777 |
- |
2024-03-31 |
22,028 |
$562,000 |
-218,957 |
|
Colonial River Wealth Management LLC |
81 |
- |
2024-03-31 |
21,112 |
$539,000 |
-19,635 |
|
Brookstone Capital Management |
622 |
- |
2024-03-31 |
19,399 |
$495,000 |
-20 |
|
Strait & Sound Wealth Management LLC |
62 |
- |
2024-03-31 |
18,064 |
$459,000 |
-1,781 |
|
Balanced Rock Investment Advisor |
58 |
- |
2024-03-31 |
17,366 |
$443,000 |
-19,087 |
|
Savvy Advisors Inc. |
106 |
- |
2024-03-31 |
17,304 |
$441,000 |
-9,816 |
|
H D Vest Advisory Services |
1131 |
- |
2024-03-31 |
16,324 |
$416,000 |
-4,783 |
|
Perennial Investment Advisors LLC |
212 |
- |
2024-03-31 |
15,370 |
$392,000 |
-350 |
|
AGF MANAGEMENT LTD |
609 |
- |
2024-03-31 |
14,385 |
$367,000 |
-2,275 |
|
Ameritas Advisory Services LLC |
656 |
- |
2024-03-31 |
14,002 |
$357,000 |
-1,909 |
|
SILVERLAKE WEALTH MANAGEMENT LLC |
166 |
- |
2024-03-31 |
12,114 |
$309,000 |
-800 |
|
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
165 |
- |
2024-03-31 |
11,884 |
$303,000 |
-2,247 |
|
Breakwater Capital Group |
203 |
- |
2024-03-31 |
11,769 |
$300,000 |
-2,965 |
|
Western Wealth Management LLC |
508 |
- |
2024-03-31 |
11,601 |
$296,000 |
-3,340 |
|
Private Advisor Group LLC |
1853 |
- |
2024-03-31 |
11,338 |
$289,000 |
-2,487 |
|
Howard Wealth Management LLC |
80 |
- |
2024-03-31 |
11,011 |
$281,000 |
-1,205 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4312 |
- |
2024-03-31 |
9,418 |
$240,000 |
-147,721 |
|
FINANCIAL NETWORK |
2465 |
- |
2024-03-31 |
9,135 |
$233,000 |
-3,295 |
|
WHITTIER TRUST CO OF NEVADA INC |
482 |
- |
2024-03-31 |
7,000 |
$179,000 |
-3,000 |
|
COMERICA BANK |
2503 |
- |
2024-03-31 |
4,256 |
$109,000 |
-1,133 |
|
NBC SECURITIES INC. |
1022 |
- |
2024-03-31 |
2,901 |
$74,000 |
-664 |
|
HOWE & RUSLING INC |
295 |
- |
2024-03-31 |
2,000 |
$51,000 |
-3,810 |
|
PRINCIPAL SECURITIES INC. |
1548 |
- |
2024-03-31 |
2,000 |
$51,000 |
-526 |
|
BALDWIN BROTHERS INC/MA |
494 |
- |
2024-03-31 |
697 |
$18,000 |
-406 |
|
Front Row Advisors LLC |
597 |
- |
2024-03-31 |
400 |
$10,000 |
-400 |
|
|
62 Records found
|
1
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