|
Institutional
Holders
Total
Institutions:
|
33 5 |
|
Total
shares held :
|
1,874,677 |
|
% of shares
held :
|
20.83% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
12 |
|
Amount
of shares held :
|
376,348 |
|
% of shares
held change :
|
4.18% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
|
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 |
890 |
- |
2024-03-31 |
645,064 |
$30,044,000 |
46,844 |
|
Beaird Harris Wealth Management LLC |
20 |
- |
2024-03-31 |
259,698 |
$12,095,000 |
-1,242 |
|
Mattern Wealth Management LLC |
7 |
- |
2024-03-31 |
228,563 |
$10,645,000 |
16,570 |
|
Financial Partners Group Inc |
23 |
- |
2024-03-31 |
191,382 |
$8,914,000 |
9,669 |
|
Plancorp LLC |
34 |
- |
2024-03-31 |
144,218 |
$6,717,000 |
0 |
|
FINANCIAL ENGINES ADVISORS L.L.C. |
115 |
*New |
2024-03-31 |
96,388 |
$4,489,000 |
96,388 |
|
Forum Financial Management LP |
55 |
- |
2024-03-31 |
96,388 |
$4,489,000 |
26 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1349 |
- |
2024-03-31 |
79,978 |
$3,725,000 |
3,795 |
|
PrairieView Partners LLC |
40 |
- |
2024-03-31 |
66,972 |
$3,120,000 |
30,920 |
|
Strategic Financial Concepts LLC |
51 |
- |
2024-03-31 |
49,409 |
$2,301,000 |
28,112 |
|
Strategic Blueprint LLC |
140 |
- |
2024-03-31 |
45,073 |
$2,099,000 |
1,420 |
|
LPL FINANCIAL CORP |
2546 |
- |
2024-03-31 |
40,387 |
$1,881,000 |
10,654 |
|
Advisory Resource Group |
52 |
- |
2024-03-31 |
40,350 |
$1,879,000 |
-270 |
|
BetterWealth LLC |
19 |
- |
2024-03-31 |
36,701 |
$1,709,000 |
0 |
|
JANE STREET GROUP LLC |
2563 |
- |
2024-03-31 |
32,792 |
$1,527,000 |
-149,250 |
|
Silicon Hills Wealth Management LLC |
24 |
- |
2023-06-30 |
31,950 |
$1,474,000 |
0 |
|
WARREN AVERETT ASSET MANAGEMENT, LLC |
309 |
- |
2024-03-31 |
30,875 |
$1,438,000 |
-1,075 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1614 |
- |
2024-03-31 |
24,879 |
$1,159,000 |
8,676 |
|
Visionary Wealth Advisors |
258 |
- |
2024-03-31 |
17,121 |
$797,000 |
-413 |
|
Mutual Advisors LLC |
698 |
- |
2024-03-31 |
10,242 |
$477,000 |
0 |
|
Landmark Wealth Management LLC |
50 |
- |
2024-03-31 |
9,980 |
$465,000 |
-937 |
|
Hill Investment Group Partners LLC |
46 |
- |
2024-03-31 |
8,410 |
$392,000 |
0 |
|
WEBSTERROGERS FINANCIAL ADVISORS LLC |
55 |
- |
2024-03-31 |
7,802 |
$363,000 |
0 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1815 |
- |
2024-03-31 |
7,310 |
$340,000 |
0 |
|
Oceanside Advisors LLC |
40 |
- |
2024-03-31 |
5,703 |
$266,000 |
-1,001 |
|
ML & R WEALTH MANAGEMENT LLC |
61 |
- |
2024-03-31 |
5,468 |
$255,000 |
0 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
3069 |
*New |
2024-03-31 |
4,300 |
$200,000 |
4,300 |
|
Financial Advisory Service Inc. |
296 |
- |
2024-03-31 |
4,090 |
$191,000 |
22 |
|
Tortoise Investment Management LLC |
225 |
- |
2024-03-31 |
4,000 |
$186,000 |
0 |
|
COMERICA BANK |
2340 |
- |
2024-03-31 |
3,843 |
$179,000 |
0 |
|
Farther Finance Advisors LLC |
850 |
- |
2024-03-31 |
2,814 |
$130,000 |
0 |
|
Creative Capital Management Investments LLC |
100 |
*New |
2024-03-31 |
800 |
$37,000 |
800 |
|
UBS Group AG |
6681 |
- |
2024-03-31 |
52 |
$2,000 |
-1,056 |
|
FLOW TRADERS U.S. LLC |
770 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,680 |
|
Apella Capital LLC |
295 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,651 |
|
PROEQUITIES INC. |
7310 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
BANK OF MONTREAL /CAN/ |
3595 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,788 |
|
CI Private Wealth LLC |
2357 |
*Closed |
2024-03-31 |
0 |
$0 |
-17,398 |
|
|
38 Records found
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1
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