|
Institutional
Holders
Total
Institutions:
|
63 1 |
|
Total
shares held :
|
4,115,061 |
|
% of shares
held :
|
21.66% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
11 |
|
Amount
of shares held :
|
33,102 |
|
% of shares
held change :
|
0.17% |
|
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 |
Betterment LLC |
45 |
- |
2024-03-31 |
1,237,185 |
$51,455,000 |
45,458 |
|
LAKE STREET ADVISORS GROUP LLC |
20 |
- |
2023-12-31 |
769,303 |
$30,011,000 |
69,539 |
|
Gemmer Asset Management LLC |
19 |
- |
2024-03-31 |
301,609 |
$12,543,000 |
23,835 |
|
PUTNAM FL INVESTMENT MANAGEMENT CO |
100 |
- |
2024-03-31 |
229,932 |
$9,562,000 |
8,195 |
|
LEITH WHEELER INVESTMENT COUNSEL LTD. |
38 |
- |
2024-03-31 |
226,828 |
$9,433,000 |
0 |
|
LPL FINANCIAL CORP |
1567 |
- |
2024-03-31 |
163,220 |
$6,788,000 |
13,874 |
|
Miracle Mile Advisors LLC |
94 |
- |
2024-03-31 |
152,656 |
$6,349,000 |
-8,881 |
|
SEI INVESTMENTS CO |
1186 |
- |
2024-03-31 |
127,789 |
$5,314,000 |
-2,255 |
|
BAILARD BIEHL & KAISER INC |
148 |
- |
2024-03-31 |
114,214 |
$4,750,000 |
10,739 |
|
Rockefeller Capital Management L.P. |
754 |
- |
2024-03-31 |
97,255 |
$4,045,000 |
-23,445 |
|
HPM Partners LLC |
731 |
- |
2024-03-31 |
93,807 |
$3,901,000 |
2,624 |
|
FLOW TRADERS U.S. LLC |
130 |
*New |
2024-03-31 |
66,188 |
$2,753,000 |
66,188 |
|
ROYAL BANK OF CANADA |
2426 |
- |
2024-03-31 |
54,956 |
$2,286,000 |
1,075 |
|
INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
89 |
- |
2024-03-31 |
44,837 |
$1,865,000 |
1,088 |
|
Beacon Pointe Advisors LLC |
516 |
- |
2024-03-31 |
44,151 |
$1,836,000 |
4,304 |
|
PARTNERS CAPITAL INVESTMENT GROUP LLP |
101 |
- |
2024-03-31 |
28,699 |
$1,194,000 |
4,488 |
|
HARBOUR INVESTMENTS INC. |
329 |
- |
2023-12-31 |
29,937 |
$1,168,000 |
1,116 |
|
BANK OF AMERICA CORP /DE/ |
3959 |
- |
2024-03-31 |
27,408 |
$1,140,000 |
-46,985 |
|
AGF MANAGEMENT LTD |
524 |
- |
2024-03-31 |
26,000 |
$1,081,000 |
500 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
947 |
- |
2023-09-30 |
30,418 |
$1,079,000 |
3,047 |
|
ENVESTNET ASSET MANAGEMENT INC |
3042 |
- |
2024-03-31 |
22,797 |
$948,000 |
16,500 |
|
MARINER WEALTH ADVISORS, LLC |
1594 |
- |
2024-03-31 |
21,083 |
$877,000 |
4,707 |
|
OXFORD FINANCIAL GROUP LTD |
97 |
- |
2024-03-31 |
18,285 |
$760,000 |
1,757 |
|
CAMELOT TECHNOLOGY ADVISORS INC. |
33 |
- |
2024-03-31 |
17,996 |
$748,000 |
80 |
|
J P MORGAN CHASE & CO |
3544 |
- |
2024-03-31 |
16,907 |
$703,000 |
-13,320 |
|
BRADLEY FOSTER & SARGENT INC/CT |
313 |
- |
2024-03-31 |
16,440 |
$684,000 |
0 |
|
Baird Financial Group Inc. |
1290 |
- |
2024-03-31 |
15,924 |
$662,000 |
0 |
|
Bridgewater Advisors Inc. |
86 |
- |
2024-03-31 |
15,150 |
$630,000 |
0 |
|
JANE STREET GROUP LLC |
3615 |
- |
2024-03-31 |
14,906 |
$620,000 |
7,389 |
|
Equitable Holdings Inc. |
743 |
- |
2024-03-31 |
14,604 |
$607,000 |
0 |
|
Astoria Portfolio Advisors LLC. |
77 |
- |
2024-03-31 |
13,776 |
$549,000 |
761 |
|
Goss Wealth Management LLC |
1290 |
- |
2024-03-31 |
12,928 |
$538,000 |
208 |
|
PNC FINANCIAL SERVICES GROUP INC |
1561 |
- |
2024-03-31 |
11,578 |
$481,000 |
9,407 |
|
PROFFITT & GOODSON INC |
87 |
- |
2024-03-31 |
11,419 |
$475,000 |
-214 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2895 |
- |
2024-03-31 |
10,555 |
$439,000 |
-42,324 |
|
Hobbs Group Advisors LLC |
84 |
- |
2023-12-31 |
10,143 |
$396,000 |
0 |
|
FIRST NATIONAL CORP /MA/ /ADV |
121 |
- |
2024-03-31 |
9,869 |
$385,000 |
0 |
|
AIFG Consultants Ltd. |
29 |
- |
2024-03-31 |
8,628 |
$359,000 |
853 |
|
Bond & Devick Financial Network Inc. |
94 |
- |
2024-03-31 |
8,569 |
$356,000 |
-231 |
|
Urban Financial Advisory Corp |
23 |
- |
2024-03-31 |
7,878 |
$328,000 |
0 |
|
Good Life Advisors LLC |
332 |
- |
2024-03-31 |
7,718 |
$321,000 |
176 |
|
Stonehearth Capital Management LLC |
51 |
- |
2024-03-31 |
7,656 |
$318,000 |
-112 |
|
CHOATE INVESTMENT ADVISORS |
334 |
- |
2024-03-31 |
7,189 |
$299,000 |
145 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4041 |
- |
2024-03-31 |
7,120 |
$296,000 |
-545 |
|
CREATIVE PLANNING |
2284 |
- |
2024-03-31 |
6,822 |
$284,000 |
331 |
|
Aufman Associates Inc |
37 |
- |
2024-03-31 |
6,555 |
$273,000 |
0 |
|
FOSTER DYKEMA CABOT & PARTNERS LLC |
84 |
- |
2024-03-31 |
6,392 |
$266,000 |
0 |
|
Insight Advisors LLC/ PA |
248 |
- |
2024-03-31 |
6,211 |
$258,000 |
-642 |
|
Operose Advisors LLC |
135 |
- |
2024-03-31 |
6,071 |
$252,000 |
1,289 |
|
First National Bank |
117 |
*New |
2024-03-31 |
5,117 |
$213,000 |
5,117 |
|
Ameritas Advisory Services LLC |
818 |
*New |
2024-03-31 |
5,043 |
$210,000 |
5,043 |
|
COLTON GROOME FINANCIAL ADVISORS LLC |
114 |
*New |
2024-03-31 |
5,004 |
$208,000 |
5,004 |
|
FOSTER DYKEMA CABOT & CO INC/MA |
92 |
- |
2023-09-30 |
5,692 |
$202,000 |
0 |
|
Sargent Bickham Lagudis LLC |
276 |
- |
2022-12-31 |
2,436 |
$166,000 |
0 |
|
BALDWIN BROTHERS INC/MA |
230 |
- |
2024-03-31 |
3,700 |
$154,000 |
0 |
|
Advisor Group Holdings Inc. |
3983 |
- |
2024-03-31 |
3,248 |
$135,000 |
-1,624 |
|
Key Financial Inc |
285 |
*New |
2024-03-31 |
2,914 |
$121,000 |
2,914 |
|
NATIONAL BANK OF CANADA /FI/ |
1371 |
- |
2024-03-31 |
2,387 |
$99,000 |
72 |
|
ENDURANCE WEALTH MANAGEMENT, INC. |
312 |
- |
2023-06-30 |
1,600 |
$60,000 |
0 |
|
TD Waterhouse Canada Inc. |
1022 |
*New |
2024-03-31 |
976 |
$54,000 |
976 |
|
Tortoise Investment Management LLC |
410 |
- |
2024-03-31 |
942 |
$39,000 |
22 |
|
HANSON INVESTMENT MANAGEMENT |
351 |
- |
2024-03-31 |
607 |
$25,000 |
0 |
|
AdvisorNet Financial Inc |
1007 |
- |
2024-03-31 |
597 |
$25,000 |
18 |
|
MORGAN STANLEY |
6204 |
- |
2024-03-31 |
555 |
$23,000 |
-173 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2416 |
*New |
2024-03-31 |
409 |
$17,000 |
409 |
|
UBS Group AG |
5882 |
- |
2024-03-31 |
308 |
$13,000 |
0 |
|
Cranbrook Wealth Management LLC |
234 |
- |
2024-03-31 |
228 |
$9,000 |
0 |
|
AYRSHIRE ASSOCIATES INC |
495 |
- |
2024-03-31 |
140 |
$6,000 |
0 |
|
Geneos Wealth Management Inc. |
1729 |
- |
2024-03-31 |
101 |
$4,000 |
43 |
|
Continuum Advisory LLC |
1185 |
*New |
2024-03-31 |
63 |
$3,000 |
63 |
|
CITADEL ADVISORS LLC |
5762 |
*Closed |
2024-03-31 |
0 |
$0 |
-68,853 |
|
MERCER GLOBAL ADVISORS INC /ADV |
2035 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,940 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
794 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,639 |
|
PROEQUITIES INC. |
8418 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
HIGHTOWER ADVISORS, LLC |
3519 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,495 |
|
SANDY SPRING BANK |
1275 |
*Closed |
2024-03-31 |
0 |
$0 |
-8 |
|
|
76 Records found
|
1
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