| |
Institutional
Holders
Total
Institutions:
 |
34  1 |
|
|
Total
shares held :
|
3,601,796 |
|
|
% of shares
held :
|
11.43% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -1 |
|
|
Amount
of shares held :
|
-423,820 |
|
|
% of shares
held change :
|
-1.35% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
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|
|
|
|
|
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 |
  Revolve Wealth Partners LLC |
3 |
- |
2024-03-31 |
1,130,762 |
$30,508,000 |
46,005 |
|
| Empirical Finance LLC |
15 |
- |
2024-03-31 |
589,799 |
$15,913,000 |
-142,090 |
|
| EA Series Trust |
28 |
- |
2023-06-30 |
460,399 |
$10,957,000 |
0 |
|
| Ethos Financial Group LLC |
21 |
- |
2024-03-31 |
297,374 |
$8,023,000 |
18,365 |
|
| One + One Wealth Management LLC |
8 |
- |
2024-03-31 |
214,299 |
$5,782,000 |
-64,390 |
|
| Empowered Funds LLC |
279 |
- |
2024-03-31 |
205,415 |
$5,542,000 |
-216,566 |
|
| Valley Financial Group Inc. |
9 |
- |
2024-03-31 |
167,640 |
$4,523,000 |
6,884 |
|
| Kathmere Capital Management LLC |
47 |
- |
2024-03-31 |
120,630 |
$3,255,000 |
2,065 |
|
| One Degree Advisors Inc |
25 |
- |
2024-03-31 |
67,414 |
$1,819,000 |
488 |
|
| Warren Street Wealth Advisors LLC |
24 |
- |
2024-03-31 |
40,538 |
$1,094,000 |
1,691 |
|
| LPL FINANCIAL CORP |
3104 |
- |
2024-03-31 |
38,154 |
$1,029,000 |
3,610 |
|
| WESPAC ADVISORS, LLC |
71 |
- |
2024-03-31 |
32,294 |
$871,000 |
0 |
|
| Lansing Street Advisors |
51 |
- |
2024-03-31 |
30,309 |
$818,000 |
-1,265 |
|
| ROYAL BANK OF CANADA |
3314 |
- |
2024-03-31 |
23,097 |
$624,000 |
9,023 |
|
| Well Done LLC |
111 |
- |
2024-03-31 |
19,927 |
$538,000 |
0 |
|
| Betterment LLC |
276 |
- |
2024-03-31 |
15,837 |
$427,000 |
-2,145 |
|
| BAKER BOYER NATIONAL BANK |
62 |
- |
2024-03-31 |
14,503 |
$391,000 |
1,065 |
|
| Kathleen S. Wright Associates Inc. |
81 |
- |
2024-03-31 |
14,419 |
$389,000 |
786 |
|
| Silicon Hills Wealth Management LLC |
63 |
- |
2023-06-30 |
15,385 |
$366,000 |
-989 |
|
| Stokes Family Office LLC |
172 |
- |
2024-03-31 |
12,777 |
$345,000 |
0 |
|
| OLD MISSION CAPITAL LLC |
693 |
- |
2024-03-31 |
10,857 |
$293,000 |
-18,330 |
|
| Teamwork Financial Advisors LLC |
152 |
- |
2024-03-31 |
9,901 |
$267,000 |
-7,673 |
|
| JANE STREET GROUP LLC |
4531 |
- |
2024-03-31 |
9,317 |
$251,000 |
-83,603 |
|
| QUARRY HILL ADVISORS LLC |
46 |
- |
2024-03-31 |
8,905 |
$240,000 |
-15 |
|
| WARREN AVERETT ASSET MANAGEMENT, LLC |
625 |
- |
2024-03-31 |
8,521 |
$230,000 |
0 |
|
| Private Advisor Group LLC |
2048 |
- |
2024-03-31 |
8,121 |
$219,000 |
-50,113 |
|
| TOWNSQUARE CAPITAL LLC |
1134 |
*New |
2024-03-31 |
7,666 |
$207,000 |
7,666 |
|
| J P MORGAN CHASE & CO |
4481 |
- |
2024-03-31 |
3,640 |
$98,000 |
-97 |
|
| MORGAN STANLEY |
6018 |
- |
2024-03-31 |
1,701 |
$46,000 |
0 |
|
| O SHAUGHNESSY ASSET MANAGEMENT LLC |
1673 |
- |
2024-03-31 |
1,616 |
$43,000 |
228 |
|
| IFP Advisors Inc |
1764 |
- |
2023-12-31 |
1,095 |
$27,000 |
0 |
|
| Advisor Group Holdings Inc. |
5126 |
- |
2024-03-31 |
919 |
$25,000 |
22 |
|
| Moisand Fitzgerald Tamayo LLC |
241 |
- |
2024-03-31 |
775 |
$21,000 |
285 |
|
| COMERICA BANK |
3172 |
*New |
2024-03-31 |
344 |
$9,000 |
344 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
5942 |
*Closed |
2024-03-31 |
0 |
$0 |
-15,874 |
|
| CITADEL ADVISORS LLC |
6088 |
*Closed |
2024-03-31 |
0 |
$0 |
-122,257 |
|
| PROEQUITIES INC. |
7697 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| WELLS FARGO & CO/MN |
6808 |
- |
2024-03-31 |
0 |
$0 |
-1 |
|
| AE Wealth Management LLC |
1930 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,416 |
|
| Meredith Wealth Planning |
45 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,334 |
|
|
40 Records found
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1
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