| |
Institutional
Holders
Total
Institutions:
 |
29  2 |
|
|
Total
shares held :
|
7,111,282 |
|
|
% of shares
held :
|
7.9% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-13 |
|
|
Amount
of shares held :
|
-597,186 |
|
|
% of shares
held change :
|
-0.66% |
|
| 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 |
  J P MORGAN CHASE & CO |
359 |
- |
2024-03-31 |
10,782,037 |
$505,246,000 |
4,625,378 |
|
| OXFORD FINANCIAL GROUP LTD |
17 |
- |
2024-03-31 |
363,356 |
$17,027,000 |
-9,936 |
|
| Halpern Financial Inc. |
12 |
- |
2024-03-31 |
208,853 |
$9,710,000 |
11,970 |
|
| HUNTER ASSOCIATES INC. |
30 |
- |
2024-03-31 |
98,533 |
$4,619,000 |
0 |
|
| SAGE RHINO CAPITAL LLC |
40 |
- |
2024-03-31 |
61,660 |
$2,889,000 |
4,526 |
|
| CITADEL ADVISORS LLC |
2137 |
- |
2024-03-31 |
59,197 |
$2,774,000 |
36,512 |
|
| JANE STREET GROUP LLC |
2276 |
- |
2024-03-31 |
41,618 |
$1,950,000 |
22,106 |
|
| LPL FINANCIAL CORP |
2818 |
- |
2024-03-31 |
30,521 |
$1,430,000 |
-8,209 |
|
| KESTRA PRIVATE WEALTH SERVICES LLC |
489 |
- |
2024-03-31 |
27,562 |
$1,292,000 |
1,417 |
|
| Bill Few Associates Inc. |
51 |
- |
2024-03-31 |
26,080 |
$1,222,000 |
-640 |
|
| CITIZENS FINANCIAL GROUP INC/RI |
258 |
- |
2024-03-31 |
13,162 |
$617,000 |
82 |
|
| Cetera Investment Advisers |
2584 |
*New |
2024-03-31 |
10,680 |
$500,000 |
10,680 |
|
| KB FINANCIAL PARTNERS LLC |
109 |
- |
2023-09-30 |
9,099 |
$411,000 |
0 |
|
| FINANCIAL NETWORK |
2092 |
*New |
2024-03-31 |
8,232 |
$386,000 |
8,232 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3661 |
- |
2024-03-31 |
6,853 |
$321,000 |
2 |
|
| MML INVESTORS SERVICES LLC |
2113 |
- |
2024-03-31 |
6,228 |
$292,000 |
-360 |
|
| Coastal Investment Advisors Inc. |
346 |
- |
2024-03-31 |
5,485 |
$257,000 |
0 |
|
| Gradient Capital Advisors LLC |
127 |
- |
2024-03-31 |
5,114 |
$240,000 |
14 |
|
| Householder Group Estate & Retirement Specialist L |
243 |
- |
2024-03-31 |
4,230 |
$198,000 |
-79 |
|
| Advisor Group Holdings Inc. |
4092 |
- |
2024-03-31 |
2,499 |
$117,000 |
-1,239 |
|
| UBS Group AG |
5125 |
- |
2024-03-31 |
1,684 |
$79,000 |
-696 |
|
| BANK OF MONTREAL /CAN/ |
3030 |
- |
2024-03-31 |
1,000 |
$47,000 |
0 |
|
| MORGAN STANLEY |
6102 |
- |
2024-03-31 |
776 |
$36,000 |
-79 |
|
| IAG Wealth Partners LLC |
206 |
- |
2024-03-31 |
650 |
$30,000 |
-1,248 |
|
| JONES FINANCIAL COMPANIES LLLP |
822 |
*New |
2024-03-31 |
649 |
$30,000 |
649 |
|
| ROYAL BANK OF CANADA |
5804 |
- |
2024-03-31 |
79 |
$4,000 |
0 |
|
| Global Retirement Partners LLC |
2633 |
- |
2024-03-31 |
37 |
$2,000 |
-50 |
|
| Sargent Bickham Lagudis LLC |
876 |
- |
2022-12-31 |
50 |
$2,000 |
0 |
|
| CITIGROUP INC |
4488 |
*Closed |
2024-03-31 |
0 |
$0 |
-399 |
|
| FMR LLC |
4878 |
*Closed |
2024-03-31 |
0 |
$0 |
-1 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
5783 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,063 |
|
| PROEQUITIES INC. |
6130 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| PREVAIL INNOVATIVE WEALTH ADVISORS LLC |
178 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,165 |
|
| CENTAURUS FINANCIAL INC. |
858 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,450 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
3397 |
*Closed |
2024-03-31 |
0 |
$0 |
-28,911 |
|
|
35 Records found
|
1
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