|
Institutional
Holders
Total
Institutions:
|
20 2 |
|
Total
shares held :
|
3,678,529 |
|
% of shares
held :
|
40.87% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-7 |
|
Amount
of shares held :
|
-17,856 |
|
% of shares
held change :
|
-0.2% |
|
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 |
Ronald Blue Trust Inc. |
20 |
- |
2024-03-31 |
3,307,292 |
$100,305,000 |
48,788 |
|
TAP Consulting LLC |
22 |
- |
2024-03-31 |
169,349 |
$5,136,000 |
1,716 |
|
Vident Advisory LLC |
329 |
- |
2024-03-31 |
83,621 |
$2,536,000 |
9,811 |
|
MORGAN STANLEY |
4474 |
- |
2024-03-31 |
64,101 |
$1,944,000 |
892 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2232 |
- |
2024-03-31 |
43,218 |
$1,311,000 |
17,101 |
|
FINANCIAL COUNSELORS INC |
398 |
- |
2024-03-31 |
18,429 |
$559,000 |
10,740 |
|
CITADEL ADVISORS LLC |
3698 |
- |
2024-03-31 |
17,058 |
$517,000 |
1,886 |
|
Firestone Capital Management |
99 |
- |
2024-03-31 |
11,826 |
$359,000 |
0 |
|
Walkner Condon Financial Advisors LLC |
200 |
- |
2024-03-31 |
11,240 |
$341,000 |
0 |
|
OneAscent Financial Services LLC |
272 |
*New |
2024-03-31 |
10,530 |
$319,000 |
10,530 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
586 |
- |
2023-12-31 |
9,583 |
$290,000 |
0 |
|
ROYAL BANK OF CANADA |
3891 |
- |
2024-03-31 |
9,023 |
$274,000 |
6,688 |
|
Focus Financial Network Inc. |
512 |
- |
2024-03-31 |
9,647 |
$270,000 |
0 |
|
HIGHTOWER ADVISORS, LLC |
2849 |
- |
2024-03-31 |
7,572 |
$228,000 |
560 |
|
APPLETON PARTNERS INC/MA |
260 |
- |
2024-03-31 |
7,105 |
$215,000 |
0 |
|
HANSON MCCLAIN, INC. |
1179 |
- |
2024-03-31 |
2,178 |
$66,000 |
-751 |
|
Advisor Group Holdings Inc. |
5244 |
- |
2024-03-31 |
693 |
$21,000 |
-700 |
|
CWM LLC |
3814 |
- |
2024-03-31 |
89 |
$3,000 |
0 |
|
UBS Group AG |
6807 |
- |
2024-03-31 |
43 |
$1,000 |
-310 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
3087 |
- |
2024-03-31 |
30 |
$1,000 |
-24 |
|
PROEQUITIES INC. |
3254 |
- |
2024-03-31 |
0 |
$0 |
-2,655 |
|
Vident Investment Advisory LLC |
372 |
*Closed |
2023-09-30 |
0 |
$0 |
-50,212 |
|
WorthPointe LLC |
69 |
*Closed |
2024-03-31 |
0 |
$0 |
-9,821 |
|
|
23 Records found
|
1
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