|
Institutional
Holders
Total
Institutions:
|
457 15 |
|
Total
shares held :
|
55,405,887 |
|
% of shares
held :
|
85.97% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
15 |
|
Amount
of shares held :
|
2,034,377 |
|
% of shares
held change :
|
3.16% |
|
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 |
Tredje AP-fonden |
14 |
*New |
2024-03-31 |
2,042,506 |
$115,177,000 |
2,042,506 |
|
LEE JOHNSON CAPITAL MANAGEMENT LLC |
5 |
*New |
2024-03-31 |
142,697 |
$8,047,000 |
142,697 |
|
Silverleafe Capital Partners LLC |
15 |
*New |
2024-03-31 |
103,626 |
$5,843,000 |
103,626 |
|
Hobart Private Capital LLC |
18 |
*New |
2024-03-31 |
102,860 |
$5,800,000 |
102,860 |
|
Garden State Investment Advisory Services LLC |
30 |
*New |
2024-03-31 |
36,546 |
$2,061,000 |
36,546 |
|
P.A.W. CAPITAL CORP |
10 |
*New |
2024-03-31 |
35,000 |
$1,974,000 |
35,000 |
|
GSB Wealth Management LLC |
66 |
*New |
2024-03-31 |
33,471 |
$1,887,000 |
33,471 |
|
FISCHER INVESTMENT STRATEGIES LLC |
16 |
*New |
2024-03-31 |
27,955 |
$1,576,000 |
27,955 |
|
Sandbox Financial Partners LLC |
33 |
*New |
2024-03-31 |
26,005 |
$1,466,000 |
26,005 |
|
NEVILLE RODIE & SHAW INC |
115 |
*New |
2024-03-31 |
22,330 |
$1,259,000 |
22,330 |
|
CAPSTONE WEALTH MANAGEMENT GROUP LLC |
34 |
*New |
2024-03-31 |
19,120 |
$1,078,000 |
19,120 |
|
Schonfeld Strategic Advisors LLC |
1062 |
*New |
2024-03-31 |
17,743 |
$1,001,000 |
17,743 |
|
Unique Wealth Strategies LLC |
64 |
*New |
2024-03-31 |
16,720 |
$943,000 |
16,720 |
|
Williams Jones Wealth Management LLC. |
274 |
*New |
2024-03-31 |
15,130 |
$853,000 |
15,130 |
|
Castle Rock Wealth Management LLC |
119 |
*New |
2024-03-31 |
15,395 |
$831,000 |
15,395 |
|
Pinnacle Family Advisors LLC |
46 |
*New |
2024-03-31 |
11,665 |
$658,000 |
11,665 |
|
RENAISSANCE TECHNOLOGIES LLC |
2789 |
*New |
2024-03-31 |
10,700 |
$603,000 |
10,700 |
|
United Advisor Group LLC |
133 |
*New |
2024-03-31 |
7,553 |
$426,000 |
7,553 |
|
REGAL INVESTMENT ADVISORS, LLC |
395 |
*New |
2024-03-31 |
7,314 |
$412,000 |
7,314 |
|
KINGSWOOD WEALTH ADVISORS LLC |
396 |
*New |
2024-03-31 |
7,078 |
$399,000 |
7,078 |
|
Beaumont Asset Management L.L.C. |
54 |
*New |
2024-03-31 |
6,696 |
$378,000 |
6,696 |
|
Y-Intercept (Hong Kong) Ltd |
859 |
*New |
2024-03-31 |
6,574 |
$371,000 |
6,574 |
|
L.M. KOHN & COMPANY |
177 |
*New |
2024-03-31 |
6,586 |
$371,000 |
6,586 |
|
GTS SECURITIES LLC |
920 |
*New |
2024-03-31 |
6,429 |
$363,000 |
6,429 |
|
PATHSTONE FAMILY OFFICE, LLC |
1234 |
*New |
2023-09-30 |
7,485 |
$340,000 |
7,485 |
|
CIC Wealth LLC |
121 |
*New |
2024-03-31 |
5,752 |
$324,000 |
5,752 |
|
Triton Wealth Management PLLC |
51 |
*New |
2024-03-31 |
5,905 |
$321,000 |
5,905 |
|
AXXCESS WEALTH MANAGEMENT LLC |
643 |
*New |
2024-03-31 |
5,693 |
$321,000 |
5,693 |
|
JBR Co Financial Management Inc |
72 |
*New |
2024-03-31 |
5,623 |
$317,000 |
5,623 |
|
Altus Wealth Group LLC |
109 |
*New |
2024-03-31 |
5,397 |
$304,000 |
5,397 |
|
HSBC HOLDINGS PLC |
2054 |
*New |
2024-03-31 |
5,200 |
$293,000 |
5,200 |
|
BCS Wealth Management |
194 |
*New |
2024-03-31 |
4,750 |
$268,000 |
4,750 |
|
NWAM LLC |
465 |
*New |
2024-03-31 |
4,805 |
$264,000 |
4,805 |
|
Vivaldi Capital Management LLC |
189 |
*New |
2024-03-31 |
4,547 |
$248,000 |
4,547 |
|
WNY Asset Management LLC |
204 |
*New |
2024-03-31 |
4,384 |
$247,000 |
4,384 |
|
Adviser Investments LLC |
492 |
*New |
2024-03-31 |
4,292 |
$242,000 |
4,292 |
|
Brookstone Capital Management |
815 |
*New |
2024-03-31 |
4,253 |
$240,000 |
4,253 |
|
KPP Advisory Services LLC |
211 |
*New |
2024-03-31 |
4,203 |
$237,000 |
4,203 |
|
Madison Wealth Partners Inc |
111 |
*New |
2024-03-31 |
4,175 |
$235,000 |
4,175 |
|
tru Independence LLC |
106 |
*New |
2024-03-31 |
4,119 |
$232,000 |
4,119 |
|
Bramshill Investments LLC |
118 |
*New |
2024-03-31 |
4,000 |
$226,000 |
4,000 |
|
Nilsine Partners LLC |
317 |
*New |
2024-03-31 |
3,740 |
$211,000 |
3,740 |
|
Pensionmark Financial Group LLC |
371 |
*New |
2024-03-31 |
3,713 |
$209,000 |
3,713 |
|
CRESTWOOD ADVISORS LLC |
405 |
*New |
2024-03-31 |
3,675 |
$207,000 |
3,675 |
|
Smith Anglin Financial LLC |
187 |
*New |
2024-03-31 |
3,636 |
$205,000 |
3,636 |
|
Choice Wealth Advisors LLC |
25 |
*New |
2024-03-31 |
3,612 |
$204,000 |
3,612 |
|
GFS ADVISORS, LLC |
140 |
*New |
2024-03-31 |
3,578 |
$202,000 |
3,578 |
|
HANSON MCCLAIN, INC. |
777 |
*New |
2024-03-31 |
3,567 |
$201,000 |
3,567 |
|
Emerald Investment Partners LLC |
316 |
*New |
2024-03-31 |
1,933 |
$109,000 |
1,933 |
|
Financial Gravity Wealth Inc. |
181 |
*New |
2024-03-31 |
1,400 |
$79,000 |
1,400 |
|
NORTH STAR INVESTMENT MANAGEMENT CORP. |
567 |
*New |
2024-03-31 |
1,203 |
$68,000 |
1,203 |
|
YHB INVESTMENT ADVISORS, INC. |
418 |
*New |
2024-03-31 |
1,121 |
$63,000 |
1,121 |
|
Carmichael Hill & Associates Inc. |
429 |
*New |
2024-03-31 |
300 |
$17,000 |
300 |
|
Spectrum Wealth Counsel LLC |
268 |
*New |
2024-03-31 |
277 |
$16,000 |
277 |
|
Atlantic Trust Group LLC |
2157 |
*New |
2024-03-31 |
243 |
$14,000 |
243 |
|
Peoples Bank/KS |
203 |
*New |
2024-03-31 |
214 |
$12,000 |
214 |
|
Continuum Advisory LLC |
915 |
*New |
2024-03-31 |
194 |
$11,000 |
194 |
|
Vermillion & White Wealth Management Group LLC |
213 |
*New |
2024-03-31 |
191 |
$11,000 |
191 |
|
First Capital Advisors Group LLC. |
563 |
*New |
2023-06-30 |
206 |
$9,000 |
206 |
|
VIMA LLC |
250 |
*New |
2024-03-31 |
165 |
$7,000 |
165 |
|
HOWE & RUSLING INC |
354 |
*New |
2024-03-31 |
95 |
$5,000 |
95 |
|
Salomon & Ludwin LLC |
632 |
*New |
2024-03-31 |
90 |
$5,000 |
90 |
|
Russell Investments Group Ltd. |
2852 |
*New |
2024-03-31 |
81 |
$5,000 |
81 |
|
Trust Co |
301 |
*New |
2024-03-31 |
92 |
$5,000 |
92 |
|
Hartland & Co. LLC |
1291 |
*New |
2024-03-31 |
36 |
$2,000 |
36 |
|
WEST PACES ADVISORS INC. |
474 |
*New |
2024-03-31 |
36 |
$2,000 |
36 |
|
Annis Gardner Whiting Capital Advisors LLC |
843 |
*New |
2024-03-31 |
30 |
$2,000 |
30 |
|
COLONIAL ASSET MANAGEMENT, INC. |
1024 |
*New |
2024-03-31 |
5 |
$0 |
5 |
|
Ahrens Investment Partners LLC |
1002 |
*New |
2023-03-31 |
2 |
$0 |
2 |
|
FRG Family Wealth Advisors LLC |
361 |
*New |
2024-03-31 |
1 |
$0 |
1 |
|
|
70 Records found
|
1
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