| |
Institutional
Holders
Total
Institutions:
 |
171  13 |
|
|
Total
shares held :
|
15,113,611 |
|
|
% of shares
held :
|
77.91% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
64 |
|
|
Amount
of shares held :
|
2,698,359 |
|
|
% of shares
held change :
|
13.91% |
|
| 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 |
  Arden Trust Co |
22 |
*New |
2024-03-31 |
225,499 |
$10,217,000 |
225,499 |
|
| Pensionmark Financial Group LLC |
52 |
*New |
2024-03-31 |
69,464 |
$3,147,000 |
69,464 |
|
| Milestone Investment Advisors LLC |
34 |
*New |
2024-03-31 |
63,657 |
$2,884,000 |
63,657 |
|
| RENAISSANCE TECHNOLOGIES LLC |
2005 |
*New |
2024-03-31 |
46,002 |
$2,084,000 |
46,002 |
|
| Barry Investment Advisors LLC |
39 |
*New |
2024-03-31 |
31,636 |
$1,433,000 |
31,636 |
|
| AVAII WEALTH MANAGEMENT LLC |
30 |
*New |
2024-03-31 |
24,279 |
$1,100,000 |
24,279 |
|
| Castleview Partners LLC |
42 |
*New |
2024-03-31 |
20,539 |
$931,000 |
20,539 |
|
| Glassman Wealth Services |
23 |
*New |
2024-03-31 |
16,310 |
$739,000 |
16,310 |
|
| MELFA WEALTH MANAGEMENT LLC |
54 |
*New |
2024-03-31 |
15,486 |
$702,000 |
15,486 |
|
| NICOLET ADVISORY SERVICES LLC |
151 |
*New |
2024-03-31 |
13,273 |
$599,000 |
13,273 |
|
| Equitable Holdings Inc. |
771 |
*New |
2024-03-31 |
12,297 |
$557,000 |
12,297 |
|
| Atria Wealth Solutions Inc. |
1225 |
*New |
2024-03-31 |
11,685 |
$529,000 |
11,685 |
|
| Fifth Third Securities Inc. |
188 |
*New |
2024-03-31 |
11,337 |
$514,000 |
11,337 |
|
| Powers Advisory Group LLC |
60 |
*New |
2024-03-31 |
9,908 |
$449,000 |
9,908 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1636 |
*New |
2024-03-31 |
9,895 |
$448,000 |
9,895 |
|
| WealthCare Investment Partners LLC |
93 |
*New |
2024-03-31 |
9,359 |
$424,000 |
9,359 |
|
| Savvy Advisors Inc. |
118 |
*New |
2024-03-31 |
9,088 |
$412,000 |
9,088 |
|
| HARTLINE INVESTMENT CORP/ |
241 |
*New |
2024-03-31 |
8,839 |
$400,000 |
8,839 |
|
| Verdence Capital Advisors LLC |
411 |
*New |
2024-03-31 |
8,053 |
$365,000 |
8,053 |
|
| KFG WEALTH MANAGEMENT LLC |
110 |
*New |
2024-03-31 |
7,252 |
$329,000 |
7,252 |
|
| D E SHAW & CO INC |
2459 |
*New |
2024-03-31 |
6,641 |
$301,000 |
6,641 |
|
| TruWealth Advisors LLC |
138 |
*New |
2024-03-31 |
5,857 |
$265,000 |
5,857 |
|
| DAVENPORT & CO LLC |
955 |
*New |
2024-03-31 |
5,799 |
$263,000 |
5,799 |
|
| PATHSTONE FAMILY OFFICE, LLC |
1400 |
*New |
2023-09-30 |
6,297 |
$243,000 |
6,297 |
|
| NATIONS FINANCIAL GROUP INC /IA/ /ADV |
585 |
*New |
2024-03-31 |
4,810 |
$218,000 |
4,810 |
|
| GREENWICH WEALTH MANAGEMENT LLC |
219 |
*New |
2024-03-31 |
4,694 |
$213,000 |
4,694 |
|
| ADVISORS CAPITAL MANAGEMENT LLC |
452 |
*New |
2024-03-31 |
4,631 |
$210,000 |
4,631 |
|
| KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ |
331 |
*New |
2024-03-31 |
4,500 |
$204,000 |
4,500 |
|
| Aptus Capital Advisors LLC |
717 |
*New |
2024-03-31 |
4,380 |
$198,000 |
4,380 |
|
| US BANCORP |
2143 |
*New |
2024-03-31 |
3,297 |
$149,000 |
3,297 |
|
| Atlantic Trust Group LLC |
1388 |
*New |
2024-03-31 |
2,259 |
$102,000 |
2,259 |
|
| LifeSteps Financial Inc. |
173 |
*New |
2024-03-31 |
870 |
$39,000 |
870 |
|
| CALDWELL SUTTER CAPITAL INC. |
840 |
*New |
2024-03-31 |
12 |
$1,000 |
12 |
|
|
33 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
