| |
Institutional
Holders
Total
Institutions:
 |
115  49 |
|
|
Total
shares held :
|
3,783,277 |
|
|
% of shares
held :
|
42.04% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
70 |
|
|
Amount
of shares held :
|
2,154,175 |
|
|
% of shares
held change :
|
23.94% |
|
| 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 |
  CAPTRUST FINANCIAL ADVISORS |
170 |
*New |
2024-03-31 |
608,492 |
$28,429,000 |
608,492 |
|
| STATE OF NEW JERSEY COMMON PENSION FUND D |
260 |
*New |
2024-03-31 |
500,000 |
$23,360,000 |
500,000 |
|
| GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
252 |
*New |
2024-03-31 |
298,161 |
$13,930,000 |
298,161 |
|
| Arden Trust Co |
24 |
*New |
2024-03-31 |
196,887 |
$9,199,000 |
196,887 |
|
| Insight Wealth Strategies LLC |
51 |
*New |
2024-03-31 |
69,265 |
$3,236,000 |
69,265 |
|
| Betterment LLC |
129 |
*New |
2024-03-31 |
61,061 |
$2,853,000 |
61,061 |
|
| Kestra Advisory Services LLC |
798 |
*New |
2024-03-31 |
50,538 |
$2,361,000 |
50,538 |
|
| Sontag Advisory LLC |
198 |
*New |
2024-03-31 |
42,343 |
$1,978,000 |
42,343 |
|
| Private Advisor Group LLC |
814 |
*New |
2024-03-31 |
42,259 |
$1,974,000 |
42,259 |
|
| Legacy Financial Group LLC |
38 |
*New |
2024-03-31 |
41,446 |
$1,936,000 |
41,446 |
|
| COTTONWOOD CAPITAL ADVISORS LLC |
20 |
*New |
2024-03-31 |
42,185 |
$1,928,000 |
42,185 |
|
| GM Advisory Group Inc. |
115 |
*New |
2024-03-31 |
20,623 |
$964,000 |
20,623 |
|
| WEALTHSOURCE PARTNERS LLC |
236 |
*New |
2023-12-31 |
16,370 |
$756,000 |
16,370 |
|
| Claro Advisors LLC |
242 |
*New |
2024-03-31 |
10,231 |
$478,000 |
10,231 |
|
| H D Vest Advisory Services |
1091 |
*New |
2024-03-31 |
9,614 |
$449,000 |
9,614 |
|
| Prime Capital Investment Advisors LLC |
649 |
*New |
2024-03-31 |
9,572 |
$447,000 |
9,572 |
|
| WATERSHED PRIVATE WEALTH LLC |
83 |
*New |
2024-03-31 |
8,708 |
$407,000 |
8,708 |
|
| Tennessee Valley Asset Management Partners |
85 |
*New |
2024-03-31 |
8,605 |
$402,000 |
8,605 |
|
| SAX WEALTH ADVISORS LLC |
131 |
*New |
2024-03-31 |
8,476 |
$396,000 |
8,476 |
|
| Savvy Advisors Inc. |
134 |
*New |
2024-03-31 |
7,870 |
$368,000 |
7,870 |
|
| Mutual Advisors LLC |
930 |
*New |
2024-03-31 |
5,421 |
$253,000 |
5,421 |
|
| PEAPACK GLADSTONE FINANCIAL CORP |
611 |
*New |
2024-03-31 |
5,150 |
$241,000 |
5,150 |
|
| GOLDMAN SACHS GROUP INC/ |
4184 |
*New |
2024-03-31 |
5,128 |
$240,000 |
5,128 |
|
| Balanced Rock Investment Advisor |
84 |
*New |
2024-03-31 |
4,690 |
$219,000 |
4,690 |
|
| Prosperity Consulting Group LLC |
311 |
*New |
2024-03-31 |
4,405 |
$206,000 |
4,405 |
|
| Geneos Wealth Management Inc. |
855 |
*New |
2024-03-31 |
2,091 |
$98,000 |
2,091 |
|
| MATHER GROUP, INC. |
894 |
*New |
2024-03-31 |
945 |
$44,000 |
945 |
|
| Coppell Advisory Solutions LLC |
793 |
*New |
2023-12-31 |
367 |
$17,000 |
367 |
|
| Eukles Asset Management |
134 |
*New |
2024-03-31 |
369 |
$17,000 |
369 |
|
| PNC FINANCIAL SERVICES GROUP INC |
3625 |
*New |
2024-03-31 |
262 |
$12,000 |
262 |
|
| Nelson Van Denburg & Campbell Wealth Management Gr |
1932 |
*New |
2024-03-31 |
178 |
$8,000 |
178 |
|
| Cape Investment Advisory Inc. |
816 |
*New |
2023-12-31 |
96 |
$4,000 |
96 |
|
| Capital Investment Advisory Services LLC |
903 |
*New |
2024-03-31 |
46 |
$2,000 |
46 |
|
| City State Bank |
653 |
*New |
2024-03-31 |
40 |
$2,000 |
40 |
|
| RICHARDSON FINANCIAL SERVICES INC. |
483 |
*New |
2024-03-31 |
22 |
$1,000 |
22 |
|
| NBT BANK N A /NY |
560 |
*New |
2024-03-31 |
17 |
$1,000 |
17 |
|
|
36 Records found
|
1
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