| |
Institutional
Holders
Total
Institutions:
 |
402  17 |
|
|
Total
shares held :
|
191,891,635 |
|
|
% of shares
held :
|
19.99% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
84 |
|
|
Amount
of shares held :
|
5,080,723 |
|
|
% of shares
held change :
|
0.53% |
|
| 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 |
  Empowered Funds LLC |
7 |
*New |
2024-03-31 |
1,304,992 |
$51,756,000 |
1,304,992 |
|
| Carr Financial Group Corp |
11 |
*New |
2024-03-31 |
212,886 |
$8,443,000 |
212,886 |
|
| Financial Advocates Investment Management |
48 |
*New |
2024-03-31 |
16,511 |
$8,172,000 |
16,511 |
|
| Green Square Asset Management LLC |
55 |
*New |
2024-03-31 |
63,630 |
$2,522,000 |
63,630 |
|
| GSA CAPITAL PARTNERS LLP |
125 |
*New |
2024-03-31 |
49,100 |
$1,947,000 |
49,100 |
|
| Columbus Macro LLC |
39 |
*New |
2024-03-31 |
47,579 |
$1,887,000 |
47,579 |
|
| Solano Wealth Management Inc. |
16 |
*New |
2024-03-31 |
39,275 |
$1,558,000 |
39,275 |
|
| Keystone Financial Group |
90 |
*New |
2024-03-31 |
32,404 |
$1,285,000 |
32,404 |
|
| SWEENEY & MICHEL LLC |
40 |
*New |
2024-03-31 |
24,997 |
$994,000 |
24,997 |
|
| M&T BANK CORP |
988 |
*New |
2024-03-31 |
18,548 |
$736,000 |
18,548 |
|
| FIRST CITIZENS BANK & TRUST CO |
272 |
*New |
2024-03-31 |
18,483 |
$733,000 |
18,483 |
|
| Squarepoint Ops LLC |
1530 |
*New |
2024-03-31 |
16,356 |
$649,000 |
16,356 |
|
| Veriti Management LLC |
402 |
*New |
2024-03-31 |
16,363 |
$649,000 |
16,363 |
|
| PARK AVENUE SECURITIES LLC |
856 |
*New |
2024-03-31 |
15,679 |
$622,000 |
15,679 |
|
| DIVERSIFIED TRUST CO |
450 |
*New |
2024-03-31 |
15,582 |
$618,000 |
15,582 |
|
| Buckingham Strategic Partners |
357 |
*New |
2024-03-31 |
12,803 |
$508,000 |
12,803 |
|
| QRG CAPITAL MANAGEMENT INC. |
760 |
*New |
2024-03-31 |
11,819 |
$469,000 |
11,819 |
|
| SpiderRock Advisors LLC |
427 |
*New |
2024-03-31 |
10,810 |
$425,000 |
10,810 |
|
| FINANCIAL ENGINES ADVISORS L.L.C. |
269 |
*New |
2024-03-31 |
8,662 |
$344,000 |
8,662 |
|
| AUA CAPITAL MANAGEMENT LLC |
67 |
*New |
2024-03-31 |
8,669 |
$344,000 |
8,669 |
|
| RHS Financial LLC |
88 |
*New |
2024-03-31 |
7,851 |
$311,000 |
7,851 |
|
| Merit Financial Group LLC |
699 |
*New |
2024-03-31 |
7,921 |
$306,000 |
7,921 |
|
| FREESTONE CAPITAL HOLDINGS, LLC |
380 |
*New |
2024-03-31 |
6,878 |
$273,000 |
6,878 |
|
| Diversified LLC |
143 |
*New |
2024-03-31 |
6,216 |
$247,000 |
6,216 |
|
| TITLEIST ASSET MANAGEMENT LLC |
229 |
*New |
2024-03-31 |
6,002 |
$238,000 |
6,002 |
|
| PROSPERA FINANCIAL SERVICES |
962 |
*New |
2023-12-31 |
5,913 |
$222,000 |
5,913 |
|
| Csenge Advisory Group |
656 |
*New |
2024-03-31 |
5,396 |
$214,000 |
5,396 |
|
| Stratos Wealth Advisors LLC |
625 |
*New |
2024-03-31 |
5,208 |
$207,000 |
5,208 |
|
| Morling Financial Advisors LLC |
68 |
*New |
2024-03-31 |
3,658 |
$145,000 |
3,658 |
|
| Icon Wealth Advisors LLC |
437 |
*New |
2024-03-31 |
3,079 |
$122,000 |
3,079 |
|
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP |
377 |
*New |
2024-03-31 |
1,642 |
$62,000 |
1,642 |
|
| MATHER GROUP, INC. |
1069 |
*New |
2024-03-31 |
515 |
$19,000 |
515 |
|
| Baldrige Asset Management LLC |
227 |
*New |
2023-03-31 |
478 |
$17,000 |
478 |
|
| First Command Advisory Services Inc. |
349 |
*New |
2024-03-31 |
325 |
$13,000 |
325 |
|
| BANGOR SAVINGS BANK |
433 |
*New |
2024-03-31 |
182 |
$7,000 |
182 |
|
| Founders Financial Alliance LLC |
515 |
*New |
2024-03-31 |
134 |
$5,000 |
134 |
|
| STUDIO INVESTMENT MANAGEMENT LLC |
244 |
*New |
2024-03-31 |
124 |
$5,000 |
124 |
|
| COUNTRY TRUST BANK |
273 |
*New |
2024-03-31 |
111 |
$4,000 |
111 |
|
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
1033 |
*New |
2024-03-31 |
59 |
$2,000 |
59 |
|
| Provident Wealth Management LLC |
105 |
*New |
2024-03-31 |
53 |
$2,000 |
53 |
|
| MORRIS FINANCIAL CONCEPTS INC. |
156 |
*New |
2024-03-31 |
60 |
$2,000 |
60 |
|
| Bare Financial Services Inc |
117 |
*New |
2024-03-31 |
14 |
$1,000 |
14 |
|
| Truvestments Capital LLC |
632 |
*New |
2024-03-31 |
34 |
$1,000 |
34 |
|
| Nelson Van Denburg & Campbell Wealth Management Gr |
2773 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
|
44 Records found
|
1
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