| |
Institutional
Holders
Total
Institutions:
 |
199  35 |
|
|
Total
shares held :
|
42,540,099 |
|
|
% of shares
held :
|
47.27% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
94 |
|
|
Amount
of shares held :
|
16,258,722 |
|
|
% of shares
held change :
|
18.07% |
|
| 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 |
  Wiser Wealth Management Inc |
2 |
*New |
2024-03-31 |
867,111 |
$40,446,000 |
867,111 |
|
| Bogart Wealth LLC |
13 |
*New |
2024-03-31 |
842,644 |
$39,305,000 |
842,644 |
|
| Mountain Capital Investment Advisors Inc |
5 |
*New |
2024-03-31 |
626,791 |
$28,920,000 |
626,791 |
|
| Corrigan Financial Inc. |
4 |
*New |
2024-03-31 |
603,948 |
$28,171,000 |
603,948 |
|
| Berger Financial Group Inc |
12 |
*New |
2024-03-31 |
390,333 |
$18,207,000 |
390,333 |
|
| FOUNDERS FINANCIAL SECURITIES LLC |
28 |
*New |
2024-03-31 |
203,900 |
$9,511,000 |
203,900 |
|
| Magnus Financial Group LLC |
44 |
*New |
2024-03-31 |
87,968 |
$4,103,000 |
87,968 |
|
| INNEALTA CAPITAL LLC |
21 |
*New |
2024-03-31 |
66,982 |
$3,124,000 |
66,982 |
|
| John W. Brooker & Co. CPAs |
18 |
*New |
2024-03-31 |
58,981 |
$2,751,000 |
58,981 |
|
| WEST MICHIGAN ADVISORS LLC |
33 |
*New |
2024-03-31 |
53,848 |
$2,512,000 |
53,848 |
|
| JJJ Advisors Inc. |
25 |
*New |
2024-03-31 |
52,842 |
$2,465,000 |
52,842 |
|
| United Advisor Group LLC |
33 |
*New |
2024-03-31 |
44,027 |
$2,054,000 |
44,027 |
|
| JONES FINANCIAL COMPANIES LLLP |
192 |
*New |
2024-03-31 |
43,705 |
$2,039,000 |
43,705 |
|
| Menard Financial Group LLC |
16 |
*New |
2024-03-31 |
31,160 |
$1,453,000 |
31,160 |
|
| BANK OF MONTREAL /CAN/ |
1646 |
*New |
2024-03-31 |
22,977 |
$1,073,000 |
22,977 |
|
| Patten Group Inc. |
136 |
*New |
2024-03-31 |
16,872 |
$787,000 |
16,872 |
|
| Betterment LLC |
225 |
*New |
2024-03-31 |
16,634 |
$776,000 |
16,634 |
|
| CRA Financial Services LLC |
98 |
*New |
2024-03-31 |
16,625 |
$775,000 |
16,625 |
|
| RENAISSANCE TECHNOLOGIES LLC |
2853 |
*New |
2024-03-31 |
11,000 |
$513,000 |
11,000 |
|
| Clear Creek Financial Management LLC |
259 |
*New |
2024-03-31 |
9,980 |
$466,000 |
9,980 |
|
| Sterling Investment Advisors Ltd. |
102 |
*New |
2024-03-31 |
9,850 |
$459,000 |
9,850 |
|
| US BANCORP |
1689 |
*New |
2024-03-31 |
7,679 |
$358,000 |
7,679 |
|
| Fountainhead AM LLC |
93 |
*New |
2024-03-31 |
6,499 |
$303,000 |
6,499 |
|
| TWO SIGMA SECURITIES LLC |
742 |
*New |
2024-03-31 |
5,368 |
$250,000 |
5,368 |
|
| PRIVATE CAPITAL MANAGEMENT LLC |
164 |
*New |
2024-03-31 |
5,035 |
$235,000 |
5,035 |
|
| SUTTON PLACE INVESTORS LLC |
141 |
*New |
2024-03-31 |
4,629 |
$216,000 |
4,629 |
|
| FIRETHORN WEALTH PARTNERS LLC |
130 |
*New |
2024-03-31 |
4,504 |
$210,000 |
4,504 |
|
| UBS Group AG |
5086 |
*New |
2024-03-31 |
1,927 |
$90,000 |
1,927 |
|
| Pinnacle Bank |
380 |
*New |
2024-03-31 |
1,205 |
$56,000 |
1,205 |
|
| ANCORA ADVISORS, LLC |
1092 |
*New |
2024-03-31 |
514 |
$24,000 |
514 |
|
| Ronald Blue Trust Inc. |
1276 |
*New |
2024-03-31 |
389 |
$18,000 |
389 |
|
| PNC FINANCIAL SERVICES GROUP INC |
3594 |
*New |
2024-03-31 |
283 |
$13,000 |
283 |
|
| Salomon & Ludwin LLC |
593 |
*New |
2024-03-31 |
159 |
$7,000 |
159 |
|
| FTB Advisors Inc. |
2300 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
| GRADIENT INVESTMENTS LLC |
1369 |
*New |
2024-03-31 |
1 |
$0 |
1 |
|
|
35 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
|
|
|
