|
Institutional
Holders
Total
Institutions:
|
141 4 |
|
Total
shares held :
|
21,098,668 |
|
% of shares
held :
|
23.44% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
45 |
|
Amount
of shares held :
|
5,445,499 |
|
% of shares
held change :
|
6.05% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Fortis Group Advisors LLC |
12 |
*New |
2024-03-31 |
202,934 |
$10,153,000 |
202,934 |
|
Quadrature Capital LTD |
133 |
*New |
2024-03-31 |
146,330 |
$7,322,000 |
146,330 |
|
Valtinson Bruner Financial Planning LLC |
8 |
*New |
2024-03-31 |
139,424 |
$6,975,000 |
139,424 |
|
B & T CAPITAL MANAGEMENT DBA ALPHA CAPITAL MANAGEM |
37 |
*New |
2024-03-31 |
95,326 |
$4,769,000 |
95,326 |
|
HARTLINE INVESTMENT CORP/ |
37 |
*New |
2024-03-31 |
65,500 |
$3,277,000 |
65,500 |
|
GREAT VALLEY ADVISOR GROUP INC. |
216 |
*New |
2024-03-31 |
62,358 |
$3,120,000 |
62,358 |
|
OBERMEYER ASSET MANAGEMENT CO |
53 |
*New |
2024-03-31 |
57,089 |
$2,856,000 |
57,089 |
|
Sage Mountain Advisors LLC |
52 |
*New |
2024-03-31 |
46,125 |
$2,308,000 |
46,125 |
|
Forum Financial Management LP |
107 |
*New |
2024-03-31 |
41,100 |
$2,056,000 |
41,100 |
|
MBL Wealth LLC |
67 |
*New |
2024-03-31 |
28,002 |
$1,401,000 |
28,002 |
|
EQIS CAPITAL MANAGEMENT, INC. |
186 |
*New |
2024-03-31 |
26,047 |
$1,303,000 |
26,047 |
|
Sargent Bickham Lagudis LLC |
117 |
*New |
2022-12-31 |
26,062 |
$1,299,000 |
26,062 |
|
SMI Advisory Services LLC |
44 |
*New |
2024-03-31 |
24,957 |
$1,245,000 |
24,957 |
|
PRINCIPAL SECURITIES INC. |
406 |
*New |
2024-03-31 |
23,725 |
$1,187,000 |
23,725 |
|
Gitterman Wealth Management LLC |
14 |
*New |
2024-03-31 |
21,271 |
$1,064,000 |
21,271 |
|
Rockefeller Capital Management L.P. |
1315 |
*New |
2024-03-31 |
16,357 |
$818,000 |
16,357 |
|
CREATIVE PLANNING |
1516 |
*New |
2024-03-31 |
15,505 |
$776,000 |
15,505 |
|
Vontobel Holding Ltd. |
675 |
*New |
2024-03-31 |
14,259 |
$713,000 |
14,259 |
|
J P MORGAN CHASE & CO |
3552 |
*New |
2024-03-31 |
13,999 |
$700,000 |
13,999 |
|
CEERA INVESTMENTS LLC |
58 |
*New |
2024-03-31 |
13,645 |
$683,000 |
13,645 |
|
KG&L Capital ManagementLLC |
86 |
*New |
2024-03-31 |
12,750 |
$638,000 |
12,750 |
|
Krilogy Financial LLC |
180 |
*New |
2024-03-31 |
12,012 |
$601,000 |
12,012 |
|
Sequoia Financial Advisors LLC |
640 |
*New |
2024-03-31 |
11,452 |
$573,000 |
11,452 |
|
DAVIDSON D A & CO |
935 |
*New |
2024-03-31 |
11,435 |
$572,000 |
11,435 |
|
Dynamic Advisors Solutions LLC |
591 |
*New |
2024-03-31 |
10,400 |
$520,000 |
10,400 |
|
Aptus Capital Advisors LLC |
500 |
*New |
2024-03-31 |
10,050 |
$503,000 |
10,050 |
|
Team Hewins LLC |
183 |
*New |
2024-03-31 |
9,021 |
$451,000 |
9,021 |
|
ACORN FINANCIAL ADVISORY SERVICES INC /ADV |
118 |
*New |
2024-03-31 |
8,905 |
$446,000 |
8,905 |
|
Truadvice LLC |
142 |
*New |
2023-09-30 |
8,668 |
$433,000 |
8,668 |
|
BSW WEALTH PARTNERS |
163 |
*New |
2024-03-31 |
8,196 |
$410,000 |
8,196 |
|
FINANCIAL NETWORK |
2176 |
*New |
2024-03-31 |
6,863 |
$343,000 |
6,863 |
|
PFG Investments LLC |
687 |
*New |
2024-03-31 |
6,801 |
$340,000 |
6,801 |
|
Resources Investment Advisors Inc. |
905 |
*New |
2024-03-31 |
6,081 |
$304,000 |
6,081 |
|
Ignite Planners LLC |
219 |
*New |
2024-03-31 |
5,690 |
$284,000 |
5,690 |
|
FIRST HAWAIIAN BANK |
689 |
*New |
2024-03-31 |
5,135 |
$257,000 |
5,135 |
|
Apollon Wealth Management LLC |
933 |
*New |
2024-03-31 |
5,077 |
$254,000 |
5,077 |
|
Verity Asset Management Inc. |
169 |
*New |
2024-03-31 |
4,955 |
$248,000 |
4,955 |
|
BUCKINGHAM ASSET MANAGEMENT, LLC |
643 |
*New |
2024-03-31 |
4,940 |
$247,000 |
4,940 |
|
Kovack Advisors Inc. |
395 |
*New |
2024-03-31 |
4,904 |
$245,000 |
4,904 |
|
Private Portfolio Partners LLC |
259 |
*New |
2024-03-31 |
4,103 |
$205,000 |
4,103 |
|
EP WEALTH ADVISORS, INC. |
776 |
*New |
2024-03-31 |
2,603 |
$130,000 |
2,603 |
|
Coastal Investment Advisors Inc. |
613 |
*New |
2024-03-31 |
500 |
$25,000 |
500 |
|
Coppell Advisory Solutions LLC |
1007 |
*New |
2023-12-31 |
139 |
$7,000 |
139 |
|
TOWER RESEARCH CAPITAL LLC |
5379 |
*New |
2024-03-31 |
25 |
$1,000 |
25 |
|
Orion Capital Management LLC |
478 |
*New |
2024-03-31 |
23 |
$1,000 |
23 |
|
|
45 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
|
|
|