| |
Institutional
Holders
Total
Institutions:
 |
468  9 |
|
|
Total
shares held :
|
48,839,085 |
|
|
% of shares
held :
|
54.27% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
13 |
|
|
Amount
of shares held :
|
1,597,100 |
|
|
% of shares
held change :
|
1.77% |
|
| 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 |
  PATHSTONE FAMILY OFFICE, LLC |
139 |
*New |
2023-09-30 |
206,798 |
$12,799,000 |
206,798 |
|
| TOWNSQUARE CAPITAL LLC |
141 |
*New |
2024-03-31 |
141,823 |
$9,757,000 |
141,823 |
|
| WARREN AVERETT ASSET MANAGEMENT, LLC |
172 |
*New |
2024-03-31 |
57,534 |
$3,958,000 |
57,534 |
|
| INTEGRAL INVESTMENT ADVISORS INC. |
21 |
*New |
2024-03-31 |
39,695 |
$2,733,000 |
39,695 |
|
| FLOW TRADERS U.S. LLC |
145 |
*New |
2024-03-31 |
36,166 |
$2,488,000 |
36,166 |
|
| Sage Mountain Advisors LLC |
81 |
*New |
2024-03-31 |
17,723 |
$1,219,000 |
17,723 |
|
| STONNINGTON GROUP LLC |
90 |
*New |
2023-03-31 |
17,000 |
$1,091,000 |
17,000 |
|
| COWA LLC |
34 |
*New |
2024-03-31 |
15,362 |
$1,057,000 |
15,362 |
|
| SeaCrest Wealth Management LLC |
168 |
*New |
2024-03-31 |
15,292 |
$1,052,000 |
15,292 |
|
| EVERGREEN CAPITAL MANAGEMENT LLC |
334 |
*New |
2024-03-31 |
11,045 |
$760,000 |
11,045 |
|
| Merit Financial Group LLC |
537 |
*New |
2024-03-31 |
8,278 |
$573,000 |
8,278 |
|
| PACIFIC FINANCIAL GROUP INC |
43 |
*New |
2024-03-31 |
7,801 |
$537,000 |
7,801 |
|
| Strategic Wealth Designers |
81 |
*New |
2023-12-31 |
7,446 |
$495,000 |
7,446 |
|
| Phraction Management LLC |
45 |
*New |
2024-03-31 |
6,705 |
$461,000 |
6,705 |
|
| 17 CAPITAL PARTNERS LLC |
75 |
*New |
2024-03-31 |
6,654 |
$458,000 |
6,654 |
|
| Savvy Advisors Inc. |
110 |
*New |
2024-03-31 |
6,227 |
$428,000 |
6,227 |
|
| Arkadios Wealth Advisors |
425 |
*New |
2024-03-31 |
6,134 |
$422,000 |
6,134 |
|
| Buckingham Strategic Partners |
398 |
*New |
2024-03-31 |
5,984 |
$412,000 |
5,984 |
|
| PFS INVESTMENTS INC. |
413 |
*New |
2023-06-30 |
6,344 |
$401,000 |
6,344 |
|
| HRT FINANCIAL LLC |
1327 |
*New |
2024-03-31 |
5,532 |
$380,000 |
5,532 |
|
| Heritage Wealth Advisors |
172 |
*New |
2024-03-31 |
1,949 |
$304,000 |
1,949 |
|
| CRA Financial Services LLC |
195 |
*New |
2024-03-31 |
3,902 |
$268,000 |
3,902 |
|
| KFG WEALTH MANAGEMENT LLC |
133 |
*New |
2024-03-31 |
3,762 |
$259,000 |
3,762 |
|
| THRIVENT FINANCIAL FOR LUTHERANS |
2353 |
*New |
2024-03-31 |
3,429 |
$236,000 |
3,429 |
|
| Apella Capital LLC |
267 |
*New |
2024-03-31 |
3,393 |
$235,000 |
3,393 |
|
| SigFig Wealth Management LLC |
123 |
*New |
2024-03-31 |
3,382 |
$233,000 |
3,382 |
|
| Ameritas Advisory Services LLC |
788 |
*New |
2024-03-31 |
3,372 |
$232,000 |
3,372 |
|
| MAINSAIL ASSET MANAGEMENT LLC |
46 |
*New |
2024-03-31 |
3,347 |
$230,000 |
3,347 |
|
| PARSONS CAPITAL MANAGEMENT INC/RI |
419 |
*New |
2024-03-31 |
3,098 |
$213,000 |
3,098 |
|
| MB Generational Wealth LLC |
50 |
*New |
2024-03-31 |
2,735 |
$208,000 |
2,735 |
|
| Cape Investment Advisory Inc. |
174 |
*New |
2023-12-31 |
2,331 |
$155,000 |
2,331 |
|
| RICHARDSON FINANCIAL SERVICES INC. |
180 |
*New |
2024-03-31 |
2,028 |
$122,000 |
2,028 |
|
| BAYSTATE WEALTH MANAGEMENT LLC |
335 |
*New |
2023-12-31 |
1,013 |
$67,000 |
1,013 |
|
| Bay Harbor Wealth Management LLC |
108 |
*New |
2024-03-31 |
623 |
$43,000 |
623 |
|
| Laffer Tengler Investments |
221 |
*New |
2024-03-31 |
445 |
$31,000 |
445 |
|
| First Command Advisory Services Inc. |
293 |
*New |
2024-03-31 |
402 |
$28,000 |
402 |
|
| BARCLAYS PLC |
3801 |
*New |
2024-03-31 |
230 |
$16,000 |
230 |
|
| WOODMONT INVESTMENT COUNSEL LLC |
330 |
*New |
2024-03-31 |
150 |
$10,000 |
150 |
|
| PACIFIC CAPITAL WEALTH ADVISORS INC |
234 |
*New |
2024-03-31 |
128 |
$9,000 |
128 |
|
| HAZLETT BURT & WATSON INC. |
524 |
*New |
2024-03-31 |
135 |
$9,000 |
135 |
|
| Baldrige Asset Management LLC |
284 |
*New |
2023-03-31 |
95 |
$6,000 |
95 |
|
| Bare Financial Services Inc |
114 |
*New |
2024-03-31 |
10 |
$1,000 |
10 |
|
| CFG ASSET MANAGEMENT LLC |
446 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
|
43 Records found
|
1
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