| |
Institutional
Holders
Total
Institutions:
 |
80  14 |
|
|
Total
shares held :
|
3,784,237 |
|
|
% of shares
held :
|
24.88% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
37 |
|
|
Amount
of shares held :
|
479,612 |
|
|
% of shares
held change :
|
3.15% |
|
| 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 |
  MERRIMAN WEALTH MANAGEMENT, LLC |
12 |
- |
2024-03-31 |
735,776 |
$34,868,000 |
78,152 |
|
| AMERICAN CENTURY COMPANIES INC |
893 |
- |
2024-03-31 |
458,491 |
$21,728,000 |
84,495 |
|
| Armbruster Capital Management Inc. |
12 |
- |
2024-03-31 |
293,001 |
$13,885,000 |
8,426 |
|
| RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC |
7 |
- |
2024-03-31 |
215,670 |
$10,221,000 |
3,163 |
|
| Meredith Wealth Planning |
6 |
- |
2024-03-31 |
210,358 |
$9,969,000 |
6,963 |
|
| BSW WEALTH PARTNERS |
23 |
- |
2024-03-31 |
121,496 |
$5,758,000 |
116,061 |
|
| Allegiance Financial Group Advisory Services LLC |
16 |
- |
2024-03-31 |
95,961 |
$4,548,000 |
13,510 |
|
| Brainard Capital Management LLC |
8 |
- |
2023-03-31 |
104,827 |
$4,475,000 |
21,857 |
|
| BAYSHORE ASSET MANAGEMENT LLC |
13 |
- |
2024-03-31 |
92,051 |
$4,362,000 |
6,544 |
|
| Austin Wealth Management LLC |
31 |
- |
2024-03-31 |
82,693 |
$4,140,000 |
12,892 |
|
| MB Generational Wealth LLC |
8 |
- |
2024-03-31 |
81,239 |
$3,850,000 |
16,630 |
|
| Oceanside Advisors LLC |
13 |
- |
2024-03-31 |
79,498 |
$3,767,000 |
3,379 |
|
| ENZI WEALTH |
14 |
- |
2024-03-31 |
74,629 |
$3,490,000 |
23,102 |
|
| FIDELITY D & D BANCORP INC |
8 |
- |
2024-03-31 |
73,330 |
$3,475,000 |
6,535 |
|
| Apeiron RIA LLC |
31 |
- |
2024-03-31 |
60,323 |
$2,859,000 |
2,578 |
|
| CSS LLC/IL |
28 |
- |
2024-03-31 |
59,805 |
$2,834,000 |
11,000 |
|
| Tortoise Investment Management LLC |
74 |
- |
2024-03-31 |
52,221 |
$2,475,000 |
4,104 |
|
| Northland Capital Management LLC |
19 |
- |
2024-03-31 |
46,274 |
$2,193,000 |
602 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2529 |
- |
2024-03-31 |
44,018 |
$2,086,000 |
4,566 |
|
| Private Advisor Group LLC |
811 |
- |
2024-03-31 |
41,831 |
$1,982,000 |
21,867 |
|
| MML INVESTORS SERVICES LLC |
1055 |
- |
2024-03-31 |
41,109 |
$1,948,000 |
3,375 |
|
| CALLAN CAPITAL, LLC |
64 |
- |
2024-03-31 |
40,559 |
$1,922,000 |
1,087 |
|
| Strategic Blueprint LLC |
161 |
- |
2024-03-31 |
38,236 |
$1,812,000 |
809 |
|
| Wedmont Private Capital |
105 |
- |
2024-03-31 |
34,018 |
$1,650,000 |
138 |
|
| Cypress Point Wealth Management LLC |
37 |
- |
2024-03-31 |
26,866 |
$1,273,000 |
9,975 |
|
| Asset Dedication LLC |
155 |
- |
2024-03-31 |
24,237 |
$1,150,000 |
151 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2301 |
- |
2024-03-31 |
19,246 |
$912,000 |
2,145 |
|
| BUCKINGHAM ASSET MANAGEMENT, LLC |
357 |
- |
2024-03-31 |
18,592 |
$881,000 |
22 |
|
| J P MORGAN CHASE & CO |
3535 |
- |
2024-03-31 |
15,090 |
$715,000 |
502 |
|
| Breakwater Capital Group |
135 |
- |
2024-03-31 |
12,655 |
$600,000 |
3,750 |
|
| NCM Capital Management LLC |
78 |
- |
2024-03-31 |
12,530 |
$594,000 |
820 |
|
| All Season Financial Advisors Inc. |
55 |
- |
2024-03-31 |
12,353 |
$585,000 |
1,392 |
|
| LAM GROUP INC. |
51 |
- |
2024-03-31 |
12,265 |
$581,000 |
7,420 |
|
| CoreFirst Bank & Trust |
67 |
- |
2024-03-31 |
11,872 |
$563,000 |
6,737 |
|
| Greenspring Advisors LLC |
39 |
- |
2024-03-31 |
10,341 |
$490,000 |
5,891 |
|
| Capital Investment Advisory Services LLC |
300 |
- |
2024-03-31 |
10,324 |
$489,000 |
892 |
|
| DBK Financial Counsel LLC |
38 |
- |
2024-03-31 |
9,920 |
$470,000 |
3,120 |
|
| Good Life Advisors LLC |
367 |
- |
2024-03-31 |
5,800 |
$275,000 |
960 |
|
| Emerald Investment Partners LLC |
263 |
- |
2024-03-31 |
4,569 |
$217,000 |
30 |
|
| Moisand Fitzgerald Tamayo LLC |
181 |
- |
2024-03-31 |
1,004 |
$48,000 |
2 |
|
| UBS Group AG |
6514 |
- |
2024-03-31 |
62 |
$3,000 |
32 |
|
|
41 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
|
|
|
