|
Institutional
Holders
Total
Institutions:
|
87 6 |
|
Total
shares held :
|
6,781,218 |
|
% of shares
held :
|
75.35% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
27 |
|
Amount
of shares held :
|
454,336 |
|
% of shares
held change :
|
5.05% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Hill Investment Group Partners LLC |
11 |
- |
2024-03-31 |
709,251 |
$29,987,000 |
4,606 |
|
JANE STREET GROUP LLC |
439 |
- |
2024-03-31 |
559,171 |
$23,642,000 |
96,813 |
|
ShankerValleau Wealth Advisors Inc. |
6 |
- |
2024-03-31 |
301,940 |
$12,766,000 |
145,624 |
|
MERRIMAN WEALTH MANAGEMENT, LLC |
26 |
- |
2024-03-31 |
272,195 |
$11,508,000 |
14,097 |
|
BetterWealth LLC |
10 |
- |
2024-03-31 |
267,043 |
$11,291,000 |
106,823 |
|
NICOLET ADVISORY SERVICES LLC |
19 |
- |
2024-03-31 |
262,255 |
$11,007,000 |
9,026 |
|
Aprio Wealth Management LLC |
10 |
- |
2024-03-31 |
244,297 |
$10,329,000 |
44,367 |
|
AMERICAN CENTURY COMPANIES INC |
1216 |
- |
2024-03-31 |
227,613 |
$9,623,000 |
24,107 |
|
Prairiewood Capital LLC |
5 |
- |
2024-03-31 |
195,759 |
$8,277,000 |
14,331 |
|
Physician Wealth Solutions Inc. |
4 |
- |
2024-03-31 |
187,325 |
$7,920,000 |
61,267 |
|
Seaside Wealth Management Inc. |
9 |
- |
2024-03-31 |
178,319 |
$7,539,000 |
4,536 |
|
CWM LLC |
351 |
- |
2024-03-31 |
166,784 |
$7,052,000 |
33,890 |
|
Allegiance Financial Group Advisory Services LLC |
14 |
- |
2024-03-31 |
158,714 |
$6,710,000 |
22,370 |
|
NICOLET BANKSHARES INC |
18 |
- |
2024-03-31 |
125,307 |
$5,298,000 |
3,273 |
|
Waypoint Capital Advisors LLC |
23 |
- |
2024-03-31 |
122,457 |
$5,177,000 |
13,479 |
|
Equita Financial Network Inc. |
17 |
- |
2024-03-31 |
114,207 |
$4,829,000 |
26,081 |
|
CITADEL ADVISORS LLC |
1731 |
- |
2024-03-31 |
109,801 |
$4,642,000 |
109,801 |
|
Strategic Blueprint LLC |
77 |
- |
2024-03-31 |
106,020 |
$4,483,000 |
4,252 |
|
North Ridge Wealth Advisors Inc. |
10 |
- |
2024-03-31 |
100,438 |
$4,247,000 |
113 |
|
ENVESTNET ASSET MANAGEMENT INC |
2147 |
- |
2024-03-31 |
91,112 |
$3,852,000 |
34,911 |
|
QUARRY HILL ADVISORS LLC |
12 |
- |
2024-03-31 |
84,675 |
$3,580,000 |
4,809 |
|
Chicago Partners Investment Group LLC |
133 |
- |
2024-03-31 |
86,249 |
$3,427,000 |
3,106 |
|
Beaird Harris Wealth Management LLC |
36 |
- |
2024-03-31 |
79,246 |
$3,351,000 |
9,017 |
|
RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC |
13 |
- |
2024-03-31 |
78,872 |
$3,335,000 |
60 |
|
WMG Financial Advisors LLC |
10 |
- |
2024-03-31 |
68,711 |
$2,905,000 |
13,104 |
|
LPL FINANCIAL CORP |
2233 |
- |
2024-03-31 |
64,839 |
$2,741,000 |
4,015 |
|
Valued Wealth Advisors LLC |
11 |
- |
2024-03-31 |
63,849 |
$2,700,000 |
13,786 |
|
COLLECTIVE FAMILY OFFICE LLC |
30 |
- |
2024-03-31 |
62,602 |
$2,647,000 |
10 |
|
DBK Financial Counsel LLC |
13 |
- |
2024-03-31 |
56,490 |
$2,388,000 |
4,350 |
|
MML INVESTORS SERVICES LLC |
1006 |
- |
2024-03-31 |
51,679 |
$2,185,000 |
33,708 |
|
Forum Financial Management LP |
115 |
- |
2024-03-31 |
46,022 |
$1,946,000 |
27,181 |
|
Austin Wealth Management LLC |
40 |
- |
2024-03-31 |
41,697 |
$1,727,000 |
8,302 |
|
PARK AVENUE SECURITIES LLC |
456 |
- |
2024-03-31 |
40,455 |
$1,710,000 |
5,208 |
|
TRIAD FINANCIAL ADVISORS INC. |
21 |
- |
2023-09-30 |
45,217 |
$1,699,000 |
5,215 |
|
HTG Investment Advisors Inc. |
23 |
- |
2024-03-31 |
37,401 |
$1,581,000 |
11,354 |
|
First Ascent Asset Management LLC |
38 |
- |
2023-12-31 |
34,611 |
$1,499,000 |
2,286 |
|
Capstone Financial Advisors Inc. |
43 |
- |
2024-03-31 |
35,070 |
$1,483,000 |
2,241 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
862 |
- |
2023-09-30 |
37,736 |
$1,418,000 |
1,530 |
|
Apella Capital LLC |
134 |
- |
2024-03-31 |
27,799 |
$1,167,000 |
700 |
|
SC&H Financial Advisors Inc. |
53 |
- |
2024-03-31 |
25,938 |
$1,097,000 |
1,240 |
|
CREATIVE PLANNING |
1288 |
- |
2024-03-31 |
25,261 |
$1,068,000 |
1,447 |
|
SATOVSKY ASSET MANAGEMENT LLC |
20 |
- |
2024-03-31 |
21,072 |
$891,000 |
115 |
|
AlphaQ Advisors LLC |
54 |
- |
2024-03-31 |
19,822 |
$838,000 |
10,847 |
|
Flagstone Financial Management |
24 |
- |
2024-03-31 |
17,865 |
$755,000 |
1,024 |
|
BAYSHORE ASSET MANAGEMENT LLC |
24 |
- |
2024-03-31 |
17,816 |
$753,000 |
8,604 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2571 |
- |
2024-03-31 |
15,160 |
$641,000 |
5,782 |
|
Sprinkle Financial Consultants LLC |
38 |
- |
2024-03-31 |
14,186 |
$600,000 |
1,723 |
|
Werba Rubin Papier Wealth Management |
85 |
- |
2024-03-31 |
9,175 |
$388,000 |
566 |
|
Farther Finance Advisors LLC |
467 |
- |
2024-03-31 |
9,150 |
$382,000 |
1,113 |
|
MARINER WEALTH ADVISORS, LLC |
2269 |
- |
2024-03-31 |
8,679 |
$367,000 |
258 |
|
Buckingham Strategic Partners |
429 |
- |
2024-03-31 |
8,152 |
$345,000 |
2,237 |
|
Abacus Planning Group Inc. |
140 |
- |
2024-03-31 |
7,609 |
$322,000 |
289 |
|
NWAM LLC |
479 |
- |
2024-03-31 |
5,810 |
$246,000 |
104 |
|
Advisor Group Holdings Inc. |
3732 |
- |
2024-03-31 |
4,367 |
$185,000 |
2,970 |
|
IFP Advisors Inc |
1057 |
- |
2023-12-31 |
3,517 |
$152,000 |
365 |
|
BANK OF MONTREAL /CAN/ |
3053 |
- |
2024-03-31 |
943 |
$40,000 |
943 |
|
UBS Group AG |
5656 |
- |
2024-03-31 |
511 |
$22,000 |
83 |
|
|
57 Records found
|
1
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