|
Institutional
Holders
Total
Institutions:
|
45 0 |
|
Total
shares held :
|
3,422,793 |
|
% of shares
held :
|
38.03% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
9 |
|
Amount
of shares held :
|
362,921 |
|
% of shares
held change :
|
4.03% |
|
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 |
KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. |
3 |
- |
2024-03-31 |
1,325,910 |
$61,363,000 |
38,231 |
|
CREATIVE PLANNING |
325 |
- |
2024-03-31 |
303,960 |
$14,067,000 |
15,429 |
|
ENVESTNET ASSET MANAGEMENT INC |
1339 |
- |
2024-03-31 |
288,719 |
$13,362,000 |
35,877 |
|
Mattern Wealth Management LLC |
11 |
- |
2024-03-31 |
148,387 |
$6,867,000 |
27,260 |
|
Strategic Blueprint LLC |
58 |
- |
2024-03-31 |
122,312 |
$5,661,000 |
2,123 |
|
LPL FINANCIAL CORP |
1717 |
- |
2024-03-31 |
114,107 |
$5,281,000 |
27,095 |
|
PARK AVENUE SECURITIES LLC |
195 |
- |
2024-03-31 |
112,386 |
$5,201,000 |
10,809 |
|
JANE STREET GROUP LLC |
1778 |
- |
2024-03-31 |
64,470 |
$2,984,000 |
6,262 |
|
Integrated Advisors Network LLC |
183 |
- |
2024-03-31 |
58,042 |
$2,686,000 |
738 |
|
MML INVESTORS SERVICES LLC |
1039 |
- |
2024-03-31 |
44,073 |
$2,040,000 |
17,902 |
|
HANSON MCCLAIN, INC. |
332 |
- |
2024-03-31 |
37,623 |
$1,741,000 |
529 |
|
MARINER WEALTH ADVISORS, LLC |
1194 |
- |
2024-03-31 |
37,452 |
$1,733,000 |
5,992 |
|
Tillman Hartley LLC |
27 |
- |
2024-03-31 |
36,026 |
$1,667,000 |
367 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1899 |
- |
2024-03-31 |
34,830 |
$1,612,000 |
1,724 |
|
Valued Wealth Advisors LLC |
14 |
- |
2024-03-31 |
28,540 |
$1,321,000 |
21,731 |
|
CARDIFF PARK ADVISORS LLC |
82 |
- |
2024-03-31 |
27,971 |
$1,295,000 |
89 |
|
AMERICAN CENTURY COMPANIES INC |
2177 |
- |
2024-03-31 |
19,936 |
$923,000 |
8,631 |
|
Index Fund Advisors Inc. |
46 |
- |
2024-03-31 |
14,346 |
$664,000 |
273 |
|
Ameritas Advisory Services LLC |
577 |
- |
2024-03-31 |
9,897 |
$454,000 |
9,897 |
|
Bridge Advisory LLC |
75 |
- |
2024-03-31 |
8,877 |
$411,000 |
61 |
|
NWAM LLC |
385 |
- |
2024-03-31 |
8,372 |
$385,000 |
1,072 |
|
Tortoise Investment Management LLC |
224 |
- |
2024-03-31 |
4,016 |
$186,000 |
216 |
|
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22 Records found
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1
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