| |
Institutional
Holders
Total
Institutions:
 |
96  7 |
|
|
Total
shares held :
|
4,591,367 |
|
|
% of shares
held :
|
19.13% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
|
Amount
of shares held :
|
-37,994 |
|
|
% of shares
held change :
|
-0.16% |
|
| 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 |
  Betterment LLC |
46 |
- |
2024-03-31 |
1,056,221 |
$49,526,000 |
61,561 |
|
| Personal Capital Advisors Corp |
109 |
- |
2022-12-31 |
906,103 |
$41,654,000 |
31,397 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1097 |
- |
2024-03-31 |
434,635 |
$20,380,000 |
68,669 |
|
| MERCER GLOBAL ADVISORS INC /ADV |
222 |
- |
2024-03-31 |
357,814 |
$16,778,000 |
82,744 |
|
| Francis Financial Inc. |
7 |
- |
2024-03-31 |
291,536 |
$13,670,000 |
83,678 |
|
| BANK OF AMERICA CORP /DE/ |
2518 |
- |
2024-03-31 |
198,230 |
$9,295,000 |
29,730 |
|
| ROYAL BANK OF CANADA |
1572 |
- |
2024-03-31 |
182,364 |
$8,550,000 |
956 |
|
| LPL FINANCIAL CORP |
1639 |
- |
2024-03-31 |
128,306 |
$6,016,000 |
52,374 |
|
| Stewardship Advisors LLC |
19 |
- |
2024-03-31 |
100,858 |
$4,729,000 |
760 |
|
| CREATIVE PLANNING |
643 |
- |
2024-03-31 |
95,693 |
$4,487,000 |
26,151 |
|
| Cetera Investment Advisers |
1062 |
- |
2024-03-31 |
92,025 |
$4,315,000 |
86,249 |
|
| FINANCIAL NETWORK |
713 |
- |
2024-03-31 |
85,304 |
$4,000,000 |
7,783 |
|
| PFS INVESTMENTS INC. |
270 |
- |
2023-06-30 |
72,602 |
$3,379,000 |
3,451 |
|
| JANE STREET GROUP LLC |
1821 |
- |
2024-03-31 |
61,246 |
$2,872,000 |
11,033 |
|
| Laurel Wealth Planning LLC |
20 |
- |
2024-03-31 |
55,267 |
$2,591,000 |
2,380 |
|
| GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
601 |
- |
2024-03-31 |
39,183 |
$1,837,000 |
194 |
|
| ROBINSON SMITH WEALTH ADVISORS LLC |
18 |
- |
2024-03-31 |
33,188 |
$1,556,000 |
1,390 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2043 |
- |
2024-03-31 |
28,075 |
$1,316,000 |
11 |
|
| Private Wealth Management Group LLC |
28 |
- |
2024-03-31 |
23,689 |
$1,111,000 |
1,071 |
|
| ADVISORY SERVICES NETWORK, LLC |
684 |
- |
2024-03-31 |
21,532 |
$1,010,000 |
571 |
|
| FRANKLIN RESOURCES INC |
1910 |
- |
2024-03-31 |
17,430 |
$817,000 |
110 |
|
| Berger Financial Group Inc |
165 |
- |
2024-03-31 |
17,385 |
$815,000 |
65 |
|
| AMERIPRISE FINANCIAL INC |
3190 |
- |
2024-03-31 |
16,723 |
$790,000 |
97 |
|
| Lido Advisors LLC |
663 |
- |
2024-03-31 |
16,711 |
$784,000 |
4,809 |
|
| Wealthfront Advisers LLC |
672 |
- |
2024-03-31 |
16,138 |
$757,000 |
1,059 |
|
| Vontobel Holding Ltd. |
677 |
- |
2023-12-31 |
15,905 |
$751,000 |
502 |
|
| Omega Financial Group LLC |
54 |
- |
2024-03-31 |
15,908 |
$746,000 |
1,407 |
|
| KESTRA PRIVATE WEALTH SERVICES LLC |
704 |
- |
2024-03-31 |
13,389 |
$628,000 |
6,011 |
|
| Atria Wealth Solutions Inc. |
1171 |
- |
2024-03-31 |
12,741 |
$597,000 |
127 |
|
| Johnson Financial Group LLC |
28 |
- |
2024-03-31 |
12,206 |
$572,000 |
29 |
|
| Aprio Wealth Management LLC |
94 |
- |
2024-03-31 |
12,186 |
$571,000 |
473 |
|
| MORGAN STANLEY |
5118 |
- |
2024-03-31 |
10,852 |
$509,000 |
10,699 |
|
| Falcon Wealth Planning |
87 |
- |
2024-03-31 |
9,035 |
$424,000 |
570 |
|
| THRIVENT FINANCIAL FOR LUTHERANS |
2230 |
- |
2024-03-31 |
8,285 |
$388,000 |
582 |
|
| PFG Investments LLC |
652 |
- |
2024-03-31 |
7,836 |
$367,000 |
7,836 |
|
| SUMMIT INVESTMENT ADVISORS INC |
946 |
- |
2024-03-31 |
7,478 |
$351,000 |
213 |
|
| MML INVESTORS SERVICES LLC |
2014 |
- |
2024-03-31 |
7,273 |
$341,000 |
1,308 |
|
| HALBERT, HARGROVE/RUSSELL LLC |
69 |
- |
2024-03-31 |
6,295 |
$295,000 |
7 |
|
| JFG Wealth Management LLC |
51 |
- |
2024-03-31 |
5,571 |
$261,000 |
445 |
|
| CWM LLC |
1430 |
- |
2024-03-31 |
4,987 |
$234,000 |
1,984 |
|
| PRINCIPAL SECURITIES INC. |
1102 |
- |
2024-03-31 |
3,345 |
$157,000 |
318 |
|
| Morton Brown Family Wealth LLC |
69 |
- |
2024-03-31 |
2,119 |
$99,000 |
493 |
|
| Trust Co |
171 |
- |
2024-03-31 |
1,421 |
$67,000 |
29 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1966 |
- |
2024-03-31 |
1,335 |
$63,000 |
1,280 |
|
| Scarborough Advisors LLC |
150 |
- |
2024-03-31 |
460 |
$22,000 |
3 |
|
| Financial Perspectives Inc |
402 |
- |
2024-03-31 |
338 |
$16,000 |
3 |
|
|
46 Records found
|
1
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