|
Institutional
Holders
Total
Institutions:
|
107 3 |
|
Total
shares held :
|
2,433,848 |
|
% of shares
held :
|
6.32% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-3 |
|
Amount
of shares held :
|
-85,543 |
|
% of shares
held change :
|
-0.22% |
|
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 |
27 |
- |
2024-03-31 |
1,259,823 |
$226,126,000 |
18,272 |
|
MORGAN STANLEY |
2068 |
- |
2024-03-31 |
199,650 |
$35,836,000 |
4,052 |
|
BANK OF AMERICA CORP /DE/ |
1852 |
- |
2024-03-31 |
123,506 |
$22,168,000 |
1,585 |
|
KOCHIS FITZ/QUINTILE LLC |
25 |
- |
2024-03-31 |
98,109 |
$17,610,000 |
11,277 |
|
AMERIPRISE FINANCIAL INC |
2232 |
- |
2024-03-31 |
30,424 |
$5,460,000 |
552 |
|
Stonehearth Capital Management LLC |
17 |
- |
2024-03-31 |
14,336 |
$2,573,000 |
565 |
|
LPL FINANCIAL CORP |
2293 |
- |
2024-03-31 |
14,180 |
$2,545,000 |
163 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1533 |
- |
2024-03-31 |
13,707 |
$2,460,000 |
3,586 |
|
ROYAL BANK OF CANADA |
2410 |
- |
2024-03-31 |
13,078 |
$2,347,000 |
763 |
|
GOULD ASSET MANAGEMENT LLC /CA/ |
30 |
- |
2024-03-31 |
11,385 |
$2,044,000 |
1,065 |
|
Wealthfront Advisers LLC |
489 |
- |
2024-03-31 |
10,923 |
$1,961,000 |
523 |
|
GLENMEDE TRUST CO NA |
591 |
- |
2024-03-31 |
9,983 |
$1,792,000 |
514 |
|
GRADIENT INVESTMENTS LLC |
167 |
- |
2024-03-31 |
9,567 |
$1,717,000 |
287 |
|
Cardinal Point Capital Management ULC |
27 |
- |
2024-03-31 |
6,315 |
$1,133,000 |
20 |
|
CREATIVE PLANNING |
1259 |
- |
2024-03-31 |
6,255 |
$1,123,000 |
141 |
|
Steward Partners Investment Advisory LLC |
755 |
- |
2024-03-31 |
6,034 |
$1,083,000 |
100 |
|
Cardinal Point Wealth Management Partners LLC |
28 |
- |
2023-03-31 |
6,415 |
$949,000 |
390 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2011 |
- |
2024-03-31 |
3,740 |
$671,000 |
191 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1244 |
- |
2024-03-31 |
2,741 |
$492,000 |
669 |
|
MML INVESTORS SERVICES LLC |
1812 |
- |
2024-03-31 |
2,636 |
$473,000 |
141 |
|
Ally Invest Advisors Inc. |
45 |
- |
2024-03-31 |
2,583 |
$464,000 |
67 |
|
Patten Group Inc. |
180 |
- |
2024-03-31 |
2,381 |
$427,000 |
8 |
|
DOHJ LLC |
119 |
- |
2024-03-31 |
2,299 |
$413,000 |
217 |
|
BLACKROCK INC. |
4144 |
- |
2024-03-31 |
2,077 |
$373,000 |
9 |
|
Merit Financial Group LLC |
655 |
- |
2024-03-31 |
1,968 |
$347,000 |
688 |
|
KilterHowling LLC |
38 |
- |
2024-03-31 |
1,573 |
$282,000 |
7 |
|
FMR LLC |
2783 |
- |
2024-03-31 |
1,431 |
$257,000 |
91 |
|
WILEY BROS.-AINTREE CAPITAL LLC |
411 |
- |
2024-03-31 |
1,389 |
$249,000 |
1,389 |
|
WELLS FARGO & CO/MN |
3804 |
- |
2024-03-31 |
1,377 |
$247,000 |
141 |
|
Retirement Income Solutions Inc |
127 |
- |
2024-03-31 |
1,365 |
$245,000 |
141 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
942 |
- |
2024-03-31 |
1,344 |
$241,000 |
5 |
|
Concord Wealth Partners |
256 |
- |
2024-03-31 |
652 |
$117,000 |
365 |
|
AdvisorNet Financial Inc |
622 |
- |
2024-03-31 |
572 |
$103,000 |
16 |
|
|
33 Records found
|
1
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