| |
Institutional
Holders
Total
Institutions:
 |
49  39 |
|
|
Total
shares held :
|
2,844,137 |
|
|
% of shares
held :
|
31.6% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
37 |
|
|
Amount
of shares held :
|
2,448,946 |
|
|
% of shares
held change :
|
27.21% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  MONOGRAPH WEALTH ADVISORS LLC |
7 |
- |
2024-03-31 |
309,409 |
$18,147,000 |
24,369 |
|
| GREAT OAK CAPITAL PARTNERS LLC |
6 |
- |
2024-03-31 |
250,686 |
$14,703,000 |
80,443 |
|
| PURE FINANCIAL ADVISORS, INC. |
40 |
- |
2024-03-31 |
243,466 |
$14,279,000 |
95,733 |
|
| Orion Portfolio Solutions LLC |
232 |
- |
2024-03-31 |
138,187 |
$8,105,000 |
5,063 |
|
| BRIGHTON JONES LLC |
59 |
- |
2024-03-31 |
108,922 |
$6,388,000 |
47,435 |
|
| Rather & Kittrell Inc. |
15 |
- |
2024-03-31 |
106,274 |
$6,233,000 |
62,472 |
|
| Annandale Capital LLC |
20 |
- |
2024-03-31 |
104,385 |
$6,122,000 |
41,219 |
|
| Hardy Reed LLC |
24 |
- |
2024-03-31 |
72,062 |
$4,226,000 |
25,914 |
|
| Copperleaf Capital LLC |
4 |
- |
2024-03-31 |
64,898 |
$3,806,000 |
357 |
|
| Hutchens & Kramer Investment Management Group LLC |
9 |
- |
2024-03-31 |
61,358 |
$3,586,000 |
18,712 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2288 |
- |
2024-03-31 |
52,752 |
$3,094,000 |
3,957 |
|
| BB&T CORP |
1093 |
- |
2024-03-31 |
50,327 |
$2,952,000 |
2,040 |
|
| RFG Advisory Group LLC |
196 |
- |
2024-03-31 |
39,793 |
$2,334,000 |
18,634 |
|
| Keyes Stange & Wooten Wealth Management LLC |
8 |
- |
2024-03-31 |
39,060 |
$2,291,000 |
35,299 |
|
| Cypress Point Wealth Management LLC |
33 |
- |
2024-03-31 |
23,688 |
$1,389,000 |
16,894 |
|
| Glass Jacobson Investment Advisors llc |
74 |
- |
2024-03-31 |
19,606 |
$1,150,000 |
64 |
|
| SC&H Financial Advisors Inc. |
52 |
- |
2024-03-31 |
18,732 |
$1,099,000 |
5,278 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2184 |
- |
2024-03-31 |
17,980 |
$1,055,000 |
2,886 |
|
| Change Path LLC |
378 |
- |
2024-03-31 |
16,966 |
$995,000 |
7,956 |
|
| Morton Capital Management LLC/CA |
45 |
- |
2024-03-31 |
13,004 |
$763,000 |
4,573 |
|
| EQIS CAPITAL MANAGEMENT, INC. |
330 |
- |
2024-03-31 |
12,566 |
$737,000 |
3,912 |
|
| WPWealth LLP |
33 |
- |
2024-03-31 |
11,547 |
$677,000 |
428 |
|
| GOULD ASSET MANAGEMENT LLC /CA/ |
76 |
- |
2024-03-31 |
11,113 |
$652,000 |
7,283 |
|
| Bromfield Sneider Wealth Advisors |
30 |
- |
2024-03-31 |
9,208 |
$540,000 |
7,973 |
|
| SILVER OAK SECURITIES Inc |
219 |
- |
2024-03-31 |
9,055 |
$531,000 |
2,459 |
|
| SAX WEALTH ADVISORS LLC |
114 |
- |
2024-03-31 |
8,684 |
$509,000 |
4,607 |
|
| Kestra Advisory Services LLC |
1841 |
- |
2024-03-31 |
6,299 |
$369,000 |
1,711 |
|
| Ronald Blue Trust Inc. |
800 |
- |
2024-03-31 |
1,236 |
$72,000 |
1,025 |
|
| DecisionPoint Financial LLC |
67 |
- |
2024-03-31 |
1,203 |
$68,000 |
251 |
|
|
29 Records found
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1
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