| |
Institutional
Holders
Total
Institutions:
 |
52  2 |
|
|
Total
shares held :
|
5,881,874 |
|
|
% of shares
held :
|
65.35% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
24 |
|
|
Amount
of shares held :
|
-230,610 |
|
|
% of shares
held change :
|
 -2.56% |
|
| 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 |
  Unison Advisors LLC |
6 |
- |
2024-03-31 |
2,554,921 |
$63,413,000 |
72,731 |
|
| Beacon Pointe Advisors LLC |
163 |
- |
2024-03-31 |
447,965 |
$11,118,000 |
21,217 |
|
| DiNuzzo Private Wealth Inc. |
24 |
- |
2024-03-31 |
215,443 |
$5,347,000 |
1,409 |
|
| RFG Advisory Group LLC |
106 |
- |
2024-03-31 |
200,118 |
$4,967,000 |
7,129 |
|
| Quadcap Wealth Management LLC |
17 |
- |
2024-03-31 |
173,227 |
$4,299,000 |
37,379 |
|
| Vestmark Advisory Solutions Inc. |
139 |
- |
2024-03-31 |
162,621 |
$4,036,000 |
25,424 |
|
| Chicago Partners Investment Group LLC |
155 |
- |
2024-03-31 |
112,499 |
$2,740,000 |
69,727 |
|
| Goss Wealth Management LLC |
579 |
- |
2024-03-31 |
109,817 |
$2,726,000 |
16,238 |
|
| WALDEN WEALTH PARTNERS LLC |
15 |
- |
2024-03-31 |
108,311 |
$2,707,000 |
8,295 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1568 |
- |
2024-03-31 |
107,299 |
$2,663,000 |
14,028 |
|
| Retirement Solution Inc. |
15 |
- |
2024-03-31 |
105,327 |
$2,614,000 |
803 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2400 |
- |
2024-03-31 |
105,146 |
$2,610,000 |
86,772 |
|
| Sequoia Financial Advisors LLC |
347 |
- |
2024-03-31 |
71,448 |
$1,773,000 |
7,046 |
|
| Applied Capital LLC |
17 |
- |
2024-03-31 |
64,432 |
$1,599,000 |
2,275 |
|
| Meredith Wealth Planning |
18 |
- |
2024-03-31 |
59,332 |
$1,473,000 |
6,427 |
|
| J P MORGAN CHASE & CO |
3233 |
- |
2024-03-31 |
50,194 |
$1,246,000 |
2,015 |
|
| Abel Hall LLC |
19 |
- |
2024-03-31 |
49,361 |
$1,225,000 |
908 |
|
| Yeomans Consulting Group Inc. |
28 |
- |
2024-03-31 |
47,324 |
$1,175,000 |
1,322 |
|
| Lodestone Wealth Management LLC |
60 |
- |
2024-03-31 |
38,956 |
$993,000 |
1,504 |
|
| Tortoise Investment Management LLC |
121 |
- |
2024-03-31 |
34,467 |
$855,000 |
2,750 |
|
| BANK OF MONTREAL /CAN/ |
1798 |
- |
2024-03-31 |
31,759 |
$788,000 |
31,759 |
|
| Betterment LLC |
226 |
- |
2024-03-31 |
31,121 |
$772,000 |
6,546 |
|
| BANK OF AMERICA CORP /DE/ |
4182 |
- |
2024-03-31 |
30,779 |
$764,000 |
13,030 |
|
| Evanson Asset Management LLC |
135 |
- |
2024-03-31 |
30,755 |
$763,000 |
8,070 |
|
| UBS Group AG |
3780 |
- |
2024-03-31 |
29,150 |
$724,000 |
6,455 |
|
| Integrated Wealth Concepts LLC |
898 |
- |
2024-03-31 |
28,224 |
$701,000 |
39 |
|
| LINCOLN NATIONAL CORP |
690 |
- |
2024-03-31 |
23,183 |
$575,000 |
765 |
|
| Glass Jacobson Investment Advisors llc |
136 |
- |
2024-03-31 |
18,199 |
$452,000 |
64 |
|
| Schubert & Co |
19 |
- |
2024-03-31 |
18,212 |
$452,000 |
5,363 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2456 |
- |
2024-03-31 |
16,138 |
$401,000 |
2,804 |
|
| HIGHTOWER ADVISORS, LLC |
2469 |
- |
2024-03-31 |
14,901 |
$370,000 |
117 |
|
| FIRETHORN WEALTH PARTNERS LLC |
102 |
- |
2024-03-31 |
13,372 |
$332,000 |
4,543 |
|
| Capital Investment Advisory Services LLC |
610 |
- |
2024-03-31 |
2,884 |
$72,000 |
2,777 |
|
| LAM GROUP INC. |
78 |
- |
2024-03-31 |
2,645 |
$66,000 |
2,080 |
|
| Aspire Wealth Management Corp |
140 |
- |
2024-03-31 |
1,488 |
$37,000 |
94 |
|
| Aspire Private Capital LLC |
266 |
- |
2024-03-31 |
1,358 |
$34,000 |
316 |
|
| COMERICA BANK |
3363 |
- |
2024-03-31 |
147 |
$4,000 |
2 |
|
|
37 Records found
|
1
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