|
Institutional
Holders
Total
Institutions:
|
157 10 |
|
Total
shares held :
|
14,494,819 |
|
% of shares
held :
|
90.04% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
30 |
|
Amount
of shares held :
|
1,332,634 |
|
% of shares
held change :
|
8.28% |
|
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 |
TRUEPOINT, INC. |
10 |
- |
2024-03-31 |
2,663,215 |
$128,074,000 |
286,632 |
|
Foster Group Inc. |
10 |
- |
2024-03-31 |
1,256,885 |
$60,444,000 |
1,160,025 |
|
BUCKINGHAM ASSET MANAGEMENT, LLC |
34 |
- |
2024-03-31 |
923,790 |
$44,425,000 |
218,243 |
|
Pathstone Holdings LLC |
91 |
- |
2024-03-31 |
734,440 |
$35,319,000 |
7,530 |
|
MBL Wealth LLC |
4 |
- |
2024-03-31 |
689,738 |
$33,170,000 |
37,790 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
387 |
- |
2024-03-31 |
584,359 |
$28,102,000 |
29,122 |
|
Rather & Kittrell Inc. |
5 |
- |
2024-03-31 |
517,023 |
$24,864,000 |
81,364 |
|
Austin Wealth Management LLC |
3 |
- |
2024-03-31 |
515,775 |
$24,566,000 |
25,071 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
295 |
- |
2024-03-31 |
472,530 |
$22,724,000 |
372,239 |
|
Graves-Light Private Wealth Management Inc. |
11 |
- |
2024-03-31 |
442,498 |
$21,280,000 |
42,666 |
|
Landmark Financial Advisors LLC |
5 |
- |
2023-12-31 |
337,148 |
$16,355,000 |
152,952 |
|
RAM Investment Partners LLC |
8 |
- |
2024-03-31 |
321,814 |
$15,476,000 |
5,866 |
|
PBMares Wealth Management LLC |
6 |
- |
2024-03-31 |
312,048 |
$15,006,000 |
27,945 |
|
Apella Capital LLC |
34 |
- |
2024-03-31 |
272,127 |
$13,040,000 |
13,125 |
|
Mattern Wealth Management LLC |
6 |
- |
2024-03-31 |
268,988 |
$12,936,000 |
27,679 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
266 |
- |
2024-03-31 |
260,197 |
$12,513,000 |
17,881 |
|
ASSET PLANNING CORPORATION |
2 |
- |
2024-03-31 |
250,661 |
$12,054,000 |
3,534 |
|
LPL FINANCIAL CORP |
1230 |
- |
2024-03-31 |
242,980 |
$11,685,000 |
20,140 |
|
HIGHTOWER ADVISORS, LLC |
701 |
- |
2024-03-31 |
202,299 |
$9,730,000 |
182,389 |
|
COLLECTIVE FAMILY OFFICE LLC |
6 |
- |
2024-03-31 |
189,543 |
$9,115,000 |
4,985 |
|
MARYLAND CAPITAL ADVISORS INC. |
5 |
- |
2024-03-31 |
178,201 |
$8,570,000 |
268 |
|
West Financial Advisors LLC |
15 |
- |
2024-03-31 |
167,996 |
$8,079,000 |
1,441 |
|
CI Private Wealth LLC |
650 |
- |
2024-03-31 |
129,070 |
$6,207,000 |
3,308 |
|
Evanson Asset Management LLC |
37 |
- |
2024-03-31 |
103,070 |
$4,957,000 |
30,785 |
|
LEGACY FINANCIAL GROUP INC. |
18 |
- |
2024-03-31 |
97,987 |
$4,712,000 |
404 |
|
BANK OF AMERICA CORP /DE/ |
3044 |
- |
2024-03-31 |
93,210 |
$4,482,000 |
31,090 |
|
Core Wealth Management Inc. |
6 |
- |
2024-03-31 |
92,793 |
$4,462,000 |
16,657 |
|
J P MORGAN CHASE & CO |
2552 |
- |
2024-03-31 |
86,657 |
$4,167,000 |
14,740 |
|
ENVESTNET ASSET MANAGEMENT INC |
2101 |
- |
2024-03-31 |
86,110 |
$4,141,000 |
5,991 |
|
AMERICAN INVESTMENT SERVICES INC. |
38 |
- |
2024-03-31 |
81,473 |
$3,918,000 |
6,304 |
|
JANE STREET GROUP LLC |
1541 |
- |
2024-03-31 |
78,554 |
$3,778,000 |
78,554 |
|
KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. |
19 |
- |
2024-03-31 |
77,211 |
$3,713,000 |
3,637 |
|
PHILLIPS FINANCIAL MANAGEMENT LLC |
70 |
- |
2024-03-31 |
61,310 |
$2,948,000 |
3,537 |
|
SAX WEALTH ADVISORS LLC |
44 |
- |
2024-03-31 |
51,029 |
$2,454,000 |
30,030 |
|
SAGE RHINO CAPITAL LLC |
45 |
- |
2024-03-31 |
50,349 |
$2,421,000 |
1,755 |
|
ROYAL BANK OF CANADA |
2388 |
- |
2024-03-31 |
50,228 |
$2,415,000 |
42,112 |
|
Landmark Wealth Management LLC |
26 |
- |
2024-03-31 |
48,015 |
$2,309,000 |
2,195 |
|
BB&T CORP |
1251 |
- |
2024-03-31 |
42,991 |
$2,067,000 |
2,741 |
|
LINCOLN NATIONAL CORP |
336 |
- |
2024-03-31 |
40,844 |
$1,964,000 |
3,266 |
|
DiNuzzo Private Wealth Inc. |
28 |
- |
2024-03-31 |
39,907 |
$1,919,000 |
510 |
|
ELEVATE WEALTH ADVISORY INC |
17 |
- |
2024-03-31 |
39,717 |
$1,910,000 |
7,931 |
|
North Ridge Wealth Advisors Inc. |
15 |
- |
2024-03-31 |
34,358 |
$1,652,000 |
377 |
|
PARK AVENUE SECURITIES LLC |
480 |
- |
2024-03-31 |
33,242 |
$1,599,000 |
3,733 |
|
Forum Financial Management LP |
146 |
- |
2024-03-31 |
32,514 |
$1,564,000 |
15 |
|
Shearwater Capital LLC |
12 |
- |
2024-03-31 |
31,604 |
$1,520,000 |
1,069 |
|
TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC |
61 |
- |
2024-03-31 |
31,410 |
$1,511,000 |
17,579 |
|
Baldrige Asset Management LLC |
45 |
- |
2023-03-31 |
28,034 |
$1,354,000 |
8,630 |
|
CPA Asset Management LLC |
30 |
- |
2024-03-31 |
26,858 |
$1,292,000 |
16,775 |
|
WEBSTERROGERS FINANCIAL ADVISORS LLC |
37 |
- |
2024-03-31 |
24,200 |
$1,164,000 |
12,613 |
|
White Wing Wealth Management |
20 |
- |
2024-03-31 |
23,054 |
$1,107,000 |
5,729 |
|
Safeguard Investment Advisory Group LLC |
32 |
- |
2024-03-31 |
22,574 |
$1,086,000 |
3,254 |
|
Investmark Advisory Group LLC |
44 |
- |
2024-03-31 |
21,519 |
$1,035,000 |
375 |
|
Heritage Wealth Management Inc. /CA/ |
29 |
- |
2024-03-31 |
19,902 |
$957,000 |
4,006 |
|
PURE FINANCIAL ADVISORS, INC. |
151 |
- |
2024-03-31 |
19,006 |
$914,000 |
79 |
|
SOUNDMARK WEALTH MANAGEMENT LLC |
39 |
- |
2024-03-31 |
18,563 |
$893,000 |
73 |
|
PrairieView Partners LLC |
60 |
- |
2024-03-31 |
17,399 |
$837,000 |
341 |
|
WEALTHSPAN PARTNERS LLC |
41 |
- |
2024-03-31 |
15,034 |
$723,000 |
1,556 |
|
Spinnaker Investment Group LLC |
40 |
- |
2024-03-31 |
14,431 |
$694,000 |
4,248 |
|
MML INVESTORS SERVICES LLC |
1659 |
- |
2024-03-31 |
13,080 |
$629,000 |
8,692 |
|
Western Wealth Management LLC |
314 |
- |
2024-03-31 |
12,990 |
$625,000 |
892 |
|
Laurel Wealth Advisors Inc. |
335 |
- |
2022-12-31 |
11,708 |
$560,000 |
3,744 |
|
Dynamic Advisors Solutions LLC |
578 |
- |
2024-03-31 |
11,630 |
$559,000 |
14 |
|
Wealthstream Advisors Inc. |
71 |
- |
2024-03-31 |
10,892 |
$524,000 |
912 |
|
Grunden Financial Advisory Inc. |
15 |
- |
2024-03-31 |
10,608 |
$510,000 |
34 |
|
QUANTITATIVE ADVANTAGE LLC |
99 |
- |
2023-03-31 |
10,116 |
$489,000 |
1,060 |
|
MORGAN STANLEY |
5192 |
- |
2024-03-31 |
8,987 |
$432,000 |
368 |
|
Rehmann Capital Advisory Group |
353 |
- |
2024-03-31 |
8,901 |
$428,000 |
100 |
|
Beta Wealth Group Inc. |
79 |
- |
2024-03-31 |
8,509 |
$409,000 |
945 |
|
RCS Financial Planning LLC |
57 |
- |
2024-03-31 |
8,154 |
$392,000 |
458 |
|
Betterment LLC |
301 |
- |
2024-03-31 |
6,827 |
$328,000 |
821 |
|
Glass Jacobson Investment Advisors llc |
172 |
- |
2024-03-31 |
6,823 |
$328,000 |
2,617 |
|
Farther Finance Advisors LLC |
551 |
- |
2024-03-31 |
6,185 |
$297,000 |
29 |
|
Envision Financial Planning LLC |
21 |
- |
2024-03-31 |
5,869 |
$282,000 |
581 |
|
Sigma Planning Corp |
1001 |
- |
2024-03-31 |
5,590 |
$269,000 |
5,590 |
|
CREATIVE PLANNING |
2330 |
- |
2024-03-31 |
5,576 |
$268,000 |
566 |
|
Breakwater Capital Group |
223 |
- |
2024-03-31 |
5,386 |
$259,000 |
400 |
|
Seaside Wealth Management Inc. |
48 |
- |
2024-03-31 |
5,094 |
$245,000 |
24 |
|
Creative Capital Management Investments LLC |
54 |
- |
2024-03-31 |
2,630 |
$126,000 |
788 |
|
WELLS FARGO & CO/MN |
4589 |
- |
2024-03-31 |
1,289 |
$62,000 |
1,289 |
|
BLAIR WILLIAM & CO/IL |
1673 |
- |
2024-03-31 |
393 |
$19,000 |
377 |
|
|
80 Records found
|
1
|
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