|
Institutional
Holders
Total
Institutions:
|
98 10 |
|
Total
shares held :
|
6,979,452 |
|
% of shares
held :
|
7.75% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
42 |
|
Amount
of shares held :
|
538,517 |
|
% of shares
held change :
|
0.6% |
|
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 |
MERRIMAN WEALTH MANAGEMENT, LLC |
17 |
- |
2024-03-31 |
545,296 |
$18,360,000 |
6,439 |
|
AWM CAPITAL LLC |
12 |
- |
2024-03-31 |
496,190 |
$16,707,000 |
170,823 |
|
Francis Financial Inc. |
6 |
- |
2024-03-31 |
462,087 |
$15,558,000 |
45,747 |
|
Vista Wealth Management Group LLC |
20 |
- |
2024-03-31 |
443,883 |
$14,946,000 |
64,947 |
|
Abacus Wealth Partners LLC |
10 |
- |
2024-03-31 |
434,892 |
$14,643,000 |
9,720 |
|
Retirement Solution Inc. |
5 |
- |
2024-03-31 |
407,220 |
$13,711,000 |
61 |
|
Forum Financial Management LP |
39 |
- |
2024-03-31 |
261,860 |
$8,817,000 |
20,614 |
|
CITADEL ADVISORS LLC |
1337 |
- |
2024-03-31 |
243,981 |
$8,215,000 |
243,981 |
|
OLD MISSION CAPITAL LLC |
87 |
- |
2024-03-31 |
206,594 |
$6,956,000 |
47,127 |
|
Planning Center Inc. |
14 |
- |
2024-03-31 |
199,534 |
$6,718,000 |
7,550 |
|
Heritage Financial Services LLC |
12 |
- |
2024-03-31 |
161,632 |
$5,442,000 |
39,397 |
|
CI Private Wealth LLC |
731 |
- |
2024-03-31 |
132,813 |
$4,472,000 |
88 |
|
Five Oceans Advisors |
10 |
- |
2024-03-31 |
122,597 |
$4,128,000 |
19,492 |
|
Pathstone Holdings LLC |
577 |
- |
2024-03-31 |
121,701 |
$4,098,000 |
86 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
730 |
- |
2024-03-31 |
114,509 |
$3,856,000 |
9,669 |
|
Asset Dedication LLC |
77 |
- |
2024-03-31 |
104,265 |
$3,511,000 |
10,090 |
|
PATHSTONE FAMILY OFFICE, LLC |
369 |
- |
2023-09-30 |
111,250 |
$3,194,000 |
87,226 |
|
Goss Wealth Management LLC |
574 |
- |
2024-03-31 |
81,866 |
$2,756,000 |
5,690 |
|
Apella Capital LLC |
88 |
- |
2024-03-31 |
71,279 |
$2,387,000 |
47,595 |
|
QUARRY HILL ADVISORS LLC |
14 |
- |
2024-03-31 |
69,402 |
$2,337,000 |
3,080 |
|
Willow Creek Wealth Management Inc. |
45 |
- |
2023-12-31 |
69,231 |
$2,218,000 |
6,593 |
|
SAVANT CAPITAL MANAGEMENT INC |
358 |
- |
2024-03-31 |
58,455 |
$1,968,000 |
1,090 |
|
RAM Investment Partners LLC |
19 |
- |
2024-03-31 |
54,556 |
$1,837,000 |
6,215 |
|
TRUEPOINT, INC. |
47 |
- |
2024-03-31 |
48,592 |
$1,636,000 |
11,208 |
|
HUTCHINSON CAPITAL MANAGEMENT/CA |
38 |
- |
2024-03-31 |
45,736 |
$1,540,000 |
2,306 |
|
Resources Investment Advisors Inc. |
393 |
- |
2024-03-31 |
45,679 |
$1,538,000 |
22,652 |
|
Addison Advisors LLC |
45 |
- |
2024-03-31 |
41,801 |
$1,407,000 |
13,895 |
|
Trellis Wealth Advisors LLC |
14 |
- |
2024-03-31 |
41,444 |
$1,395,000 |
641 |
|
Private Ocean LLC |
51 |
- |
2024-03-31 |
41,168 |
$1,386,000 |
13 |
|
Syverson Strege & Co |
20 |
- |
2024-03-31 |
40,874 |
$1,376,000 |
383 |
|
Revolve Wealth Partners LLC |
58 |
- |
2024-03-31 |
37,903 |
$1,276,000 |
10,667 |
|
Rockbridge Investment Management LCC |
47 |
- |
2024-03-31 |
37,792 |
$1,272,000 |
7,070 |
|
BetterWealth LLC |
26 |
- |
2024-03-31 |
37,767 |
$1,272,000 |
2,458 |
|
MB Generational Wealth LLC |
15 |
- |
2024-03-31 |
37,529 |
$1,264,000 |
239 |
|
PARKSIDE FINANCIAL BANK & TRUST |
94 |
- |
2024-03-31 |
33,882 |
$1,141,000 |
39 |
|
COOK WEALTH MANAGEMENT GROUP LLC |
21 |
- |
2024-03-31 |
33,667 |
$1,104,000 |
4,887 |
|
DiNuzzo Private Wealth Inc. |
32 |
- |
2024-03-31 |
29,747 |
$1,002,000 |
222 |
|
BRIGHTON JONES LLC |
224 |
- |
2024-03-31 |
28,890 |
$973,000 |
3,805 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2343 |
- |
2024-03-31 |
25,181 |
$848,000 |
2,667 |
|
BUCKINGHAM ASSET MANAGEMENT, LLC |
364 |
- |
2024-03-31 |
25,027 |
$843,000 |
3,597 |
|
OHE FINANCIAL INC |
134 |
- |
2024-03-31 |
25,004 |
$842,000 |
9,137 |
|
Wealth Architects LLC |
86 |
- |
2024-03-31 |
24,637 |
$830,000 |
827 |
|
Shira Ridge Wealth Management |
35 |
- |
2024-03-31 |
24,242 |
$816,000 |
600 |
|
MODERA WEALTH MANAGEMENT, LLC |
352 |
- |
2024-03-31 |
20,714 |
$697,000 |
453 |
|
Henrickson Nauta Wealth Advisors Inc. |
31 |
- |
2024-03-31 |
21,090 |
$695,000 |
257 |
|
Waypoint Wealth Partners Inc. |
32 |
- |
2024-03-31 |
20,225 |
$681,000 |
5,485 |
|
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC |
84 |
- |
2024-03-31 |
19,272 |
$649,000 |
2,292 |
|
Cordant Inc. |
27 |
- |
2024-03-31 |
17,150 |
$577,000 |
3,527 |
|
North Ridge Wealth Advisors Inc. |
31 |
- |
2024-03-31 |
13,955 |
$470,000 |
40 |
|
HIGHTOWER ADVISORS, LLC |
2448 |
- |
2024-03-31 |
11,324 |
$382,000 |
5 |
|
Level Financial Advisors Inc. |
54 |
- |
2024-03-31 |
11,129 |
$375,000 |
10,616 |
|
TCI Wealth Advisors Inc. |
144 |
- |
2024-03-31 |
11,138 |
$375,000 |
1,521 |
|
Financial Connections Group Inc. |
|
- |
2024-03-31 |
10,369 |
$350,000 |
4,967 |
|
Orion Capital Management LLC |
84 |
- |
2024-03-31 |
9,784 |
$329,000 |
435 |
|
EnRich Financial Partners LLC |
36 |
- |
2024-03-31 |
9,161 |
$308,000 |
277 |
|
Tanager Wealth Management LLP |
69 |
- |
2024-03-31 |
8,711 |
$293,000 |
254 |
|
Creative Capital Management Investments LLC |
31 |
- |
2024-03-31 |
8,513 |
$287,000 |
6,758 |
|
Morling Financial Advisors LLC |
58 |
- |
2024-03-31 |
7,851 |
$264,000 |
776 |
|
Baldrige Asset Management LLC |
110 |
- |
2023-03-31 |
7,318 |
$220,000 |
3,865 |
|
ACORN CREEK CAPITAL LLC |
63 |
- |
2024-03-31 |
6,507 |
$219,000 |
225 |
|
Red Tortoise LLC |
71 |
- |
2024-03-31 |
6,077 |
$205,000 |
7 |
|
CARDIFF PARK ADVISORS LLC |
271 |
- |
2024-03-31 |
4,313 |
$145,000 |
315 |
|
Glassman Wealth Services |
77 |
- |
2024-03-31 |
3,985 |
$134,000 |
641 |
|
True Wealth Design LLC |
139 |
- |
2024-03-31 |
2,914 |
$98,000 |
187 |
|
J P MORGAN CHASE & CO |
4571 |
- |
2024-03-31 |
2,202 |
$74,000 |
1,840 |
|
CRITERION CAPITAL ADVISORS LLC |
138 |
- |
2024-03-31 |
1,417 |
$48,000 |
794 |
|
Tortoise Investment Management LLC |
399 |
- |
2024-03-31 |
1,270 |
$43,000 |
930 |
|
Glass Jacobson Investment Advisors llc |
501 |
- |
2024-03-31 |
492 |
$17,000 |
392 |
|
ZRC WEALTH MANAGEMENT LLC |
319 |
- |
2024-03-31 |
454 |
$15,000 |
2 |
|
|
69 Records found
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1
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