|
Institutional
Holders
Total
Institutions:
|
42 0 |
|
Total
shares held :
|
1,859,839 |
|
% of shares
held :
|
88.78% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
4 |
|
Amount
of shares held :
|
35,946 |
|
% of shares
held change :
|
1.72% |
|
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 |
55 |
- |
2024-03-31 |
969,380 |
$30,400,000 |
58,156 |
|
FINANCIAL ENGINES ADVISORS L.L.C. |
124 |
- |
2024-03-31 |
120,559 |
$3,781,000 |
20,095 |
|
Miracle Mile Advisors LLC |
153 |
- |
2024-03-31 |
94,021 |
$2,949,000 |
25,355 |
|
LAKE STREET ADVISORS GROUP LLC |
122 |
- |
2023-12-31 |
75,773 |
$2,334,000 |
224 |
|
Rockefeller Capital Management L.P. |
994 |
- |
2024-03-31 |
65,485 |
$2,054,000 |
5,985 |
|
COLDSTREAM CAPITAL MANAGEMENT INC |
452 |
- |
2024-03-31 |
20,803 |
$652,000 |
468 |
|
CREATIVE PLANNING |
1894 |
- |
2024-03-31 |
14,850 |
$466,000 |
136 |
|
BANK OF MONTREAL /CAN/ |
2151 |
- |
2024-03-31 |
13,894 |
$436,000 |
13,894 |
|
Tortoise Investment Management LLC |
165 |
- |
2024-03-31 |
12,614 |
$396,000 |
65 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
2272 |
- |
2024-03-31 |
10,640 |
$334,000 |
2,267 |
|
HARBOUR INVESTMENTS INC. |
687 |
- |
2023-12-31 |
10,594 |
$326,000 |
440 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1449 |
- |
2023-09-30 |
10,952 |
$318,000 |
318 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4270 |
- |
2024-03-31 |
7,872 |
$247,000 |
430 |
|
PROFFITT & GOODSON INC |
101 |
- |
2024-03-31 |
7,707 |
$242,000 |
2,553 |
|
ROYAL BANK OF CANADA |
4132 |
- |
2024-03-31 |
6,403 |
$201,000 |
156 |
|
PRINCIPAL SECURITIES INC. |
1873 |
- |
2024-03-31 |
809 |
$25,000 |
381 |
|
AdvisorNet Financial Inc |
1210 |
- |
2024-03-31 |
402 |
$13,000 |
22 |
|
|
17 Records found
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1
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