| |
Institutional
Holders
Total
Institutions:
 |
63  1 |
|
|
Total
shares held :
|
4,115,061 |
|
|
% of shares
held :
|
21.66% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
11 |
|
|
Amount
of shares held :
|
33,102 |
|
|
% of shares
held change :
|
0.17% |
|
| 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 |
45 |
- |
2024-03-31 |
1,237,185 |
$51,455,000 |
45,458 |
|
| LAKE STREET ADVISORS GROUP LLC |
20 |
- |
2023-12-31 |
769,303 |
$30,011,000 |
69,539 |
|
| Gemmer Asset Management LLC |
19 |
- |
2024-03-31 |
301,609 |
$12,543,000 |
23,835 |
|
| PUTNAM FL INVESTMENT MANAGEMENT CO |
100 |
- |
2024-03-31 |
229,932 |
$9,562,000 |
8,195 |
|
| LPL FINANCIAL CORP |
1567 |
- |
2024-03-31 |
163,220 |
$6,788,000 |
13,874 |
|
| BAILARD BIEHL & KAISER INC |
148 |
- |
2024-03-31 |
114,214 |
$4,750,000 |
10,739 |
|
| HPM Partners LLC |
731 |
- |
2024-03-31 |
93,807 |
$3,901,000 |
2,624 |
|
| ROYAL BANK OF CANADA |
2426 |
- |
2024-03-31 |
54,956 |
$2,286,000 |
1,075 |
|
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
89 |
- |
2024-03-31 |
44,837 |
$1,865,000 |
1,088 |
|
| Beacon Pointe Advisors LLC |
516 |
- |
2024-03-31 |
44,151 |
$1,836,000 |
4,304 |
|
| PARTNERS CAPITAL INVESTMENT GROUP LLP |
101 |
- |
2024-03-31 |
28,699 |
$1,194,000 |
4,488 |
|
| HARBOUR INVESTMENTS INC. |
329 |
- |
2023-12-31 |
29,937 |
$1,168,000 |
1,116 |
|
| AGF MANAGEMENT LTD |
524 |
- |
2024-03-31 |
26,000 |
$1,081,000 |
500 |
|
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
947 |
- |
2023-09-30 |
30,418 |
$1,079,000 |
3,047 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3042 |
- |
2024-03-31 |
22,797 |
$948,000 |
16,500 |
|
| MARINER WEALTH ADVISORS, LLC |
1594 |
- |
2024-03-31 |
21,083 |
$877,000 |
4,707 |
|
| OXFORD FINANCIAL GROUP LTD |
97 |
- |
2024-03-31 |
18,285 |
$760,000 |
1,757 |
|
| CAMELOT TECHNOLOGY ADVISORS INC. |
33 |
- |
2024-03-31 |
17,996 |
$748,000 |
80 |
|
| JANE STREET GROUP LLC |
3615 |
- |
2024-03-31 |
14,906 |
$620,000 |
7,389 |
|
| Astoria Portfolio Advisors LLC. |
77 |
- |
2024-03-31 |
13,776 |
$549,000 |
761 |
|
| Goss Wealth Management LLC |
1290 |
- |
2024-03-31 |
12,928 |
$538,000 |
208 |
|
| PNC FINANCIAL SERVICES GROUP INC |
1561 |
- |
2024-03-31 |
11,578 |
$481,000 |
9,407 |
|
| AIFG Consultants Ltd. |
29 |
- |
2024-03-31 |
8,628 |
$359,000 |
853 |
|
| Good Life Advisors LLC |
332 |
- |
2024-03-31 |
7,718 |
$321,000 |
176 |
|
| CHOATE INVESTMENT ADVISORS |
334 |
- |
2024-03-31 |
7,189 |
$299,000 |
145 |
|
| CREATIVE PLANNING |
2284 |
- |
2024-03-31 |
6,822 |
$284,000 |
331 |
|
| Operose Advisors LLC |
135 |
- |
2024-03-31 |
6,071 |
$252,000 |
1,289 |
|
| NATIONAL BANK OF CANADA /FI/ |
1371 |
- |
2024-03-31 |
2,387 |
$99,000 |
72 |
|
| Tortoise Investment Management LLC |
410 |
- |
2024-03-31 |
942 |
$39,000 |
22 |
|
| AdvisorNet Financial Inc |
1007 |
- |
2024-03-31 |
597 |
$25,000 |
18 |
|
| Geneos Wealth Management Inc. |
1729 |
- |
2024-03-31 |
101 |
$4,000 |
43 |
|
|
31 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
