| |
Institutional
Holders
Total
Institutions:
 |
136  6 |
|
|
Total
shares held :
|
10,750,230 |
|
|
% of shares
held :
|
75.97% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -7 |
|
|
Amount
of shares held :
|
-116,188 |
|
|
% of shares
held change :
|
-0.82% |
|
| 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 :
|
|
|
|
(%) |
|
|
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|
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Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  SCHWAB CHARLES INVESTMENT MANAGEMENT INC |
309 |
- |
2024-03-31 |
4,709,322 |
$233,394,000 |
1,436,228 |
|
| Lido Advisors LLC |
20 |
- |
2024-03-31 |
1,800,154 |
$89,216,000 |
57,899 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
161 |
- |
2024-03-31 |
1,139,893 |
$56,493,000 |
100,303 |
|
| MORGAN STANLEY |
2786 |
- |
2024-03-31 |
365,052 |
$18,092,000 |
12,423 |
|
| AGF MANAGEMENT LTD |
190 |
- |
2024-03-31 |
253,504 |
$12,564,000 |
52,580 |
|
| Crumly & Associates Inc. |
24 |
- |
2024-03-31 |
119,369 |
$5,916,000 |
106,979 |
|
| Connectus Wealth LLC |
112 |
- |
2024-03-31 |
115,562 |
$5,733,000 |
63,702 |
|
| Kestra Advisory Services LLC |
515 |
- |
2024-03-31 |
102,213 |
$5,066,000 |
8,769 |
|
| ADVISORY SERVICES NETWORK, LLC |
283 |
- |
2024-03-31 |
73,953 |
$3,665,000 |
48,493 |
|
| LPL FINANCIAL CORP |
2012 |
- |
2024-03-31 |
73,421 |
$3,639,000 |
6,277 |
|
| SOUTHERN CAPITAL ADVISORS LLC |
11 |
- |
2024-03-31 |
70,838 |
$3,511,000 |
20,867 |
|
| UBS Group AG |
2539 |
- |
2024-03-31 |
66,623 |
$3,302,000 |
260 |
|
| JANNEY MONTGOMERY SCOTT LLC |
940 |
- |
2024-03-31 |
63,171 |
$3,131,000 |
2,341 |
|
| EUDAIMONIA ADVISORS LLC |
14 |
- |
2024-03-31 |
61,958 |
$3,071,000 |
17,367 |
|
| Yoder Wealth Management Inc. |
19 |
- |
2024-03-31 |
53,687 |
$2,661,000 |
961 |
|
| ATLAS CAPITAL ADVISORS LLC |
56 |
- |
2024-03-31 |
53,670 |
$2,660,000 |
13,547 |
|
| Maltin Wealth Management Inc. |
19 |
- |
2024-03-31 |
53,060 |
$2,630,000 |
2,136 |
|
| THRIVENT FINANCIAL FOR LUTHERANS |
1380 |
- |
2024-03-31 |
38,810 |
$1,923,000 |
5,891 |
|
| GOLDMAN SACHS GROUP INC/ |
3263 |
- |
2024-03-31 |
34,095 |
$1,690,000 |
34,095 |
|
| Colonial River Wealth Management LLC |
37 |
- |
2024-03-31 |
27,320 |
$1,354,000 |
10,888 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2202 |
- |
2024-03-31 |
27,045 |
$1,340,000 |
2,924 |
|
| Lifeworks Advisors LLC |
79 |
- |
2024-03-31 |
25,892 |
$1,283,000 |
320 |
|
| Snowden Capital Advisors LLC |
426 |
- |
2024-03-31 |
25,744 |
$1,276,000 |
6,075 |
|
| Merit Financial Group LLC |
348 |
- |
2024-03-31 |
25,253 |
$1,243,000 |
25,253 |
|
| LYNCH & ASSOCIATES/IN |
72 |
- |
2024-03-31 |
22,927 |
$1,136,000 |
1,746 |
|
| VISTA INVESTMENT MANAGEMENT |
87 |
- |
2024-03-31 |
17,017 |
$843,000 |
841 |
|
| Stonebridge Financial Planning Group LLC |
76 |
- |
2024-03-31 |
15,269 |
$757,000 |
2,042 |
|
| Atria Wealth Solutions Inc. |
1043 |
- |
2024-03-31 |
14,937 |
$740,000 |
2,098 |
|
| Sigma Planning Corp |
647 |
- |
2024-03-31 |
13,492 |
$669,000 |
964 |
|
| FINANCIAL NETWORK |
1749 |
- |
2024-03-31 |
13,119 |
$650,000 |
7,087 |
|
| Atlas Private Wealth Management |
89 |
- |
2024-03-31 |
12,686 |
$629,000 |
119 |
|
| ROYAL BANK OF CANADA |
3359 |
- |
2024-03-31 |
11,703 |
$580,000 |
3,501 |
|
| Soltis Investment Advisors LLC |
190 |
- |
2024-03-31 |
11,691 |
$579,000 |
276 |
|
| MERCER GLOBAL ADVISORS INC /ADV |
1249 |
- |
2024-03-31 |
10,580 |
$524,000 |
4,700 |
|
| RAYMOND JAMES & ASSOCIATES |
3055 |
- |
2024-03-31 |
9,453 |
$468,000 |
2,357 |
|
| D E SHAW & CO INC |
2295 |
- |
2024-03-31 |
9,414 |
$467,000 |
4,447 |
|
| ATLAS BROWNINC |
124 |
- |
2024-03-31 |
9,244 |
$458,000 |
4 |
|
| FMR LLC |
2609 |
- |
2024-03-31 |
8,643 |
$428,000 |
2,968 |
|
| Apollon Wealth Management LLC |
845 |
- |
2024-03-31 |
6,373 |
$316,000 |
483 |
|
| Qube Research & Technologies Ltd |
2402 |
- |
2024-03-31 |
5,944 |
$295,000 |
2,004 |
|
| Goss Wealth Management LLC |
1756 |
- |
2024-03-31 |
4,707 |
$233,000 |
70 |
|
| JONES FINANCIAL COMPANIES LLLP |
444 |
- |
2024-03-31 |
4,516 |
$224,000 |
1,838 |
|
| SMITHFIELD TRUST CO |
357 |
- |
2024-03-31 |
3,400 |
$169,000 |
1,425 |
|
| CWM LLC |
1643 |
- |
2024-03-31 |
3,001 |
$149,000 |
1,013 |
|
| Sunbelt Securities Inc. |
661 |
- |
2024-03-31 |
2,349 |
$116,000 |
479 |
|
| COMERICA BANK |
2508 |
- |
2024-03-31 |
2,203 |
$109,000 |
478 |
|
| AMERICAN NATIONAL BANK |
293 |
- |
2024-03-31 |
1,277 |
$63,000 |
464 |
|
| AdvisorNet Financial Inc |
955 |
- |
2024-03-31 |
606 |
$30,000 |
403 |
|
|
48 Records found
|
1
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