| |
Institutional
Holders
Total
Institutions:
 |
66  5 |
|
|
Total
shares held :
|
9,379,630 |
|
|
% of shares
held :
|
73.28% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 4 |
|
|
Amount
of shares held :
|
790,543 |
|
|
% of shares
held change :
|
6.18% |
|
| 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 |
  GOLDMAN SACHS GROUP INC/ |
475 |
- |
2024-03-31 |
3,768,533 |
$172,410,000 |
249,906 |
|
| LPL FINANCIAL CORP |
467 |
- |
2024-03-31 |
1,383,676 |
$63,359,000 |
1,024,899 |
|
| Executive Wealth Management LLC |
3 |
- |
2024-03-31 |
993,038 |
$44,995,000 |
81,699 |
|
| ARVEST INVESTMENTS INC. |
3 |
- |
2024-03-31 |
687,992 |
$31,504,000 |
11,211 |
|
| ENVESTNET ASSET MANAGEMENT INC |
908 |
- |
2024-03-31 |
633,992 |
$29,031,000 |
440,099 |
|
| MORGAN STANLEY |
2444 |
- |
2024-03-31 |
544,700 |
$24,942,000 |
206,154 |
|
| Betterment LLC |
59 |
- |
2024-03-31 |
539,144 |
$24,687,000 |
67,594 |
|
| STEPHENS INC /AR/ |
65 |
- |
2024-03-31 |
489,893 |
$22,432,000 |
8,810 |
|
| CRITERION CAPITAL ADVISORS LLC |
2 |
- |
2024-03-31 |
343,597 |
$15,733,000 |
30,207 |
|
| PRINCIPAL SECURITIES INC. |
49 |
- |
2024-03-31 |
267,912 |
$12,268,000 |
187,671 |
|
| RWM Asset Management LLC |
16 |
- |
2024-03-31 |
237,342 |
$10,868,000 |
12,618 |
|
| Envestnet Portfolio Solutions Inc. |
266 |
- |
2024-03-31 |
186,055 |
$8,520,000 |
132,077 |
|
| Cetera Investment Advisers |
735 |
- |
2024-03-31 |
183,343 |
$8,395,000 |
148,714 |
|
| HARVEST GROUP WEALTH MANAGEMENT LLC |
10 |
- |
2023-03-31 |
147,214 |
$6,738,000 |
2,711 |
|
| CHANNEL WEALTH LLC |
5 |
- |
2024-03-31 |
143,034 |
$6,550,000 |
33,618 |
|
| We Are One Seven LLC |
76 |
- |
2024-03-31 |
131,730 |
$6,032,000 |
53,458 |
|
| WHITE PINE INVESTMENT CO |
24 |
- |
2024-03-31 |
129,052 |
$5,909,000 |
7,232 |
|
| BANK OF AMERICA CORP /DE/ |
2870 |
- |
2024-03-31 |
123,912 |
$5,674,000 |
33,626 |
|
| REGAL INVESTMENT ADVISORS, LLC |
75 |
- |
2024-03-31 |
117,050 |
$5,360,000 |
89,210 |
|
| BSC PRIVATE WEALTH MANAGEMENT LLC |
36 |
- |
2024-03-31 |
111,379 |
$5,100,000 |
9,477 |
|
| FLAGSHIP HARBOR ADVISORS LLC |
108 |
- |
2024-03-31 |
72,090 |
$3,301,000 |
2,043 |
|
| FINANCIAL NETWORK |
809 |
- |
2024-03-31 |
68,433 |
$3,134,000 |
44,250 |
|
| HIGHTOWER ADVISORS, LLC |
1277 |
- |
2024-03-31 |
57,172 |
$2,618,000 |
7,621 |
|
| Ten Capital Wealth Advisors LLC |
20 |
- |
2023-06-30 |
54,383 |
$2,461,000 |
3,260 |
|
| Atria Wealth Solutions Inc. |
669 |
- |
2024-03-31 |
39,833 |
$1,824,000 |
26,290 |
|
| BANK OF NEW YORK MELLON CORP |
3010 |
- |
2024-03-31 |
27,763 |
$1,271,000 |
19,937 |
|
| DFPG INVESTMENTS INC. |
236 |
- |
2023-12-31 |
21,060 |
$968,000 |
13,860 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2274 |
- |
2024-03-31 |
20,592 |
$943,000 |
5,487 |
|
| RAYMOND JAMES & ASSOCIATES |
2691 |
- |
2024-03-31 |
18,219 |
$834,000 |
84 |
|
| Private Advisor Group LLC |
1446 |
- |
2024-03-31 |
12,069 |
$553,000 |
6,004 |
|
| Goss Wealth Management LLC |
1425 |
- |
2024-03-31 |
9,311 |
$426,000 |
9,183 |
|
| Advisor Group Holdings Inc. |
3098 |
- |
2024-03-31 |
8,739 |
$400,000 |
4,234 |
|
| Herold Advisors Inc. |
199 |
- |
2024-03-31 |
8,590 |
$393,000 |
908 |
|
| Streettalk Advisors LLC |
312 |
- |
2024-03-31 |
8,300 |
$380,000 |
1,955 |
|
| Kingsview Wealth Management LLC |
736 |
- |
2024-03-31 |
8,270 |
$379,000 |
8,270 |
|
| Legacy Advisors LLC |
243 |
- |
2024-03-31 |
7,251 |
$332,000 |
656 |
|
| ICA Group Wealth Management LLC |
226 |
- |
2024-03-31 |
6,763 |
$310,000 |
5,450 |
|
| Global Retirement Partners LLC |
957 |
- |
2024-03-31 |
2,835 |
$130,000 |
2,246 |
|
| Vermillion & White Wealth Management Group LLC |
105 |
- |
2024-03-31 |
1,357 |
$62,000 |
170 |
|
| Stone House Investment Management LLC |
129 |
- |
2024-03-31 |
1,120 |
$51,000 |
951 |
|
| FMR LLC |
3793 |
- |
2024-03-31 |
512 |
$23,000 |
467 |
|
| ROYAL BANK OF CANADA |
5239 |
- |
2024-03-31 |
505 |
$23,000 |
31 |
|
| Coastal Investment Advisors Inc. |
784 |
- |
2024-03-31 |
30 |
$1,000 |
30 |
|
| IFP Advisors Inc |
2846 |
- |
2023-12-31 |
9 |
$0 |
2 |
|
|
44 Records found
|
1
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