|
Institutional
Holders
Total
Institutions:
|
50 1 |
|
Total
shares held :
|
3,871,133 |
|
% of shares
held :
|
43.01% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
5 |
|
Amount
of shares held :
|
-263,598 |
|
% of shares
held change :
|
-2.93% |
|
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 |
BANK OF NEW YORK MELLON CORP |
2080 |
- |
2024-03-31 |
378,319 |
$7,991,000 |
23,928 |
|
Envestnet Portfolio Solutions Inc. |
366 |
- |
2024-03-31 |
244,468 |
$5,164,000 |
52 |
|
BANK OF AMERICA CORP /DE/ |
3148 |
- |
2024-03-31 |
182,101 |
$3,846,000 |
23,666 |
|
MORGAN STANLEY |
4056 |
- |
2024-03-31 |
176,093 |
$3,719,000 |
90,404 |
|
LPL FINANCIAL CORP |
2369 |
- |
2024-03-31 |
112,496 |
$2,376,000 |
3,689 |
|
MATHER GROUP, INC. |
152 |
- |
2024-03-31 |
107,513 |
$2,262,000 |
110 |
|
Vestmark Advisory Solutions Inc. |
250 |
- |
2024-03-31 |
85,025 |
$1,796,000 |
11,630 |
|
AXXCESS WEALTH MANAGEMENT LLC |
349 |
- |
2024-03-31 |
53,071 |
$1,121,000 |
1,134 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2725 |
- |
2024-03-31 |
41,414 |
$875,000 |
41,414 |
|
Lido Advisors LLC |
670 |
- |
2024-03-31 |
35,468 |
$749,000 |
9,248 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
794 |
- |
2024-03-31 |
30,200 |
$638,000 |
2,251 |
|
HIGHTOWER ADVISORS, LLC |
2078 |
- |
2024-03-31 |
29,794 |
$627,000 |
735 |
|
ERTS Wealth Advisors LLC |
46 |
- |
2024-03-31 |
23,562 |
$498,000 |
1,536 |
|
Klaas Financial Asset Advisors LLC |
41 |
- |
2024-03-31 |
21,350 |
$451,000 |
1,387 |
|
AdvisorNet Financial Inc |
328 |
- |
2024-03-31 |
20,019 |
$423,000 |
849 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2965 |
- |
2024-03-31 |
19,308 |
$408,000 |
1,121 |
|
US BANCORP |
1820 |
- |
2024-03-31 |
13,484 |
$285,000 |
2,131 |
|
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT |
148 |
- |
2024-03-31 |
11,125 |
$235,000 |
200 |
|
Legacy Financial Group LLC |
94 |
- |
2024-03-31 |
10,616 |
$224,000 |
10,616 |
|
Friedenthal Financial |
105 |
- |
2024-03-31 |
10,183 |
$215,000 |
6 |
|
WELLS FARGO & CO/MN |
3943 |
- |
2024-03-31 |
9,119 |
$193,000 |
3,644 |
|
4Thought Financial Group Inc. |
48 |
- |
2024-03-31 |
5,212 |
$110,000 |
2,587 |
|
SUMMIT INVESTMENT ADVISORS INC |
2051 |
- |
2024-03-31 |
2,759 |
$58,000 |
13 |
|
J P MORGAN CHASE & CO |
4645 |
- |
2024-03-31 |
2,769 |
$58,000 |
2,233 |
|
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24 Records found
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1
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