| |
Institutional
Holders
Total
Institutions:
 |
124  2 |
|
|
Total
shares held :
|
17,695,335 |
|
|
% of shares
held :
|
77.92% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-19 |
|
|
Amount
of shares held :
|
-1,159,189 |
|
|
% of shares
held change :
|
-5.1% |
|
| 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 |
  Morton Capital Management LLC/CA |
1 |
- |
2024-03-31 |
4,529,103 |
$97,285,000 |
91,986 |
|
| LPL FINANCIAL CORP |
693 |
- |
2024-03-31 |
1,593,658 |
$34,232,000 |
95,757 |
|
| PITCAIRN CO |
8 |
- |
2024-03-31 |
1,294,594 |
$27,808,000 |
67,561 |
|
| Modern Wealth Management LLC |
20 |
- |
2024-03-31 |
440,697 |
$10,070,000 |
66,398 |
|
| Starfox Financial Services LLC |
5 |
- |
2024-03-31 |
412,130 |
$9,504,000 |
8,401 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1608 |
- |
2024-03-31 |
410,291 |
$8,813,000 |
2,493 |
|
| Euro Pacific Asset Management LLC |
26 |
- |
2024-03-31 |
397,164 |
$8,613,000 |
50,392 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
545 |
- |
2024-03-31 |
351,807 |
$7,557,000 |
54,610 |
|
| MML INVESTORS SERVICES LLC |
567 |
- |
2024-03-31 |
278,097 |
$5,974,000 |
24,365 |
|
| Ameritas Advisory Services LLC |
103 |
- |
2024-03-31 |
211,266 |
$4,698,000 |
186,726 |
|
| Barber Financial Group Inc. |
20 |
- |
2023-03-31 |
239,972 |
$4,583,000 |
5,837 |
|
| RAYMOND JAMES & ASSOCIATES |
1653 |
- |
2024-03-31 |
210,700 |
$4,526,000 |
19,500 |
|
| Advisor Group Holdings Inc. |
1160 |
- |
2024-03-31 |
193,487 |
$4,156,000 |
23,820 |
|
| Solstein Capital LLC |
6 |
- |
2024-03-31 |
190,706 |
$4,096,000 |
26,553 |
|
| Samalin Investment Counsel LLC |
5 |
- |
2024-03-31 |
170,997 |
$3,673,000 |
18,441 |
|
| Capital Wealth Alliance LLC |
13 |
- |
2024-03-31 |
147,741 |
$3,173,000 |
225 |
|
| Smart Money Group LLC |
26 |
- |
2024-03-31 |
121,581 |
$2,692,000 |
16,170 |
|
| OPPENHEIMER & CO INC |
598 |
- |
2024-03-31 |
71,308 |
$1,532,000 |
2,544 |
|
| CREATIVE PLANNING |
1201 |
- |
2024-03-31 |
57,277 |
$1,230,000 |
768 |
|
| Tower Wealth Partners Inc. |
20 |
- |
2024-03-31 |
54,474 |
$1,170,000 |
965 |
|
| WESPAC ADVISORS, LLC |
49 |
- |
2024-03-31 |
52,749 |
$1,133,000 |
12 |
|
| MULTIFINANCIAL SECURITIES CORP |
1149 |
- |
2024-03-31 |
47,018 |
$1,010,000 |
14,194 |
|
| MATHER GROUP, INC. |
218 |
- |
2024-03-31 |
50,473 |
$1,007,000 |
491 |
|
| Sigma Planning Corp |
504 |
- |
2024-03-31 |
46,049 |
$989,000 |
28,418 |
|
| Castleview Partners LLC |
41 |
- |
2024-03-31 |
43,565 |
$936,000 |
41,464 |
|
| Walkner Condon Financial Advisors LLC |
100 |
- |
2024-03-31 |
43,286 |
$928,000 |
10 |
|
| Integrated Advisors Network LLC |
345 |
- |
2024-03-31 |
37,906 |
$814,000 |
2,500 |
|
| STIFEL FINANCIAL CORP |
2325 |
- |
2024-03-31 |
36,806 |
$791,000 |
2,371 |
|
| LYELL WEALTH MANAGEMENT LP |
120 |
- |
2024-03-31 |
31,715 |
$681,000 |
2,820 |
|
| CITADEL ADVISORS LLC |
3442 |
- |
2024-03-31 |
31,269 |
$672,000 |
31,269 |
|
| SHUFRO ROSE & CO LLC |
162 |
- |
2024-03-31 |
24,736 |
$531,000 |
1,445 |
|
| WHITE PINE CAPITAL LLC |
133 |
- |
2024-03-31 |
22,927 |
$508,000 |
950 |
|
| Sloy Dahl & Holst LLC |
48 |
- |
2024-03-31 |
23,590 |
$507,000 |
500 |
|
| MARINER WEALTH ADVISORS, LLC |
2048 |
- |
2024-03-31 |
22,287 |
$479,000 |
400 |
|
| Brookstone Capital Management |
686 |
- |
2024-03-31 |
17,409 |
$374,000 |
1,788 |
|
| Strategic Financial Concepts LLC |
223 |
- |
2024-03-31 |
14,405 |
$309,000 |
14,405 |
|
| Whitaker-Myers Wealth Managers LTD. |
83 |
- |
2024-03-31 |
11,409 |
$245,000 |
260 |
|
| HARBOUR INVESTMENTS INC. |
958 |
- |
2023-12-31 |
7,828 |
$156,000 |
6,595 |
|
| FMR LLC |
4364 |
- |
2024-03-31 |
241 |
$5,000 |
160 |
|
| PROEQUITIES INC. |
1938 |
- |
2024-03-31 |
195 |
$4,000 |
195 |
|
| BNP PARIBAS ARBITRAGE SA |
2963 |
- |
2024-03-31 |
88 |
$2,000 |
88 |
|
|
41 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
|
|
|
