| |
Institutional
Holders
Total
Institutions:
 |
60  12 |
|
|
Total
shares held :
|
246,844,474 |
|
|
% of shares
held :
|
27.43% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
13 |
|
|
Amount
of shares held :
|
54,148,227 |
|
|
% of shares
held change :
|
6.02% |
|
| 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 :
|
|
|
|
0.00 (0.00%) |
|
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  CI Private Wealth LLC |
353 |
- |
2024-03-31 |
23,725,476 |
$23,725,000 |
5,660,023 |
|
| Badgley Phelps Wealth Managers LLC |
61 |
- |
2024-03-31 |
20,780,630 |
$20,781,000 |
11,681,000 |
|
| CWM LLC |
|
- |
2024-03-31 |
7,321,544 |
$7,322,000 |
871,544 |
|
| Blue Barn Wealth LLC |
9 |
- |
2024-03-31 |
5,631,659 |
$5,632,000 |
5,617,918 |
|
| Sowell Financial Services LLC |
122 |
- |
2024-03-31 |
4,276,312 |
$4,276,000 |
20,566 |
|
| Spectrum Asset Management Inc. (NB/CA) |
18 |
- |
2024-03-31 |
4,028,000 |
$4,028,000 |
390,000 |
|
| CMG Global Holdings LLC |
11 |
- |
2024-03-31 |
3,623,729 |
$3,624,000 |
359,657 |
|
| MERCER GLOBAL ADVISORS INC /ADV |
653 |
- |
2024-03-31 |
2,588,546 |
$2,589,000 |
1,030,312 |
|
| BAKER TILLY FINANCIAL LLC |
70 |
- |
2024-03-31 |
1,755,241 |
$1,755,000 |
193,138 |
|
| RSM US WEALTH MANAGEMENT LLC |
205 |
- |
2024-03-31 |
1,650,089 |
$1,650,000 |
1,190,475 |
|
| ZACKS INVESTMENT MANAGEMENT |
347 |
- |
2024-03-31 |
1,573,561 |
$1,574,000 |
9,907 |
|
| BetterWealth LLC |
|
- |
2024-03-31 |
1,558,729 |
$1,559,000 |
9,813 |
|
| We Are One Seven LLC |
277 |
- |
2024-03-31 |
1,413,617 |
$1,414,000 |
8,900 |
|
| Arkfeld Wealth Strategies L.L.C. |
|
- |
2024-03-31 |
1,387,288 |
$1,387,000 |
94,161 |
|
| WARNER FINANCIAL INC |
43 |
- |
2024-03-31 |
1,117,082 |
$1,117,000 |
1,022,928 |
|
| Partnership Wealth Management LLC |
|
- |
2024-03-31 |
1,026,606 |
$1,027,000 |
5,473 |
|
| Belpointe Asset Management LLC |
254 |
- |
2024-03-31 |
1,023,829 |
$1,024,000 |
6,446 |
|
| CFG ASSET MANAGEMENT LLC |
118 |
- |
2024-03-31 |
1,019,063 |
$1,019,000 |
6,416 |
|
| AMI INVESTMENT MANAGEMENT INC |
|
- |
2024-03-31 |
1,014,295 |
$1,014,000 |
6,386 |
|
| TFC Financial Management |
57 |
- |
2024-03-31 |
710,809 |
$711,000 |
61,925 |
|
| SILVIA MCCOLL WEALTH MANAGEMENT LLC |
|
- |
2024-03-31 |
675,817 |
$676,000 |
4,254 |
|
| ADVISORY SERVICES NETWORK, LLC |
1087 |
- |
2024-03-31 |
347,349 |
$347,000 |
127,463 |
|
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22 Records found
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1
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Page 1 of 1 |
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