| |
Institutional
Holders
Total
Institutions:
 |
135  7 |
|
|
Total
shares held :
|
9,914,752 |
|
|
% of shares
held :
|
23.03% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
17 |
|
|
Amount
of shares held :
|
-892,083 |
|
|
% of shares
held change :
|
 -2.07% |
|
| 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 |
  MERCER GLOBAL ADVISORS INC /ADV |
81 |
- |
2024-03-31 |
664,968 |
$62,410,000 |
77,454 |
|
| ENVESTNET ASSET MANAGEMENT INC |
620 |
- |
2024-03-31 |
596,040 |
$55,938,000 |
56,239 |
|
| FMR LLC |
1622 |
- |
2024-03-31 |
214,173 |
$20,100,000 |
45,306 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
320 |
- |
2024-03-31 |
213,872 |
$20,072,000 |
11,912 |
|
| HANSON MCCLAIN, INC. |
77 |
- |
2024-03-31 |
191,218 |
$17,946,000 |
8,531 |
|
| GeoWealth Management LLC |
34 |
- |
2024-03-31 |
181,421 |
$17,026,000 |
178,787 |
|
| First Ascent Asset Management LLC |
16 |
- |
2023-12-31 |
170,114 |
$14,354,000 |
29,161 |
|
| Ellevest Inc. |
27 |
- |
2024-03-31 |
83,107 |
$7,800,000 |
6,222 |
|
| RPg Family Wealth Advisory LLC |
14 |
- |
2024-03-31 |
72,418 |
$6,796,000 |
3,091 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1111 |
- |
2024-03-31 |
57,327 |
$5,380,000 |
6,019 |
|
| Robertson Stephens Wealth Management LLC |
99 |
- |
2024-03-31 |
36,293 |
$3,406,000 |
756 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1089 |
- |
2024-03-31 |
28,413 |
$2,667,000 |
24,408 |
|
| GOLDMAN SACHS GROUP INC/ |
2993 |
- |
2024-03-31 |
27,996 |
$2,627,000 |
22,068 |
|
| Kingsview Wealth Management LLC |
271 |
- |
2024-03-31 |
27,725 |
$2,602,000 |
10,164 |
|
| FLOW TRADERS U.S. LLC |
157 |
- |
2024-03-31 |
24,446 |
$2,294,000 |
8,271 |
|
| LPL FINANCIAL CORP |
2474 |
- |
2024-03-31 |
22,079 |
$2,072,000 |
719 |
|
| Private Ocean LLC |
57 |
- |
2024-03-31 |
12,608 |
$1,183,000 |
17 |
|
| We Are One Seven LLC |
416 |
- |
2024-03-31 |
8,026 |
$753,000 |
44 |
|
| PRIVATE CAPITAL MANAGEMENT LLC |
75 |
- |
2024-03-31 |
7,469 |
$701,000 |
367 |
|
| CI INVESTMENTS INC |
461 |
- |
2024-03-31 |
6,194 |
$581,000 |
225 |
|
| DHK Financial Advisors Inc. |
59 |
- |
2024-03-31 |
5,705 |
$535,000 |
14 |
|
| UNITED ASSET STRATEGIES, INC. |
193 |
- |
2024-03-31 |
4,690 |
$440,000 |
16 |
|
| FINANCIAL NETWORK |
2004 |
- |
2024-03-31 |
4,683 |
$440,000 |
39 |
|
| STIFEL FINANCIAL CORP |
2741 |
- |
2024-03-31 |
4,092 |
$384,000 |
4 |
|
| Stratos Wealth Advisors LLC |
511 |
- |
2024-03-31 |
4,094 |
$384,000 |
23 |
|
| HARBOUR INVESTMENTS INC. |
679 |
- |
2023-12-31 |
3,939 |
$332,000 |
3,405 |
|
| SWS Partners |
106 |
- |
2024-03-31 |
3,274 |
$307,000 |
223 |
|
| MORGAN STANLEY |
5629 |
- |
2024-03-31 |
1,597 |
$150,000 |
781 |
|
| CITIGROUP INC |
3258 |
- |
2024-03-31 |
1,512 |
$142,000 |
724 |
|
| Goodwin Investment Advisory |
41 |
- |
2024-03-31 |
1,208 |
$113,000 |
1,208 |
|
| LGT Financial Advisors LLC |
185 |
- |
2024-03-31 |
968 |
$91,000 |
3 |
|
| DT INVESTMENT PARTNERS, LLC |
231 |
- |
2024-03-31 |
498 |
$47,000 |
7 |
|
| Nalls Sherbakoff Group LLC |
262 |
- |
2023-12-31 |
139 |
$12,000 |
17 |
|
|
33 Records found
|
1
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