| |
Institutional
Holders
Total
Institutions:
 |
98  7 |
|
|
Total
shares held :
|
6,442,711 |
|
|
% of shares
held :
|
61.09% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
14 |
|
|
Amount
of shares held :
|
-470,236 |
|
|
% of shares
held change :
|
 -4.46% |
|
| 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 |
  NEPC LLC |
7 |
- |
2024-03-31 |
1,759,073 |
$134,780,000 |
703,638 |
|
| Mill Creek Capital Advisors LLC |
10 |
- |
2024-03-31 |
887,025 |
$67,964,000 |
219,606 |
|
| AXXCESS WEALTH MANAGEMENT LLC |
10 |
- |
2024-03-31 |
688,971 |
$52,789,000 |
18,972 |
|
| Capital Asset Advisory Services LLC |
6 |
- |
2024-03-31 |
692,307 |
$52,318,000 |
20,253 |
|
| Wedmont Private Capital |
5 |
- |
2024-03-31 |
647,449 |
$49,116,000 |
47,406 |
|
| BANK OF AMERICA CORP /DE/ |
1673 |
- |
2024-03-31 |
364,088 |
$27,896,000 |
38,781 |
|
| MML INVESTORS SERVICES LLC |
229 |
- |
2024-03-31 |
286,253 |
$21,933,000 |
14,238 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1187 |
- |
2024-03-31 |
226,438 |
$17,350,000 |
19,566 |
|
| Financial Advocates Investment Management |
15 |
- |
2024-03-31 |
200,623 |
$15,372,000 |
32,037 |
|
| Sensible Financial Planning & Management LLC. |
11 |
- |
2024-03-31 |
127,200 |
$9,746,000 |
30,050 |
|
| UBS Group AG |
1632 |
- |
2024-03-31 |
124,795 |
$9,562,000 |
9,708 |
|
| ROYAL BANK OF CANADA |
1653 |
- |
2024-03-31 |
101,739 |
$7,795,000 |
9,988 |
|
| Cetera Investment Advisers |
828 |
- |
2024-03-31 |
87,844 |
$6,731,000 |
35,729 |
|
| JANE STREET GROUP LLC |
1297 |
- |
2024-03-31 |
63,185 |
$4,841,000 |
43,774 |
|
| CI Private Wealth LLC |
719 |
- |
2024-03-31 |
60,960 |
$4,671,000 |
965 |
|
| LPL FINANCIAL CORP |
1965 |
- |
2024-03-31 |
50,217 |
$3,848,000 |
5,245 |
|
| Atria Wealth Solutions Inc. |
456 |
- |
2024-03-31 |
44,021 |
$3,373,000 |
2,767 |
|
| STIFEL FINANCIAL CORP |
1430 |
- |
2024-03-31 |
40,030 |
$3,067,000 |
37 |
|
| LOOMIS SAYLES & CO L P |
398 |
- |
2024-03-31 |
39,300 |
$3,011,000 |
3,255 |
|
| J P MORGAN CHASE & CO |
2780 |
- |
2024-03-31 |
36,742 |
$2,815,000 |
16 |
|
| FINANCIAL NETWORK |
919 |
- |
2024-03-31 |
32,706 |
$2,506,000 |
2,551 |
|
| TD Waterhouse Canada Inc. |
376 |
- |
2024-03-31 |
28,711 |
$2,246,000 |
2,472 |
|
| AMERIPRISE FINANCIAL INC |
2758 |
- |
2024-03-31 |
27,911 |
$2,141,000 |
1,697 |
|
| BFSG LLC |
105 |
- |
2024-03-31 |
26,207 |
$2,008,000 |
2,983 |
|
| Advisor Group Holdings Inc. |
1762 |
- |
2024-03-31 |
23,888 |
$1,831,000 |
2,650 |
|
| Perigon Wealth Management LLC |
269 |
- |
2024-03-31 |
23,282 |
$1,784,000 |
803 |
|
| Fort Point Capital Partners LLC |
92 |
- |
2024-03-31 |
16,461 |
$1,261,000 |
860 |
|
| NATIONAL BANK OF CANADA /FI/ |
947 |
- |
2024-03-31 |
16,378 |
$1,231,000 |
6,849 |
|
| Semmax Financial Advisors Inc. |
71 |
- |
2024-03-31 |
16,289 |
$1,225,000 |
1,078 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1738 |
- |
2024-03-31 |
12,661 |
$970,000 |
1,524 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2123 |
- |
2024-03-31 |
11,573 |
$887,000 |
370 |
|
| Chicago Partners Investment Group LLC |
341 |
- |
2024-03-31 |
11,474 |
$857,000 |
121 |
|
| BB&T CORP |
1791 |
- |
2024-03-31 |
8,649 |
$663,000 |
4,003 |
|
| SEAMOUNT FINANCIAL GROUP INC |
67 |
- |
2024-03-31 |
4,737 |
$363,000 |
49 |
|
| ALTFEST L J & CO INC |
234 |
- |
2024-03-31 |
4,633 |
$355,000 |
356 |
|
| FMR LLC |
2748 |
- |
2024-03-31 |
3,683 |
$282,000 |
3,679 |
|
| MORGAN STANLEY |
5864 |
- |
2024-03-31 |
1,001 |
$77,000 |
1,000 |
|
| Larson Financial Group LLC |
598 |
- |
2024-03-31 |
974 |
$75,000 |
6 |
|
| TOWER RESEARCH CAPITAL LLC |
2981 |
- |
2024-03-31 |
266 |
$20,000 |
210 |
|
| Global Retirement Partners LLC |
2246 |
- |
2024-03-31 |
90 |
$7,000 |
10 |
|
|
40 Records found
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1
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