|
Institutional
Holders
Total
Institutions:
|
96 7 |
|
Total
shares held :
|
4,591,367 |
|
% of shares
held :
|
19.13% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
Amount
of shares held :
|
-37,994 |
|
% of shares
held change :
|
-0.16% |
|
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 |
Empower Advisory Group LLC |
115 |
- |
2024-03-31 |
939,810 |
$44,068,000 |
-2,765 |
|
BANK OF NEW YORK MELLON CORP |
2503 |
- |
2024-03-31 |
72,250 |
$3,388,000 |
-692 |
|
UBS Group AG |
2546 |
- |
2024-03-31 |
69,927 |
$3,279,000 |
-11,453 |
|
Envestnet Portfolio Solutions Inc. |
696 |
- |
2024-03-31 |
34,704 |
$1,627,000 |
-556 |
|
HIGHTOWER ADVISORS, LLC |
1543 |
- |
2024-03-31 |
32,462 |
$1,525,000 |
-1,711 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1931 |
- |
2024-03-31 |
25,881 |
$1,214,000 |
-1,525 |
|
Walkner Condon Financial Advisors LLC |
97 |
- |
2024-03-31 |
21,076 |
$988,000 |
-1,003 |
|
Advisor Group Holdings Inc. |
2343 |
- |
2024-03-31 |
20,731 |
$972,000 |
-7,242 |
|
Blue Barn Wealth LLC |
38 |
- |
2024-03-31 |
19,118 |
$896,000 |
-42 |
|
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
135 |
- |
2024-03-31 |
18,878 |
$885,000 |
-110 |
|
Dynamic Advisors Solutions LLC |
491 |
- |
2024-03-31 |
16,656 |
$781,000 |
-94 |
|
Better Money Decisions LLC |
31 |
- |
2024-03-31 |
14,974 |
$702,000 |
-659 |
|
FINANCIAL ARCHITECTS INC |
176 |
- |
2023-06-30 |
14,753 |
$687,000 |
-992 |
|
Cardinal Point Wealth Management Partners LLC |
45 |
- |
2023-03-31 |
13,359 |
$629,000 |
-76 |
|
Brio Consultants LLC |
69 |
- |
2024-03-31 |
12,098 |
$567,000 |
-79 |
|
Cardinal Point Capital Management ULC |
48 |
- |
2024-03-31 |
9,994 |
$469,000 |
-400 |
|
PrairieView Partners LLC |
85 |
- |
2024-03-31 |
9,085 |
$426,000 |
-1,047 |
|
RETIREMENT CAPITAL STRATEGIES |
54 |
- |
2024-03-31 |
8,065 |
$378,000 |
-4,534 |
|
Kestra Advisory Services LLC |
1883 |
- |
2024-03-31 |
7,423 |
$348,000 |
-373 |
|
KilterHowling LLC |
40 |
- |
2024-03-31 |
5,271 |
$247,000 |
-143 |
|
Beacon Pointe Advisors LLC |
1202 |
- |
2024-03-31 |
4,665 |
$219,000 |
-538 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2960 |
- |
2024-03-31 |
4,508 |
$211,000 |
-838 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
2167 |
- |
2024-03-31 |
4,317 |
$202,000 |
-3,744 |
|
Clarity Asset Management Inc. |
36 |
- |
2024-03-31 |
3,588 |
$168,000 |
-55 |
|
NATIONAL BANK OF CANADA /FI/ |
1764 |
- |
2024-03-31 |
555 |
$26,000 |
-611 |
|
Mascoma Wealth Management LLC |
323 |
- |
2024-03-31 |
198 |
$9,000 |
-295 |
|
Dunhill Financial LLC |
522 |
- |
2024-03-31 |
32 |
$2,000 |
-598 |
|
WELLS FARGO & CO/MN |
5971 |
- |
2024-03-31 |
0 |
$0 |
-24 |
|
|
28 Records found
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1
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