| |
Institutional
Holders
Total
Institutions:
 |
90  9 |
|
|
Total
shares held :
|
5,120,084 |
|
|
% of shares
held :
|
42.85% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
2 |
|
|
Amount
of shares held :
|
961,401 |
|
|
% of shares
held change :
|
8.05% |
|
| 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 |
  Resources Investment Advisors Inc. |
40 |
- |
2024-03-31 |
490,125 |
$35,686,000 |
-86,614 |
|
| Great Lakes Retirement Inc. |
3 |
- |
2024-03-31 |
324,490 |
$23,626,000 |
-5,987 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
445 |
- |
2024-03-31 |
150,818 |
$10,981,000 |
-2,022 |
|
| Consolidated Portfolio Review Corp |
6 |
- |
2024-03-31 |
113,893 |
$8,293,000 |
-3,970 |
|
| AMERIPRISE FINANCIAL INC |
2066 |
- |
2024-03-31 |
92,360 |
$6,725,000 |
-41,339 |
|
| HPM Partners LLC |
587 |
- |
2024-03-31 |
85,696 |
$6,240,000 |
-319 |
|
| CREATIVE PLANNING |
560 |
- |
2024-03-31 |
79,905 |
$5,818,000 |
-411 |
|
| WESCAP Management Group Inc. |
19 |
- |
2024-03-31 |
67,167 |
$4,890,000 |
-931 |
|
| KISTLERTIFFANY COMPANIES, LLC |
23 |
- |
2023-06-30 |
73,631 |
$4,603,000 |
-921 |
|
| DORSEY & WHITNEY TRUST CO LLC |
82 |
- |
2024-03-31 |
59,690 |
$4,346,000 |
-20,215 |
|
| LEGACY PRIVATE TRUST CO. |
98 |
- |
2024-03-31 |
34,028 |
$2,478,000 |
-2,732 |
|
| GOLDMAN SACHS GROUP INC/ |
3388 |
- |
2024-03-31 |
18,696 |
$1,361,000 |
-5,000 |
|
| J P MORGAN CHASE & CO |
3189 |
- |
2024-03-31 |
18,672 |
$1,360,000 |
-5,889 |
|
| Advisor Group Holdings Inc. |
2119 |
- |
2024-03-31 |
17,039 |
$1,241,000 |
-777 |
|
| Jackson Creek Investment Advisors LLC |
153 |
- |
2024-03-31 |
13,818 |
$1,006,000 |
-875 |
|
| Global Retirement Partners LLC |
401 |
- |
2024-03-31 |
11,235 |
$818,000 |
-123 |
|
| COUNTRY CLUB BANK /GFN |
221 |
- |
2024-03-31 |
8,584 |
$625,000 |
-6 |
|
| Financial Advocates Investment Management |
446 |
- |
2024-03-31 |
7,134 |
$519,000 |
-4,070 |
|
| Orion Portfolio Solutions LLC |
1265 |
- |
2024-03-31 |
6,704 |
$488,000 |
-1,345 |
|
| Bouchey Financial Group Ltd |
85 |
- |
2024-03-31 |
6,006 |
$437,000 |
-676 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3774 |
- |
2024-03-31 |
5,131 |
$374,000 |
-7,207 |
|
| TrueWealth Advisors LLC |
114 |
- |
2024-03-31 |
5,071 |
$369,000 |
-922 |
|
| Stratos Wealth Advisors LLC |
535 |
- |
2024-03-31 |
4,685 |
$341,000 |
-635 |
|
| BOSTON FINANCIAL MANGEMENT INC /MA |
283 |
- |
2024-03-31 |
4,487 |
$327,000 |
-778 |
|
| Richard P Slaughter Associates Inc |
117 |
- |
2024-03-31 |
4,105 |
$299,000 |
-26 |
|
| Ausdal Financial Partners Inc. |
391 |
- |
2024-03-31 |
3,690 |
$269,000 |
-104 |
|
| Cedar Brook Financial Partners LLC |
376 |
- |
2024-03-31 |
3,194 |
$233,000 |
-58 |
|
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP |
70 |
- |
2024-03-31 |
3,064 |
$221,000 |
-266 |
|
| Family Asset Management LLC |
99 |
- |
2024-03-31 |
2,903 |
$211,000 |
-550 |
|
| Spire Wealth Management |
923 |
- |
2024-03-31 |
1,725 |
$126,000 |
-10,891 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1800 |
- |
2024-03-31 |
1,348 |
$98,000 |
-111 |
|
| ICA Group Wealth Management LLC |
584 |
- |
2024-03-31 |
600 |
$44,000 |
-400 |
|
| LGT Financial Advisors LLC |
251 |
- |
2024-03-31 |
567 |
$41,000 |
-217 |
|
| Qube Research & Technologies Ltd |
3430 |
- |
2024-03-31 |
47 |
$3,000 |
-47 |
|
|
34 Records found
|
1
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