| |
Institutional
Holders
Total
Institutions:
 |
76  6 |
|
|
Total
shares held :
|
2,994,585 |
|
|
% of shares
held :
|
88.08% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
8 |
|
|
Amount
of shares held :
|
-24,206 |
|
|
% of shares
held change :
|
 -0.71% |
|
| 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 |
  HPM Partners LLC |
126 |
- |
2024-03-31 |
671,346 |
$66,557,000 |
-2,475 |
|
| ARGI INVESTMENT SERVICES, LLC |
15 |
- |
2022-12-31 |
774,300 |
$65,175,000 |
-34,552 |
|
| HIGHTOWER ADVISORS, LLC |
379 |
- |
2024-03-31 |
292,269 |
$28,991,000 |
-240 |
|
| LPL FINANCIAL CORP |
854 |
- |
2024-03-31 |
245,993 |
$24,388,000 |
-20,271 |
|
| Trilogy Capital Inc. |
42 |
- |
2024-03-31 |
119,513 |
$11,848,000 |
-6,313 |
|
| RVW Wealth LLC |
33 |
- |
2024-03-31 |
76,656 |
$7,600,000 |
-14,909 |
|
| ROYAL BANK OF CANADA |
1851 |
- |
2024-03-31 |
54,414 |
$5,394,000 |
-1,501 |
|
| MONTICELLO WEALTH MANAGEMENT LLC |
42 |
- |
2024-03-31 |
53,606 |
$5,314,000 |
-1,585 |
|
| N.E.W. Advisory Services LLC |
41 |
- |
2024-03-31 |
34,032 |
$3,377,000 |
-52 |
|
| BANK OF AMERICA CORP /DE/ |
3523 |
- |
2024-03-31 |
23,179 |
$2,298,000 |
-1,842 |
|
| LWM Advisory Services LLC |
19 |
- |
2024-03-31 |
16,133 |
$1,599,000 |
-46 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1796 |
- |
2024-03-31 |
15,136 |
$1,501,000 |
-164 |
|
| KWB Wealth |
50 |
- |
2024-03-31 |
14,270 |
$1,415,000 |
-460 |
|
| Gallacher Capital Management LLC |
25 |
- |
2024-03-31 |
14,153 |
$1,403,000 |
-773 |
|
| Apella Capital LLC |
118 |
- |
2024-03-31 |
13,900 |
$1,359,000 |
-32 |
|
| GeoWealth Management LLC |
235 |
- |
2024-03-31 |
13,124 |
$1,301,000 |
-2,837 |
|
| Richard P Slaughter Associates Inc |
83 |
- |
2024-03-31 |
12,654 |
$1,255,000 |
-312 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2890 |
- |
2024-03-31 |
12,139 |
$1,203,000 |
-1,228 |
|
| Empirical Asset Management LLC |
47 |
- |
2024-03-31 |
11,527 |
$1,143,000 |
-745 |
|
| Stratos Wealth Partners LTD. |
633 |
- |
2024-03-31 |
10,032 |
$995,000 |
-3,984 |
|
| Atria Wealth Solutions Inc. |
922 |
- |
2024-03-31 |
9,631 |
$955,000 |
-232 |
|
| MML INVESTORS SERVICES LLC |
1587 |
- |
2024-03-31 |
7,333 |
$727,000 |
-558 |
|
| THOROUGHBRED FINANCIAL SERVICES LLC |
254 |
- |
2024-03-31 |
6,778 |
$672,000 |
-149 |
|
| Advisor Group Holdings Inc. |
2703 |
- |
2024-03-31 |
6,568 |
$652,000 |
-4,882 |
|
| JOURNEY STRATEGIC WEALTH LLC |
107 |
- |
2024-03-31 |
6,383 |
$633,000 |
-41,798 |
|
| GOLDMAN SACHS GROUP INC/ |
3832 |
- |
2024-03-31 |
6,147 |
$609,000 |
-1,345 |
|
| MARINER WEALTH ADVISORS, LLC |
1921 |
- |
2024-03-31 |
5,794 |
$574,000 |
-125 |
|
| ADAMSBROWN WEALTH CONSULTANTS LLC |
37 |
- |
2024-03-31 |
5,707 |
$566,000 |
-467 |
|
| Sanctuary Wealth Management L.L.C. |
41 |
- |
2024-03-31 |
1,830 |
$181,000 |
-445 |
|
| Aspire Wealth Management Corp |
122 |
- |
2024-03-31 |
995 |
$99,000 |
-75 |
|
| IFP Advisors Inc |
1755 |
- |
2023-12-31 |
308 |
$28,000 |
-1,375 |
|
| Aspire Private Capital LLC |
497 |
- |
2024-03-31 |
47 |
$5,000 |
-1 |
|
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
1059 |
- |
2024-03-31 |
15 |
$1,000 |
-44 |
|
| Frazier Financial Advisors LLC |
800 |
- |
2024-03-31 |
6 |
$1,000 |
-235 |
|
|
34 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
