|
Institutional
Holders
Total
Institutions:
|
183 11 |
|
Total
shares held :
|
16,837,867 |
|
% of shares
held :
|
12.52% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
40 |
|
Amount
of shares held :
|
280,504 |
|
% of shares
held change :
|
0.21% |
|
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 |
BLACKROCK INC. |
1931 |
- |
2024-03-31 |
2,680,493 |
$121,024,000 |
-314,555 |
|
Envestnet Portfolio Solutions Inc. |
60 |
- |
2024-03-31 |
1,352,004 |
$61,043,000 |
-62,917 |
|
Adviser Investments LLC |
47 |
- |
2024-03-31 |
554,682 |
$25,044,000 |
-5,875 |
|
PARK AVENUE SECURITIES LLC |
67 |
- |
2024-03-31 |
390,944 |
$17,651,000 |
-2,401 |
|
MACKENZIE FINANCIAL CORP |
375 |
- |
2024-03-31 |
335,140 |
$15,132,000 |
-5,010 |
|
SPINNAKER TRUST |
54 |
- |
2024-03-31 |
163,831 |
$7,397,000 |
-5,080 |
|
Invera Wealth Advisors LLC |
1 |
- |
2024-03-31 |
166,852 |
$7,044,000 |
-1,297 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
754 |
- |
2024-03-31 |
135,131 |
$6,101,000 |
-3,335 |
|
Walkner Condon Financial Advisors LLC |
27 |
- |
2024-03-31 |
104,300 |
$4,709,000 |
-1,596 |
|
Optas LLC |
24 |
- |
2024-03-31 |
79,580 |
$3,593,000 |
-1,472 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
345 |
- |
2024-03-31 |
70,525 |
$3,184,000 |
-1,756 |
|
GenWealth Group Inc. |
25 |
- |
2024-03-31 |
68,433 |
$3,090,000 |
-3,022 |
|
Horst & Graben Wealth Management LLC |
30 |
- |
2024-03-31 |
67,685 |
$3,056,000 |
-1,665 |
|
ACCREDITED INVESTORS INC. |
49 |
- |
2024-03-31 |
63,942 |
$2,887,000 |
-1,728 |
|
GOLDMAN SACHS GROUP INC/ |
2930 |
- |
2024-03-31 |
63,840 |
$2,882,000 |
-40,496 |
|
Advisor Group Holdings Inc. |
1453 |
- |
2024-03-31 |
61,548 |
$2,779,000 |
-343,250 |
|
Sharkey Howes & Javer |
43 |
- |
2024-03-31 |
58,250 |
$2,630,000 |
-5,399 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1596 |
- |
2024-03-31 |
56,914 |
$2,570,000 |
-2,173 |
|
Steward Partners Investment Advisory LLC |
567 |
- |
2024-03-31 |
47,201 |
$2,131,000 |
-576 |
|
WEALTHSOURCE PARTNERS LLC |
138 |
- |
2023-12-31 |
44,703 |
$1,780,000 |
-3,697 |
|
Opes Wealth Management LLC |
48 |
- |
2024-03-31 |
37,874 |
$1,710,000 |
-1,595 |
|
MORNINGSTAR INVESTMENT SERVICES, INC. |
169 |
- |
2024-03-31 |
36,722 |
$1,656,000 |
-17,669 |
|
Stratos Wealth Partners LTD. |
514 |
- |
2024-03-31 |
32,883 |
$1,485,000 |
-238 |
|
Skyline Advisors Inc. |
24 |
- |
2024-03-31 |
29,090 |
$1,313,000 |
-543 |
|
DFPG INVESTMENTS INC. |
203 |
- |
2023-12-31 |
30,971 |
$1,203,000 |
-2,443 |
|
Kuntz Lesher Capital LLC |
74 |
- |
2024-03-31 |
26,573 |
$1,200,000 |
-2,091 |
|
FTB Advisors Inc. |
241 |
- |
2024-03-31 |
24,140 |
$1,090,000 |
-527 |
|
Sandbox Financial Partners LLC |
40 |
- |
2024-03-31 |
24,105 |
$1,088,000 |
-1,320 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
195 |
- |
2024-03-31 |
23,795 |
$1,070,000 |
-4,595 |
|
DIVERSIFIED TRUST CO |
300 |
- |
2024-03-31 |
23,311 |
$1,052,000 |
-1,387 |
|
Wealth Alliance |
153 |
- |
2024-03-31 |
23,044 |
$1,040,000 |
-57 |
|
Snowden Capital Advisors LLC |
514 |
- |
2024-03-31 |
20,424 |
$922,000 |
-1,196 |
|
REGAL INVESTMENT ADVISORS, LLC |
255 |
- |
2024-03-31 |
19,972 |
$902,000 |
-27 |
|
Pensionmark Financial Group LLC |
153 |
- |
2024-03-31 |
18,568 |
$838,000 |
-322 |
|
JMG FINANCIAL GROUP, LTD. |
75 |
- |
2024-03-31 |
16,116 |
$728,000 |
-841 |
|
Farther Finance Advisors LLC |
311 |
- |
2024-03-31 |
15,849 |
$712,000 |
-16 |
|
Strategic Blueprint LLC |
308 |
- |
2024-03-31 |
15,756 |
$711,000 |
-911 |
|
Patriot Financial Group Insurance Agency LLC |
205 |
- |
2024-03-31 |
15,474 |
$699,000 |
-1,112 |
|
Van Hulzen Asset Management LLC |
196 |
- |
2024-03-31 |
15,448 |
$697,000 |
-3,095 |
|
Aptus Capital Advisors LLC |
442 |
- |
2024-03-31 |
14,547 |
$657,000 |
-25,512 |
|
Stratos Wealth Advisors LLC |
412 |
- |
2024-03-31 |
14,156 |
$639,000 |
-787 |
|
Aufman Associates Inc |
20 |
- |
2024-03-31 |
13,545 |
$612,000 |
-5 |
|
West Wealth Group LLC |
45 |
- |
2024-03-31 |
11,630 |
$525,000 |
-172 |
|
FINANCIAL COUNSELORS INC |
404 |
- |
2024-03-31 |
11,452 |
$517,000 |
-24 |
|
Ascent Group LLC |
355 |
- |
2024-03-31 |
11,140 |
$503,000 |
-45 |
|
Copperleaf Capital LLC |
65 |
- |
2024-03-31 |
10,756 |
$486,000 |
-157 |
|
UMA Financial Services Inc. |
92 |
- |
2024-03-31 |
11,226 |
$481,000 |
-493 |
|
CoreCap Advisors LLC |
372 |
- |
2023-12-31 |
10,765 |
$429,000 |
-523 |
|
Venturi Wealth Management LLC |
280 |
- |
2024-03-31 |
9,396 |
$424,000 |
-674 |
|
Betterment LLC |
282 |
- |
2024-03-31 |
8,770 |
$396,000 |
-942 |
|
Apollon Wealth Management LLC |
779 |
- |
2024-03-31 |
8,509 |
$384,000 |
-975 |
|
UBS Group AG |
4334 |
- |
2024-03-31 |
7,563 |
$341,000 |
-1,003 |
|
CREATIVE PLANNING |
2172 |
- |
2024-03-31 |
7,192 |
$325,000 |
-7,081 |
|
ALESCO ADVISORS LLC |
150 |
- |
2024-03-31 |
6,820 |
$308,000 |
-530 |
|
COMERICA SECURITIESINC. |
359 |
- |
2023-09-30 |
8,649 |
$301,000 |
-606 |
|
RAYMOND JAMES & ASSOCIATES |
3359 |
- |
2024-03-31 |
6,142 |
$277,000 |
-15,963 |
|
Spire Wealth Management |
687 |
- |
2024-03-31 |
6,092 |
$275,000 |
-644 |
|
Goldstein Advisors LLC |
123 |
- |
2024-03-31 |
6,034 |
$272,000 |
-39 |
|
AE Wealth Management LLC |
991 |
- |
2024-03-31 |
5,852 |
$264,000 |
-14,330 |
|
BEACON FINANCIAL GROUP |
294 |
- |
2024-03-31 |
5,722 |
$258,000 |
-550 |
|
BAKER TILLY FINANCIAL LLC |
375 |
- |
2024-03-31 |
5,612 |
$253,000 |
-654 |
|
WEDBUSH MORGAN SECURITIES INC |
977 |
- |
2024-03-31 |
5,402 |
$244,000 |
-184 |
|
Private Advisor Group LLC |
2014 |
- |
2024-03-31 |
5,077 |
$229,000 |
-341 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1712 |
- |
2024-03-31 |
4,977 |
$225,000 |
-251 |
|
Pallas Capital Advisors LLC |
398 |
- |
2024-03-31 |
4,940 |
$223,000 |
-488 |
|
U.S. Capital Wealth Advisors LLC |
625 |
- |
2024-03-31 |
4,888 |
$221,000 |
-248 |
|
Gateway Wealth Partners LLC |
216 |
- |
2024-03-31 |
4,887 |
$221,000 |
-263 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
417 |
- |
2024-03-31 |
4,395 |
$198,000 |
-105 |
|
COMERICA BANK |
2389 |
- |
2024-03-31 |
3,433 |
$155,000 |
-253 |
|
JFS WEALTH ADVISORS, LLC |
268 |
- |
2024-03-31 |
3,327 |
$150,000 |
-263 |
|
Milestone Investment Advisors LLC |
90 |
- |
2024-03-31 |
1,920 |
$87,000 |
-18 |
|
AdvisorNet Financial Inc |
664 |
- |
2024-03-31 |
1,912 |
$86,000 |
-70 |
|
PNC FINANCIAL SERVICES GROUP INC |
2869 |
- |
2024-03-31 |
1,400 |
$63,000 |
-51 |
|
BANK OF MONTREAL /CAN/ |
3029 |
- |
2024-03-31 |
1,042 |
$47,000 |
-6,372 |
|
Aspire Private Capital LLC |
340 |
- |
2024-03-31 |
378 |
$17,000 |
-18 |
|
NBT BANK N A /NY |
471 |
- |
2024-03-31 |
162 |
$11,000 |
-295 |
|
|
76 Records found
|
1
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