| |
Institutional
Holders
Total
Institutions:
 |
14  12 |
|
|
Total
shares held :
|
1,092,601 |
|
|
% of shares
held :
|
12.14% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
12 |
|
|
Amount
of shares held :
|
1,001,444 |
|
|
% of shares
held change :
|
11.13% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Hill Investment Group Partners LLC |
9 |
*New |
2024-03-31 |
609,987 |
$32,338,000 |
609,987 |
|
| Alpha Financial Advisors LLC |
1 |
- |
2024-03-31 |
496,971 |
$26,347,000 |
22,986 |
|
| HIGHTOWER ADVISORS, LLC |
477 |
- |
2024-03-31 |
369,321 |
$19,558,000 |
243,108 |
|
| Vestmark Advisory Solutions Inc. |
58 |
- |
2024-03-31 |
165,758 |
$8,788,000 |
2,829 |
|
| DiNuzzo Private Wealth Inc. |
25 |
- |
2024-03-31 |
90,940 |
$4,821,000 |
5,330 |
|
| Mattern Wealth Management LLC |
27 |
- |
2024-03-31 |
75,589 |
$4,007,000 |
68,234 |
|
| BANK OF AMERICA CORP /DE/ |
3208 |
*New |
2024-03-31 |
67,945 |
$3,602,000 |
67,945 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2448 |
- |
2024-03-31 |
45,720 |
$2,424,000 |
19,165 |
|
| LifePro Asset Management |
26 |
*New |
2024-03-31 |
42,249 |
$2,240,000 |
42,249 |
|
| Betterment LLC |
142 |
*New |
2024-03-31 |
40,596 |
$2,152,000 |
40,596 |
|
| JANE STREET GROUP LLC |
2269 |
- |
2024-03-31 |
36,856 |
$1,954,000 |
-94,707 |
|
| Orion Portfolio Solutions LLC |
698 |
- |
2024-03-31 |
34,357 |
$1,821,000 |
-2,392 |
|
| Resources Investment Advisors Inc. |
358 |
*New |
2024-03-31 |
34,102 |
$1,808,000 |
34,102 |
|
| BB&T CORP |
1335 |
- |
2024-03-31 |
32,322 |
$1,714,000 |
5,947 |
|
| LAM GROUP INC. |
29 |
- |
2024-03-31 |
23,165 |
$1,228,000 |
22,410 |
|
| Hutchens & Kramer Investment Management Group LLC |
44 |
*New |
2024-03-31 |
16,398 |
$866,000 |
16,398 |
|
| RFG Advisory Group LLC |
387 |
*New |
2024-03-31 |
15,821 |
$839,000 |
15,821 |
|
| Copperleaf Capital LLC |
53 |
*New |
2024-03-31 |
12,458 |
$660,000 |
12,458 |
|
| RCS Financial Planning LLC |
48 |
*New |
2024-03-31 |
9,823 |
$521,000 |
9,823 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2769 |
*New |
2024-03-31 |
9,575 |
$508,000 |
9,575 |
|
| Farther Finance Advisors LLC |
398 |
*New |
2024-03-31 |
9,210 |
$487,000 |
9,210 |
|
| PHILLIPS FINANCIAL MANAGEMENT LLC |
135 |
*New |
2024-03-31 |
7,370 |
$391,000 |
7,370 |
|
| FOUNDERS FINANCIAL SECURITIES LLC |
306 |
*New |
2024-03-31 |
6,652 |
$353,000 |
6,652 |
|
| Oceanside Advisors LLC |
37 |
- |
2024-03-31 |
5,462 |
$290,000 |
-85 |
|
| Change Path LLC |
754 |
*New |
2024-03-31 |
4,992 |
$265,000 |
4,992 |
|
| KFG WEALTH MANAGEMENT LLC |
150 |
*New |
2024-03-31 |
4,087 |
$217,000 |
4,087 |
|
| Aspire Private Capital LLC |
160 |
- |
2024-03-31 |
3,147 |
$167,000 |
2,666 |
|
| Advisor Group Holdings Inc. |
4453 |
*New |
2024-03-31 |
1,307 |
$69,000 |
1,307 |
|
| UBS Group AG |
5368 |
*New |
2024-03-31 |
817 |
$43,000 |
817 |
|
| Vermillion & White Wealth Management Group LLC |
158 |
*New |
2024-03-31 |
450 |
$24,000 |
450 |
|
| ANGELES WEALTH MANAGEMENT LLC |
297 |
*New |
2024-03-31 |
2 |
$0 |
2 |
|
| PROEQUITIES INC. |
4297 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
| TOWNSQUARE CAPITAL LLC |
1265 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,691 |
|
| CWM LLC |
4625 |
*Closed |
2024-03-31 |
0 |
$0 |
-793 |
|
|
34 Records found
|
1
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