| |
Institutional
Holders
Total
Institutions:
 |
17  16 |
|
|
Total
shares held :
|
1,614,718 |
|
|
% of shares
held :
|
17.94% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
16 |
|
|
Amount
of shares held :
|
1,302,335 |
|
|
% of shares
held change :
|
14.47% |
|
| 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 |
  Vestmark Advisory Solutions Inc. |
6 |
- |
2024-03-31 |
994,474 |
$52,657,000 |
138,501 |
|
| BANK OF AMERICA CORP /DE/ |
1721 |
*New |
2024-03-31 |
494,323 |
$26,174,000 |
494,323 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1074 |
- |
2024-03-31 |
399,087 |
$21,132,000 |
277,880 |
|
| DiNuzzo Private Wealth Inc. |
16 |
- |
2024-03-31 |
314,628 |
$16,660,000 |
2,245 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1051 |
- |
2024-03-31 |
114,214 |
$6,048,000 |
85,536 |
|
| OLD MISSION CAPITAL LLC |
132 |
*New |
2024-03-31 |
78,124 |
$4,137,000 |
78,124 |
|
| Resources Investment Advisors Inc. |
239 |
*New |
2024-03-31 |
63,915 |
$3,384,000 |
63,915 |
|
| JANE STREET GROUP LLC |
1860 |
- |
2024-03-31 |
52,199 |
$2,764,000 |
-49,677 |
|
| Mattern Wealth Management LLC |
50 |
*New |
2024-03-31 |
46,534 |
$2,464,000 |
46,534 |
|
| Orion Portfolio Solutions LLC |
585 |
- |
2024-03-31 |
44,289 |
$2,345,000 |
7,021 |
|
| Strategic Investment Solutions Inc. /IL |
31 |
*New |
2023-12-31 |
40,199 |
$2,135,000 |
40,199 |
|
| Betterment LLC |
148 |
*New |
2024-03-31 |
37,831 |
$2,003,000 |
37,831 |
|
| BB&T CORP |
1313 |
- |
2024-03-31 |
33,965 |
$1,798,000 |
-28,735 |
|
| LifePro Asset Management |
29 |
*New |
2024-03-31 |
32,278 |
$1,709,000 |
32,278 |
|
| Goss Wealth Management LLC |
952 |
- |
2024-03-31 |
20,571 |
$1,089,000 |
-7,430 |
|
| Copperleaf Capital LLC |
42 |
*New |
2024-03-31 |
16,019 |
$848,000 |
16,019 |
|
| VIRTU FINANCIAL LLC |
247 |
*New |
2023-12-31 |
15,448 |
$820,000 |
15,448 |
|
| FIRETHORN WEALTH PARTNERS LLC |
54 |
- |
2024-03-31 |
12,496 |
$662,000 |
6,151 |
|
| RFG Advisory Group LLC |
448 |
*New |
2024-03-31 |
12,286 |
$651,000 |
12,286 |
|
| Aspire Private Capital LLC |
105 |
- |
2024-03-31 |
11,435 |
$605,000 |
2,837 |
|
| Kestra Advisory Services LLC |
1533 |
*New |
2024-03-31 |
11,414 |
$604,000 |
11,414 |
|
| Hutchens & Kramer Investment Management Group LLC |
66 |
*New |
2024-03-31 |
8,045 |
$424,000 |
8,045 |
|
| Change Path LLC |
676 |
- |
2024-03-31 |
6,528 |
$346,000 |
1,885 |
|
| GeoWealth Management LLC |
733 |
*New |
2024-03-31 |
2,730 |
$145,000 |
2,730 |
|
| COMERICA BANK |
2602 |
- |
2024-03-31 |
1,530 |
$81,000 |
56 |
|
| Farther Finance Advisors LLC |
1152 |
*New |
2024-03-31 |
1,020 |
$54,000 |
1,020 |
|
| Vermillion & White Wealth Management Group LLC |
266 |
*New |
2024-03-31 |
76 |
$4,000 |
76 |
|
| TOWER RESEARCH CAPITAL LLC |
5629 |
*Closed |
2024-03-31 |
0 |
$0 |
-8 |
|
| PROEQUITIES INC. |
4298 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
| TOWNSQUARE CAPITAL LLC |
1246 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,958 |
|
| FMR LLC |
5191 |
*Closed |
2024-03-31 |
0 |
$0 |
-14 |
|
| CWM LLC |
4626 |
*Closed |
2024-03-31 |
0 |
$0 |
-393 |
|
|
32 Records found
|
1
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