|
Institutional
Holders
Total
Institutions:
|
173 7 |
|
Total
shares held :
|
6,219,224 |
|
% of shares
held :
|
69.1% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
30 |
|
Amount
of shares held :
|
-69,759 |
|
% of shares
held change :
|
-0.78% |
|
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 |
ENVESTNET ASSET MANAGEMENT INC |
415 |
- |
2024-03-31 |
1,643,985 |
$112,005,000 |
85,639 |
|
BLACKROCK INC. |
2274 |
- |
2024-03-31 |
922,056 |
$62,820,000 |
21,943 |
|
Envestnet Portfolio Solutions Inc. |
93 |
- |
2024-03-31 |
496,401 |
$33,820,000 |
1,857 |
|
J P MORGAN CHASE & CO |
1949 |
- |
2024-03-31 |
179,216 |
$12,210,000 |
14,966 |
|
HANSON MCCLAIN, INC. |
106 |
- |
2024-03-31 |
170,920 |
$11,645,000 |
11,635 |
|
SigFig Wealth Management LLC |
33 |
- |
2024-03-31 |
165,097 |
$11,248,000 |
17,404 |
|
LPL FINANCIAL CORP |
1320 |
- |
2024-03-31 |
147,448 |
$10,046,000 |
27,348 |
|
PARK AVENUE SECURITIES LLC |
117 |
- |
2024-03-31 |
144,488 |
$9,844,000 |
5,738 |
|
MML INVESTORS SERVICES LLC |
501 |
- |
2024-03-31 |
107,842 |
$7,347,000 |
10,778 |
|
Adviser Investments LLC |
126 |
- |
2024-03-31 |
96,264 |
$6,558,000 |
109 |
|
Balanced Rock Investment Advisor |
4 |
- |
2024-03-31 |
93,740 |
$6,387,000 |
-7,887 |
|
Invera Wealth Advisors LLC |
6 |
- |
2024-03-31 |
69,251 |
$4,476,000 |
403 |
|
SEI INVESTMENTS CO |
1264 |
*New |
2024-03-31 |
64,447 |
$4,391,000 |
64,447 |
|
Financial Connections Group Inc. |
|
- |
2024-03-31 |
60,812 |
$4,144,000 |
4,560 |
|
JANE STREET GROUP LLC |
1499 |
- |
2024-03-31 |
57,770 |
$3,936,000 |
-7,711 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
933 |
- |
2024-03-31 |
56,291 |
$3,835,000 |
1,584 |
|
HIGHTOWER ADVISORS, LLC |
1065 |
- |
2024-03-31 |
56,188 |
$3,831,000 |
2,720 |
|
UBS Group AG |
2427 |
- |
2024-03-31 |
55,450 |
$3,778,000 |
825 |
|
One Wealth Advisors LLC |
38 |
- |
2024-03-31 |
50,830 |
$3,463,000 |
-105 |
|
Klaas Financial Asset Advisors LLC |
20 |
- |
2024-03-31 |
48,601 |
$3,311,000 |
1,900 |
|
ACCREDITED INVESTORS INC. |
45 |
- |
2024-03-31 |
48,214 |
$3,285,000 |
711 |
|
Cetera Investment Advisers |
469 |
- |
2024-03-31 |
46,940 |
$3,198,000 |
-4,020 |
|
Walkner Condon Financial Advisors LLC |
41 |
- |
2024-03-31 |
46,343 |
$3,158,000 |
-107 |
|
OLD MISSION CAPITAL LLC |
170 |
*New |
2024-03-31 |
44,509 |
$3,032,000 |
44,509 |
|
Adroit Compliance LLC |
20 |
- |
2023-12-31 |
46,701 |
$2,983,000 |
0 |
|
TD Waterhouse Canada Inc. |
341 |
- |
2024-03-31 |
43,715 |
$2,942,000 |
0 |
|
Atlantic Private Wealth LLC |
11 |
- |
2024-03-31 |
42,791 |
$2,915,000 |
20 |
|
ROYAL BANK OF CANADA |
2300 |
- |
2024-03-31 |
40,196 |
$2,739,000 |
2,975 |
|
Atria Wealth Solutions Inc. |
549 |
- |
2024-03-31 |
37,718 |
$2,570,000 |
-820 |
|
IMPACTfolio LLC |
12 |
*New |
2024-03-31 |
34,915 |
$2,379,000 |
34,915 |
|
Values Added Financial LLC |
16 |
- |
2024-03-31 |
34,835 |
$2,373,000 |
-350 |
|
FIERA SCEPTRE INC. |
274 |
- |
2024-03-31 |
33,870 |
$2,308,000 |
7,960 |
|
FINANCIAL NETWORK |
995 |
- |
2024-03-31 |
30,935 |
$2,108,000 |
3,339 |
|
CI Private Wealth LLC |
1007 |
- |
2024-03-31 |
29,967 |
$2,042,000 |
-289 |
|
JANNEY MONTGOMERY SCOTT LLC |
1162 |
- |
2024-03-31 |
28,092 |
$1,914,000 |
7,125 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
598 |
- |
2024-03-31 |
27,493 |
$1,873,000 |
2,730 |
|
REGATTA CAPITAL GROUP LLC |
47 |
*New |
2024-03-31 |
27,260 |
$1,857,000 |
27,260 |
|
Integrated Wealth Concepts LLC |
543 |
- |
2024-03-31 |
27,127 |
$1,848,000 |
477 |
|
Grubman Wealth Management |
28 |
- |
2024-03-31 |
25,866 |
$1,762,000 |
-224 |
|
ALBION FINANCIAL GROUP /UT |
83 |
- |
2024-03-31 |
25,769 |
$1,756,000 |
1,428 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1356 |
- |
2024-03-31 |
25,440 |
$1,733,000 |
2,245 |
|
Equita Financial Network Inc. |
27 |
- |
2024-03-31 |
25,393 |
$1,730,000 |
7,325 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
457 |
- |
2024-03-31 |
25,272 |
$1,722,000 |
129 |
|
Horst & Graben Wealth Management LLC |
41 |
- |
2024-03-31 |
23,762 |
$1,619,000 |
977 |
|
DOHJ LLC |
58 |
*New |
2024-03-31 |
23,379 |
$1,593,000 |
23,379 |
|
Opes Wealth Management LLC |
52 |
- |
2024-03-31 |
22,209 |
$1,513,000 |
-1,335 |
|
Sharkey Howes & Javer |
58 |
- |
2024-03-31 |
21,162 |
$1,442,000 |
-106 |
|
SageView Advisory Group LLC |
151 |
*New |
2024-03-31 |
30,411 |
$1,431,000 |
30,411 |
|
Atwater Malick LLC |
32 |
- |
2024-03-31 |
20,462 |
$1,394,000 |
1,540 |
|
BANK OF AMERICA CORP /DE/ |
3849 |
- |
2024-03-31 |
19,977 |
$1,361,000 |
-30,092 |
|
Equitable Holdings Inc. |
546 |
- |
2024-03-31 |
19,719 |
$1,343,000 |
950 |
|
FMR LLC |
2274 |
- |
2024-03-31 |
19,526 |
$1,330,000 |
324 |
|
Advisor Group Holdings Inc. |
2055 |
- |
2024-03-31 |
19,173 |
$1,307,000 |
-121,467 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2053 |
- |
2024-03-31 |
18,959 |
$1,292,000 |
1,221 |
|
HALBERT, HARGROVE/RUSSELL LLC |
36 |
- |
2024-03-31 |
18,674 |
$1,272,000 |
443 |
|
Steward Partners Investment Advisory LLC |
715 |
- |
2024-03-31 |
18,412 |
$1,254,000 |
1,529 |
|
Plancorp LLC |
111 |
- |
2024-03-31 |
18,163 |
$1,237,000 |
-265 |
|
GOULD ASSET MANAGEMENT LLC /CA/ |
42 |
- |
2024-03-31 |
18,100 |
$1,233,000 |
4,050 |
|
Wade Financial Advisory Inc |
34 |
- |
2024-03-31 |
17,342 |
$1,182,000 |
-185 |
|
MULTIFINANCIAL SECURITIES CORP |
1104 |
- |
2024-03-31 |
16,471 |
$1,122,000 |
8,327 |
|
PRUDENTIAL FINANCIAL INC |
1814 |
- |
2024-03-31 |
15,244 |
$1,039,000 |
617 |
|
Congress Wealth Management LLC / DE / |
371 |
- |
2024-03-31 |
15,173 |
$1,034,000 |
-123 |
|
PRUDENTIAL CORP PLC |
494 |
- |
2024-03-31 |
15,000 |
$1,022,000 |
0 |
|
WEALTHSOURCE PARTNERS LLC |
196 |
- |
2023-12-31 |
15,763 |
$1,007,000 |
-828 |
|
JMG FINANCIAL GROUP, LTD. |
67 |
- |
2024-03-31 |
14,102 |
$961,000 |
2,176 |
|
CREATIVE PLANNING |
1370 |
- |
2024-03-31 |
13,693 |
$933,000 |
5,398 |
|
WELLS FARGO & CO/MN |
3044 |
- |
2024-03-31 |
13,541 |
$923,000 |
1,012 |
|
BANK OF NEW YORK MELLON CORP |
3183 |
- |
2024-03-31 |
13,412 |
$914,000 |
780 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1031 |
- |
2024-03-31 |
13,225 |
$901,000 |
1,008 |
|
LAZARD ASSET MANAGEMENT LLC |
762 |
- |
2024-03-31 |
13,209 |
$899,000 |
-605 |
|
MORNINGSTAR INVESTMENT SERVICES, INC. |
193 |
- |
2024-03-31 |
12,968 |
$890,000 |
-5,256 |
|
VERITY Wealth Advisors |
31 |
- |
2024-03-31 |
12,840 |
$875,000 |
2,771 |
|
Pathstone Holdings LLC |
1378 |
- |
2024-03-31 |
12,383 |
$843,000 |
501 |
|
Crestone Asset Management LLC |
51 |
- |
2024-03-31 |
12,376 |
$843,000 |
1,550 |
|
TCWP LLC |
13 |
- |
2024-03-31 |
12,000 |
$818,000 |
-20 |
|
We Are One Seven LLC |
392 |
- |
2024-03-31 |
12,000 |
$818,000 |
-20 |
|
Austin Private Wealth LLC |
81 |
- |
2024-03-31 |
11,986 |
$814,000 |
1,091 |
|
Skyline Advisors Inc. |
30 |
- |
2024-03-31 |
11,794 |
$804,000 |
314 |
|
Wealth Alliance |
192 |
- |
2024-03-31 |
11,398 |
$777,000 |
537 |
|
Leonard Rickey Investment Advisors P.L.L.C. |
45 |
- |
2024-03-31 |
10,918 |
$744,000 |
-209 |
|
Resources Investment Advisors Inc. |
599 |
- |
2024-03-31 |
10,892 |
$742,000 |
-1,434 |
|
Diversify Advisory Services LLC |
316 |
- |
2024-03-31 |
10,831 |
$738,000 |
0 |
|
Revolve Wealth Partners LLC |
82 |
- |
2024-03-31 |
10,619 |
$723,000 |
2,981 |
|
Kestra Advisory Services LLC |
1432 |
- |
2024-03-31 |
10,579 |
$721,000 |
1,822 |
|
EMPIRICAL FINANCIAL SERVICES, LLC |
291 |
- |
2024-03-31 |
10,150 |
$692,000 |
0 |
|
DFPG INVESTMENTS INC. |
327 |
- |
2023-12-31 |
10,569 |
$660,000 |
-637 |
|
HART & PATTERSON FINANCIAL GROUP LLC |
42 |
- |
2024-03-31 |
9,336 |
$636,000 |
3,809 |
|
H D Vest Advisory Services |
939 |
- |
2024-03-31 |
9,159 |
$624,000 |
1,189 |
|
DIVERSIFIED TRUST CO |
456 |
- |
2024-03-31 |
8,758 |
$597,000 |
198 |
|
Moors & Cabot Inc. |
445 |
- |
2024-03-31 |
8,690 |
$592,000 |
-79 |
|
Stratos Wealth Partners LTD. |
833 |
- |
2024-03-31 |
8,292 |
$565,000 |
-733 |
|
Snowden Capital Advisors LLC |
710 |
- |
2024-03-31 |
8,039 |
$548,000 |
618 |
|
MA Private Wealth |
50 |
- |
2024-03-31 |
8,027 |
$547,000 |
0 |
|
Pensionmark Financial Group LLC |
210 |
- |
2024-03-31 |
7,669 |
$523,000 |
198 |
|
FRANKLIN RESOURCES INC |
2096 |
*New |
2024-03-31 |
7,649 |
$521,000 |
7,649 |
|
REGAL INVESTMENT ADVISORS, LLC |
359 |
- |
2024-03-31 |
7,459 |
$508,000 |
437 |
|
Ally Invest Advisors Inc. |
41 |
- |
2024-03-31 |
7,359 |
$501,000 |
435 |
|
Mount Yale Investment Advisors LLC |
352 |
- |
2024-03-31 |
7,196 |
$490,000 |
307 |
|
Aptus Capital Advisors LLC |
512 |
- |
2024-03-31 |
6,893 |
$470,000 |
-8,130 |
|
Optas LLC |
99 |
- |
2024-03-31 |
6,792 |
$463,000 |
-807 |
|
|
100 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
|
|
|