| |
Institutional
Holders
Total
Institutions:
 |
35  1 |
|
|
Total
shares held :
|
5,221,766 |
|
|
% of shares
held :
|
58.02% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
4 |
|
|
Amount
of shares held :
|
591,121 |
|
|
% of shares
held change :
|
6.57% |
|
| 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 |
94 |
- |
2024-03-31 |
1,832,843 |
$87,573,000 |
-30,952 |
|
| NORTHERN TRUST CORP |
693 |
- |
2024-03-31 |
1,774,363 |
$84,779,000 |
290,000 |
|
| ARGI INVESTMENT SERVICES, LLC |
16 |
- |
2022-12-31 |
1,193,201 |
$55,336,000 |
20,088 |
|
| AE Wealth Management LLC |
136 |
- |
2024-03-31 |
371,109 |
$17,732,000 |
93,386 |
|
| Harbour Trust & Investment Management Co |
15 |
- |
2024-03-31 |
298,450 |
$14,260,000 |
2,775 |
|
| Trilogy Capital Inc. |
40 |
- |
2024-03-31 |
284,285 |
$13,583,000 |
468 |
|
| BANK OF AMERICA CORP /DE/ |
2548 |
- |
2024-03-31 |
187,190 |
$8,944,000 |
67,761 |
|
| Invst LLC |
37 |
*New |
2023-12-31 |
112,703 |
$5,379,000 |
112,703 |
|
| HORIZON BANCORP /IN/ |
10 |
*New |
2024-03-31 |
102,771 |
$4,910,000 |
102,771 |
|
| BOLTWOOD CAPITAL MANAGEMENT |
15 |
- |
2024-03-31 |
88,925 |
$4,249,000 |
-3,737 |
|
| Triad Wealth Partners LLC |
11 |
- |
2024-03-31 |
84,346 |
$4,030,000 |
0 |
|
| STIFEL FINANCIAL CORP |
1279 |
- |
2024-03-31 |
83,440 |
$3,987,000 |
4,177 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2344 |
- |
2024-03-31 |
59,499 |
$2,843,000 |
771 |
|
| MORGAN STANLEY |
4348 |
- |
2024-03-31 |
49,934 |
$2,386,000 |
21,163 |
|
| LPL FINANCIAL CORP |
2423 |
- |
2024-03-31 |
46,314 |
$2,213,000 |
1,478 |
|
| KESTRA PRIVATE WEALTH SERVICES LLC |
392 |
- |
2024-03-31 |
39,046 |
$1,866,000 |
8,110 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1857 |
- |
2024-03-31 |
38,580 |
$1,843,000 |
27,161 |
|
| Cherry Tree Wealth Management LLC |
61 |
- |
2024-03-31 |
24,535 |
$1,172,000 |
-718 |
|
| NATIONS FINANCIAL GROUP INC /IA/ /ADV |
241 |
- |
2024-03-31 |
22,826 |
$1,091,000 |
2,253 |
|
| HANLON INVESTMENT MANAGEMENT, INC. |
77 |
- |
2024-03-31 |
12,771 |
$610,000 |
717 |
|
| CoreCap Advisors LLC |
322 |
- |
2023-12-31 |
12,353 |
$593,000 |
1,383 |
|
| Redhawk Wealth Advisors Inc. |
207 |
- |
2024-03-31 |
9,162 |
$438,000 |
-199,561 |
|
| MML INVESTORS SERVICES LLC |
1947 |
- |
2024-03-31 |
7,907 |
$378,000 |
958 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2631 |
- |
2024-03-31 |
6,705 |
$320,000 |
2,065 |
|
| Mutual Advisors LLC |
866 |
*New |
2024-03-31 |
6,149 |
$294,000 |
6,149 |
|
| Burt Wealth Advisors |
94 |
- |
2024-03-31 |
5,977 |
$286,000 |
-946 |
|
| Cornerstone Retirement Group Inc. |
25 |
- |
2023-09-30 |
6,103 |
$281,000 |
0 |
|
| Advisory Alpha LLC |
330 |
- |
2024-03-31 |
5,347 |
$255,000 |
981 |
|
| Global Retirement Partners LLC |
798 |
- |
2024-03-31 |
4,000 |
$191,000 |
0 |
|
| TOWER RESEARCH CAPITAL LLC |
2027 |
- |
2024-03-31 |
1,514 |
$72,000 |
83 |
|
| CITIGROUP INC |
3549 |
- |
2024-03-31 |
1,450 |
$69,000 |
0 |
|
| UBS Group AG |
5855 |
- |
2024-03-31 |
298 |
$14,000 |
298 |
|
| Newbridge Financial Services Group Inc. |
696 |
- |
2024-03-31 |
278 |
$13,000 |
-2,711 |
|
| PROEQUITIES INC. |
2431 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| WELLS FARGO & CO/MN |
5752 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| Advisor Group Holdings Inc. |
6560 |
*Closed |
2024-03-31 |
0 |
$0 |
-807 |
|
| CITADEL ADVISORS LLC |
6015 |
*Closed |
2024-03-31 |
0 |
$0 |
-46,444 |
|
| OLD MISSION CAPITAL LLC |
970 |
*Closed |
2024-03-31 |
0 |
$0 |
-15,628 |
|
| CONTRAVISORY RESEARCH & MANAGEMENT CORP. |
375 |
*Closed |
2024-03-31 |
0 |
$0 |
-76 |
|
| GRADIENT INVESTMENTS LLC |
1576 |
- |
2024-03-31 |
0 |
$0 |
-1,700 |
|
| Householder Group Estate & Retirement Specialist L |
1248 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
| JANE STREET GROUP LLC |
5762 |
*Closed |
2024-03-31 |
0 |
$0 |
-53,570 |
|
| Kingdom Financial Group LLC. |
91 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,706 |
|
|
43 Records found
|
1
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