|
Institutional
Holders
Total
Institutions:
|
25 1 |
|
Total
shares held :
|
6,562,796 |
|
% of shares
held :
|
72.92% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
13 |
|
Amount
of shares held :
|
921,818 |
|
% of shares
held change :
|
10.24% |
|
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 |
Orion Portfolio Solutions LLC |
22 |
- |
2024-03-31 |
3,233,735 |
$56,684,000 |
-5,118 |
|
Main Management LLC |
8 |
- |
2024-03-31 |
2,864,614 |
$50,214,000 |
4,112 |
|
Advisor Group Holdings Inc. |
845 |
- |
2024-03-31 |
404,619 |
$7,093,000 |
351,788 |
|
ENVESTNET ASSET MANAGEMENT INC |
2692 |
- |
2024-03-31 |
91,884 |
$1,611,000 |
14,348 |
|
TOWNSQUARE CAPITAL LLC |
550 |
- |
2024-03-31 |
83,912 |
$1,471,000 |
7,215 |
|
GeoWealth Management LLC |
287 |
- |
2024-03-31 |
58,127 |
$1,019,000 |
6,290 |
|
Change Path LLC |
419 |
- |
2024-03-31 |
48,288 |
$846,000 |
30,791 |
|
Envestnet Portfolio Solutions Inc. |
950 |
- |
2024-03-31 |
43,087 |
$755,000 |
203 |
|
Atria Wealth Solutions Inc. |
1076 |
- |
2024-03-31 |
39,726 |
$696,000 |
429 |
|
Feltz Wealth PLAN Inc. |
181 |
- |
2024-03-31 |
34,948 |
$613,000 |
-120 |
|
Mutual Advisors LLC |
652 |
- |
2024-03-31 |
32,055 |
$562,000 |
11,395 |
|
Cetera Investment Advisers |
1536 |
- |
2024-03-31 |
14,367 |
$252,000 |
-2,587 |
|
Encompass More Asset Management |
91 |
- |
2024-03-31 |
12,181 |
$214,000 |
542 |
|
WHITTIER TRUST CO |
834 |
- |
2024-03-31 |
4,577 |
$80,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
1530 |
- |
2023-12-31 |
2,537 |
$42,000 |
441 |
|
CWM LLC |
2912 |
*New |
2024-03-31 |
1,083 |
$19,000 |
1,083 |
|
MORGAN STANLEY |
6497 |
- |
2024-03-31 |
539 |
$9,000 |
66 |
|
Geneos Wealth Management Inc. |
1592 |
- |
2024-03-31 |
468 |
$8,000 |
0 |
|
ICA Group Wealth Management LLC |
944 |
- |
2024-03-31 |
428 |
$8,000 |
112 |
|
US BANCORP |
3513 |
*New |
2024-03-31 |
200 |
$4,000 |
200 |
|
FTB Advisors Inc. |
1940 |
*New |
2024-03-31 |
151 |
$3,000 |
151 |
|
Coppell Advisory Solutions LLC |
1229 |
- |
2023-12-31 |
167 |
$3,000 |
144 |
|
GRADIENT INVESTMENTS LLC |
858 |
- |
2024-03-31 |
52 |
$1,000 |
0 |
|
PROEQUITIES INC. |
2533 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
UBS Group AG |
7316 |
- |
2024-03-31 |
5 |
$0 |
-71 |
|
IFP Advisors Inc |
2930 |
*Closed |
2023-12-31 |
0 |
$0 |
-56 |
|
LPL FINANCIAL CORP |
4834 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,352 |
|
FMR LLC |
5206 |
*Closed |
2024-03-31 |
0 |
$0 |
-129 |
|
ADVISORY SERVICES NETWORK, LLC |
2785 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,673 |
|
BANK OF AMERICA CORP /DE/ |
6701 |
*Closed |
2024-03-31 |
0 |
$0 |
-37 |
|
|
30 Records found
|
1
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