| |
Institutional
Holders
Total
Institutions:
 |
332  27 |
|
|
Total
shares held :
|
75,197,427 |
|
|
% of shares
held :
|
67.75% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
127 |
|
|
Amount
of shares held :
|
10,649,708 |
|
|
% of shares
held change :
|
9.59% |
|
| 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 |
  Team Hewins LLC |
15 |
- |
2024-03-31 |
112,800 |
$6,538,000 |
0 |
|
| Transcendent Capital Group LLC |
24 |
- |
2024-03-31 |
40,803 |
$2,301,000 |
0 |
|
| Cresset Asset Management LLC |
628 |
- |
2023-12-31 |
31,804 |
$1,793,000 |
0 |
|
| COCONUT GROVE BANK |
68 |
- |
2024-03-31 |
26,321 |
$1,526,000 |
0 |
|
| Seaside Wealth Management Inc. |
18 |
- |
2024-03-31 |
19,606 |
$1,136,000 |
0 |
|
| Cetera Trust Company N.A |
46 |
- |
2024-03-31 |
15,357 |
$890,000 |
0 |
|
| Vannoy Advisory Group Inc. |
20 |
- |
2024-03-31 |
14,590 |
$846,000 |
0 |
|
| Creative Capital Management Investments LLC |
22 |
- |
2024-03-31 |
11,152 |
$646,000 |
0 |
|
| Glenview Trust Co |
327 |
- |
2023-12-31 |
9,436 |
$532,000 |
0 |
|
| HAVERFORD FINANCIAL SERVICES INC. |
36 |
- |
2024-03-31 |
8,855 |
$513,000 |
0 |
|
| MB Generational Wealth LLC |
29 |
- |
2024-03-31 |
8,345 |
$484,000 |
0 |
|
| Abacus Planning Group Inc. |
119 |
- |
2024-03-31 |
7,390 |
$428,000 |
0 |
|
| NATIONS FINANCIAL GROUP INC /IA/ /ADV |
478 |
- |
2024-03-31 |
6,870 |
$398,000 |
0 |
|
| Mutual Advisors LLC |
782 |
- |
2024-03-31 |
6,448 |
$374,000 |
0 |
|
| UMB BANK N A/MO |
454 |
- |
2024-03-31 |
6,250 |
$362,000 |
0 |
|
| Lion Street Advisors LLC |
166 |
- |
2024-03-31 |
5,814 |
$328,000 |
0 |
|
| Brainard Capital Management LLC |
56 |
- |
2023-03-31 |
5,808 |
$307,000 |
0 |
|
| Cornerstone Management Inc. |
46 |
- |
2024-03-31 |
4,445 |
$258,000 |
0 |
|
| Lauterbach Financial Advisors LLC |
57 |
- |
2024-03-31 |
4,266 |
$247,000 |
0 |
|
| Moisand Fitzgerald Tamayo LLC |
97 |
- |
2024-03-31 |
4,200 |
$243,000 |
0 |
|
| Willow Creek Wealth Management Inc. |
134 |
- |
2023-12-31 |
4,118 |
$232,000 |
0 |
|
| Efficient Wealth Management LLC |
77 |
- |
2024-03-31 |
3,610 |
$210,000 |
0 |
|
| US BANCORP |
2094 |
- |
2024-03-31 |
2,838 |
$164,000 |
0 |
|
| Global Trust Asset Management LLC |
195 |
- |
2024-03-31 |
2,311 |
$134,000 |
0 |
|
| Baldrige Asset Management LLC |
141 |
- |
2023-03-31 |
1,990 |
$105,000 |
0 |
|
| FTB Advisors Inc. |
904 |
- |
2024-03-31 |
954 |
$55,000 |
0 |
|
| Westside Investment Management Inc. |
352 |
- |
2024-03-31 |
840 |
$49,000 |
0 |
|
| PRIVATE TRUST CO NA |
1110 |
- |
2024-03-31 |
850 |
$49,000 |
0 |
|
| TD CAPITAL MANAGEMENT LLC |
228 |
- |
2024-03-31 |
441 |
$25,000 |
0 |
|
| PARKSIDE FINANCIAL BANK & TRUST |
1187 |
- |
2024-03-31 |
152 |
$9,000 |
0 |
|
| Pacifica Partners Inc. |
430 |
- |
2024-03-31 |
64 |
$4,000 |
0 |
|
| BANK OF OKLAHOMA NATIONAL ASSOCIATION / |
1061 |
- |
2023-12-31 |
51 |
$3,000 |
0 |
|
| Addison Advisors LLC |
646 |
- |
2024-03-31 |
9 |
$1,000 |
0 |
|
| NOMURA ASSET MANAGEMENT CO LTD |
1590 |
*New |
2023-12-31 |
0 |
$0 |
0 |
|
| Key Financial Inc |
1258 |
- |
2024-03-31 |
6 |
$0 |
0 |
|
| BANK OF MONTREAL /CAN/ |
3474 |
- |
2023-12-31 |
2 |
$0 |
0 |
|
| PROEQUITIES INC. |
7073 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
37 Records found
|
1
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