| |
Institutional
Holders
Total
Institutions:
 |
86  15 |
|
|
Total
shares held :
|
11,396,168 |
|
|
% of shares
held :
|
88.55% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
27 |
|
|
Amount
of shares held :
|
883,442 |
|
|
% of shares
held change :
|
6.86% |
|
| 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 |
  Hill Investment Group Partners LLC |
2 |
- |
2023-12-31 |
2,227,832 |
$93,190,000 |
66,590 |
|
| PACIFIC LIFE FUND ADVISORS LLC |
6 |
- |
2024-03-31 |
1,247,637 |
$51,465,000 |
24,089 |
|
| KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. |
6 |
- |
2024-03-31 |
1,126,857 |
$46,483,000 |
53,755 |
|
| CI Private Wealth LLC |
271 |
- |
2024-03-31 |
955,178 |
$39,401,000 |
758,172 |
|
| ENVESTNET ASSET MANAGEMENT INC |
960 |
- |
2023-12-31 |
549,218 |
$22,974,000 |
80,659 |
|
| BCR Wealth Strategies LLC |
2 |
- |
2024-03-31 |
502,663 |
$20,735,000 |
2,992 |
|
| Financial Partners Group Inc |
15 |
- |
2024-03-31 |
397,163 |
$16,383,000 |
7,747 |
|
| Highland Financial Advisors LLC |
7 |
- |
2024-03-31 |
383,873 |
$15,835,000 |
47,352 |
|
| REGATTA CAPITAL GROUP LLC |
6 |
- |
2024-03-31 |
345,340 |
$14,245,000 |
39,242 |
|
| Allegiance Financial Group Advisory Services LLC |
7 |
- |
2024-03-31 |
253,193 |
$10,444,000 |
43,133 |
|
| PARK AVENUE SECURITIES LLC |
122 |
- |
2024-03-31 |
228,080 |
$9,408,000 |
23,573 |
|
| RAYMOND JAMES & ASSOCIATES |
1233 |
- |
2024-03-31 |
214,535 |
$8,850,000 |
9,302 |
|
| AE Wealth Management LLC |
425 |
- |
2023-12-31 |
211,663 |
$8,746,000 |
566 |
|
| LexAurum Advisors LLC |
11 |
- |
2024-03-31 |
180,749 |
$7,456,000 |
44,385 |
|
| Strategic Blueprint LLC |
94 |
- |
2024-03-31 |
85,620 |
$3,532,000 |
636 |
|
| Good Life Advisors LLC |
66 |
- |
2024-03-31 |
85,000 |
$3,506,000 |
19,859 |
|
| Herold Advisors Inc. |
27 |
- |
2024-03-31 |
84,891 |
$3,502,000 |
76,262 |
|
| Strategic Financial Concepts LLC |
35 |
- |
2024-03-31 |
83,770 |
$3,456,000 |
76,504 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1475 |
- |
2024-03-31 |
73,842 |
$3,046,000 |
4,287 |
|
| MML INVESTORS SERVICES LLC |
826 |
- |
2023-12-31 |
70,858 |
$2,964,000 |
34,521 |
|
| CITADEL ADVISORS LLC |
2154 |
- |
2023-12-31 |
58,309 |
$2,439,000 |
36,168 |
|
| EverSource Wealth Advisors LLC |
99 |
- |
2023-12-31 |
55,231 |
$2,310,000 |
405 |
|
| SC&H Financial Advisors Inc. |
28 |
- |
2024-03-31 |
54,716 |
$2,257,000 |
468 |
|
| Krasney Financial LLC |
108 |
- |
2024-03-31 |
52,950 |
$2,184,000 |
1,428 |
|
| Ambassador Advisors LLC |
57 |
- |
2023-12-31 |
49,163 |
$2,023,000 |
3,555 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1904 |
- |
2024-03-31 |
42,892 |
$1,769,000 |
21,153 |
|
| Index Fund Advisors Inc. |
27 |
- |
2023-12-31 |
38,954 |
$1,629,000 |
17,183 |
|
| Centennial Wealth Advisory LLC |
23 |
- |
2024-03-31 |
38,020 |
$1,568,000 |
8,249 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1463 |
- |
2024-03-31 |
35,287 |
$1,456,000 |
6,941 |
|
| WCG Wealth Advisors LLC |
170 |
- |
2023-12-31 |
33,543 |
$1,403,000 |
8,957 |
|
| AMERICAN CENTURY COMPANIES INC |
2028 |
- |
2023-12-31 |
25,286 |
$1,058,000 |
9,130 |
|
| Summit X LLC |
82 |
- |
2024-03-31 |
24,566 |
$1,013,000 |
4,563 |
|
| Wealthcare Advisory Partners LLC |
469 |
- |
2024-03-31 |
16,856 |
$695,000 |
65 |
|
| HANSON MCCLAIN, INC. |
508 |
- |
2024-03-31 |
14,572 |
$601,000 |
186 |
|
| Financial Advocates Investment Management |
433 |
- |
2024-03-31 |
13,331 |
$550,000 |
1,421 |
|
| RAYMOND JAMES TRUST CO |
676 |
- |
2024-03-31 |
13,335 |
$550,000 |
1,300 |
|
| NWAM LLC |
338 |
- |
2024-03-31 |
12,096 |
$491,000 |
346 |
|
| Bridge Advisory LLC |
72 |
- |
2024-03-31 |
10,562 |
$436,000 |
78 |
|
| QUARRY HILL ADVISORS LLC |
35 |
- |
2024-03-31 |
9,611 |
$396,000 |
54 |
|
| Kingsview Wealth Management LLC |
807 |
- |
2024-03-31 |
7,366 |
$304,000 |
65 |
|
| Betterment LLC |
336 |
- |
2024-03-31 |
5,816 |
$240,000 |
13 |
|
|
41 Records found
|
1
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