| |
Institutional
Holders
Total
Institutions:
 |
80  6 |
|
|
Total
shares held :
|
3,553,538 |
|
|
% of shares
held :
|
39.48% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
30 |
|
|
Amount
of shares held :
|
385,059 |
|
|
% of shares
held change :
|
4.28% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
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|
|
|
|
|
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 :
|
|
|
|
(%) |
|
|
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|
|
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Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  AMERICAN CENTURY COMPANIES INC |
749 |
- |
2023-12-31 |
519,498 |
$26,744,000 |
166,251 |
|
| ATWOOD & PALMER INC |
28 |
- |
2024-03-31 |
396,873 |
$21,463,000 |
35,720 |
|
| JANE STREET GROUP LLC |
894 |
- |
2023-12-31 |
200,959 |
$10,345,000 |
76,116 |
|
| WEBSTERROGERS FINANCIAL ADVISORS LLC |
13 |
- |
2023-12-31 |
148,537 |
$7,647,000 |
5,232 |
|
| Allegiance Financial Group Advisory Services LLC |
|
- |
2023-12-31 |
146,673 |
$7,551,000 |
21,454 |
|
| Beaird Harris Wealth Management LLC |
26 |
- |
2023-12-31 |
134,527 |
$6,925,000 |
1,934 |
|
| BAYSHORE ASSET MANAGEMENT LLC |
9 |
- |
2023-12-31 |
107,190 |
$5,518,000 |
5,797 |
|
| PrairieView Partners LLC |
|
- |
2023-12-31 |
106,368 |
$5,476,000 |
16,578 |
|
| Aveo Capital Partners LLC |
47 |
- |
2023-12-31 |
104,675 |
$5,389,000 |
3,539 |
|
| NWAM LLC |
63 |
- |
2023-12-31 |
92,204 |
$4,747,000 |
211 |
|
| Northland Capital Management LLC |
10 |
- |
2024-03-31 |
82,549 |
$4,464,000 |
964 |
|
| Austin Wealth Management LLC |
29 |
- |
2023-12-31 |
73,942 |
$3,775,000 |
32,406 |
|
| Fonville Wealth Management LLC |
27 |
- |
2024-03-31 |
58,312 |
$3,154,000 |
4,386 |
|
| Tortoise Investment Management LLC |
61 |
- |
2023-12-31 |
60,997 |
$3,140,000 |
2,593 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
675 |
- |
2023-12-31 |
54,869 |
$2,825,000 |
54,532 |
|
| COLLECTIVE FAMILY OFFICE LLC |
29 |
- |
2024-03-31 |
51,793 |
$2,801,000 |
3,485 |
|
| ANDERSON HOAGLAND & CO |
92 |
- |
2024-03-31 |
41,003 |
$2,217,000 |
457 |
|
| CALLAN CAPITAL, LLC |
60 |
- |
2023-12-31 |
41,064 |
$2,114,000 |
36,406 |
|
| ML & R WEALTH MANAGEMENT LLC |
26 |
- |
2023-12-31 |
27,540 |
$1,418,000 |
124 |
|
| LAM GROUP INC. |
33 |
- |
2024-03-31 |
19,155 |
$1,036,000 |
4,350 |
|
| Tillman Hartley LLC |
32 |
- |
2023-12-31 |
18,364 |
$945,000 |
162 |
|
| UMB BANK N A/MO |
343 |
- |
2024-03-31 |
16,184 |
$875,000 |
215 |
|
| Buckingham Strategic Partners |
181 |
- |
2023-12-31 |
16,983 |
$874,000 |
1,023 |
|
| Oceanside Advisors LLC |
22 |
- |
2024-03-31 |
13,840 |
$748,000 |
94 |
|
| KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. |
48 |
- |
2023-12-31 |
13,123 |
$667,000 |
202 |
|
| Moisand Fitzgerald Tamayo LLC |
63 |
- |
2024-03-31 |
11,167 |
$604,000 |
901 |
|
| CARDIFF PARK ADVISORS LLC |
143 |
- |
2023-12-31 |
10,838 |
$558,000 |
142 |
|
| Evanson Asset Management LLC |
169 |
- |
2024-03-31 |
10,052 |
$544,000 |
5,609 |
|
| Stone Point Wealth LLC |
|
- |
2023-12-31 |
10,545 |
$543,000 |
719 |
|
| TFB Advisors LLC |
89 |
- |
2023-12-31 |
9,642 |
$496,000 |
9,642 |
|
| Insight Wealth Partners LLC |
51 |
- |
2023-12-31 |
8,628 |
$444,000 |
855 |
|
| Canvas Wealth Advisors LLC |
83 |
- |
2024-03-31 |
8,104 |
$426,000 |
1,847 |
|
| Werba Rubin Papier Wealth Management |
|
- |
2023-12-31 |
7,842 |
$404,000 |
162 |
|
| LPL FINANCIAL CORP |
3912 |
- |
2023-12-31 |
6,693 |
$345,000 |
845 |
|
| Life Planning Partners Inc |
54 |
- |
2023-12-31 |
4,579 |
$236,000 |
2,309 |
|
| HARBOUR INVESTMENTS INC. |
887 |
- |
2023-12-31 |
3,598 |
$185,000 |
181 |
|
| BENJAMIN F. EDWARDS & COMPANY INC. |
893 |
- |
2023-12-31 |
3,450 |
$178,000 |
15 |
|
| PRIVATE TRUST CO NA |
789 |
- |
2024-03-31 |
2,383 |
$129,000 |
1,120 |
|
| ROYAL BANK OF CANADA |
5309 |
- |
2023-12-31 |
928 |
$48,000 |
928 |
|
|
39 Records found
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1
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