| |
Institutional
Holders
Total
Institutions:
 |
178  24 |
|
|
Total
shares held :
|
26,178,800 |
|
|
% of shares
held :
|
29.09% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
76 |
|
|
Amount
of shares held :
|
5,010,495 |
|
|
% of shares
held change :
|
5.57% |
|
| 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 |
  Arlington Financial Advisors LLC |
10 |
*New |
2024-03-31 |
219,780 |
$14,123,000 |
219,780 |
|
| Lifestyle Asset Management Inc. |
4 |
*New |
2024-03-31 |
159,986 |
$10,281,000 |
159,986 |
|
| WESPAC Advisors SoCal LLC |
13 |
*New |
2024-03-31 |
154,947 |
$9,957,000 |
154,947 |
|
| Arden Trust Co |
26 |
*New |
2024-03-31 |
123,931 |
$7,964,000 |
123,931 |
|
| Moreno Evelyn V |
7 |
*New |
2023-12-31 |
87,875 |
$5,076,000 |
87,875 |
|
| PATHSTONE FAMILY OFFICE, LLC |
306 |
*New |
2023-09-30 |
92,360 |
$4,230,000 |
92,360 |
|
| KESTRA PRIVATE WEALTH SERVICES LLC |
468 |
*New |
2024-03-31 |
21,906 |
$1,408,000 |
21,906 |
|
| DIXON FNANCIAL SERVICES INC. |
14 |
*New |
2024-03-31 |
17,964 |
$1,154,000 |
17,964 |
|
| Goss Wealth Management LLC |
882 |
*New |
2023-12-31 |
18,682 |
$1,079,000 |
18,682 |
|
| Herold Advisors Inc. |
118 |
*New |
2024-03-31 |
16,353 |
$1,051,000 |
16,353 |
|
| Rosenbaum Jay D. |
7 |
*New |
2023-12-31 |
15,785 |
$912,000 |
15,785 |
|
| RENAISSANCE TECHNOLOGIES LLC |
2539 |
*New |
2023-12-31 |
14,000 |
$809,000 |
14,000 |
|
| AXXCESS WEALTH MANAGEMENT LLC |
401 |
*New |
2023-12-31 |
13,886 |
$802,000 |
13,886 |
|
| Bridgewealth Advisory Group LLC |
41 |
*New |
2024-03-31 |
11,112 |
$714,000 |
11,112 |
|
| RAYMOND JAMES & ASSOCIATES |
2882 |
*New |
2024-03-31 |
9,749 |
$626,000 |
9,749 |
|
| SFG Wealth Management LLC. |
53 |
*New |
2024-03-31 |
7,324 |
$471,000 |
7,324 |
|
| CITADEL ADVISORS LLC |
3690 |
*New |
2023-12-31 |
7,918 |
$457,000 |
7,918 |
|
| BANK OF NEW YORK MELLON CORP |
3553 |
*New |
2024-03-31 |
6,495 |
$417,000 |
6,495 |
|
| IHT Wealth Management LLC |
672 |
*New |
2023-12-31 |
6,993 |
$404,000 |
6,993 |
|
| Disciplined Investments LLC |
93 |
*New |
2024-03-31 |
5,276 |
$339,000 |
5,276 |
|
| New Century Financial Group LLC |
119 |
*New |
2024-03-31 |
5,261 |
$338,000 |
5,261 |
|
| Financial Synergies Wealth Advisors Inc. |
62 |
*New |
2024-03-31 |
5,022 |
$323,000 |
5,022 |
|
| My Personal CFO LLC |
81 |
*New |
2024-03-31 |
4,630 |
$298,000 |
4,630 |
|
| Meridian Wealth Management LLC |
170 |
*New |
2024-03-31 |
4,391 |
$282,000 |
4,391 |
|
| COHEN LAWRENCE B |
5 |
*New |
2023-12-31 |
4,465 |
$258,000 |
4,465 |
|
| LexAurum Advisors LLC |
261 |
*New |
2024-03-31 |
3,576 |
$230,000 |
3,576 |
|
| Brickley Wealth Management |
44 |
*New |
2024-03-31 |
3,368 |
$216,000 |
3,368 |
|
| Atria Wealth Solutions Inc. |
1709 |
*New |
2023-12-31 |
3,744 |
$216,000 |
3,744 |
|
| Burleson & Company LLC |
134 |
*New |
2022-12-31 |
2,836 |
$142,000 |
2,836 |
|
| Glassman Wealth Services |
115 |
*New |
2024-03-31 |
823 |
$53,000 |
823 |
|
| HANSON MCCLAIN, INC. |
1313 |
*New |
2024-03-31 |
750 |
$48,000 |
750 |
|
| MATHER GROUP, INC. |
904 |
*New |
2024-03-31 |
752 |
$43,000 |
752 |
|
| PNC FINANCIAL SERVICES GROUP INC |
3201 |
*New |
2024-03-31 |
491 |
$32,000 |
491 |
|
| Financial Connections Group Inc. |
|
*New |
2024-03-31 |
365 |
$24,000 |
365 |
|
| Capital Investment Advisory Services LLC |
745 |
*New |
2024-03-31 |
335 |
$22,000 |
335 |
|
| TOWER RESEARCH CAPITAL LLC |
4089 |
*New |
2023-12-31 |
200 |
$12,000 |
200 |
|
| McIlrath & Eck LLC |
709 |
*New |
2024-03-31 |
84 |
$5,000 |
84 |
|
| Nemes Rush Group LLC |
481 |
*New |
2023-12-31 |
84 |
$5,000 |
84 |
|
| SALEM INVESTMENT COUNSELORS INC |
1019 |
*New |
2024-03-31 |
36 |
$2,000 |
36 |
|
|
39 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
