| |
Institutional
Holders
Total
Institutions:
 |
41  2 |
|
|
Total
shares held :
|
1,276,731 |
|
|
% of shares
held :
|
14.19% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
15 |
|
|
Amount
of shares held :
|
172,797 |
|
|
% of shares
held change :
|
1.92% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Clarity Asset Management Inc. |
3 |
- |
2024-03-31 |
263,983 |
$15,029,000 |
-263 |
|
| Willow Creek Wealth Management Inc. |
22 |
- |
2023-12-31 |
196,442 |
$10,585,000 |
789 |
|
| OLD MISSION CAPITAL LLC |
104 |
- |
2024-03-31 |
93,340 |
$5,314,000 |
-48,099 |
|
| MERRIMAN WEALTH MANAGEMENT, LLC |
58 |
- |
2024-03-31 |
71,721 |
$4,083,000 |
14 |
|
| WARREN AVERETT ASSET MANAGEMENT, LLC |
176 |
- |
2024-03-31 |
65,884 |
$3,751,000 |
1,127 |
|
| Silicon Hills Wealth Management LLC |
14 |
- |
2023-06-30 |
66,858 |
$3,423,000 |
-713 |
|
| HIGHTOWER ADVISORS, LLC |
1183 |
- |
2024-03-31 |
54,422 |
$3,101,000 |
2,231 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1472 |
- |
2024-03-31 |
53,564 |
$3,049,000 |
-3,487 |
|
| CI Private Wealth LLC |
897 |
- |
2024-03-31 |
47,268 |
$2,691,000 |
-124,214 |
|
| MARINER WEALTH ADVISORS, LLC |
1013 |
- |
2024-03-31 |
42,161 |
$2,400,000 |
143 |
|
| JANE STREET GROUP LLC |
2086 |
- |
2024-03-31 |
40,404 |
$2,300,000 |
-3,002 |
|
| Northland Capital Management LLC |
20 |
- |
2024-03-31 |
38,367 |
$2,184,000 |
-359 |
|
| Highland Financial Advisors LLC |
23 |
- |
2024-03-31 |
27,257 |
$1,552,000 |
-987 |
|
| Trellis Wealth Advisors LLC |
13 |
- |
2024-03-31 |
26,486 |
$1,508,000 |
0 |
|
| Wealthstream Advisors Inc. |
25 |
- |
2024-03-31 |
26,112 |
$1,486,000 |
-353 |
|
| MB Generational Wealth LLC |
16 |
- |
2024-03-31 |
21,926 |
$1,248,000 |
0 |
|
| Trademark Financial Management LLC |
23 |
- |
2024-03-31 |
21,020 |
$1,197,000 |
1,073 |
|
| Henrickson Nauta Wealth Advisors Inc. |
25 |
- |
2024-03-31 |
17,521 |
$980,000 |
-114 |
|
| WMS PARTNERS, LLC |
113 |
- |
2024-03-31 |
14,424 |
$821,000 |
401 |
|
| Revolve Wealth Partners LLC |
78 |
- |
2024-03-31 |
13,036 |
$742,000 |
3,679 |
|
| Diversified Portfolios Inc. |
83 |
- |
2024-03-31 |
11,424 |
$650,000 |
0 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3099 |
- |
2024-03-31 |
11,299 |
$643,000 |
-16,281 |
|
| Team Hewins LLC |
145 |
- |
2024-03-31 |
10,599 |
$603,000 |
45 |
|
| TCI Wealth Advisors Inc. |
133 |
- |
2024-03-31 |
7,504 |
$427,000 |
-101 |
|
| Opes Wealth Management LLC |
97 |
- |
2024-03-31 |
6,780 |
$386,000 |
268 |
|
| PrairieView Partners LLC |
89 |
- |
2024-03-31 |
6,568 |
$374,000 |
315 |
|
| Plancorp LLC |
218 |
- |
2024-03-31 |
5,840 |
$332,000 |
0 |
|
| Tarbox Group Inc. |
87 |
- |
2024-03-31 |
4,940 |
$281,000 |
158 |
|
| Kelman-Lazarov Inc. |
87 |
- |
2024-03-31 |
4,921 |
$280,000 |
0 |
|
| Emerald Investment Partners LLC |
242 |
- |
2024-03-31 |
4,750 |
$270,000 |
1,000 |
|
| Tortoise Investment Management LLC |
191 |
- |
2024-03-31 |
4,500 |
$256,000 |
0 |
|
| JOURNEY STRATEGIC WEALTH LLC |
223 |
*New |
2024-03-31 |
4,448 |
$253,000 |
4,448 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3824 |
*New |
2024-03-31 |
4,150 |
$236,000 |
4,150 |
|
| Passive Capital Management LLC. |
51 |
- |
2023-03-31 |
4,670 |
$236,000 |
0 |
|
| BB&T CORP |
2384 |
*New |
2024-03-31 |
4,150 |
$233,000 |
4,150 |
|
| Evanson Asset Management LLC |
279 |
- |
2024-03-31 |
3,877 |
$221,000 |
0 |
|
| GRAND WEALTH MANAGEMENT LLC |
46 |
- |
2024-03-31 |
3,520 |
$200,000 |
0 |
|
| Orion Capital Management LLC |
138 |
- |
2024-03-31 |
2,726 |
$155,000 |
77 |
|
| BANK OF MONTREAL /CAN/ |
2772 |
- |
2024-03-31 |
2,494 |
$142,000 |
2,494 |
|
| RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC |
83 |
- |
2024-03-31 |
1,512 |
$86,000 |
467 |
|
| Advisor Group Holdings Inc. |
4807 |
- |
2024-03-31 |
737 |
$42,000 |
0 |
|
| WealthCollab LLC |
190 |
- |
2024-03-31 |
630 |
$36,000 |
0 |
|
| Asset Dedication LLC |
523 |
- |
2024-03-31 |
507 |
$29,000 |
0 |
|
| Signature Resources Capital Management LLC |
127 |
- |
2024-03-31 |
484 |
$26,000 |
0 |
|
| ZRC WEALTH MANAGEMENT LLC |
279 |
- |
2024-03-31 |
447 |
$25,000 |
4 |
|
| True Wealth Design LLC |
255 |
*New |
2024-03-31 |
143 |
$8,000 |
143 |
|
| UBS Group AG |
6233 |
*New |
2024-03-31 |
114 |
$6,000 |
114 |
|
| MORRIS FINANCIAL CONCEPTS INC. |
155 |
- |
2024-03-31 |
37 |
$2,000 |
37 |
|
| Annapolis Financial Services LLC |
351 |
*Closed |
2024-03-31 |
0 |
$0 |
-177 |
|
| CITADEL ADVISORS LLC |
6129 |
*Closed |
2024-03-31 |
0 |
$0 |
-58,385 |
|
| FMR LLC |
5421 |
*New |
2024-03-31 |
1 |
$0 |
1 |
|
| PROEQUITIES INC. |
8317 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| Level Financial Advisors Inc. |
210 |
*Closed |
2024-03-31 |
0 |
$0 |
-80 |
|
|
53 Records found
|
1
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