| |
Institutional
Holders
Total
Institutions:
 |
113  2 |
|
|
Total
shares held :
|
29,692,015 |
|
|
% of shares
held :
|
43.7% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-8 |
|
|
Amount
of shares held :
|
-1,250,366 |
|
|
% of shares
held change :
|
-1.84% |
|
| 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 |
  Jordan Park Group LLC |
2 |
- |
2024-03-31 |
11,579,722 |
$254,291,000 |
13,216 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1098 |
- |
2023-12-31 |
876,790 |
$17,878,000 |
24,229 |
|
| Brandywine Oak Private Wealth LLC |
18 |
- |
2024-03-31 |
485,185 |
$10,655,000 |
55 |
|
| LAKE STREET FINANCIAL LLC |
16 |
- |
2024-03-31 |
367,995 |
$8,081,000 |
10,613 |
|
| ETF Store Inc. |
4 |
- |
2024-03-31 |
325,750 |
$7,153,000 |
16,619 |
|
| EWG Elevate Inc. |
16 |
- |
2024-03-31 |
245,699 |
$5,396,000 |
3,893 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1007 |
- |
2024-03-31 |
218,763 |
$4,804,000 |
22,894 |
|
| MML INVESTORS SERVICES LLC |
704 |
- |
2023-12-31 |
193,835 |
$3,952,000 |
165,418 |
|
| VIRTU FINANCIAL LLC |
47 |
- |
2023-12-31 |
177,384 |
$3,617,000 |
177,384 |
|
| Brendel Financial Advisors LLC |
|
- |
2024-03-31 |
154,446 |
$3,392,000 |
345 |
|
| U.S. Capital Wealth Advisors LLC |
193 |
- |
2024-03-31 |
118,975 |
$2,613,000 |
6,300 |
|
| Columbus Macro LLC |
25 |
- |
2024-03-31 |
113,817 |
$2,499,000 |
940 |
|
| AE Wealth Management LLC |
831 |
- |
2023-12-31 |
121,743 |
$2,429,000 |
20,970 |
|
| BKM Wealth Management LLC |
37 |
- |
2024-03-31 |
82,103 |
$1,803,000 |
3,202 |
|
| HIGHTOWER ADVISORS, LLC |
1469 |
- |
2024-03-31 |
81,247 |
$1,785,000 |
4,255 |
|
| MULTIFINANCIAL SECURITIES CORP |
550 |
- |
2023-12-31 |
84,689 |
$1,727,000 |
2,259 |
|
| Kades & Cheifetz LLC |
28 |
- |
2024-03-31 |
77,928 |
$1,711,000 |
955 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1933 |
- |
2024-03-31 |
69,090 |
$1,517,000 |
7,632 |
|
| Financial Guidance Group Inc. |
24 |
- |
2024-03-31 |
58,238 |
$1,279,000 |
3,550 |
|
| MORGAN STANLEY |
4812 |
- |
2023-12-31 |
45,498 |
$928,000 |
2,416 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1906 |
- |
2024-03-31 |
34,871 |
$766,000 |
903 |
|
| China Universal Asset Management Co. Ltd. |
152 |
- |
2024-03-31 |
32,000 |
$703,000 |
12,000 |
|
| EQ LLC |
38 |
- |
2024-03-31 |
29,011 |
$637,000 |
2,728 |
|
| SMITH MOORE & CO. |
239 |
- |
2023-12-31 |
28,328 |
$578,000 |
185 |
|
| Tactive Advisors LLC |
42 |
- |
2023-12-31 |
25,435 |
$519,000 |
9,248 |
|
| Almanack Investment Partners LLC. |
110 |
- |
2024-03-31 |
20,345 |
$447,000 |
850 |
|
| EHRLICH FINANCIAL GROUP |
64 |
- |
2024-03-31 |
18,428 |
$405,000 |
1,646 |
|
| ESSEX FINANCIAL SERVICES INC |
371 |
- |
2024-03-31 |
17,539 |
$385,000 |
308 |
|
| PRINCIPAL SECURITIES INC. |
830 |
- |
2024-03-31 |
14,518 |
$319,000 |
1,471 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2795 |
- |
2024-03-31 |
14,254 |
$313,000 |
2,499 |
|
| IFP Advisors Inc |
780 |
- |
2023-12-31 |
13,688 |
$279,000 |
950 |
|
| Western Wealth Management LLC |
575 |
- |
2024-03-31 |
10,825 |
$238,000 |
450 |
|
| UBS Group AG |
4533 |
- |
2023-12-31 |
10,200 |
$208,000 |
9,441 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1597 |
- |
2023-12-31 |
7,441 |
$152,000 |
323 |
|
| Ronald Blue Trust Inc. |
972 |
- |
2024-03-31 |
1,920 |
$42,000 |
536 |
|
| GPS Wealth Strategies Group LLC |
872 |
- |
2024-03-31 |
426 |
$9,000 |
156 |
|
| BNP PARIBAS ARBITRAGE SA |
2946 |
- |
2024-03-31 |
132 |
$3,000 |
120 |
|
|
37 Records found
|
1
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