| |
Institutional
Holders
Total
Institutions:
 |
112  5 |
|
|
Total
shares held :
|
29,627,874 |
|
|
% of shares
held :
|
32.92% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
|
Amount
of shares held :
|
3,929,408 |
|
|
% of shares
held change :
|
4.37% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$20.92 |
|
|
Last
Quarter's Ending
Price :
|
$19.36 |
|
|
Last
Quarter's Average
Price :
|
$20.59 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
0.22 (1.07%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  SEI INVESTMENTS CO |
59 |
- |
2024-03-31 |
9,835,728 |
$194,453,000 |
7,202,736 |
|
| Metis Global Partners LLC |
6 |
- |
2024-03-31 |
3,332,956 |
$65,893,000 |
39,623 |
|
| BANK OF AMERICA CORP /DE/ |
1204 |
- |
2023-12-31 |
2,350,572 |
$45,507,000 |
219,041 |
|
| MORGAN STANLEY |
2628 |
- |
2023-12-31 |
1,083,962 |
$20,986,000 |
49,191 |
|
| Financial & Tax Architects LLC |
4 |
- |
2024-03-31 |
903,184 |
$17,856,000 |
63,701 |
|
| CLS INVESTMENT FIRM LLC |
64 |
- |
2022-12-31 |
806,058 |
$17,782,000 |
19,151 |
|
| Cresset Asset Management LLC |
144 |
- |
2023-12-31 |
823,199 |
$15,937,000 |
184,712 |
|
| MCF Advisors LLC |
14 |
- |
2024-03-31 |
772,777 |
$15,278,000 |
53,013 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
414 |
- |
2023-12-31 |
473,953 |
$9,175,000 |
419,270 |
|
| STIFEL FINANCIAL CORP |
827 |
- |
2023-12-31 |
448,438 |
$8,682,000 |
41,439 |
|
| HART & PATTERSON FINANCIAL GROUP LLC |
12 |
- |
2024-03-31 |
274,997 |
$5,437,000 |
219,895 |
|
| Disciplina Capital Management LLC |
14 |
- |
2023-12-31 |
264,815 |
$5,127,000 |
67,250 |
|
| Upper Left Wealth Management LLC |
3 |
- |
2024-03-31 |
239,660 |
$4,738,000 |
72,826 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
692 |
- |
2024-03-31 |
226,313 |
$4,474,000 |
10,768 |
|
| Resonant Capital Advisors LLC |
69 |
- |
2024-03-31 |
186,116 |
$3,680,000 |
8,298 |
|
| Foundations Investment Advisors LLC |
182 |
- |
2023-12-31 |
155,158 |
$2,987,000 |
19,231 |
|
| Columbus Macro LLC |
33 |
- |
2024-03-31 |
108,245 |
$2,140,000 |
10,995 |
|
| LEAVELL T & ASSOCIATES INC |
181 |
- |
2024-03-31 |
93,556 |
$1,850,000 |
4,699 |
|
| SigFig Wealth Management LLC |
83 |
- |
2024-03-31 |
88,519 |
$1,750,000 |
4,430 |
|
| Avenue 1 Advisors LLC |
25 |
- |
2024-03-31 |
79,413 |
$1,570,000 |
16,699 |
|
| AIRE ADVISORS LLC |
59 |
- |
2023-12-31 |
68,220 |
$1,321,000 |
19,533 |
|
| Ambassador Advisors LLC |
71 |
- |
2023-12-31 |
68,936 |
$1,315,000 |
17,937 |
|
| AlphaStar Capital Management LLC |
102 |
- |
2024-03-31 |
63,290 |
$1,251,000 |
19,871 |
|
| COHEN & STEERS INC |
239 |
- |
2023-12-31 |
61,907 |
$1,199,000 |
10,684 |
|
| TITLEIST ASSET MANAGEMENT LTD. |
93 |
- |
2022-12-31 |
50,493 |
$1,114,000 |
916 |
|
| ADVISORY SERVICES NETWORK, LLC |
654 |
- |
2024-03-31 |
54,430 |
$1,076,000 |
26 |
|
| QUANTITATIVE ADVANTAGE LLC |
89 |
- |
2023-03-31 |
47,006 |
$976,000 |
7,718 |
|
| MBL Wealth LLC |
95 |
- |
2024-03-31 |
43,981 |
$870,000 |
3,793 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1882 |
- |
2024-03-31 |
40,229 |
$795,000 |
23,084 |
|
| BURNS WEALTH MANAGEMENT, INC. |
305 |
- |
2024-03-31 |
36,745 |
$726,000 |
25,517 |
|
| Csenge Advisory Group |
346 |
- |
2024-03-31 |
34,583 |
$684,000 |
24,057 |
|
| Perigon Wealth Management LLC |
473 |
- |
2024-03-31 |
32,716 |
$647,000 |
32,716 |
|
| Walkner Condon Financial Advisors LLC |
130 |
- |
2024-03-31 |
32,114 |
$634,000 |
1,257 |
|
| Stratos Wealth Partners LTD. |
790 |
- |
2024-03-31 |
31,810 |
$629,000 |
20,049 |
|
| Boston Standard Wealth Management LLC |
30 |
- |
2024-03-31 |
30,912 |
$611,000 |
1,167 |
|
| AVAII WEALTH MANAGEMENT LLC |
55 |
- |
2024-03-31 |
27,535 |
$544,000 |
1,010 |
|
| C2P Capital Advisory Group LLC d.b.a. Prosperity C |
215 |
- |
2024-03-31 |
23,885 |
$472,000 |
3,206 |
|
| MERCER GLOBAL ADVISORS INC /ADV |
1389 |
- |
2023-12-31 |
22,786 |
$441,000 |
662 |
|
| HPM Partners LLC |
|
- |
2023-12-31 |
18,410 |
$356,000 |
820 |
|
| MULTIFINANCIAL SECURITIES CORP |
1491 |
- |
2023-12-31 |
13,591 |
$263,000 |
2,422 |
|
| H D Vest Advisory Services |
1425 |
- |
2024-03-31 |
12,107 |
$239,000 |
617 |
|
| PRINCIPAL SECURITIES INC. |
1117 |
- |
2024-03-31 |
7,601 |
$150,000 |
5,845 |
|
| AdvisorNet Financial Inc |
947 |
- |
2024-03-31 |
1,571 |
$31,000 |
1,384 |
|
| ICA Group Wealth Management LLC |
1170 |
- |
2023-12-31 |
92 |
$2,000 |
92 |
|
| SUMMIT INVESTMENT ADVISORS INC |
3067 |
- |
2023-12-31 |
45 |
$1,000 |
15 |
|
|
45 Records found
|
1
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