| |
Institutional
Holders
Total
Institutions:
 |
96  7 |
|
|
Total
shares held :
|
4,591,367 |
|
|
% of shares
held :
|
19.13% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
|
Amount
of shares held :
|
-37,994 |
|
|
% of shares
held change :
|
-0.16% |
|
| 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 |
  Betterment LLC |
46 |
- |
2024-03-31 |
1,056,221 |
$49,526,000 |
61,561 |
|
| Personal Capital Advisors Corp |
109 |
- |
2022-12-31 |
906,103 |
$41,654,000 |
31,397 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1119 |
- |
2023-12-31 |
365,966 |
$17,285,000 |
46,775 |
|
| Francis Financial Inc. |
7 |
- |
2024-03-31 |
291,536 |
$13,670,000 |
83,678 |
|
| MERCER GLOBAL ADVISORS INC /ADV |
256 |
- |
2023-12-31 |
275,070 |
$12,992,000 |
68,465 |
|
| ROYAL BANK OF CANADA |
1538 |
- |
2023-12-31 |
181,408 |
$8,568,000 |
9,616 |
|
| BANK OF AMERICA CORP /DE/ |
2559 |
- |
2023-12-31 |
168,500 |
$7,958,000 |
31,772 |
|
| LPL FINANCIAL CORP |
1639 |
- |
2024-03-31 |
128,306 |
$6,016,000 |
52,374 |
|
| Stewardship Advisors LLC |
19 |
- |
2024-03-31 |
100,858 |
$4,729,000 |
760 |
|
| UBS Group AG |
2222 |
- |
2023-12-31 |
81,380 |
$3,844,000 |
29,167 |
|
| PFS INVESTMENTS INC. |
270 |
- |
2023-06-30 |
72,602 |
$3,379,000 |
3,451 |
|
| CREATIVE PLANNING |
704 |
- |
2023-12-31 |
69,542 |
$3,284,000 |
11,437 |
|
| Laurel Wealth Planning LLC |
20 |
- |
2024-03-31 |
55,267 |
$2,591,000 |
2,380 |
|
| GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
601 |
- |
2024-03-31 |
39,183 |
$1,837,000 |
194 |
|
| ROBINSON SMITH WEALTH ADVISORS LLC |
18 |
- |
2024-03-31 |
33,188 |
$1,556,000 |
1,390 |
|
| FLOW TRADERS U.S. LLC |
276 |
- |
2023-12-31 |
29,587 |
$1,397,000 |
29,587 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2043 |
- |
2024-03-31 |
28,075 |
$1,316,000 |
11 |
|
| Private Wealth Management Group LLC |
28 |
- |
2024-03-31 |
23,689 |
$1,111,000 |
1,071 |
|
| ADVISORY SERVICES NETWORK, LLC |
684 |
- |
2024-03-31 |
21,532 |
$1,010,000 |
571 |
|
| FRANKLIN RESOURCES INC |
1659 |
- |
2023-12-31 |
17,320 |
$818,000 |
220 |
|
| Berger Financial Group Inc |
165 |
- |
2024-03-31 |
17,385 |
$815,000 |
65 |
|
| Vontobel Holding Ltd. |
648 |
- |
2024-03-31 |
17,039 |
$799,000 |
1,134 |
|
| Wealthfront Advisers LLC |
672 |
- |
2024-03-31 |
16,138 |
$757,000 |
1,059 |
|
| Omega Financial Group LLC |
54 |
- |
2024-03-31 |
15,908 |
$746,000 |
1,407 |
|
| KESTRA PRIVATE WEALTH SERVICES LLC |
704 |
- |
2024-03-31 |
13,389 |
$628,000 |
6,011 |
|
| Johnson Financial Group LLC |
28 |
- |
2024-03-31 |
12,206 |
$572,000 |
29 |
|
| Aprio Wealth Management LLC |
94 |
- |
2024-03-31 |
12,186 |
$571,000 |
473 |
|
| Falcon Wealth Planning |
87 |
- |
2024-03-31 |
9,035 |
$424,000 |
570 |
|
| Kestra Advisory Services LLC |
1703 |
- |
2023-12-31 |
7,796 |
$368,000 |
398 |
|
| PFG Investments LLC |
652 |
- |
2024-03-31 |
7,836 |
$367,000 |
7,836 |
|
| SUMMIT INVESTMENT ADVISORS INC |
943 |
- |
2023-12-31 |
7,265 |
$343,000 |
97 |
|
| HALBERT, HARGROVE/RUSSELL LLC |
69 |
- |
2024-03-31 |
6,295 |
$295,000 |
7 |
|
| Cetera Investment Advisers |
1824 |
- |
2023-12-31 |
5,776 |
$273,000 |
268 |
|
| JFG Wealth Management LLC |
51 |
- |
2024-03-31 |
5,571 |
$261,000 |
445 |
|
| CWM LLC |
1430 |
- |
2024-03-31 |
4,987 |
$234,000 |
1,984 |
|
| PRINCIPAL SECURITIES INC. |
1102 |
- |
2024-03-31 |
3,345 |
$157,000 |
318 |
|
| Morton Brown Family Wealth LLC |
69 |
- |
2024-03-31 |
2,119 |
$99,000 |
493 |
|
| Trust Co |
171 |
- |
2024-03-31 |
1,421 |
$67,000 |
29 |
|
| Scarborough Advisors LLC |
150 |
- |
2024-03-31 |
460 |
$22,000 |
3 |
|
| Financial Perspectives Inc |
402 |
- |
2024-03-31 |
338 |
$16,000 |
3 |
|
| Steward Partners Investment Advisory LLC |
2693 |
- |
2023-12-31 |
213 |
$10,000 |
207 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2916 |
- |
2023-12-31 |
55 |
$3,000 |
30 |
|
|
42 Records found
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1
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