| |
Institutional
Holders
Total
Institutions:
 |
184  41 |
|
|
Total
shares held :
|
43,779,348 |
|
|
% of shares
held :
|
48.64% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
115 |
|
|
Amount
of shares held :
|
15,412,649 |
|
|
% of shares
held change :
|
17.13% |
|
| 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 |
  Brookstone Capital Management |
42 |
- |
2024-03-31 |
1,554,840 |
$31,206,000 |
-30,250 |
|
| EASTERN BANK |
|
- |
2023-12-31 |
1,419,015 |
$28,778,000 |
-1,304 |
|
| JANE STREET GROUP LLC |
860 |
- |
2023-12-31 |
543,567 |
$11,024,000 |
-157,573 |
|
| Ironwood Wealth Management llc |
13 |
- |
2024-03-31 |
406,019 |
$8,149,000 |
-50,722 |
|
| HIGHTOWER ADVISORS, LLC |
852 |
- |
2023-12-31 |
318,495 |
$6,459,000 |
-396,526 |
|
| TCG Advisory Services LLC |
61 |
- |
2023-12-31 |
298,225 |
$6,048,000 |
-770 |
|
| AMERIPRISE FINANCIAL INC |
2163 |
- |
2023-12-31 |
288,975 |
$5,855,000 |
-44,948 |
|
| COLONY GROUP LLC |
210 |
- |
2023-09-30 |
282,073 |
$5,464,000 |
-10,974 |
|
| COUNTRY CLUB BANK /GFN |
88 |
- |
2024-03-31 |
207,822 |
$4,171,000 |
-4,465 |
|
| LEGACY PRIVATE TRUST CO. |
79 |
- |
2024-03-31 |
184,001 |
$3,693,000 |
-317,775 |
|
| Stonebridge Capital Advisors LLC |
66 |
- |
2023-12-31 |
172,406 |
$3,496,000 |
-43,429 |
|
| Altus Wealth Group LLC |
|
- |
2024-03-31 |
172,000 |
$3,452,000 |
-9,294 |
|
| Procyon Private Wealth Partners LLC |
97 |
- |
2024-03-31 |
158,307 |
$3,177,000 |
-14,048 |
|
| Integrated Wealth Concepts LLC |
342 |
- |
2023-12-31 |
149,525 |
$3,032,000 |
-14,120 |
|
| Matthew Goff Investment Advisor LLC |
41 |
- |
2024-03-31 |
126,681 |
$2,542,000 |
-1,701 |
|
| NOVARE CAPITAL MANAGEMENT LLC |
83 |
- |
2023-12-31 |
116,731 |
$2,367,000 |
-10,955 |
|
| SEGMENT WEALTH MANAGEMENT, LLC |
137 |
- |
2024-03-31 |
57,530 |
$1,155,000 |
-700 |
|
| Apeiron RIA LLC |
60 |
- |
2024-03-31 |
50,449 |
$1,013,000 |
-951 |
|
| Apella Capital LLC |
143 |
- |
2024-03-31 |
45,686 |
$913,000 |
-976 |
|
| 4Thought Financial Group Inc. |
20 |
- |
2024-03-31 |
39,627 |
$795,000 |
-245 |
|
| Capital Investment Advisors LLC |
331 |
- |
2024-03-31 |
36,737 |
$737,000 |
-2,033 |
|
| KIRR MARBACH & CO LLC /IN/ |
42 |
- |
2024-03-31 |
35,232 |
$707,000 |
-4,134 |
|
| Insight Wealth Partners LLC |
43 |
- |
2023-12-31 |
34,435 |
$698,000 |
-2,370 |
|
| Leisure Capital Management |
84 |
- |
2023-12-31 |
34,267 |
$695,000 |
-5,059 |
|
| SIGMA INVESTMENT COUNSELORS INC |
134 |
- |
2024-03-31 |
21,430 |
$430,000 |
-1,550 |
|
| Arkadios Wealth Advisors |
|
- |
2024-03-31 |
15,429 |
$310,000 |
-16 |
|
| ANCORA ADVISORS, LLC |
572 |
- |
2023-12-31 |
14,314 |
$290,000 |
-828 |
|
| Newbridge Financial Services Group Inc. |
142 |
- |
2024-03-31 |
14,326 |
$288,000 |
-145 |
|
| Astoria Portfolio Advisors LLC. |
150 |
- |
2024-03-31 |
12,240 |
$242,000 |
-650 |
|
| Kingsview Wealth Management LLC |
870 |
- |
2023-12-31 |
10,798 |
$219,000 |
-2,833 |
|
| First Command Financial Services Inc. |
130 |
- |
2023-06-30 |
10,789 |
$213,000 |
-16 |
|
| First Command Bank |
130 |
- |
2023-06-30 |
10,789 |
$213,000 |
-16 |
|
| Steward Partners Investment Advisory LLC |
1504 |
- |
2023-12-31 |
7,268 |
$147,000 |
-2,850 |
|
| SMITHFIELD TRUST CO |
687 |
- |
2023-12-31 |
1,077 |
$22,000 |
-354 |
|
|
34 Records found
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