| |
Institutional
Holders
Total
Institutions:
 |
107  3 |
|
|
Total
shares held :
|
2,433,848 |
|
|
% of shares
held :
|
6.32% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-3 |
|
|
Amount
of shares held :
|
-85,543 |
|
|
% of shares
held change :
|
-0.22% |
|
| 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 |
27 |
- |
2024-03-31 |
1,259,823 |
$226,126,000 |
18,272 |
|
| MORGAN STANLEY |
2170 |
- |
2023-12-31 |
195,598 |
$32,367,000 |
20,624 |
|
| KOCHIS FITZ/QUINTILE LLC |
25 |
- |
2024-03-31 |
98,109 |
$17,610,000 |
11,277 |
|
| INVESTURE LLC |
9 |
- |
2023-12-31 |
99,840 |
$16,521,000 |
1,100 |
|
| JANE STREET GROUP LLC |
1264 |
- |
2023-12-31 |
38,693 |
$6,403,000 |
2,617 |
|
| AMERIPRISE FINANCIAL INC |
2289 |
- |
2023-12-31 |
29,872 |
$4,943,000 |
153 |
|
| Stonehearth Capital Management LLC |
17 |
- |
2024-03-31 |
14,336 |
$2,573,000 |
565 |
|
| GOLDMAN SACHS GROUP INC/ |
2992 |
- |
2023-12-31 |
15,407 |
$2,549,000 |
4,080 |
|
| LPL FINANCIAL CORP |
2293 |
- |
2024-03-31 |
14,180 |
$2,545,000 |
163 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1533 |
- |
2024-03-31 |
13,707 |
$2,460,000 |
3,586 |
|
| GOULD ASSET MANAGEMENT LLC /CA/ |
30 |
- |
2024-03-31 |
11,385 |
$2,044,000 |
1,065 |
|
| Wealthfront Advisers LLC |
489 |
- |
2024-03-31 |
10,923 |
$1,961,000 |
523 |
|
| GRADIENT INVESTMENTS LLC |
167 |
- |
2024-03-31 |
9,567 |
$1,717,000 |
287 |
|
| Cardinal Point Capital Management ULC |
27 |
- |
2024-03-31 |
6,315 |
$1,133,000 |
20 |
|
| Cardinal Point Wealth Management Partners LLC |
28 |
- |
2023-03-31 |
6,415 |
$949,000 |
390 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2011 |
- |
2024-03-31 |
3,740 |
$671,000 |
191 |
|
| Patten Group Inc. |
180 |
- |
2024-03-31 |
2,381 |
$427,000 |
8 |
|
| Ally Invest Advisors Inc. |
43 |
- |
2023-12-31 |
2,516 |
$416,000 |
264 |
|
| MML INVESTORS SERVICES LLC |
1855 |
- |
2023-12-31 |
2,495 |
$413,000 |
204 |
|
| DOHJ LLC |
119 |
- |
2024-03-31 |
2,299 |
$413,000 |
217 |
|
| BLACKROCK INC. |
4144 |
- |
2024-03-31 |
2,077 |
$373,000 |
9 |
|
| Merit Financial Group LLC |
655 |
- |
2024-03-31 |
1,968 |
$347,000 |
688 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1314 |
- |
2023-12-31 |
2,072 |
$343,000 |
86 |
|
| Camden Capital LLC |
228 |
- |
2023-12-31 |
2,049 |
$339,000 |
23 |
|
| KilterHowling LLC |
38 |
- |
2024-03-31 |
1,573 |
$282,000 |
7 |
|
| NOTTINGHAM ADVISORS INC |
115 |
- |
2023-12-31 |
1,620 |
$268,000 |
36 |
|
| Atria Wealth Solutions Inc. |
1599 |
- |
2023-12-31 |
1,537 |
$254,000 |
6 |
|
| WILEY BROS.-AINTREE CAPITAL LLC |
411 |
- |
2024-03-31 |
1,389 |
$249,000 |
1,389 |
|
| WELLS FARGO & CO/MN |
3804 |
- |
2024-03-31 |
1,377 |
$247,000 |
141 |
|
| Retirement Income Solutions Inc |
127 |
- |
2024-03-31 |
1,365 |
$245,000 |
141 |
|
| UNITED CAPITAL FINANCIAL ADVISERS,INC. |
964 |
- |
2023-12-31 |
1,339 |
$222,000 |
1,339 |
|
| FMR LLC |
2779 |
- |
2023-12-31 |
1,340 |
$222,000 |
263 |
|
| Concord Wealth Partners |
256 |
- |
2024-03-31 |
652 |
$117,000 |
365 |
|
| AdvisorNet Financial Inc |
622 |
- |
2024-03-31 |
572 |
$103,000 |
16 |
|
|
34 Records found
|
1
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