|
Institutional
Holders
Total
Institutions:
|
49 39 |
|
Total
shares held :
|
2,844,137 |
|
% of shares
held :
|
31.6% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
37 |
|
Amount
of shares held :
|
2,448,946 |
|
% of shares
held change :
|
27.21% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Your Advocates Ltd. LLP |
1 |
*New |
2023-12-31 |
1,062,348 |
$56,814,000 |
1,062,348 |
|
Capital Investment Advisory Services LLC |
6 |
- |
2024-03-31 |
307,679 |
$18,045,000 |
-4,188 |
|
MONOGRAPH WEALTH ADVISORS LLC |
7 |
*New |
2023-12-31 |
285,040 |
$15,243,000 |
285,040 |
|
GREAT OAK CAPITAL PARTNERS LLC |
6 |
- |
2024-03-31 |
250,686 |
$14,703,000 |
80,443 |
|
PURE FINANCIAL ADVISORS, INC. |
40 |
- |
2024-03-31 |
243,466 |
$14,279,000 |
95,733 |
|
Orion Portfolio Solutions LLC |
230 |
- |
2023-12-31 |
133,124 |
$7,082,000 |
-2,743 |
|
Rather & Kittrell Inc. |
15 |
- |
2024-03-31 |
106,274 |
$6,233,000 |
62,472 |
|
DIMENSIONAL FUND ADVISORS INC |
2540 |
- |
2023-12-31 |
100,000 |
$5,348,000 |
0 |
|
KEATING WEALTH MANAGEMENT LLC |
7 |
*New |
2024-03-31 |
87,760 |
$5,147,000 |
87,760 |
|
Copperleaf Capital LLC |
4 |
*New |
2023-12-31 |
64,541 |
$3,451,000 |
64,541 |
|
Annandale Capital LLC |
38 |
*New |
2023-12-31 |
63,166 |
$3,378,000 |
63,166 |
|
BRIGHTON JONES LLC |
88 |
*New |
2023-12-31 |
61,487 |
$3,288,000 |
61,487 |
|
EverSource Wealth Advisors LLC |
83 |
*New |
2023-12-31 |
58,840 |
$3,147,000 |
58,840 |
|
SAGEWORTH TRUST CO |
31 |
*New |
2024-03-31 |
48,250 |
$2,830,000 |
48,250 |
|
ENVESTNET ASSET MANAGEMENT INC |
2294 |
- |
2023-12-31 |
48,795 |
$2,609,000 |
-3,203 |
|
BB&T CORP |
1124 |
- |
2023-12-31 |
48,287 |
$2,582,000 |
-3,711 |
|
Hardy Reed LLC |
|
*New |
2023-12-31 |
46,148 |
$2,468,000 |
46,148 |
|
RFG Advisory Group LLC |
196 |
- |
2024-03-31 |
39,793 |
$2,334,000 |
18,634 |
|
Hutchens & Kramer Investment Management Group LLC |
|
*New |
2023-12-31 |
42,646 |
$2,281,000 |
42,646 |
|
TOWNSQUARE CAPITAL LLC |
400 |
- |
2023-12-31 |
40,479 |
$2,165,000 |
34,257 |
|
ROYAL BANK OF CANADA |
2691 |
*New |
2023-12-31 |
31,046 |
$1,660,000 |
31,046 |
|
KFG WEALTH MANAGEMENT LLC |
38 |
*New |
2024-03-31 |
23,115 |
$1,356,000 |
23,115 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1529 |
*New |
2024-03-31 |
22,650 |
$1,328,000 |
22,650 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2547 |
*New |
2023-12-31 |
22,144 |
$1,184,000 |
22,144 |
|
JANE STREET GROUP LLC |
3030 |
- |
2023-12-31 |
21,549 |
$1,152,000 |
-1,007 |
|
Glass Jacobson Investment Advisors llc |
74 |
- |
2024-03-31 |
19,606 |
$1,150,000 |
64 |
|
CITADEL ADVISORS LLC |
3052 |
- |
2023-12-31 |
16,378 |
$876,000 |
-880 |
|
Hemington Wealth Management |
|
*New |
2023-12-31 |
16,287 |
$871,000 |
16,287 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2273 |
*New |
2023-12-31 |
15,094 |
$807,000 |
15,094 |
|
M HOLDINGS SECURITIES, INC. |
133 |
*New |
2023-12-31 |
14,369 |
$768,000 |
14,369 |
|
Morton Capital Management LLC/CA |
45 |
- |
2024-03-31 |
13,004 |
$763,000 |
4,573 |
|
SC&H Financial Advisors Inc. |
68 |
*New |
2023-12-31 |
13,454 |
$719,000 |
13,454 |
|
WPWealth LLP |
33 |
- |
2023-12-31 |
11,119 |
$595,000 |
6,818 |
|
RCS Financial Planning LLC |
46 |
*New |
2024-03-31 |
10,082 |
$591,000 |
10,082 |
|
Bromfield Sneider Wealth Advisors |
30 |
- |
2024-03-31 |
9,208 |
$540,000 |
7,973 |
|
Sageworth Trust Co of South Dakota |
37 |
*New |
2024-03-31 |
8,378 |
$491,000 |
8,378 |
|
Change Path LLC |
381 |
*New |
2023-12-31 |
9,010 |
$482,000 |
9,010 |
|
EQIS CAPITAL MANAGEMENT, INC. |
452 |
*New |
2023-12-31 |
8,654 |
$463,000 |
8,654 |
|
Dynamic Advisors Solutions LLC |
638 |
*New |
2024-03-31 |
7,357 |
$431,000 |
7,357 |
|
Cypress Point Wealth Management LLC |
48 |
*New |
2023-12-31 |
6,794 |
$363,000 |
6,794 |
|
Onyx Financial Advisors LLC |
14 |
- |
2024-03-31 |
6,179 |
$362,000 |
1 |
|
SILVER OAK SECURITIES Inc |
340 |
*New |
2023-12-31 |
6,596 |
$353,000 |
6,596 |
|
DOLIVER CAPITAL ADVISORS INC |
131 |
*New |
2024-03-31 |
4,310 |
$253,000 |
4,310 |
|
LPL FINANCIAL CORP |
4149 |
*New |
2023-12-31 |
4,679 |
$250,000 |
4,679 |
|
Kestra Advisory Services LLC |
1965 |
*New |
2023-12-31 |
4,588 |
$245,000 |
4,588 |
|
FLOW TRADERS U.S. LLC |
610 |
*New |
2023-12-31 |
4,536 |
$243,000 |
4,536 |
|
SAX WEALTH ADVISORS LLC |
176 |
*New |
2023-12-31 |
4,077 |
$218,000 |
4,077 |
|
HANSON MCCLAIN, INC. |
758 |
- |
2024-03-31 |
3,682 |
$216,000 |
0 |
|
Kathleen S. Wright Associates Inc. |
101 |
*New |
2024-03-31 |
3,546 |
$208,000 |
3,546 |
|
GOULD ASSET MANAGEMENT LLC /CA/ |
146 |
*New |
2023-12-31 |
3,830 |
$205,000 |
3,830 |
|
Keyes Stange & Wooten Wealth Management LLC |
56 |
- |
2023-12-31 |
3,761 |
$201,000 |
0 |
|
J P MORGAN CHASE & CO |
4192 |
*New |
2023-12-31 |
3,682 |
$197,000 |
3,682 |
|
FIFTH THIRD BANCORP |
996 |
*New |
2024-03-31 |
3,000 |
$176,000 |
3,000 |
|
CWM LLC |
1873 |
- |
2024-03-31 |
1,697 |
$100,000 |
0 |
|
DecisionPoint Financial LLC |
71 |
*New |
2023-12-31 |
952 |
$51,000 |
952 |
|
Aspire Private Capital LLC |
337 |
*New |
2024-03-31 |
309 |
$18,000 |
309 |
|
PHILLIPS FINANCIAL MANAGEMENT LLC |
232 |
- |
2024-03-31 |
175 |
$10,000 |
0 |
|
Ronald Blue Trust Inc. |
1578 |
*New |
2023-12-31 |
211 |
$10,000 |
211 |
|
FMR LLC |
4642 |
*New |
2023-12-31 |
21 |
$1,000 |
21 |
|
PROEQUITIES INC. |
2723 |
*New |
2023-12-31 |
0 |
$0 |
0 |
|
McGlone Suttner Wealth Management Inc. |
754 |
*Closed |
2024-03-31 |
0 |
$0 |
-904 |
|
|
61 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|