| |
Institutional
Holders
Total
Institutions:
 |
349  23 |
|
|
Total
shares held :
|
84,436,787 |
|
|
% of shares
held :
|
93.82% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
100 |
|
|
Amount
of shares held :
|
5,461,562 |
|
|
% of shares
held change :
|
6.07% |
|
| 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 |
  Chico Wealth RIA |
4 |
- |
2024-03-31 |
155,193 |
$5,671,000 |
0 |
|
| Hardy Reed LLC |
23 |
- |
2024-03-31 |
142,252 |
$5,198,000 |
0 |
|
| RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC |
16 |
- |
2024-03-31 |
77,983 |
$2,849,000 |
0 |
|
| Tanglewood Legacy Advisors LLC |
17 |
- |
2024-03-31 |
58,336 |
$2,132,000 |
0 |
|
| FIRST CITIZENS BANK & TRUST CO |
187 |
- |
2024-03-31 |
56,332 |
$2,058,000 |
0 |
|
| Stratos Wealth Partners LTD. |
428 |
- |
2024-03-31 |
54,853 |
$2,004,000 |
0 |
|
| Altiora Financial Group LLC |
28 |
- |
2024-03-31 |
45,720 |
$1,671,000 |
0 |
|
| Forum Financial Management LP |
157 |
- |
2024-03-31 |
36,434 |
$1,331,000 |
0 |
|
| Root Financial Partners LLC |
37 |
- |
2024-03-31 |
23,956 |
$875,000 |
0 |
|
| SOL CAPITAL MANAGEMENT CO |
182 |
- |
2024-03-31 |
21,750 |
$795,000 |
0 |
|
| CFS Investment Advisory Services LLC |
89 |
- |
2023-12-31 |
21,400 |
$712,000 |
0 |
|
| MATHER GROUP, INC. |
278 |
- |
2024-03-31 |
20,366 |
$677,000 |
0 |
|
| Cypress Wealth Services LLC |
119 |
- |
2024-03-31 |
16,928 |
$619,000 |
0 |
|
| Colony Family Offices LLC |
41 |
- |
2024-03-31 |
16,930 |
$619,000 |
0 |
|
| Rockwood Wealth Management LLC |
52 |
- |
2024-03-31 |
13,147 |
$480,000 |
0 |
|
| KEB ASSET MANAGEMENT LLC |
39 |
- |
2024-03-31 |
12,999 |
$475,000 |
0 |
|
| Silver Oak Advisory Group Inc. |
40 |
- |
2024-03-31 |
12,819 |
$469,000 |
0 |
|
| BRIGGS ADVISORY GROUP INC. |
43 |
- |
2023-09-30 |
13,106 |
$393,000 |
0 |
|
| CIBC WORLD MARKETS INC. |
935 |
- |
2023-12-31 |
10,700 |
$356,000 |
0 |
|
| Parallel Advisors LLC |
672 |
- |
2024-03-31 |
8,831 |
$323,000 |
0 |
|
| Glassman Wealth Services |
50 |
- |
2024-03-31 |
8,810 |
$322,000 |
0 |
|
| Heritage Wealth Management Inc. /CA/ |
57 |
- |
2024-03-31 |
8,291 |
$303,000 |
0 |
|
| Vawter Financial Ltd. |
59 |
- |
2023-12-31 |
8,497 |
$283,000 |
0 |
|
| LIBERTY CAPITAL MANAGEMENT INC |
138 |
- |
2024-03-31 |
6,744 |
$246,000 |
0 |
|
| Graves-Light Private Wealth Management Inc. |
162 |
- |
2023-12-31 |
7,338 |
$244,000 |
0 |
|
| TD Waterhouse Canada Inc. |
748 |
- |
2024-03-31 |
6,291 |
$228,000 |
0 |
|
| Index Fund Advisors Inc. |
83 |
- |
2023-12-31 |
6,816 |
$227,000 |
0 |
|
| BLODGETT WEALTH ADVISORS LLC |
59 |
- |
2024-03-31 |
6,072 |
$222,000 |
0 |
|
| Cassady Schiller Wealth Management LLC |
106 |
- |
2023-12-31 |
6,222 |
$207,000 |
0 |
|
| Steward Financial Group LLC |
76 |
- |
2023-09-30 |
5,845 |
$175,000 |
0 |
|
| True Wealth Design LLC |
121 |
- |
2023-12-31 |
4,600 |
$153,000 |
0 |
|
| CITIGROUP INC |
3475 |
- |
2024-03-31 |
2,208 |
$81,000 |
0 |
|
| Evolution Advisers Inc. |
81 |
- |
2024-03-31 |
1,699 |
$63,000 |
0 |
|
| Nelson Van Denburg & Campbell Wealth Management Gr |
1278 |
- |
2024-03-31 |
1,195 |
$44,000 |
0 |
|
| West Financial Advisors LLC |
85 |
- |
2024-03-31 |
1,184 |
$43,000 |
0 |
|
| Moisand Fitzgerald Tamayo LLC |
196 |
- |
2024-03-31 |
1,106 |
$40,000 |
0 |
|
| BANK OF MONTREAL /CAN/ |
3116 |
- |
2023-12-31 |
815 |
$27,000 |
0 |
|
| COMERICA BANK |
2910 |
- |
2023-12-31 |
720 |
$24,000 |
0 |
|
| Washington Trust Advisors Inc. |
417 |
- |
2024-03-31 |
465 |
$17,000 |
0 |
|
| O SHAUGHNESSY ASSET MANAGEMENT LLC |
1648 |
- |
2023-12-31 |
260 |
$9,000 |
0 |
|
| Beaird Harris Wealth Management LLC |
448 |
- |
2023-12-31 |
68 |
$2,000 |
0 |
|
| PROEQUITIES INC. |
4348 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| Sound Income Strategies LLC |
1311 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
| EverSource Wealth Advisors LLC |
2753 |
- |
2023-12-31 |
9 |
$0 |
0 |
|
|
44 Records found
|
1
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