|
Institutional
Holders
Total
Institutions:
|
30 21 |
|
Total
shares held :
|
1,131,227 |
|
% of shares
held :
|
12.57% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
25 |
|
Amount
of shares held :
|
458,273 |
|
% of shares
held change :
|
5.09% |
|
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 |
Arlington Financial Advisors LLC |
4 |
- |
2024-03-31 |
483,111 |
$28,566,000 |
470,494 |
|
DiNuzzo Private Wealth Inc. |
14 |
- |
2024-03-31 |
315,693 |
$18,667,000 |
-29,521 |
|
First Pacific Financial |
8 |
- |
2024-03-31 |
300,861 |
$17,790,000 |
128,919 |
|
Abacus Planning Group Inc. |
11 |
- |
2024-03-31 |
179,463 |
$10,612,000 |
5,091 |
|
Strategic Investment Solutions Inc. /IL |
13 |
- |
2023-12-31 |
126,244 |
$6,931,000 |
126,226 |
|
Sivia Capital Partners LLC |
6 |
- |
2024-03-31 |
103,933 |
$6,146,000 |
6,658 |
|
Bryant Woods Investment Advisors LLC |
9 |
- |
2024-03-31 |
89,391 |
$5,286,000 |
76,451 |
|
Fundamentun LLC |
62 |
*New |
2024-03-31 |
79,518 |
$4,702,000 |
79,518 |
|
UMA Financial Services Inc. |
27 |
- |
2024-03-31 |
80,226 |
$4,532,000 |
42,658 |
|
BUILDER INVESTMENT GROUP INC /ADV |
|
- |
2023-12-31 |
47,033 |
$2,582,000 |
19,096 |
|
Syverson Strege & Co |
15 |
- |
2024-03-31 |
39,450 |
$2,333,000 |
24,942 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1719 |
- |
2024-03-31 |
36,389 |
$2,152,000 |
21,469 |
|
Apella Capital LLC |
104 |
- |
2024-03-31 |
28,310 |
$1,667,000 |
11,268 |
|
Main Street Financial Solutions LLC |
119 |
- |
2024-03-31 |
27,079 |
$1,601,000 |
15,711 |
|
Krilogy Financial LLC |
146 |
*New |
2024-03-31 |
18,703 |
$1,106,000 |
18,703 |
|
Sprinkle Financial Consultants LLC |
32 |
- |
2024-03-31 |
12,551 |
$742,000 |
3,933 |
|
Evanson Asset Management LLC |
156 |
*New |
2024-03-31 |
10,144 |
$600,000 |
10,144 |
|
Barry Investment Advisors LLC |
63 |
*New |
2024-03-31 |
10,008 |
$592,000 |
10,008 |
|
MB Generational Wealth LLC |
27 |
*New |
2024-03-31 |
9,062 |
$536,000 |
9,062 |
|
Keyes Stange & Wooten Wealth Management LLC |
38 |
*New |
2024-03-31 |
8,952 |
$529,000 |
8,952 |
|
Spinnaker Investment Group LLC |
55 |
- |
2024-03-31 |
8,291 |
$490,000 |
3,875 |
|
VISTA CAPITAL PARTNERS, INC. |
47 |
*New |
2024-03-31 |
7,987 |
$472,000 |
7,987 |
|
Beacon Pointe Advisors LLC |
|
- |
2024-03-31 |
7,239 |
$428,000 |
853 |
|
Root Financial Partners LLC |
63 |
- |
2024-03-31 |
6,986 |
$413,000 |
0 |
|
Belpointe Asset Management LLC |
490 |
*New |
2024-03-31 |
6,874 |
$406,000 |
6,874 |
|
Total Wealth Planning LLC |
72 |
*New |
2024-03-31 |
6,584 |
$389,000 |
6,584 |
|
MERCER GLOBAL ADVISORS INC /ADV |
|
- |
2024-03-31 |
6,261 |
$370,000 |
-3,653 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2567 |
- |
2024-03-31 |
5,896 |
$349,000 |
65 |
|
TCI Wealth Advisors Inc. |
153 |
*New |
2024-03-31 |
5,631 |
$333,000 |
5,631 |
|
Ronald Blue Trust Inc. |
383 |
*New |
2024-03-31 |
5,354 |
$317,000 |
5,354 |
|
Chicago Partners Investment Group LLC |
566 |
*New |
2024-03-31 |
5,201 |
$298,000 |
5,201 |
|
Rehmann Capital Advisory Group |
468 |
*New |
2024-03-31 |
4,681 |
$277,000 |
4,681 |
|
Austin Asset Management Co Inc |
60 |
*New |
2024-03-31 |
4,346 |
$257,000 |
4,346 |
|
Alpha Financial Advisors LLC |
38 |
*New |
2024-03-31 |
4,192 |
$248,000 |
4,192 |
|
SC&H Financial Advisors Inc. |
134 |
*New |
2024-03-31 |
3,710 |
$219,000 |
3,710 |
|
Foster Group Inc. |
192 |
*New |
2024-03-31 |
3,648 |
$216,000 |
3,648 |
|
Greenspring Advisors LLC |
73 |
*New |
2024-03-31 |
3,625 |
$214,000 |
3,625 |
|
PHILLIPS FINANCIAL MANAGEMENT LLC |
169 |
- |
2024-03-31 |
3,605 |
$213,000 |
1,935 |
|
Smith Anglin Financial LLC |
178 |
*New |
2024-03-31 |
3,594 |
$213,000 |
3,594 |
|
BANK OF MONTREAL /CAN/ |
|
- |
2024-03-31 |
2,564 |
$152,000 |
1,984 |
|
LAM GROUP INC. |
72 |
- |
2024-03-31 |
2,071 |
$122,000 |
1,725 |
|
MATHER GROUP, INC. |
707 |
*New |
2024-03-31 |
1,770 |
$97,000 |
1,770 |
|
DecisionPoint Financial LLC |
61 |
*New |
2024-03-31 |
1,367 |
$79,000 |
1,367 |
|
Concord Wealth Partners |
314 |
- |
2024-03-31 |
1,135 |
$67,000 |
2 |
|
Ruedi Wealth Management Inc. |
78 |
- |
2024-03-31 |
965 |
$57,000 |
0 |
|
McIlrath & Eck LLC |
332 |
- |
2024-03-31 |
628 |
$37,000 |
21 |
|
RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC |
97 |
*New |
2024-03-31 |
540 |
$32,000 |
540 |
|
UBS Group AG |
5656 |
*New |
2023-12-31 |
461 |
$25,000 |
461 |
|
Coston McIsaac & Partners |
283 |
*New |
2024-03-31 |
414 |
$24,000 |
414 |
|
MORRIS FINANCIAL CONCEPTS INC. |
130 |
- |
2024-03-31 |
383 |
$23,000 |
264 |
|
HANSON MCCLAIN, INC. |
2104 |
*New |
2024-03-31 |
165 |
$10,000 |
165 |
|
Quent Capital LLC |
1052 |
- |
2024-03-31 |
134 |
$8,000 |
0 |
|
PROEQUITIES INC. |
4306 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
GRAND WEALTH MANAGEMENT LLC |
78 |
*Closed |
2024-03-31 |
0 |
$0 |
-18 |
|
|
54 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
|
|
|