| |
Institutional
Holders
Total
Institutions:
 |
18  11 |
|
|
Total
shares held :
|
6,408,676 |
|
|
% of shares
held :
|
71.21% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
12 |
|
|
Amount
of shares held :
|
563,595 |
|
|
% of shares
held change :
|
6.26% |
|
| 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 |
  MERCER GLOBAL ADVISORS INC /ADV |
43 |
- |
2023-12-31 |
3,267,680 |
$165,802,000 |
366,577 |
|
| ENVESTNET ASSET MANAGEMENT INC |
293 |
- |
2023-12-31 |
3,023,877 |
$153,432,000 |
174,884 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1661 |
- |
2024-03-31 |
46,183 |
$2,328,000 |
574 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1209 |
*New |
2024-03-31 |
21,065 |
$1,062,000 |
21,065 |
|
| JANE STREET GROUP LLC |
3296 |
- |
2023-12-31 |
17,833 |
$905,000 |
-58,639 |
|
| TriaGen Wealth Management LLC |
73 |
- |
2024-03-31 |
14,746 |
$743,000 |
9,831 |
|
| True Link Financial Advisors LLC |
36 |
*New |
2024-03-31 |
11,700 |
$590,000 |
11,700 |
|
| CI Private Wealth LLC |
1584 |
*New |
2023-12-31 |
10,180 |
$517,000 |
10,180 |
|
| Tortoise Investment Management LLC |
145 |
- |
2023-12-31 |
9,837 |
$499,000 |
3,173 |
|
| FIRST NATIONAL BANK SIOUX FALLS |
92 |
*New |
2024-03-31 |
7,500 |
$378,000 |
7,500 |
|
| RSM US WEALTH MANAGEMENT LLC |
502 |
*New |
2024-03-31 |
6,626 |
$334,000 |
6,626 |
|
| RAM Investment Partners LLC |
|
- |
2024-03-31 |
5,592 |
$282,000 |
237 |
|
| RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC |
61 |
*New |
2023-12-31 |
4,967 |
$252,000 |
4,967 |
|
| HIGHTOWER ADVISORS, LLC |
2890 |
*New |
2023-12-31 |
4,240 |
$214,000 |
4,240 |
|
| Signature Resources Capital Management LLC |
60 |
- |
2024-03-31 |
2,396 |
$122,000 |
0 |
|
| Strategic Investment Solutions Inc. /IL |
162 |
*New |
2023-12-31 |
1,992 |
$101,000 |
1,992 |
|
| IFP Advisors Inc |
1504 |
- |
2023-12-31 |
1,003 |
$51,000 |
-1,003 |
|
| Advisor Group Holdings Inc. |
5026 |
*New |
2023-12-31 |
747 |
$38,000 |
747 |
|
| FMR LLC |
4605 |
*New |
2023-12-31 |
20 |
$1,000 |
20 |
|
| Bell Investment Advisors Inc |
1527 |
*New |
2023-12-31 |
25 |
$1,000 |
25 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
| OLD MISSION CAPITAL LLC |
1247 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,447 |
|
| Perigon Wealth Management LLC |
|
*Closed |
2024-03-31 |
0 |
$0 |
-8,000 |
|
|
23 Records found
|
1
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