|
Institutional
Holders
Total
Institutions:
|
115 11 |
|
Total
shares held :
|
14,645,954 |
|
% of shares
held :
|
16.27% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
39 |
|
Amount
of shares held :
|
1,735,533 |
|
% of shares
held change :
|
1.93% |
|
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 |
Asset Dedication LLC |
4 |
- |
2024-03-31 |
2,162,013 |
$56,152,000 |
130,448 |
|
Heritage Financial Services LLC |
4 |
- |
2023-12-31 |
1,692,615 |
$42,654,000 |
161,793 |
|
Comprehensive Portfolio Management LLC |
20 |
- |
2024-03-31 |
924,188 |
$23,992,000 |
32,079 |
|
True Wealth Design LLC |
7 |
- |
2023-12-31 |
740,323 |
$18,656,000 |
290,976 |
|
MARQUETTE ASSET MANAGEMENT INC. |
12 |
- |
2024-03-31 |
620,351 |
$16,104,000 |
4,829 |
|
Beacon Pointe Advisors LLC |
135 |
- |
2023-12-31 |
550,846 |
$13,881,000 |
10,220 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
747 |
- |
2024-03-31 |
433,393 |
$11,251,000 |
34,085 |
|
Evanson Asset Management LLC |
28 |
- |
2024-03-31 |
377,586 |
$9,802,000 |
41,304 |
|
BURNS WEALTH MANAGEMENT, INC. |
93 |
- |
2024-03-31 |
348,187 |
$9,039,000 |
64,146 |
|
Aveo Capital Partners LLC |
31 |
- |
2024-03-31 |
268,564 |
$7,275,000 |
7,960 |
|
JANE STREET GROUP LLC |
1165 |
- |
2023-12-31 |
288,111 |
$7,260,000 |
180,253 |
|
AE Wealth Management LLC |
503 |
- |
2023-12-31 |
269,485 |
$6,627,000 |
28,805 |
|
Financial Architects LLC |
10 |
- |
2024-03-31 |
234,380 |
$6,085,000 |
32,210 |
|
Blume Capital Management Inc. |
28 |
- |
2024-03-31 |
230,914 |
$5,995,000 |
5,303 |
|
Graves-Light Private Wealth Management Inc. |
36 |
- |
2023-12-31 |
236,020 |
$5,948,000 |
19,436 |
|
DiNuzzo Private Wealth Inc. |
23 |
- |
2024-03-31 |
211,678 |
$5,495,000 |
1,224 |
|
BANK OF MONTREAL /CAN/ |
1023 |
- |
2023-12-31 |
216,050 |
$5,451,000 |
159,801 |
|
Bridgeworth LLC |
|
- |
2023-12-31 |
195,483 |
$4,926,000 |
3,519 |
|
ALESCO ADVISORS LLC |
43 |
- |
2024-03-31 |
162,511 |
$4,219,000 |
24,657 |
|
Index Fund Advisors Inc. |
18 |
- |
2023-12-31 |
144,866 |
$3,651,000 |
43,371 |
|
BB&T CORP |
994 |
- |
2023-12-31 |
138,209 |
$3,483,000 |
128,847 |
|
PBMares Wealth Management LLC |
23 |
- |
2024-03-31 |
130,160 |
$3,379,000 |
12,600 |
|
Vestmark Advisory Solutions Inc. |
140 |
- |
2023-12-31 |
132,027 |
$3,327,000 |
27,302 |
|
Sterling Financial Planning Inc. |
24 |
- |
2024-03-31 |
117,605 |
$3,053,000 |
15,378 |
|
Relaxing Retirement Coach |
17 |
- |
2023-06-30 |
124,616 |
$3,037,000 |
2,909 |
|
Cordant Inc. |
13 |
- |
2024-03-31 |
109,431 |
$2,841,000 |
27,051 |
|
Retirement Solution Inc. |
14 |
- |
2024-03-31 |
104,528 |
$2,714,000 |
286 |
|
CI Private Wealth LLC |
912 |
- |
2024-03-31 |
100,554 |
$2,610,000 |
4,847 |
|
Verum Partners LLC |
28 |
- |
2024-03-31 |
96,331 |
$2,501,000 |
3,218 |
|
MARYLAND CAPITAL ADVISORS INC. |
17 |
- |
2024-03-31 |
91,650 |
$2,379,000 |
3,555 |
|
Goss Wealth Management LLC |
612 |
- |
2023-12-31 |
94,096 |
$2,271,000 |
59,763 |
|
Root Financial Partners LLC |
22 |
- |
2024-03-31 |
86,304 |
$2,240,000 |
11,922 |
|
Sequoia Financial Advisors LLC |
324 |
- |
2024-03-31 |
76,439 |
$1,984,000 |
5,519 |
|
LAM GROUP INC. |
19 |
- |
2024-03-31 |
74,600 |
$1,937,000 |
25 |
|
Betterment LLC |
156 |
- |
2024-03-31 |
73,448 |
$1,907,000 |
22,237 |
|
Family Investment Center Inc. |
24 |
- |
2024-03-31 |
70,390 |
$1,827,000 |
55,453 |
|
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC |
45 |
- |
2024-03-31 |
69,021 |
$1,792,000 |
13,709 |
|
Resources Investment Advisors Inc. |
378 |
- |
2024-03-31 |
65,304 |
$1,695,000 |
11,996 |
|
Chicago Partners Investment Group LLC |
224 |
- |
2024-03-31 |
64,768 |
$1,679,000 |
7,075 |
|
Glass Jacobson Investment Advisors llc |
53 |
- |
2024-03-31 |
63,597 |
$1,651,000 |
6,732 |
|
BKA Wealth Consulting Inc. |
11 |
- |
2024-03-31 |
58,765 |
$1,526,000 |
2,683 |
|
Steward Partners Investment Advisory LLC |
601 |
- |
2023-12-31 |
57,716 |
$1,454,000 |
5,161 |
|
J P MORGAN CHASE & CO |
3170 |
- |
2024-03-31 |
54,582 |
$1,417,000 |
4,908 |
|
Abel Hall LLC |
18 |
- |
2024-03-31 |
51,068 |
$1,326,000 |
1,328 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2097 |
- |
2024-03-31 |
46,217 |
$1,200,000 |
8,328 |
|
CARDIFF PARK ADVISORS LLC |
80 |
- |
2023-12-31 |
46,320 |
$1,167,000 |
27 |
|
Tortoise Investment Management LLC |
104 |
- |
2024-03-31 |
43,150 |
$1,120,000 |
25,973 |
|
ADVISOR PARTNERS II LLC |
472 |
- |
2023-09-30 |
44,306 |
$1,049,000 |
5,389 |
|
Brainard Capital Management LLC |
28 |
- |
2023-03-31 |
44,690 |
$1,045,000 |
11,654 |
|
TRIAD FINANCIAL ADVISORS INC. |
35 |
- |
2023-09-30 |
35,824 |
$848,000 |
7,729 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1996 |
- |
2024-03-31 |
26,374 |
$685,000 |
1,732 |
|
ROYAL BANK OF CANADA |
3507 |
- |
2023-12-31 |
23,870 |
$602,000 |
20,139 |
|
LINCOLN NATIONAL CORP |
685 |
- |
2024-03-31 |
22,592 |
$586,000 |
552 |
|
DORSEY & WHITNEY TRUST CO LLC |
335 |
- |
2024-03-31 |
21,719 |
$564,000 |
9,739 |
|
MORGAN STANLEY |
5069 |
- |
2023-12-31 |
22,299 |
$562,000 |
22,029 |
|
Kestra Advisory Services LLC |
1531 |
- |
2023-12-31 |
19,363 |
$488,000 |
2,099 |
|
BANK OF AMERICA CORP /DE/ |
4494 |
- |
2023-12-31 |
19,201 |
$484,000 |
6,589 |
|
Moisand Fitzgerald Tamayo LLC |
70 |
- |
2024-03-31 |
17,380 |
$451,000 |
296 |
|
Rather & Kittrell Inc. |
61 |
- |
2024-03-31 |
16,663 |
$433,000 |
4,016 |
|
RAYMOND JAMES & ASSOCIATES |
3165 |
- |
2024-03-31 |
15,249 |
$396,000 |
6,219 |
|
Heritage Wealth Management Inc./Texas |
28 |
- |
2024-03-31 |
14,301 |
$371,000 |
14 |
|
BOS Asset Management LLC |
82 |
- |
2024-03-31 |
14,021 |
$364,000 |
1,463 |
|
Tranquility Partners LLC |
154 |
- |
2024-03-31 |
13,919 |
$361,000 |
1,500 |
|
Grunden Financial Advisory Inc. |
17 |
- |
2024-03-31 |
13,193 |
$342,000 |
1,588 |
|
FIRETHORN WEALTH PARTNERS LLC |
100 |
- |
2024-03-31 |
12,863 |
$334,000 |
4,355 |
|
Bruce G. Allen Investments LLC |
135 |
- |
2024-03-31 |
4,605 |
$120,000 |
5 |
|
PHILLIPS FINANCIAL MANAGEMENT LLC |
195 |
- |
2024-03-31 |
3,532 |
$92,000 |
1,224 |
|
Family CFO Inc |
42 |
- |
2024-03-31 |
2,517 |
$65,000 |
806 |
|
Aspire Wealth Management Corp |
138 |
- |
2024-03-31 |
1,448 |
$38,000 |
47 |
|
COMERICA BANK |
2793 |
- |
2023-12-31 |
1,421 |
$36,000 |
140 |
|
Aspire Private Capital LLC |
267 |
- |
2024-03-31 |
1,313 |
$34,000 |
304 |
|
Versant Capital Management Inc |
650 |
- |
2024-03-31 |
486 |
$13,000 |
291 |
|
OLIVER LAGORE VANVALIN INVESTMENT GROUP |
368 |
- |
2023-12-31 |
520 |
$13,000 |
146 |
|
|
73 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
|
|
|