| |
Institutional
Holders
Total
Institutions:
 |
22  21 |
|
|
Total
shares held :
|
2,629,887 |
|
|
% of shares
held :
|
29.22% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
21 |
|
|
Amount
of shares held :
|
2,425,838 |
|
|
% of shares
held change :
|
26.95% |
|
| 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 |
  Forum Financial Management LP |
7 |
*New |
2024-03-31 |
4,985,303 |
$266,115,000 |
4,985,303 |
|
| Jentner Corp |
3 |
*New |
2023-12-31 |
634,134 |
$33,776,000 |
634,134 |
|
| Vestmark Advisory Solutions Inc. |
|
*New |
2023-12-31 |
411,428 |
$21,914,000 |
411,428 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1382 |
*New |
2023-12-31 |
203,704 |
$10,850,000 |
203,704 |
|
| JANE STREET GROUP LLC |
957 |
*New |
2023-12-31 |
177,348 |
$9,446,000 |
177,348 |
|
| PENOBSCOT WEALTH MANAGEMENT |
8 |
*New |
2024-03-31 |
77,528 |
$4,138,000 |
77,528 |
|
| BB&T CORP |
|
*New |
2023-12-31 |
45,278 |
$2,333,000 |
45,278 |
|
| Quantum Financial Advisors LLC |
37 |
*New |
2024-03-31 |
36,075 |
$1,926,000 |
36,075 |
|
| Resources Investment Advisors Inc. |
346 |
*New |
2024-03-31 |
35,770 |
$1,909,000 |
35,770 |
|
| GRAND WEALTH MANAGEMENT LLC |
20 |
*New |
2024-03-31 |
30,717 |
$1,640,000 |
30,717 |
|
| Goss Wealth Management LLC |
745 |
*New |
2023-12-31 |
29,393 |
$1,550,000 |
29,393 |
|
| Sanctuary Wealth Management L.L.C. |
18 |
*New |
2024-03-31 |
28,114 |
$1,501,000 |
28,114 |
|
| Acorn Wealth Advisors LLC |
34 |
*New |
2024-03-31 |
26,448 |
$1,412,000 |
26,448 |
|
| Krilogy Financial LLC |
148 |
*New |
2024-03-31 |
20,633 |
$1,101,000 |
20,633 |
|
| AMERICAN INVESTMENT SERVICES INC. |
100 |
*New |
2023-12-31 |
10,044 |
$535,000 |
10,044 |
|
| OLD MISSION CAPITAL LLC |
606 |
*New |
2023-12-31 |
9,641 |
$514,000 |
9,641 |
|
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC |
117 |
*New |
2024-03-31 |
5,933 |
$317,000 |
5,933 |
|
| Kestra Advisory Services LLC |
1892 |
*New |
2023-12-31 |
5,153 |
$274,000 |
5,153 |
|
| PHILLIPS FINANCIAL MANAGEMENT LLC |
159 |
*New |
2024-03-31 |
4,538 |
$242,000 |
4,538 |
|
| Meredith Wealth Planning |
41 |
*New |
2024-03-31 |
4,057 |
$217,000 |
4,057 |
|
| Hutchens & Kramer Investment Management Group LLC |
142 |
*New |
2024-03-31 |
4,084 |
$216,000 |
4,084 |
|
| NWAM LLC |
526 |
*New |
2024-03-31 |
3,889 |
$206,000 |
3,889 |
|
| RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC |
74 |
*New |
2024-03-31 |
2,665 |
$142,000 |
2,665 |
|
| COMERICA BANK |
2882 |
*New |
2023-12-31 |
491 |
$26,000 |
491 |
|
| Advisor Group Holdings Inc. |
5392 |
*New |
2024-03-31 |
291 |
$16,000 |
291 |
|
| FMR LLC |
4641 |
*New |
2023-12-31 |
12 |
$1,000 |
12 |
|
| PROEQUITIES INC. |
7863 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
| TOWER RESEARCH CAPITAL LLC |
6183 |
*New |
2023-12-31 |
2 |
$0 |
2 |
|
|
28 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
|
|
|
