| |
Institutional
Holders
Total
Institutions:
 |
281  26 |
|
|
Total
shares held :
|
172,467,395 |
|
|
% of shares
held :
|
19.16% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
134 |
|
|
Amount
of shares held :
|
26,570,474 |
|
|
% of shares
held change :
|
2.95% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
| All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
 |
New
Positions : |
37
|
6,034,388
|
3.5%
|
|
|
|
Increased
Positions : |
156
|
23,770,104
|
13.78%
|
|
|
|
Unchanged
Positions : |
40
|
11,810,823
|
6.85%
|
|
|
|
Decreased
Positions : |
48
|
-2,227,170
|
-1.29%
|
|
|
|
Closed
Positions : |
11
|
-1,006,848
|
-0.58%
|
|
|
|
Guru
Positions : |
0
|
|
0%
|
|
|
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 |
  Miramar Fiduciary Corp |
1 |
*New |
2023-12-31 |
2,792,086 |
$71,282,000 |
2,792,086 |
|
| EQIS CAPITAL MANAGEMENT, INC. |
6 |
*New |
2023-12-31 |
881,375 |
$22,501,000 |
881,375 |
|
| Rockbridge Investment Management LCC |
10 |
*New |
2023-12-31 |
604,672 |
$15,437,000 |
604,672 |
|
| Watchman Group Inc. |
5 |
*New |
2023-12-31 |
395,851 |
$10,106,000 |
395,851 |
|
| PENOBSCOT WEALTH MANAGEMENT |
10 |
*New |
2023-12-31 |
127,915 |
$3,266,000 |
127,915 |
|
| Resource Planning Group |
21 |
*New |
2023-12-31 |
88,515 |
$2,260,000 |
88,515 |
|
| Laurel Wealth Advisors Inc. |
195 |
*New |
2022-12-31 |
49,489 |
$1,106,000 |
49,489 |
|
| Sanford Advisory Services LLC |
60 |
*New |
2022-12-31 |
40,899 |
$914,000 |
40,899 |
|
| ANGELES WEALTH MANAGEMENT LLC |
77 |
*New |
2023-12-31 |
32,267 |
$824,000 |
32,267 |
|
| LEGACY FINANCIAL GROUP INC. |
32 |
*New |
2023-12-31 |
30,800 |
$786,000 |
30,800 |
|
| Squarepoint Ops LLC |
1477 |
*New |
2023-12-31 |
30,455 |
$778,000 |
30,455 |
|
| HOYLECOHEN LLC |
173 |
*New |
2023-12-31 |
26,484 |
$676,000 |
26,484 |
|
| Summit X LLC |
101 |
*New |
2023-12-31 |
24,788 |
$633,000 |
24,788 |
|
| Foundations Investment Advisors LLC |
404 |
*New |
2023-12-31 |
22,323 |
$568,000 |
22,323 |
|
| AE Wealth Management LLC |
1426 |
*New |
2023-12-31 |
19,790 |
$500,000 |
19,790 |
|
| C2P Capital Advisory Group LLC d.b.a. Prosperity C |
213 |
*New |
2024-03-31 |
17,764 |
$475,000 |
17,764 |
|
| KFG WEALTH MANAGEMENT LLC |
100 |
*New |
2024-03-31 |
15,649 |
$419,000 |
15,649 |
|
| HRT FINANCIAL LLC |
1384 |
*New |
2023-12-31 |
14,771 |
$377,000 |
14,771 |
|
| CITIZENS & NORTHERN CORP |
94 |
*New |
2023-12-31 |
14,515 |
$371,000 |
14,515 |
|
| Life Planning Partners Inc |
55 |
*New |
2024-03-31 |
10,314 |
$276,000 |
10,314 |
|
| Summit Trail Advisors LLC |
512 |
*New |
2024-03-31 |
9,350 |
$250,000 |
9,350 |
|
| BOS Asset Management LLC |
130 |
*New |
2023-12-31 |
9,489 |
$242,000 |
9,489 |
|
| FINANCIAL NETWORK |
2393 |
*New |
2023-12-31 |
9,304 |
$238,000 |
9,304 |
|
| Investment Advisory Group LLC |
|
*New |
2024-03-31 |
8,752 |
$234,000 |
8,752 |
|
| SILVER OAK SECURITIES Inc |
428 |
*New |
2023-12-31 |
8,853 |
$226,000 |
8,853 |
|
| RAYMOND JAMES TRUST CO |
1151 |
*New |
2024-03-31 |
8,103 |
$217,000 |
8,103 |
|
| RAYMOND JAMES & ASSOCIATES |
3528 |
*New |
2024-03-31 |
7,963 |
$213,000 |
7,963 |
|
| MILLENNIUM MANAGEMENT LLC |
3430 |
*New |
2023-12-31 |
8,312 |
$212,000 |
8,312 |
|
| Visionary Horizons LLC |
71 |
*New |
2024-03-31 |
7,915 |
$207,000 |
7,915 |
|
| Steward Partners Investment Advisory LLC |
1921 |
*New |
2023-12-31 |
2,231 |
$57,000 |
2,231 |
|
| COMERICA BANK |
2967 |
*New |
2023-12-31 |
712 |
$18,000 |
712 |
|
| UBS Group AG |
6218 |
*New |
2023-12-31 |
313 |
$8,000 |
313 |
|
| BANK OF MONTREAL /CAN/ |
3642 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
|
33 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
|
|
|
