| |
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 |
  Waypoint Capital Advisors LLC |
|
- |
2024-03-31 |
542,541 |
$14,513,000 |
0 |
|
| Live Oak Private Wealth LLC |
63 |
- |
2024-03-31 |
89,675 |
$2,399,000 |
0 |
|
| OHE FINANCIAL INC |
83 |
- |
2023-12-31 |
65,379 |
$1,669,000 |
0 |
|
| Geometric Wealth Advisors |
12 |
- |
2023-12-31 |
33,948 |
$867,000 |
0 |
|
| Hemington Wealth Management |
52 |
- |
2024-03-31 |
30,690 |
$821,000 |
0 |
|
| Gradient Capital Advisors LLC |
80 |
- |
2024-03-31 |
22,962 |
$614,000 |
0 |
|
| Capstone Financial Advisors Inc. |
80 |
- |
2023-12-31 |
20,750 |
$530,000 |
0 |
|
| Grey Street Capital LLC |
77 |
- |
2023-12-31 |
17,714 |
$452,000 |
0 |
|
| MONTICELLO WEALTH MANAGEMENT LLC |
168 |
- |
2024-03-31 |
16,298 |
$436,000 |
0 |
|
| MARYLAND CAPITAL ADVISORS INC. |
89 |
- |
2024-03-31 |
3,811 |
$102,000 |
0 |
|
| Global Trust Asset Management LLC |
236 |
- |
2024-03-31 |
3,100 |
$83,000 |
0 |
|
| SALEM INVESTMENT COUNSELORS INC |
512 |
- |
2024-03-31 |
2,361 |
$63,000 |
0 |
|
| ZRC WEALTH MANAGEMENT LLC |
208 |
- |
2024-03-31 |
2,113 |
$57,000 |
0 |
|
| Global Retirement Partners LLC |
1345 |
- |
2024-03-31 |
2,094 |
$56,000 |
0 |
|
| Lindbrook Capital LLC |
762 |
- |
2024-03-31 |
1,995 |
$53,000 |
0 |
|
| Nalls Sherbakoff Group LLC |
161 |
- |
2023-12-31 |
1,985 |
$51,000 |
0 |
|
| Tortoise Investment Management LLC |
443 |
- |
2023-12-31 |
1,126 |
$29,000 |
0 |
|
| Cherry Tree Wealth Management LLC |
|
- |
2024-03-31 |
777 |
$21,000 |
0 |
|
| Glassman Wealth Services |
138 |
- |
2024-03-31 |
768 |
$21,000 |
0 |
|
| Lee Financial CORP |
415 |
- |
2023-12-31 |
433 |
$11,000 |
0 |
|
| OPTIMUM INVESTMENT ADVISORS |
514 |
- |
2024-03-31 |
417 |
$11,000 |
0 |
|
| DHJJ Financial Advisors Ltd. |
453 |
- |
2024-03-31 |
390 |
$10,000 |
0 |
|
| TUCKER ASSET MANAGEMENT LLC |
520 |
- |
2023-12-31 |
262 |
$7,000 |
0 |
|
| Capital Investment Advisory Services LLC |
896 |
- |
2024-03-31 |
124 |
$3,000 |
0 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
25 Records found
|
1
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