| |
Institutional
Holders
Total
Institutions:
 |
153  24 |
|
|
Total
shares held :
|
35,314,167 |
|
|
% of shares
held :
|
39.24% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
87 |
|
|
Amount
of shares held :
|
5,052,028 |
|
|
% of shares
held change :
|
5.61% |
|
| 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 |
  Resources Investment Advisors Inc. |
58 |
*New |
2023-12-31 |
781,663 |
$21,144,000 |
781,663 |
|
| Summit Financial Strategies Inc. |
11 |
*New |
2023-12-31 |
650,374 |
$17,593,000 |
650,374 |
|
| MONOGRAPH WEALTH ADVISORS LLC |
13 |
*New |
2023-12-31 |
230,175 |
$6,226,000 |
230,175 |
|
| HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV |
99 |
*New |
2024-03-31 |
133,307 |
$3,998,000 |
133,307 |
|
| JANE STREET GROUP LLC |
1746 |
*New |
2023-12-31 |
139,088 |
$3,762,000 |
139,088 |
|
| GOLDMAN SACHS GROUP INC/ |
3222 |
*New |
2023-12-31 |
63,957 |
$1,730,000 |
63,957 |
|
| Equius Partners Inc. |
|
*New |
2022-12-31 |
67,090 |
$1,646,000 |
67,090 |
|
| H D Vest Advisory Services |
667 |
*New |
2023-12-31 |
41,380 |
$1,119,000 |
41,380 |
|
| MRAZ, AMERINE & ASSOCIATES, INC. |
89 |
*New |
2023-12-31 |
28,201 |
$763,000 |
28,201 |
|
| Farther Finance Advisors LLC |
290 |
*New |
2023-12-31 |
25,847 |
$699,000 |
25,847 |
|
| MARINER WEALTH ADVISORS, LLC |
1699 |
*New |
2023-12-31 |
25,610 |
$693,000 |
25,610 |
|
| Werba Rubin Papier Wealth Management |
61 |
*New |
2024-03-31 |
22,411 |
$672,000 |
22,411 |
|
| BUCKINGHAM ASSET MANAGEMENT, LLC |
455 |
*New |
2023-12-31 |
17,331 |
$469,000 |
17,331 |
|
| CFS Investment Advisory Services LLC |
113 |
*New |
2023-12-31 |
14,605 |
$395,000 |
14,605 |
|
| SYM FINANCIAL CORPORATION |
65 |
*New |
2023-12-31 |
13,072 |
$354,000 |
13,072 |
|
| FINEMARK NATIONAL BANK & TRUST |
326 |
*New |
2023-12-31 |
12,036 |
$326,000 |
12,036 |
|
| Foster Group Inc. |
153 |
*New |
2024-03-31 |
10,791 |
$324,000 |
10,791 |
|
| PBMares Wealth Management LLC |
167 |
*New |
2024-03-31 |
7,345 |
$220,000 |
7,345 |
|
| D E SHAW & CO INC |
2530 |
*New |
2023-12-31 |
7,420 |
$201,000 |
7,420 |
|
| EverSource Wealth Advisors LLC |
774 |
*New |
2023-12-31 |
2,545 |
$69,000 |
2,545 |
|
| FMR LLC |
3236 |
*New |
2023-12-31 |
2,480 |
$67,000 |
2,480 |
|
| MORGAN STANLEY |
6146 |
*New |
2023-12-31 |
960 |
$26,000 |
960 |
|
| J P MORGAN CHASE & CO |
5003 |
*New |
2023-12-31 |
528 |
$14,000 |
528 |
|
| Colonial Trust Co / SC |
892 |
*New |
2023-12-31 |
73 |
$2,000 |
73 |
|
| Financial Synergies Wealth Advisors Inc. |
444 |
*New |
2024-03-31 |
33 |
$1,000 |
33 |
|
| Hartland & Co. LLC |
1520 |
*New |
2023-12-31 |
17 |
$0 |
17 |
|
| JJJ Advisors Inc. |
1076 |
*New |
2024-03-31 |
5 |
$0 |
5 |
|
|
27 Records found
|
1
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