| |
Institutional
Holders
Total
Institutions:
 |
41  4 |
|
|
Total
shares held :
|
3,184,834 |
|
|
% of shares
held :
|
35.39% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
16 |
|
|
Amount
of shares held :
|
1,587,225 |
|
|
% of shares
held change :
|
17.64% |
|
| 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 |
  Abacus Wealth Partners LLC |
2 |
- |
2024-03-31 |
1,795,323 |
$92,962,000 |
-542,126 |
|
| RFG Advisory Group LLC |
40 |
- |
2024-03-31 |
203,688 |
$10,547,000 |
7,592 |
|
| DIMENSIONAL FUND ADVISORS INC |
2306 |
- |
2023-12-31 |
200,000 |
$10,381,000 |
0 |
|
| Quantum Financial Advisors LLC |
17 |
- |
2024-03-31 |
170,928 |
$8,851,000 |
60,254 |
|
| CI Private Wealth LLC |
773 |
- |
2023-12-31 |
73,445 |
$3,812,000 |
73,445 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1538 |
- |
2024-03-31 |
53,258 |
$2,758,000 |
-7,529 |
|
| Apella Capital LLC |
94 |
- |
2024-03-31 |
39,585 |
$2,034,000 |
27,327 |
|
| CITADEL ADVISORS LLC |
2746 |
- |
2023-12-31 |
23,609 |
$1,225,000 |
-68,672 |
|
| BetterWealth LLC |
28 |
- |
2024-03-31 |
15,993 |
$828,000 |
831 |
|
| FirstPurpose Wealth LLC |
61 |
- |
2024-03-31 |
16,093 |
$825,000 |
3,581 |
|
| MODERA WEALTH MANAGEMENT, LLC |
311 |
- |
2023-12-31 |
15,443 |
$802,000 |
-4,886 |
|
| DiNuzzo Private Wealth Inc. |
31 |
- |
2023-12-31 |
14,398 |
$747,000 |
0 |
|
| Creative Capital Management Investments LLC |
21 |
- |
2024-03-31 |
12,889 |
$667,000 |
0 |
|
| Concord Wealth Partners |
|
- |
2024-03-31 |
12,475 |
$646,000 |
890 |
|
| RAM Investment Partners LLC |
|
- |
2024-03-31 |
12,110 |
$627,000 |
2,633 |
|
| Baldrige Asset Management LLC |
67 |
- |
2023-03-31 |
10,192 |
$528,000 |
7,657 |
|
| HART & PATTERSON FINANCIAL GROUP LLC |
48 |
- |
2024-03-31 |
9,675 |
$501,000 |
4,384 |
|
| HIGHTOWER ADVISORS, LLC |
2309 |
- |
2023-12-31 |
9,082 |
$472,000 |
-4,952 |
|
| Buckingham Strategic Partners |
263 |
- |
2023-12-31 |
8,859 |
$460,000 |
744 |
|
| Samalin Investment Counsel LLC |
155 |
*New |
2023-12-31 |
8,278 |
$430,000 |
8,278 |
|
| LPL FINANCIAL CORP |
3733 |
*New |
2023-12-31 |
8,068 |
$419,000 |
8,068 |
|
| LifePro Asset Management |
83 |
- |
2024-03-31 |
7,408 |
$384,000 |
1,401 |
|
| OHE FINANCIAL INC |
185 |
- |
2023-12-31 |
7,108 |
$369,000 |
1,972 |
|
| Rehmann Capital Advisory Group |
|
- |
2024-03-31 |
6,403 |
$332,000 |
1,705 |
|
| Level Financial Advisors Inc. |
58 |
- |
2024-03-31 |
5,990 |
$310,000 |
1,623 |
|
| Kestra Advisory Services LLC |
1821 |
- |
2023-12-31 |
5,888 |
$306,000 |
4 |
|
| Jentner Corp |
42 |
- |
2023-12-31 |
5,317 |
$276,000 |
0 |
|
| Private Advisor Group LLC |
|
*New |
2024-03-31 |
5,232 |
$271,000 |
5,232 |
|
| Tanager Wealth Management LLP |
|
- |
2024-03-31 |
5,220 |
$270,000 |
5,220 |
|
| Pathstone Holdings LLC |
1935 |
- |
2023-12-31 |
4,826 |
$251,000 |
0 |
|
| PATHSTONE FAMILY OFFICE, LLC |
1421 |
- |
2023-09-30 |
4,657 |
$232,000 |
24 |
|
| Goss Wealth Management LLC |
1694 |
*New |
2023-12-31 |
3,970 |
$204,000 |
3,970 |
|
| GRAND WEALTH MANAGEMENT LLC |
43 |
- |
2023-12-31 |
3,883 |
$202,000 |
998 |
|
| EnRich Financial Partners LLC |
|
*New |
2024-03-31 |
3,507 |
$182,000 |
3,507 |
|
| JFS WEALTH ADVISORS, LLC |
|
- |
2024-03-31 |
3,129 |
$162,000 |
0 |
|
| Orion Capital Management LLC |
145 |
- |
2023-12-31 |
2,663 |
$138,000 |
77 |
|
| CARDIFF PARK ADVISORS LLC |
273 |
- |
2023-12-31 |
1,458 |
$76,000 |
51 |
|
| McIlrath & Eck LLC |
215 |
- |
2023-12-31 |
1,372 |
$71,000 |
34 |
|
| UBS Group AG |
5181 |
- |
2023-12-31 |
1,168 |
$61,000 |
1,168 |
|
| Glass Jacobson Investment Advisors llc |
417 |
*New |
2024-03-31 |
633 |
$33,000 |
633 |
|
| ZRC WEALTH MANAGEMENT LLC |
262 |
- |
2024-03-31 |
612 |
$32,000 |
24 |
|
| Steward Partners Investment Advisory LLC |
2707 |
- |
2023-12-31 |
200 |
$10,000 |
0 |
|
| SYM FINANCIAL CORPORATION |
173 |
- |
2023-12-31 |
81 |
$4,000 |
0 |
|
| J P MORGAN CHASE & CO |
5432 |
- |
2023-12-31 |
22 |
$1,000 |
-3,007 |
|
| CWM LLC |
4179 |
- |
2024-03-31 |
26 |
$1,000 |
0 |
|
| FMR LLC |
4640 |
*New |
2023-12-31 |
18 |
$1,000 |
18 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
| JANE STREET GROUP LLC |
5962 |
*Closed |
2023-12-31 |
0 |
$0 |
-63,810 |
|
| AdvisorNet Financial Inc |
2488 |
*Closed |
2024-03-31 |
0 |
$0 |
-135 |
|
| ELEVATE WEALTH ADVISORY INC |
113 |
*Closed |
2024-03-31 |
0 |
$0 |
-351 |
|
|
50 Records found
|
1
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