| |
Institutional
Holders
Total
Institutions:
 |
245  19 |
|
|
Total
shares held :
|
58,991,139 |
|
|
% of shares
held :
|
65.55% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
108 |
|
|
Amount
of shares held :
|
4,888,959 |
|
|
% of shares
held change :
|
5.43% |
|
| 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
|
1,808,389
|
3.07%
|
|
|
|
Increased
Positions : |
132
|
8,212,267
|
13.92%
|
|
|
|
Unchanged
Positions : |
33
|
5,052,854
|
8.57%
|
|
|
|
Decreased
Positions : |
43
|
-4,092,423
|
-6.94%
|
|
|
|
Closed
Positions : |
18
|
-1,039,274
|
-1.76%
|
|
|
|
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 |
  EQIS CAPITAL MANAGEMENT, INC. |
24 |
*New |
2023-12-31 |
330,249 |
$9,617,000 |
330,249 |
|
| NORTHERN TRUST CORP |
2255 |
*New |
2023-12-31 |
256,341 |
$7,465,000 |
256,341 |
|
| Integrated Wealth Concepts LLC |
391 |
*New |
2023-12-31 |
88,419 |
$2,575,000 |
88,419 |
|
| BALYASNY ASSET MANAGEMENT LLC |
967 |
*New |
2023-12-31 |
77,649 |
$2,261,000 |
77,649 |
|
| Quantum Financial Advisors LLC |
36 |
*New |
2024-03-31 |
64,815 |
$1,951,000 |
64,815 |
|
| DOPKINS WEALTH MANAGEMENT LLC |
|
*New |
2023-12-31 |
53,015 |
$1,544,000 |
53,015 |
|
| Hemington Wealth Management |
34 |
*New |
2024-03-31 |
43,626 |
$1,314,000 |
43,626 |
|
| FINEMARK NATIONAL BANK & TRUST |
194 |
*New |
2023-12-31 |
39,052 |
$1,137,000 |
39,052 |
|
| W.H. Cornerstone Investments Inc. |
30 |
*New |
2023-12-31 |
38,996 |
$1,136,000 |
38,996 |
|
| HFG Advisors Inc. |
26 |
*New |
2024-03-31 |
37,053 |
$1,115,000 |
37,053 |
|
| AIRE ADVISORS LLC |
70 |
*New |
2023-12-31 |
29,747 |
$866,000 |
29,747 |
|
| Sprinkle Financial Consultants LLC |
34 |
*New |
2024-03-31 |
22,196 |
$668,000 |
22,196 |
|
| REDW Stanley Financial Advisors LLC |
|
*New |
2024-03-31 |
21,391 |
$644,000 |
21,391 |
|
| Simplicity WealthLLC |
697 |
*New |
2024-03-31 |
18,237 |
$549,000 |
18,237 |
|
| BROWN ADVISORY HOLDINGS INC |
928 |
*New |
2024-03-31 |
17,833 |
$537,000 |
17,833 |
|
| KRAFT ASSET MANAGEMENT LLC |
25 |
*New |
2023-12-31 |
17,742 |
$517,000 |
17,742 |
|
| Compass Ion Advisors LLC |
139 |
*New |
2024-03-31 |
17,050 |
$513,000 |
17,050 |
|
| Centered Wealth LLC dba Miller Equity Capital Advi |
|
*New |
2024-03-31 |
16,295 |
$490,000 |
16,295 |
|
| Keebeck Wealth Management LLC |
183 |
*New |
2023-12-31 |
16,230 |
$473,000 |
16,230 |
|
| Cypress Point Wealth Management LLC |
44 |
*New |
2023-12-31 |
14,153 |
$412,000 |
14,153 |
|
| Essential Planning LLC. |
43 |
*New |
2023-12-31 |
12,662 |
$369,000 |
12,662 |
|
| Relaxing Retirement Coach |
56 |
*New |
2023-06-30 |
13,953 |
$359,000 |
13,953 |
|
| JANNEY MONTGOMERY SCOTT LLC |
2208 |
*New |
2024-03-31 |
11,866 |
$357,000 |
11,866 |
|
| Main Street Financial Solutions LLC |
397 |
*New |
2024-03-31 |
10,913 |
$328,000 |
10,913 |
|
| TRIAD FINANCIAL ADVISORS INC. |
71 |
*New |
2023-09-30 |
12,431 |
$315,000 |
12,431 |
|
| LifePro Asset Management |
98 |
*New |
2024-03-31 |
9,899 |
$298,000 |
9,899 |
|
| Lauterbach Financial Advisors LLC |
52 |
*New |
2023-12-31 |
8,912 |
$260,000 |
8,912 |
|
| ADVISORY SERVICES NETWORK, LLC |
1233 |
*New |
2023-12-31 |
7,370 |
$215,000 |
7,370 |
|
| Bay Colony Advisory Group Inc d/b/a Bay Colony Adv |
|
*New |
2024-03-31 |
7,075 |
$213,000 |
7,075 |
|
| Rockbridge Investment Management LCC |
111 |
*New |
2023-12-31 |
7,302 |
$213,000 |
7,302 |
|
| HARTLINE INVESTMENT CORP/ |
360 |
*New |
2024-03-31 |
7,075 |
$213,000 |
7,075 |
|
| MERCER GLOBAL ADVISORS INC /ADV |
1810 |
*New |
2023-12-31 |
7,199 |
$210,000 |
7,199 |
|
| ASSET MANAGEMENT CORP /IL/ /ADV |
122 |
*New |
2023-03-31 |
8,163 |
$204,000 |
8,163 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1497 |
*New |
2023-12-31 |
6,789 |
$198,000 |
6,789 |
|
| MATHER GROUP, INC. |
1211 |
*New |
2024-03-31 |
296 |
$9,000 |
296 |
|
| EnRich Financial Partners LLC |
|
*New |
2024-03-31 |
272 |
$8,000 |
272 |
|
| Guardian Wealth Management Inc. |
185 |
*New |
2023-12-31 |
190 |
$6,000 |
190 |
|
| JFS WEALTH ADVISORS, LLC |
|
*New |
2024-03-31 |
155 |
$5,000 |
155 |
|
| GAMMA Investing LLC |
2597 |
*New |
2024-03-31 |
97 |
$3,000 |
97 |
|
| Steward Financial Group LLC |
993 |
*New |
2023-09-30 |
100 |
$2,000 |
100 |
|
| QUADRANT CAPITAL GROUP LLC |
2763 |
*New |
2023-12-31 |
3 |
$0 |
3 |
|
|
41 Records found
|
1
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