|
Institutional
Holders
Total
Institutions:
|
173 7 |
|
Total
shares held :
|
6,219,224 |
|
% of shares
held :
|
69.1% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
30 |
|
Amount
of shares held :
|
-69,759 |
|
% of shares
held change :
|
-0.78% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
ENVESTNET ASSET MANAGEMENT INC |
413 |
- |
2023-12-31 |
1,558,346 |
$99,547,000 |
6,901 |
|
BLACKROCK INC. |
2346 |
- |
2023-12-31 |
900,113 |
$57,499,000 |
-147,845 |
|
Envestnet Portfolio Solutions Inc. |
92 |
- |
2023-12-31 |
494,544 |
$31,591,000 |
3,921 |
|
HANSON MCCLAIN, INC. |
106 |
- |
2024-03-31 |
170,920 |
$11,645,000 |
11,635 |
|
J P MORGAN CHASE & CO |
1997 |
- |
2023-12-31 |
164,250 |
$10,492,000 |
-13,195 |
|
PARK AVENUE SECURITIES LLC |
117 |
- |
2024-03-31 |
144,488 |
$9,844,000 |
5,738 |
|
SigFig Wealth Management LLC |
36 |
- |
2023-12-31 |
147,693 |
$9,435,000 |
22,313 |
|
Advisor Group Holdings Inc. |
856 |
- |
2023-12-31 |
140,640 |
$8,988,000 |
-51,707 |
|
LPL FINANCIAL CORP |
1406 |
- |
2023-12-31 |
120,100 |
$7,672,000 |
17,723 |
|
Balanced Rock Investment Advisor |
3 |
- |
2023-12-31 |
101,627 |
$6,492,000 |
0 |
|
MML INVESTORS SERVICES LLC |
519 |
- |
2023-12-31 |
97,064 |
$6,200,000 |
2,289 |
|
Adviser Investments LLC |
121 |
- |
2023-12-31 |
96,155 |
$6,142,000 |
-30,098 |
|
Invera Wealth Advisors LLC |
6 |
- |
2024-03-31 |
69,251 |
$4,476,000 |
403 |
|
JANE STREET GROUP LLC |
1647 |
- |
2023-12-31 |
65,481 |
$4,183,000 |
65,481 |
|
Financial Connections Group Inc. |
|
- |
2023-12-31 |
56,252 |
$3,593,000 |
4,561 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
963 |
- |
2023-12-31 |
54,707 |
$3,495,000 |
1,948 |
|
UBS Group AG |
2309 |
- |
2023-12-31 |
54,625 |
$3,489,000 |
20,063 |
|
One Wealth Advisors LLC |
38 |
- |
2024-03-31 |
50,830 |
$3,463,000 |
-105 |
|
HIGHTOWER ADVISORS, LLC |
1134 |
- |
2023-12-31 |
53,468 |
$3,418,000 |
415 |
|
Klaas Financial Asset Advisors LLC |
20 |
- |
2024-03-31 |
48,601 |
$3,311,000 |
1,900 |
|
Cetera Investment Advisers |
597 |
- |
2023-12-31 |
50,960 |
$3,255,000 |
-2,581 |
|
BANK OF AMERICA CORP /DE/ |
3177 |
- |
2023-12-31 |
50,069 |
$3,198,000 |
27,642 |
|
Walkner Condon Financial Advisors LLC |
41 |
- |
2024-03-31 |
46,343 |
$3,158,000 |
-107 |
|
ACCREDITED INVESTORS INC. |
48 |
- |
2023-12-31 |
47,503 |
$3,034,000 |
7,286 |
|
Adroit Compliance LLC |
20 |
- |
2023-12-31 |
46,701 |
$2,983,000 |
0 |
|
TD Waterhouse Canada Inc. |
284 |
- |
2023-12-31 |
43,715 |
$2,735,000 |
0 |
|
Atlantic Private Wealth LLC |
10 |
- |
2023-12-31 |
42,771 |
$2,732,000 |
-480 |
|
Atria Wealth Solutions Inc. |
536 |
- |
2023-12-31 |
38,538 |
$2,462,000 |
860 |
|
IMPACTfolio LLC |
12 |
*New |
2024-03-31 |
34,915 |
$2,379,000 |
34,915 |
|
ROYAL BANK OF CANADA |
2434 |
- |
2023-12-31 |
37,221 |
$2,377,000 |
-1,597 |
|
Values Added Financial LLC |
16 |
- |
2024-03-31 |
34,835 |
$2,373,000 |
-350 |
|
Financial Gravity Wealth Inc. |
137 |
- |
2023-12-31 |
7,695 |
$2,191,000 |
0 |
|
CI Private Wealth LLC |
1015 |
- |
2023-12-31 |
30,256 |
$1,933,000 |
471 |
|
REGATTA CAPITAL GROUP LLC |
47 |
*New |
2024-03-31 |
27,260 |
$1,857,000 |
27,260 |
|
FINANCIAL NETWORK |
1027 |
- |
2023-12-31 |
27,596 |
$1,763,000 |
-807 |
|
Grubman Wealth Management |
28 |
- |
2024-03-31 |
25,866 |
$1,762,000 |
-224 |
|
ALBION FINANCIAL GROUP /UT |
83 |
- |
2024-03-31 |
25,769 |
$1,756,000 |
1,428 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1356 |
- |
2024-03-31 |
25,440 |
$1,733,000 |
2,245 |
|
FLOW TRADERS U.S. LLC |
241 |
- |
2023-12-31 |
26,886 |
$1,717,000 |
-72,089 |
|
Integrated Wealth Concepts LLC |
531 |
- |
2023-12-31 |
26,650 |
$1,702,000 |
-2,209 |
|
FIERA SCEPTRE INC. |
313 |
- |
2023-12-31 |
25,910 |
$1,655,000 |
19,390 |
|
Horst & Graben Wealth Management LLC |
41 |
- |
2024-03-31 |
23,762 |
$1,619,000 |
977 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
461 |
*New |
2023-12-31 |
25,143 |
$1,606,000 |
25,143 |
|
DOHJ LLC |
58 |
*New |
2024-03-31 |
23,379 |
$1,593,000 |
23,379 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
577 |
- |
2023-12-31 |
24,763 |
$1,582,000 |
2,269 |
|
Opes Wealth Management LLC |
47 |
- |
2023-12-31 |
23,544 |
$1,504,000 |
0 |
|
Sharkey Howes & Javer |
58 |
- |
2024-03-31 |
21,162 |
$1,442,000 |
-106 |
|
Atwater Malick LLC |
32 |
- |
2024-03-31 |
20,462 |
$1,394,000 |
1,540 |
|
JANNEY MONTGOMERY SCOTT LLC |
1280 |
- |
2023-12-31 |
20,967 |
$1,339,000 |
1,808 |
|
HALBERT, HARGROVE/RUSSELL LLC |
36 |
- |
2024-03-31 |
18,674 |
$1,272,000 |
443 |
|
FMR LLC |
2264 |
- |
2023-12-31 |
19,202 |
$1,227,000 |
9,592 |
|
Equitable Holdings Inc. |
533 |
- |
2023-12-31 |
18,769 |
$1,199,000 |
1,307 |
|
Plancorp LLC |
103 |
- |
2023-12-31 |
18,428 |
$1,177,000 |
0 |
|
MORNINGSTAR INVESTMENT SERVICES, INC. |
217 |
- |
2023-12-31 |
18,224 |
$1,168,000 |
12,749 |
|
Equita Financial Network Inc. |
35 |
- |
2023-12-31 |
18,068 |
$1,154,000 |
903 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2054 |
- |
2023-12-31 |
17,738 |
$1,133,000 |
36 |
|
Wade Financial Advisory Inc |
35 |
- |
2023-12-31 |
17,527 |
$1,120,000 |
12 |
|
Steward Partners Investment Advisory LLC |
692 |
- |
2023-12-31 |
16,883 |
$1,078,000 |
2,057 |
|
Congress Wealth Management LLC / DE / |
371 |
- |
2024-03-31 |
15,173 |
$1,034,000 |
-123 |
|
WEALTHSOURCE PARTNERS LLC |
196 |
- |
2023-12-31 |
15,763 |
$1,007,000 |
-828 |
|
Aptus Capital Advisors LLC |
288 |
- |
2023-12-31 |
15,023 |
$960,000 |
9,727 |
|
PRUDENTIAL CORP PLC |
589 |
- |
2023-12-31 |
15,000 |
$958,000 |
0 |
|
PRUDENTIAL FINANCIAL INC |
1855 |
- |
2023-12-31 |
14,627 |
$934,000 |
-2,590 |
|
BANK OF NEW YORK MELLON CORP |
3183 |
- |
2024-03-31 |
13,412 |
$914,000 |
780 |
|
GOULD ASSET MANAGEMENT LLC /CA/ |
48 |
- |
2023-12-31 |
14,050 |
$898,000 |
3,900 |
|
LAZARD ASSET MANAGEMENT LLC |
785 |
- |
2023-12-31 |
13,814 |
$882,000 |
0 |
|
VERITY Wealth Advisors |
31 |
- |
2024-03-31 |
12,840 |
$875,000 |
2,771 |
|
CARNEGIE CAPITAL ASSET MANAGEMENT, LLC |
295 |
- |
2023-12-31 |
13,502 |
$863,000 |
-633 |
|
Crestone Asset Management LLC |
51 |
- |
2024-03-31 |
12,376 |
$843,000 |
1,550 |
|
Austin Private Wealth LLC |
81 |
- |
2024-03-31 |
11,986 |
$814,000 |
1,091 |
|
Skyline Advisors Inc. |
30 |
- |
2024-03-31 |
11,794 |
$804,000 |
314 |
|
WELLS FARGO & CO/MN |
3084 |
- |
2023-12-31 |
12,529 |
$800,000 |
5,391 |
|
Resources Investment Advisors Inc. |
556 |
- |
2023-12-31 |
12,326 |
$787,000 |
-2,864 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1048 |
- |
2023-12-31 |
12,217 |
$780,000 |
3,193 |
|
We Are One Seven LLC |
381 |
*New |
2023-12-31 |
12,020 |
$768,000 |
12,020 |
|
TCWP LLC |
13 |
- |
2023-12-31 |
12,020 |
$768,000 |
-3,134 |
|
JMG FINANCIAL GROUP, LTD. |
74 |
- |
2023-12-31 |
11,926 |
$762,000 |
-2,748 |
|
Pathstone Holdings LLC |
1237 |
- |
2023-12-31 |
11,882 |
$759,000 |
0 |
|
Leonard Rickey Investment Advisors P.L.L.C. |
45 |
- |
2024-03-31 |
10,918 |
$744,000 |
-209 |
|
Biltmore Family Office LLC |
91 |
- |
2023-12-31 |
11,528 |
$736,000 |
0 |
|
Revolve Wealth Partners LLC |
82 |
- |
2024-03-31 |
10,619 |
$723,000 |
2,981 |
|
Wealth Alliance |
202 |
- |
2023-12-31 |
10,861 |
$694,000 |
81 |
|
DFPG INVESTMENTS INC. |
327 |
- |
2023-12-31 |
10,569 |
$660,000 |
-637 |
|
EMPIRICAL FINANCIAL SERVICES, LLC |
284 |
- |
2023-12-31 |
10,150 |
$648,000 |
0 |
|
HART & PATTERSON FINANCIAL GROUP LLC |
42 |
- |
2024-03-31 |
9,336 |
$636,000 |
3,809 |
|
DIVERSIFIED TRUST CO |
456 |
- |
2024-03-31 |
8,758 |
$597,000 |
198 |
|
Stratos Wealth Partners LTD. |
833 |
- |
2024-03-31 |
8,292 |
$565,000 |
-733 |
|
Moors & Cabot Inc. |
432 |
- |
2023-12-31 |
8,769 |
$560,000 |
1,393 |
|
Kestra Advisory Services LLC |
1443 |
- |
2023-12-31 |
8,757 |
$559,000 |
-264 |
|
CREATIVE PLANNING |
1671 |
*New |
2023-12-31 |
8,295 |
$530,000 |
8,295 |
|
MULTIFINANCIAL SECURITIES CORP |
1101 |
- |
2023-12-31 |
8,144 |
$520,000 |
295 |
|
MA Private Wealth |
|
- |
2023-12-31 |
8,027 |
$513,000 |
-32 |
|
H D Vest Advisory Services |
964 |
- |
2023-12-31 |
7,970 |
$509,000 |
91 |
|
BANK OF MONTREAL /CAN/ |
2035 |
- |
2023-12-31 |
7,691 |
$495,000 |
7,021 |
|
Pensionmark Financial Group LLC |
229 |
- |
2023-12-31 |
7,471 |
$477,000 |
453 |
|
Snowden Capital Advisors LLC |
700 |
- |
2023-12-31 |
7,421 |
$474,000 |
165 |
|
Optas LLC |
99 |
- |
2024-03-31 |
6,792 |
$463,000 |
-807 |
|
AE Wealth Management LLC |
1488 |
- |
2023-12-31 |
7,036 |
$452,000 |
-225 |
|
REGAL INVESTMENT ADVISORS, LLC |
346 |
- |
2023-12-31 |
7,022 |
$449,000 |
-138 |
|
Main Street Financial Solutions LLC |
327 |
- |
2024-03-31 |
6,499 |
$443,000 |
-130 |
|
|
100 Records found
|
1
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