| |
Institutional
Holders
Total
Institutions:
 |
219  13 |
|
|
Total
shares held :
|
133,058,684 |
|
|
% of shares
held :
|
98.89% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
99 |
|
|
Amount
of shares held :
|
14,490,789 |
|
|
% of shares
held change :
|
10.77% |
|
| 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 : |
27
|
6,591,054
|
4.95%
|
|
|
|
Increased
Positions : |
128
|
16,042,711
|
12.06%
|
|
|
|
Unchanged
Positions : |
22
|
5,699,431
|
4.28%
|
|
 |
Decreased
Positions : |
42
|
-6,617,295
|
-4.97%
|
|
|
|
Closed
Positions : |
14
|
-1,525,681
|
-1.15%
|
|
|
|
Guru
Positions : |
1
|
6,639
|
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 |
  Vista Wealth Management Group LLC |
1 |
- |
2024-03-31 |
6,691,202 |
$211,509,000 |
-13,226 |
|
| HIGHTOWER ADVISORS, LLC |
209 |
- |
2023-12-31 |
2,167,428 |
$61,999,000 |
-9,613 |
|
| CAPTRUST FINANCIAL ADVISORS |
103 |
- |
2023-12-31 |
2,064,930 |
$59,078,000 |
-41,269 |
|
| PATHSTONE FAMILY OFFICE, LLC |
69 |
- |
2023-09-30 |
1,124,693 |
$28,272,000 |
-1,201,893 |
|
| Christopher J. Hasenberg Inc |
3 |
- |
2024-03-31 |
812,479 |
$25,682,000 |
-72,208 |
|
| LIBERTY WEALTH MANAGEMENT LLC |
3 |
- |
2024-03-31 |
805,903 |
$25,480,000 |
-20,574 |
|
| BetterWealth LLC |
3 |
- |
2024-03-31 |
767,204 |
$24,251,000 |
-4,510 |
|
| HANSON MCCLAIN, INC. |
69 |
- |
2024-03-31 |
627,790 |
$19,844,000 |
-3,295 |
|
| Strategic Investment Solutions Inc. /IL |
6 |
- |
2023-12-31 |
458,407 |
$13,115,000 |
-5,915,349 |
|
| FOUNDERS FINANCIAL SECURITIES LLC |
18 |
- |
2024-03-31 |
398,429 |
$12,594,000 |
-214,277 |
|
| PINNACLE ASSOCIATES LTD |
133 |
- |
2024-03-31 |
384,196 |
$12,144,000 |
-2,366 |
|
| Pinnacle Wealth Management Advisory Group LLC |
19 |
- |
2024-03-31 |
384,196 |
$12,144,000 |
-2,366 |
|
| SATOVSKY ASSET MANAGEMENT LLC |
7 |
- |
2024-03-31 |
375,342 |
$11,865,000 |
-26,663 |
|
| RFG Advisory Group LLC |
56 |
- |
2024-03-31 |
271,845 |
$8,593,000 |
-3,089 |
|
| INTREPID CAPITAL MANAGEMENT INC |
2 |
- |
2023-12-31 |
286,032 |
$8,183,000 |
-480 |
|
| Intelligence Driven Advisers LLC |
17 |
- |
2024-03-31 |
256,090 |
$8,095,000 |
-13,219 |
|
| CARDIFF PARK ADVISORS LLC |
27 |
- |
2023-12-31 |
212,686 |
$6,085,000 |
-2,063 |
|
| RCS Financial Planning LLC |
9 |
- |
2024-03-31 |
189,173 |
$5,980,000 |
-42,880 |
|
| Waterfront Wealth Inc. |
19 |
- |
2023-12-31 |
152,714 |
$4,369,000 |
-2,025 |
|
| JANE STREET GROUP LLC |
1761 |
- |
2023-12-31 |
129,835 |
$3,715,000 |
-22,998 |
|
| Helen Stephens Group LLC |
18 |
- |
2024-03-31 |
115,007 |
$3,635,000 |
-4,644 |
|
| Integrated Wealth Concepts LLC |
310 |
- |
2023-12-31 |
121,180 |
$3,467,000 |
-1,667 |
|
| Kingsview Wealth Management LLC |
197 |
- |
2023-12-31 |
111,374 |
$3,186,000 |
-18,416 |
|
| L & S ADVISORS INC |
67 |
- |
2023-12-31 |
106,924 |
$3,059,000 |
-285 |
|
| Advisor Group Holdings Inc. |
1527 |
- |
2023-12-31 |
106,599 |
$3,050,000 |
-346,165 |
|
| Carlson Capital Management |
27 |
- |
2024-03-31 |
95,985 |
$3,034,000 |
-1,403,179 |
|
| WEALTHSOURCE PARTNERS LLC |
117 |
- |
2023-12-31 |
75,646 |
$2,164,000 |
-1,475 |
|
| CITADEL ADVISORS LLC |
2400 |
- |
2023-12-31 |
62,977 |
$1,802,000 |
-18,799 |
|
| SageView Advisory Group LLC |
130 |
- |
2023-12-31 |
59,653 |
$1,762,000 |
-991 |
|
| MML INVESTORS SERVICES LLC |
1102 |
- |
2023-12-31 |
57,705 |
$1,651,000 |
-190 |
|
| GEM Asset Management LLC |
22 |
- |
2024-03-31 |
53,148 |
$1,594,000 |
-1,279 |
|
| Peninsula Wealth LLC |
31 |
- |
2023-12-31 |
54,793 |
$1,568,000 |
-7,256 |
|
| Good Life Advisors LLC |
125 |
- |
2024-03-31 |
47,652 |
$1,506,000 |
-16,982 |
|
| CREATIVE PLANNING |
1056 |
- |
2023-12-31 |
49,755 |
$1,423,000 |
-1,635 |
|
| NWAM LLC |
188 |
- |
2023-12-31 |
45,552 |
$1,303,000 |
-1,095 |
|
| Glass Jacobson Investment Advisors llc |
68 |
- |
2024-03-31 |
38,679 |
$1,223,000 |
-763 |
|
| ANDREWS LUCIA WEALTH MANAGEMENT LLC |
14 |
- |
2023-12-31 |
38,255 |
$1,094,000 |
-2,590 |
|
| Annapolis Financial Services LLC |
58 |
- |
2024-03-31 |
23,363 |
$739,000 |
-19,674 |
|
| Hutchens & Kramer Investment Management Group LLC |
52 |
- |
2024-03-31 |
22,136 |
$696,000 |
-3,770 |
|
| Farther Finance Advisors LLC |
295 |
- |
2023-12-31 |
23,753 |
$680,000 |
-891 |
|
| Root Financial Partners LLC |
47 |
- |
2024-03-31 |
21,019 |
$664,000 |
-1,284 |
|
| EnRich Financial Partners LLC |
26 |
- |
2024-03-31 |
19,980 |
$632,000 |
-336 |
|
| B.O.S.S. Retirement Advisors LLC |
104 |
- |
2024-03-31 |
20,292 |
$581,000 |
-1,810 |
|
| CHERRYDALE WEALTH MANAGEMENT LLC |
36 |
- |
2024-03-31 |
12,608 |
$399,000 |
-4,676 |
|
| KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ |
254 |
- |
2023-12-31 |
13,388 |
$383,000 |
-373 |
|
| ELEVATE WEALTH ADVISORY INC |
56 |
- |
2024-03-31 |
7,230 |
$229,000 |
-482 |
|
| Emerald Investment Partners LLC |
301 |
- |
2024-03-31 |
3,917 |
$124,000 |
-923 |
|
| TOWER RESEARCH CAPITAL LLC |
2641 |
- |
2023-12-31 |
3,490 |
$100,000 |
-2,661 |
|
| American Capital Advisory LLC |
207 |
- |
2024-03-31 |
669 |
$17,000 |
-82 |
|
| Versant Capital Management Inc |
813 |
- |
2024-03-31 |
271 |
$9,000 |
-276 |
|
| Aptus Capital Advisors LLC |
882 |
- |
2023-12-31 |
24 |
$1,000 |
-541 |
|
|
51 Records found
|
1
|
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