| |
Institutional
Holders
Total
Institutions:
 |
19  13 |
|
|
Total
shares held :
|
1,192,947 |
|
|
% of shares
held :
|
13.25% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
15 |
|
|
Amount
of shares held :
|
294,781 |
|
|
% of shares
held change :
|
3.28% |
|
| 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 |
  MARKET STREET WEALTH MANAGEMENT ADVISORS LLC |
1 |
- |
2024-03-31 |
1,203,998 |
$60,886,000 |
1,044,176 |
|
| Sterling Wealth Management Inc. |
2 |
- |
2023-12-31 |
431,227 |
$21,699,000 |
0 |
|
| DiNuzzo Private Wealth Inc. |
17 |
- |
2023-12-31 |
203,758 |
$10,253,000 |
0 |
|
| Chicago Partners Investment Group LLC |
78 |
- |
2024-03-31 |
139,267 |
$7,040,000 |
1,495 |
|
| PHILLIPS FINANCIAL MANAGEMENT LLC |
48 |
- |
2024-03-31 |
113,508 |
$5,740,000 |
66,732 |
|
| JANE STREET GROUP LLC |
1649 |
- |
2023-12-31 |
83,025 |
$4,178,000 |
25,398 |
|
| Strategic Investment Solutions Inc. /IL |
19 |
*New |
2023-12-31 |
81,560 |
$4,104,000 |
81,560 |
|
| Root Financial Partners LLC |
15 |
- |
2024-03-31 |
77,111 |
$3,899,000 |
72,903 |
|
| Onyx Financial Advisors LLC |
5 |
- |
2024-03-31 |
71,654 |
$3,624,000 |
39,775 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2249 |
*New |
2023-12-31 |
55,453 |
$2,790,000 |
55,453 |
|
| Apollon Wealth Management LLC |
|
*New |
2024-03-31 |
54,500 |
$2,756,000 |
54,500 |
|
| Concord Wealth Partners |
|
- |
2024-03-31 |
50,650 |
$2,561,000 |
10,241 |
|
| GREAT OAK CAPITAL PARTNERS LLC |
15 |
- |
2024-03-31 |
38,622 |
$1,953,000 |
17,334 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1951 |
- |
2024-03-31 |
29,464 |
$1,490,000 |
19,028 |
|
| Ruedi Wealth Management Inc. |
|
*New |
2023-12-31 |
22,956 |
$1,155,000 |
22,956 |
|
| WEALTHSPAN PARTNERS LLC |
|
*New |
2024-03-31 |
21,850 |
$1,105,000 |
21,850 |
|
| Applied Capital LLC |
27 |
*New |
2024-03-31 |
19,570 |
$990,000 |
19,570 |
|
| Core Wealth Management Inc. |
10 |
*New |
2024-03-31 |
14,016 |
$709,000 |
14,016 |
|
| Evanson Asset Management LLC |
230 |
*New |
2024-03-31 |
6,379 |
$323,000 |
6,379 |
|
| Rehmann Capital Advisory Group |
|
- |
2024-03-31 |
5,588 |
$283,000 |
-412 |
|
| LEGACY FINANCIAL GROUP INC. |
64 |
*New |
2023-12-31 |
4,583 |
$231,000 |
4,583 |
|
| Meredith Wealth Planning |
40 |
*New |
2024-03-31 |
4,365 |
$221,000 |
4,365 |
|
| LAM GROUP INC. |
71 |
- |
2024-03-31 |
2,420 |
$122,000 |
0 |
|
| Strengthening Families & Communities LLC |
135 |
*New |
2023-12-31 |
494 |
$25,000 |
494 |
|
| HANSON MCCLAIN, INC. |
2407 |
*New |
2024-03-31 |
100 |
$5,000 |
100 |
|
| FMR LLC |
4638 |
*New |
2023-12-31 |
19 |
$1,000 |
19 |
|
| DIMENSIONAL FUND ADVISORS INC |
3470 |
*Closed |
2023-12-31 |
0 |
$0 |
-200,000 |
|
| Annapolis Financial Services LLC |
438 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,922 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
| CITADEL ADVISORS LLC |
6465 |
*Closed |
2023-12-31 |
0 |
$0 |
-5,254 |
|
|
30 Records found
|
1
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