|
Institutional
Holders
Total
Institutions:
|
63 1 |
|
Total
shares held :
|
4,115,061 |
|
% of shares
held :
|
21.66% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
11 |
|
Amount
of shares held :
|
33,102 |
|
% of shares
held change :
|
0.17% |
|
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 |
Betterment LLC |
45 |
- |
2024-03-31 |
1,237,185 |
$51,455,000 |
45,458 |
|
LAKE STREET ADVISORS GROUP LLC |
17 |
- |
2023-12-31 |
699,764 |
$27,298,000 |
-70,447 |
|
Gemmer Asset Management LLC |
19 |
- |
2024-03-31 |
301,609 |
$12,543,000 |
23,835 |
|
PUTNAM FL INVESTMENT MANAGEMENT CO |
100 |
- |
2024-03-31 |
229,932 |
$9,562,000 |
8,195 |
|
LEITH WHEELER INVESTMENT COUNSEL LTD. |
38 |
- |
2024-03-31 |
226,828 |
$9,433,000 |
0 |
|
LPL FINANCIAL CORP |
1567 |
- |
2024-03-31 |
163,220 |
$6,788,000 |
13,874 |
|
Miracle Mile Advisors LLC |
94 |
- |
2024-03-31 |
152,656 |
$6,349,000 |
-8,881 |
|
SEI INVESTMENTS CO |
1186 |
- |
2024-03-31 |
127,789 |
$5,314,000 |
-2,255 |
|
BAILARD BIEHL & KAISER INC |
148 |
- |
2024-03-31 |
114,214 |
$4,750,000 |
10,739 |
|
Rockefeller Capital Management L.P. |
653 |
- |
2023-12-31 |
120,700 |
$4,709,000 |
0 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
91,183 |
$3,557,000 |
46,579 |
|
BANK OF AMERICA CORP /DE/ |
3250 |
- |
2023-12-31 |
74,393 |
$2,902,000 |
38,474 |
|
CITADEL ADVISORS LLC |
2077 |
- |
2023-12-31 |
68,853 |
$2,686,000 |
32,986 |
|
ROYAL BANK OF CANADA |
2535 |
- |
2023-12-31 |
53,881 |
$2,102,000 |
2,554 |
|
INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
89 |
- |
2024-03-31 |
44,837 |
$1,865,000 |
1,088 |
|
Beacon Pointe Advisors LLC |
535 |
- |
2023-12-31 |
39,847 |
$1,554,000 |
349 |
|
HARBOUR INVESTMENTS INC. |
329 |
- |
2023-12-31 |
29,937 |
$1,168,000 |
1,116 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
947 |
- |
2023-09-30 |
30,418 |
$1,079,000 |
3,047 |
|
AGF MANAGEMENT LTD |
516 |
- |
2023-12-31 |
25,500 |
$995,000 |
18,000 |
|
PARTNERS CAPITAL INVESTMENT GROUP LLP |
139 |
- |
2023-12-31 |
24,211 |
$944,000 |
-39,291 |
|
CAMELOT TECHNOLOGY ADVISORS INC. |
33 |
- |
2024-03-31 |
17,996 |
$748,000 |
80 |
|
J P MORGAN CHASE & CO |
3544 |
- |
2024-03-31 |
16,907 |
$703,000 |
-13,320 |
|
OXFORD FINANCIAL GROUP LTD |
110 |
- |
2023-12-31 |
16,528 |
$645,000 |
285 |
|
BRADLEY FOSTER & SARGENT INC/CT |
323 |
- |
2023-12-31 |
16,440 |
$641,000 |
-1,080 |
|
MARINER WEALTH ADVISORS, LLC |
1774 |
- |
2023-12-31 |
16,376 |
$639,000 |
-6,652 |
|
Bridgewater Advisors Inc. |
86 |
- |
2024-03-31 |
15,150 |
$630,000 |
0 |
|
Baird Financial Group Inc. |
1287 |
- |
2023-12-31 |
15,924 |
$621,000 |
0 |
|
Equitable Holdings Inc. |
726 |
- |
2023-12-31 |
14,604 |
$570,000 |
-3,928 |
|
Astoria Portfolio Advisors LLC. |
77 |
- |
2024-03-31 |
13,776 |
$549,000 |
761 |
|
Goss Wealth Management LLC |
1271 |
- |
2023-12-31 |
12,720 |
$496,000 |
3,768 |
|
PNC FINANCIAL SERVICES GROUP INC |
1561 |
- |
2024-03-31 |
11,578 |
$481,000 |
9,407 |
|
PROFFITT & GOODSON INC |
87 |
- |
2024-03-31 |
11,419 |
$475,000 |
-214 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2895 |
- |
2024-03-31 |
10,555 |
$439,000 |
-42,324 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1412 |
- |
2023-12-31 |
10,940 |
$427,000 |
-720 |
|
Hobbs Group Advisors LLC |
84 |
- |
2023-12-31 |
10,143 |
$396,000 |
0 |
|
FIRST NATIONAL CORP /MA/ /ADV |
121 |
- |
2024-03-31 |
9,869 |
$385,000 |
0 |
|
AIFG Consultants Ltd. |
29 |
- |
2024-03-31 |
8,628 |
$359,000 |
853 |
|
Bond & Devick Financial Network Inc. |
94 |
- |
2024-03-31 |
8,569 |
$356,000 |
-231 |
|
Urban Financial Advisory Corp |
23 |
- |
2024-03-31 |
7,878 |
$328,000 |
0 |
|
Good Life Advisors LLC |
332 |
- |
2024-03-31 |
7,718 |
$321,000 |
176 |
|
Stonehearth Capital Management LLC |
51 |
- |
2024-03-31 |
7,656 |
$318,000 |
-112 |
|
CHOATE INVESTMENT ADVISORS |
334 |
- |
2024-03-31 |
7,189 |
$299,000 |
145 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4041 |
- |
2024-03-31 |
7,120 |
$296,000 |
-545 |
|
JANE STREET GROUP LLC |
4424 |
- |
2023-12-31 |
7,517 |
$293,000 |
1,377 |
|
Aufman Associates Inc |
37 |
- |
2024-03-31 |
6,555 |
$273,000 |
0 |
|
FOSTER DYKEMA CABOT & PARTNERS LLC |
84 |
- |
2024-03-31 |
6,392 |
$266,000 |
0 |
|
Insight Advisors LLC/ PA |
248 |
- |
2024-03-31 |
6,211 |
$258,000 |
-642 |
|
CREATIVE PLANNING |
2206 |
- |
2023-12-31 |
6,491 |
$253,000 |
0 |
|
ENVESTNET ASSET MANAGEMENT INC |
3694 |
- |
2023-12-31 |
6,297 |
$246,000 |
-82 |
|
First National Bank |
117 |
*New |
2024-03-31 |
5,117 |
$213,000 |
5,117 |
|
COLTON GROOME FINANCIAL ADVISORS LLC |
114 |
*New |
2024-03-31 |
5,004 |
$208,000 |
5,004 |
|
FOSTER DYKEMA CABOT & CO INC/MA |
92 |
- |
2023-09-30 |
5,692 |
$202,000 |
0 |
|
Operose Advisors LLC |
117 |
- |
2023-12-31 |
4,782 |
$187,000 |
764 |
|
Sargent Bickham Lagudis LLC |
276 |
- |
2022-12-31 |
2,436 |
$166,000 |
0 |
|
BALDWIN BROTHERS INC/MA |
230 |
- |
2024-03-31 |
3,700 |
$154,000 |
0 |
|
Advisor Group Holdings Inc. |
3983 |
- |
2024-03-31 |
3,248 |
$135,000 |
-1,624 |
|
NATIONAL BANK OF CANADA /FI/ |
1435 |
- |
2023-12-31 |
2,315 |
$89,000 |
439 |
|
ENDURANCE WEALTH MANAGEMENT, INC. |
312 |
- |
2023-06-30 |
1,600 |
$60,000 |
0 |
|
TD Waterhouse Canada Inc. |
1022 |
*New |
2024-03-31 |
976 |
$54,000 |
976 |
|
Tortoise Investment Management LLC |
410 |
- |
2024-03-31 |
942 |
$39,000 |
22 |
|
MORGAN STANLEY |
6129 |
- |
2023-12-31 |
728 |
$28,000 |
174 |
|
HANSON INVESTMENT MANAGEMENT |
351 |
- |
2024-03-31 |
607 |
$25,000 |
0 |
|
AdvisorNet Financial Inc |
1007 |
- |
2024-03-31 |
597 |
$25,000 |
18 |
|
UBS Group AG |
5985 |
- |
2023-12-31 |
308 |
$12,000 |
0 |
|
Cranbrook Wealth Management LLC |
234 |
- |
2024-03-31 |
228 |
$9,000 |
0 |
|
AYRSHIRE ASSOCIATES INC |
478 |
- |
2023-12-31 |
140 |
$5,000 |
0 |
|
Geneos Wealth Management Inc. |
1729 |
- |
2024-03-31 |
101 |
$4,000 |
43 |
|
Toroso Investments LLC |
1433 |
*Closed |
2023-12-31 |
0 |
$0 |
-69,484 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
794 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,639 |
|
PROEQUITIES INC. |
8418 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
HIGHTOWER ADVISORS, LLC |
3519 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,495 |
|
OLD MISSION CAPITAL LLC |
1206 |
*Closed |
2023-12-31 |
0 |
$0 |
-13,785 |
|
SANDY SPRING BANK |
1275 |
*Closed |
2024-03-31 |
0 |
$0 |
-8 |
|
|
73 Records found
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1
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