| |
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 |
|
| 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 |
|
| LPL FINANCIAL CORP |
1567 |
- |
2024-03-31 |
163,220 |
$6,788,000 |
13,874 |
|
| BAILARD BIEHL & KAISER INC |
148 |
- |
2024-03-31 |
114,214 |
$4,750,000 |
10,739 |
|
| 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 |
|
| CAMELOT TECHNOLOGY ADVISORS INC. |
33 |
- |
2024-03-31 |
17,996 |
$748,000 |
80 |
|
| OXFORD FINANCIAL GROUP LTD |
110 |
- |
2023-12-31 |
16,528 |
$645,000 |
285 |
|
| 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 |
|
| AIFG Consultants Ltd. |
29 |
- |
2024-03-31 |
8,628 |
$359,000 |
853 |
|
| Good Life Advisors LLC |
332 |
- |
2024-03-31 |
7,718 |
$321,000 |
176 |
|
| CHOATE INVESTMENT ADVISORS |
334 |
- |
2024-03-31 |
7,189 |
$299,000 |
145 |
|
| JANE STREET GROUP LLC |
4424 |
- |
2023-12-31 |
7,517 |
$293,000 |
1,377 |
|
| Operose Advisors LLC |
117 |
- |
2023-12-31 |
4,782 |
$187,000 |
764 |
|
| NATIONAL BANK OF CANADA /FI/ |
1435 |
- |
2023-12-31 |
2,315 |
$89,000 |
439 |
|
| Tortoise Investment Management LLC |
410 |
- |
2024-03-31 |
942 |
$39,000 |
22 |
|
| MORGAN STANLEY |
6129 |
- |
2023-12-31 |
728 |
$28,000 |
174 |
|
| AdvisorNet Financial Inc |
1007 |
- |
2024-03-31 |
597 |
$25,000 |
18 |
|
| Geneos Wealth Management Inc. |
1729 |
- |
2024-03-31 |
101 |
$4,000 |
43 |
|
|
29 Records found
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1
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