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Institutional Holders
Viewing Quarter :
  
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:
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 :
5
 43,453
 1.06%
 
Increased Positions :
28
 265,071
 6.44%
 
Unchanged Positions :
12
 184,274
 4.48%
 
Decreased Positions :
18
-182,221
-4.43%
 
Closed Positions :
4
-93,201
-2.26%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LAKE STREET ADVISORS GROUP LLC 17 - 2023-12-31 699,764 $27,298,000 -70,447
   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
   PARTNERS CAPITAL INVESTMENT GROUP LLP 139 - 2023-12-31 24,211 $944,000 -39,291
   J P MORGAN CHASE & CO 3544 - 2024-03-31 16,907 $703,000 -13,320
   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
   Equitable Holdings Inc. 726 - 2023-12-31 14,604 $570,000 -3,928
   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
   Bond & Devick Financial Network Inc. 94 - 2024-03-31 8,569 $356,000 -231
   Stonehearth Capital Management LLC 51 - 2024-03-31 7,656 $318,000 -112
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4041 - 2024-03-31 7,120 $296,000 -545
   Insight Advisors LLC/ PA 248 - 2024-03-31 6,211 $258,000 -642
   ENVESTNET ASSET MANAGEMENT INC 3694 - 2023-12-31 6,297 $246,000 -82
   Advisor Group Holdings Inc. 3983 - 2024-03-31 3,248 $135,000 -1,624
  17 Records found
  1    
  Page 1 of 1
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