|
Institutional
Holders
Total
Institutions:
|
82 18 |
|
Total
shares held :
|
12,088,450 |
|
% of shares
held :
|
95.94% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
19 |
|
Amount
of shares held :
|
5,368,330 |
|
% of shares
held change :
|
42.61% |
|
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 |
TOWNSQUARE CAPITAL LLC |
45 |
*New |
2023-12-31 |
983,736 |
$28,204,000 |
983,736 |
|
HPM Partners LLC |
|
*New |
2023-12-31 |
286,062 |
$8,201,000 |
286,062 |
|
Orion Portfolio Solutions LLC |
265 |
*New |
2023-12-31 |
213,596 |
$6,030,000 |
213,596 |
|
EisnerAmper Wealth Management Corporate Benefits L |
15 |
*New |
2023-12-31 |
163,361 |
$4,684,000 |
163,361 |
|
Alliance Wealth Advisors LLC /UT |
10 |
*New |
2023-12-31 |
147,981 |
$4,243,000 |
147,981 |
|
Wallace Advisory Group LLC |
5 |
*New |
2024-03-31 |
125,689 |
$3,604,000 |
125,689 |
|
Arete Wealth Advisors LLC |
81 |
*New |
2023-12-31 |
120,209 |
$3,446,000 |
120,209 |
|
BAKER TILLY FINANCIAL LLC |
43 |
*New |
2023-12-31 |
95,520 |
$2,739,000 |
95,520 |
|
OLD MISSION CAPITAL LLC |
259 |
*New |
2023-12-31 |
69,318 |
$1,987,000 |
69,318 |
|
MERCER GLOBAL ADVISORS INC /ADV |
802 |
*New |
2023-12-31 |
54,616 |
$1,566,000 |
54,616 |
|
LPL FINANCIAL CORP |
3169 |
*New |
2023-12-31 |
28,862 |
$827,000 |
28,862 |
|
AE Wealth Management LLC |
1226 |
*New |
2023-12-31 |
28,506 |
$800,000 |
28,506 |
|
Benchmark Investment Advisors LLC |
192 |
*New |
2023-12-31 |
17,485 |
$501,000 |
17,485 |
|
BCJ Capital Management LLC |
186 |
*New |
2023-12-31 |
17,485 |
$501,000 |
17,485 |
|
Matrix Trust Co |
52 |
*New |
2023-12-31 |
15,819 |
$454,000 |
15,819 |
|
REGIMEN WEALTH LLC |
41 |
*New |
2023-12-31 |
15,219 |
$436,000 |
15,219 |
|
PFG Investments LLC |
606 |
*New |
2024-03-31 |
14,269 |
$413,000 |
14,269 |
|
Consolidated Portfolio Review Corp |
177 |
*New |
2024-03-31 |
14,269 |
$413,000 |
14,269 |
|
WPWealth LLP |
46 |
*New |
2023-12-31 |
13,315 |
$382,000 |
13,315 |
|
Continuum Advisory LLC |
342 |
*New |
2023-12-31 |
12,401 |
$356,000 |
12,401 |
|
MML INVESTORS SERVICES LLC |
2234 |
*New |
2023-12-31 |
7,860 |
$225,000 |
7,860 |
|
HANSON MCCLAIN, INC. |
1478 |
*New |
2024-03-31 |
1,128 |
$33,000 |
1,128 |
|
Archer Investment Corp |
478 |
*New |
2023-12-31 |
828 |
$24,000 |
828 |
|
NBC SECURITIES INC. |
1657 |
*New |
2024-03-31 |
350 |
$11,000 |
350 |
|
Global Trust Asset Management LLC |
396 |
*New |
2024-03-31 |
100 |
$3,000 |
100 |
|
BANK OF AMERICA CORP /DE/ |
5958 |
*New |
2023-12-31 |
68 |
$2,000 |
68 |
|
|
26 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|