|
Institutional
Holders
Total
Institutions:
|
27 12 |
|
Total
shares held :
|
7,770,883 |
|
% of shares
held :
|
90.31% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
13 |
|
Amount
of shares held :
|
223,456 |
|
% of shares
held change :
|
2.6% |
|
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 |
Municipal Employees Retirement System of Michigan |
10 |
- |
2024-03-31 |
10,176,669 |
$245,868,000 |
2,913,721 |
|
LPL FINANCIAL CORP |
1179 |
- |
2024-03-31 |
520,452 |
$12,579,000 |
487,908 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
336 |
*New |
2024-03-31 |
319,821 |
$7,730,000 |
319,821 |
|
Advisor Group Holdings Inc. |
826 |
- |
2024-03-31 |
305,974 |
$7,395,000 |
305,292 |
|
Envestnet Portfolio Solutions Inc. |
389 |
*New |
2024-03-31 |
193,894 |
$4,686,000 |
193,894 |
|
AE Wealth Management LLC |
795 |
*New |
2023-12-31 |
114,374 |
$2,726,000 |
114,374 |
|
Aspire Private Capital LLC |
32 |
- |
2024-03-31 |
110,550 |
$2,672,000 |
99,099 |
|
JANE STREET GROUP LLC |
2184 |
- |
2023-12-31 |
101,416 |
$2,470,000 |
-22,636 |
|
Hobart Private Capital LLC |
32 |
- |
2024-03-31 |
76,436 |
$1,847,000 |
30,983 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1647 |
- |
2024-03-31 |
45,855 |
$1,108,000 |
13,572 |
|
ENVESTNET ASSET MANAGEMENT INC |
3097 |
*New |
2023-12-31 |
30,567 |
$745,000 |
30,567 |
|
Walkner Condon Financial Advisors LLC |
121 |
*New |
2024-03-31 |
29,407 |
$711,000 |
29,407 |
|
Hibernia Wealth Partners LLC |
32 |
*New |
2024-03-31 |
26,441 |
$639,000 |
26,441 |
|
RFG Advisory Group LLC |
482 |
*New |
2024-03-31 |
22,727 |
$549,000 |
22,727 |
|
Jackson Creek Investment Advisors LLC |
239 |
- |
2024-03-31 |
21,810 |
$527,000 |
-3,730 |
|
HIGHTOWER ADVISORS, LLC |
2251 |
*New |
2024-03-31 |
20,708 |
$498,000 |
20,708 |
|
Austin Private Wealth LLC |
122 |
- |
2024-03-31 |
20,527 |
$491,000 |
7,445 |
|
McNamara Financial Services Inc. |
54 |
*New |
2024-03-31 |
16,001 |
$387,000 |
16,001 |
|
SCHRODER INVESTMENT MANAGEMENT GROUP |
1026 |
- |
2023-12-31 |
15,510 |
$378,000 |
-8,186 |
|
Aveo Capital Partners LLC |
260 |
*New |
2024-03-31 |
15,767 |
$377,000 |
15,767 |
|
FSB PREMIER WEALTH MANAGEMENT INC. |
117 |
*New |
2024-03-31 |
15,472 |
$374,000 |
15,472 |
|
Adviser Investments LLC |
426 |
- |
2024-03-31 |
14,875 |
$360,000 |
0 |
|
LeJeune Puetz Investment Counsel LLC |
126 |
- |
2023-03-31 |
14,875 |
$355,000 |
0 |
|
BANK OF MONTREAL /CAN/ |
2280 |
- |
2023-12-31 |
14,041 |
$343,000 |
-19,531 |
|
Simplicity WealthLLC |
974 |
- |
2024-03-31 |
10,600 |
$256,000 |
-89 |
|
Ascent Group LLC |
453 |
*New |
2023-12-31 |
10,012 |
$239,000 |
10,012 |
|
RICHARDSON FINANCIAL SERVICES INC. |
138 |
*New |
2024-03-31 |
9,232 |
$223,000 |
9,232 |
|
Orion Portfolio Solutions LLC |
1590 |
- |
2024-03-31 |
8,758 |
$212,000 |
-3,235 |
|
CWM LLC |
1764 |
*New |
2024-03-31 |
4,901 |
$118,000 |
4,901 |
|
HARBOUR INVESTMENTS INC. |
1231 |
*New |
2023-12-31 |
3,238 |
$79,000 |
3,238 |
|
VisionPoint Advisory Group LLC |
234 |
*New |
2024-03-31 |
3,075 |
$74,000 |
3,075 |
|
Castleview Partners LLC |
343 |
*New |
2024-03-31 |
2,228 |
$54,000 |
2,228 |
|
Smartleaf Asset Management LLC |
589 |
- |
2024-03-31 |
1,836 |
$45,000 |
121 |
|
Global Retirement Partners LLC |
2199 |
- |
2024-03-31 |
347 |
$8,000 |
13 |
|
Raleigh Capital Management Inc. |
751 |
*New |
2023-12-31 |
219 |
$5,000 |
219 |
|
Retirement Group LLC |
617 |
- |
2024-03-31 |
142 |
$3,000 |
0 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
1498 |
- |
2024-03-31 |
73 |
$2,000 |
0 |
|
Goss Wealth Management LLC |
3355 |
- |
2023-12-31 |
100 |
$2,000 |
0 |
|
MORGAN STANLEY |
6856 |
- |
2023-12-31 |
29 |
$1,000 |
-10,159 |
|
UBS Group AG |
6991 |
- |
2023-12-31 |
40 |
$1,000 |
40 |
|
Covestor Ltd |
2198 |
*New |
2024-03-31 |
5 |
$0 |
5 |
|
International Private Wealth Advisors LLC |
138 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,579 |
|
PROEQUITIES INC. |
7805 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
West Wealth Group LLC |
97 |
*Closed |
2024-03-31 |
0 |
$0 |
-17,752 |
|
|
44 Records found
|
1
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