|
Institutional
Holders
Total
Institutions:
|
618 144 |
|
Total
shares held :
|
139,176,178 |
|
% of shares
held :
|
15.46% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
308 |
|
Amount
of shares held :
|
46,465,937 |
|
% of shares
held change :
|
5.16% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
181
|
10,428,959
|
7.49%
|
|
|
Increased
Positions : |
260
|
39,340,760
|
28.27%
|
|
|
Unchanged
Positions : |
81
|
2,600,021
|
1.87%
|
|
|
Decreased
Positions : |
96
|
-2,333,349
|
-1.68%
|
|
|
Closed
Positions : |
37
|
-970,433
|
-0.7%
|
|
|
Guru
Positions : |
2
|
654,934
|
0.47%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Susquehanna International Group Ltd. |
4 |
*New |
2023-12-31 |
662,242 |
$36,695,000 |
662,242 |
|
UNITED BANK /VA/ |
5 |
*New |
2023-12-31 |
602,155 |
$33,365,000 |
602,155 |
|
WEALTHSOURCE PARTNERS LLC |
7 |
*New |
2023-12-31 |
547,060 |
$30,313,000 |
547,060 |
|
Resources Investment Advisors Inc. |
79 |
*New |
2023-12-31 |
287,459 |
$15,928,000 |
287,459 |
|
Compton Financial Group LLC |
8 |
*New |
2024-03-31 |
233,235 |
$13,427,000 |
233,235 |
|
Carr Financial Group Corp |
5 |
*New |
2024-03-31 |
207,966 |
$11,973,000 |
207,966 |
|
Foundations Investment Advisors LLC |
65 |
*New |
2023-12-31 |
204,599 |
$11,187,000 |
204,599 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
183 |
*New |
2023-12-31 |
189,968 |
$10,526,000 |
189,968 |
|
Scarborough Advisors LLC |
11 |
*New |
2023-12-31 |
189,454 |
$10,498,000 |
189,454 |
|
Advance Capital Management Inc. |
15 |
*New |
2024-03-31 |
156,189 |
$8,992,000 |
156,189 |
|
Icon Wealth Advisors LLC |
25 |
*New |
2023-12-31 |
134,839 |
$7,471,000 |
134,839 |
|
MADISON ASSET MANAGEMENT LLC |
148 |
*New |
2023-12-31 |
129,198 |
$7,159,000 |
129,198 |
|
KM Capital Management Ltd. |
7 |
*New |
2023-12-31 |
124,173 |
$6,880,000 |
124,173 |
|
NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
251 |
*New |
2023-12-31 |
117,118 |
$6,490,000 |
117,118 |
|
Monterey Private Wealth Inc. |
11 |
*New |
2024-03-31 |
107,821 |
$6,207,000 |
107,821 |
|
Stokes Family Office LLC |
35 |
*New |
2023-12-31 |
95,089 |
$5,269,000 |
95,089 |
|
TIAA FSB |
206 |
*New |
2023-06-30 |
99,607 |
$5,178,000 |
99,607 |
|
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC |
1264 |
*New |
2023-12-31 |
79,300 |
$4,394,000 |
79,300 |
|
Orion Portfolio Solutions LLC |
339 |
*New |
2023-12-31 |
77,006 |
$4,235,000 |
77,006 |
|
BALYASNY ASSET MANAGEMENT LLC |
800 |
*New |
2023-12-31 |
74,388 |
$4,122,000 |
74,388 |
|
NOMURA ASSET MANAGEMENT CO LTD |
572 |
*New |
2023-12-31 |
72,900 |
$4,039,000 |
72,900 |
|
SMI Advisory Services LLC |
26 |
*New |
2024-03-31 |
68,042 |
$3,986,000 |
68,042 |
|
High Falls Advisors Inc |
17 |
*New |
2023-12-31 |
70,455 |
$3,904,000 |
70,455 |
|
Benchmark Investment Advisors LLC |
67 |
*New |
2023-12-31 |
67,845 |
$3,759,000 |
67,845 |
|
SlateStone Wealth LLC |
71 |
*New |
2024-03-31 |
63,205 |
$3,639,000 |
63,205 |
|
5th Street Advisors LLC |
|
*New |
2024-03-31 |
60,241 |
$3,468,000 |
60,241 |
|
Intelligence Driven Advisers LLC |
|
*New |
2024-03-31 |
60,085 |
$3,459,000 |
60,085 |
|
FIRST TRUST BANK LTD |
6 |
*New |
2023-12-31 |
62,300 |
$3,452,000 |
62,300 |
|
Invst LLC |
46 |
*New |
2023-12-31 |
59,525 |
$3,295,000 |
59,525 |
|
West Wealth Group LLC |
17 |
*New |
2023-12-31 |
58,119 |
$3,220,000 |
58,119 |
|
Brookstone Capital Management |
286 |
*New |
2024-03-31 |
54,998 |
$3,166,000 |
54,998 |
|
Merit Financial Group LLC |
141 |
*New |
2023-12-31 |
56,782 |
$3,146,000 |
56,782 |
|
SOL CAPITAL MANAGEMENT CO |
75 |
*New |
2024-03-31 |
53,965 |
$3,107,000 |
53,965 |
|
Keebeck Wealth Management LLC |
58 |
*New |
2023-12-31 |
55,136 |
$3,055,000 |
55,136 |
|
Pinnacle Wealth Management LLC |
|
*New |
2023-12-31 |
53,593 |
$2,970,000 |
53,593 |
|
NorthCrest Asset Manangement LLC |
172 |
*New |
2024-03-31 |
51,556 |
$2,968,000 |
51,556 |
|
Wealth Alliance |
45 |
*New |
2023-12-31 |
49,554 |
$2,746,000 |
49,554 |
|
MEITAV DASH INVESTMENTS LTD |
105 |
*New |
2024-03-31 |
45,083 |
$2,595,000 |
45,083 |
|
Summit X LLC |
26 |
*New |
2023-12-31 |
45,235 |
$2,507,000 |
45,235 |
|
Feltz Wealth PLAN Inc. |
99 |
*New |
2023-12-31 |
45,018 |
$2,494,000 |
45,018 |
|
CFS Investment Advisory Services LLC |
39 |
*New |
2023-12-31 |
44,669 |
$2,475,000 |
44,669 |
|
Keystone Financial Services |
16 |
*New |
2023-12-31 |
42,887 |
$2,376,000 |
42,887 |
|
GREENWOOD CAPITAL ASSOCIATES LLC |
84 |
*New |
2024-03-31 |
37,804 |
$2,176,000 |
37,804 |
|
Peninsula Wealth LLC |
26 |
*New |
2023-12-31 |
35,114 |
$1,946,000 |
35,114 |
|
TOWNSQUARE CAPITAL LLC |
416 |
*New |
2023-12-31 |
34,661 |
$1,921,000 |
34,661 |
|
Farther Finance Advisors LLC |
138 |
*New |
2023-12-31 |
34,091 |
$1,889,000 |
34,091 |
|
Steward Partners Investment Advisory LLC |
527 |
*New |
2023-12-31 |
32,569 |
$1,805,000 |
32,569 |
|
REGAL INVESTMENT ADVISORS, LLC |
168 |
*New |
2023-12-31 |
32,496 |
$1,801,000 |
32,496 |
|
TAP Consulting LLC |
74 |
*New |
2024-03-31 |
30,634 |
$1,764,000 |
30,634 |
|
NATIONAL ASSET MANAGEMENT, INC. |
397 |
*New |
2023-12-31 |
30,571 |
$1,694,000 |
30,571 |
|
Stratos Wealth Partners LTD. |
486 |
*New |
2024-03-31 |
28,283 |
$1,628,000 |
28,283 |
|
SWMG LLC |
28 |
*New |
2023-12-31 |
27,819 |
$1,541,000 |
27,819 |
|
PROSPERA FINANCIAL SERVICES |
367 |
*New |
2023-12-31 |
27,085 |
$1,501,000 |
27,085 |
|
Fort Point Capital Partners LLC |
77 |
*New |
2023-12-31 |
25,325 |
$1,403,000 |
25,325 |
|
MORNINGSTAR INVESTMENT SERVICES, INC. |
211 |
*New |
2023-12-31 |
23,246 |
$1,290,000 |
23,246 |
|
PAX Financial Group LLC |
79 |
*New |
2023-12-31 |
20,116 |
$1,117,000 |
20,116 |
|
Certus Wealth Management LLC |
26 |
*New |
2023-12-31 |
18,644 |
$1,033,000 |
18,644 |
|
Strategic Equity Management |
18 |
*New |
2024-03-31 |
17,631 |
$1,015,000 |
17,631 |
|
Mount Yale Investment Advisors LLC |
202 |
*New |
2023-12-31 |
18,163 |
$1,006,000 |
18,163 |
|
FLAGSHIP HARBOR ADVISORS LLC |
251 |
*New |
2024-03-31 |
17,300 |
$996,000 |
17,300 |
|
Black Swift Group LLC |
|
*New |
2023-12-31 |
17,724 |
$982,000 |
17,724 |
|
Nipun Capital L.P. |
|
*New |
2024-03-31 |
16,500 |
$950,000 |
16,500 |
|
SigFig Wealth Management LLC |
96 |
*New |
2023-12-31 |
16,987 |
$941,000 |
16,987 |
|
Scissortail Wealth Management LLC |
59 |
*New |
2023-12-31 |
17,013 |
$930,000 |
17,013 |
|
Van Hulzen Asset Management LLC |
175 |
*New |
2023-12-31 |
15,904 |
$881,000 |
15,904 |
|
Braun-Bostich & Associates Inc. |
|
*New |
2024-03-31 |
14,928 |
$859,000 |
14,928 |
|
DORSEY & WHITNEY TRUST CO LLC |
239 |
*New |
2023-12-31 |
14,150 |
$784,000 |
14,150 |
|
VERUS CAPITAL PARTNERS LLC |
129 |
*New |
2023-12-31 |
13,466 |
$746,000 |
13,466 |
|
NWAM LLC |
281 |
*New |
2023-12-31 |
12,832 |
$711,000 |
12,832 |
|
Copperleaf Capital LLC |
47 |
*New |
2023-12-31 |
12,640 |
$700,000 |
12,640 |
|
Spectrum Planning & Advisory Services Inc. |
23 |
*New |
2023-12-31 |
12,503 |
$693,000 |
12,503 |
|
Lansing Street Advisors |
|
*New |
2024-03-31 |
10,983 |
$632,000 |
10,983 |
|
FFT WEALTH MANAGEMENT LLC |
68 |
*New |
2024-03-31 |
10,773 |
$620,000 |
10,773 |
|
Day & Ennis LLC |
70 |
*New |
2023-12-31 |
10,722 |
$594,000 |
10,722 |
|
TUDOR INVESTMENT CORP ET AL |
1093 |
*New |
2023-12-31 |
10,648 |
$590,000 |
10,648 |
|
Eaton Financial Holdings Company LLC |
42 |
*New |
2024-03-31 |
10,151 |
$584,000 |
10,151 |
|
SUTTON PLACE INVESTORS LLC |
98 |
*New |
2024-03-31 |
9,826 |
$566,000 |
9,826 |
|
Robertson Stephens Wealth Management LLC |
294 |
*New |
2023-12-31 |
9,748 |
$540,000 |
9,748 |
|
BEACON FINANCIAL GROUP |
206 |
*New |
2023-12-31 |
9,615 |
$533,000 |
9,615 |
|
JOHNSON INVESTMENT COUNSEL INC |
476 |
*New |
2023-12-31 |
9,262 |
$513,000 |
9,262 |
|
Claro Advisors LLC |
232 |
*New |
2024-03-31 |
8,860 |
$510,000 |
8,860 |
|
DENVER WEALTH MANAGEMENT INC. |
48 |
*New |
2024-03-31 |
8,582 |
$494,000 |
8,582 |
|
BCU Wealth Advisors LLC |
30 |
*New |
2024-03-31 |
8,380 |
$482,000 |
8,380 |
|
Dentgroup LLC |
55 |
*New |
2024-03-31 |
8,178 |
$471,000 |
8,178 |
|
Patriot Financial Group Insurance Agency LLC |
|
*New |
2024-03-31 |
8,060 |
$464,000 |
8,060 |
|
MONEYWISE INC. |
43 |
*New |
2024-03-31 |
7,465 |
$430,000 |
7,465 |
|
Gateway Wealth Partners LLC |
119 |
*New |
2023-12-31 |
7,743 |
$429,000 |
7,743 |
|
Objective Capital Management LLC |
69 |
*New |
2023-12-31 |
7,522 |
$417,000 |
7,522 |
|
Concorde Asset Management LLC |
71 |
*New |
2023-12-31 |
7,519 |
$413,000 |
7,519 |
|
Aspire Wealth Management Corp |
|
*New |
2024-03-31 |
7,001 |
$403,000 |
7,001 |
|
REGIMEN WEALTH LLC |
42 |
*New |
2023-12-31 |
6,197 |
$395,000 |
6,197 |
|
WESPAC ADVISORS, LLC |
121 |
*New |
2024-03-31 |
6,802 |
$392,000 |
6,802 |
|
Virtue Capital Management LLC |
225 |
*New |
2023-12-31 |
6,825 |
$372,000 |
6,825 |
|
Sound Stewardship LLC |
50 |
*New |
2023-12-31 |
6,629 |
$367,000 |
6,629 |
|
MARIPAU WEALTH MANAGEMENT LLC |
65 |
*New |
2023-12-31 |
6,614 |
$366,000 |
6,614 |
|
Absolute Capital Management LLC |
|
*New |
2024-03-31 |
6,334 |
$365,000 |
6,334 |
|
Betterment LLC |
259 |
*New |
2023-12-31 |
6,557 |
$363,000 |
6,557 |
|
MILESTONE ASSET MANAGEMENT LLC |
126 |
*New |
2024-03-31 |
6,170 |
$355,000 |
6,170 |
|
HANLON INVESTMENT MANAGEMENT, INC. |
108 |
*New |
2024-03-31 |
6,039 |
$348,000 |
6,039 |
|
KICKSTAND VENTURES LLC. |
71 |
*New |
2023-12-31 |
6,236 |
$346,000 |
6,236 |
|
|
100 Records found
|
1
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