| |
Institutional
Holders
Total
Institutions:
 |
702  14 |
|
|
Total
shares held :
|
110,192,743 |
|
|
% of shares
held :
|
6.12% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-12 |
|
|
Amount
of shares held :
|
-3,279,570 |
|
|
% of shares
held change :
|
-0.18% |
|
| 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 : |
30
|
202,794
|
0.18%
|
|
|
|
Increased
Positions : |
275
|
6,387,045
|
5.8%
|
|
|
|
Unchanged
Positions : |
124
|
4,741,394
|
4.3%
|
|
|
|
Decreased
Positions : |
273
|
-4,482,074
|
-4.07%
|
|
|
|
Closed
Positions : |
44
|
-5,387,335
|
-4.89%
|
|
|
|
Guru
Positions : |
3
|
174,445
|
0.16%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Desjardins Global Asset Management Inc. |
17 |
*New |
2023-12-31 |
74,140 |
$7,777,000 |
74,140 |
|
| Benchmark Investment Advisors LLC |
72 |
*New |
2023-12-31 |
32,410 |
$3,400,000 |
32,410 |
|
| KINGSWOOD WEALTH ADVISORS LLC |
71 |
*New |
2024-03-31 |
22,980 |
$2,642,000 |
22,980 |
|
| We Are One Seven LLC |
273 |
*New |
2023-12-31 |
11,822 |
$1,240,000 |
11,822 |
|
| Resonant Capital Advisors LLC |
136 |
*New |
2024-03-31 |
9,107 |
$1,047,000 |
9,107 |
|
| Traynor Capital Management Inc. |
98 |
*New |
2024-03-31 |
7,183 |
$826,000 |
7,183 |
|
| Resources Investment Advisors Inc. |
552 |
*New |
2023-12-31 |
7,603 |
$798,000 |
7,603 |
|
| Global Assets Advisory LLC |
341 |
*New |
2024-03-31 |
30,881 |
$465,000 |
30,881 |
|
| Veriti Management LLC |
525 |
*New |
2024-03-31 |
3,591 |
$413,000 |
3,591 |
|
| ARQ WEALTH ADVISORS LLC |
48 |
*New |
2023-12-31 |
3,230 |
$339,000 |
3,230 |
|
| HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV |
358 |
*New |
2024-03-31 |
2,591 |
$298,000 |
2,591 |
|
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
445 |
*New |
2023-12-31 |
2,612 |
$274,000 |
2,612 |
|
| BRIGHTON JONES LLC |
464 |
*New |
2023-12-31 |
2,532 |
$266,000 |
2,532 |
|
| Prime Capital Investment Advisors LLC |
|
*New |
2023-12-31 |
2,325 |
$244,000 |
2,325 |
|
| Leverty Financial Group LLC |
28 |
*New |
2024-03-31 |
2,031 |
$233,000 |
2,031 |
|
| Aspen Wealth Strategies LLC |
73 |
*New |
2023-12-31 |
2,223 |
$233,000 |
2,223 |
|
| Advisor OS LLC |
301 |
*New |
2023-12-31 |
2,194 |
$230,000 |
2,194 |
|
| Adviser Investments LLC |
506 |
*New |
2024-03-31 |
1,903 |
$219,000 |
1,903 |
|
| BlueChip Wealth Advisors LLC |
115 |
*New |
2024-03-31 |
1,888 |
$217,000 |
1,888 |
|
| Klingman & Associates LLC |
221 |
*New |
2024-03-31 |
1,826 |
$210,000 |
1,826 |
|
| Autumn Glory Partners LLC |
158 |
*New |
2024-03-31 |
1,793 |
$206,000 |
1,793 |
|
| USAdvisors Wealth Management LLC |
129 |
*New |
2024-03-31 |
1,760 |
$202,000 |
1,760 |
|
| Holt Capital Advisors L.L.C. dba Holt Capital Part |
153 |
*New |
2023-12-31 |
1,930 |
$202,000 |
1,930 |
|
| Scarborough Advisors LLC |
82 |
*New |
2023-12-31 |
1,582 |
$166,000 |
1,582 |
|
| YHB INVESTMENT ADVISORS, INC. |
472 |
*New |
2024-03-31 |
385 |
$44,000 |
385 |
|
| Future Financial Wealth Managment LLC |
296 |
*New |
2024-03-31 |
301 |
$35,000 |
301 |
|
| Trust Co |
238 |
*New |
2024-03-31 |
195 |
$22,000 |
195 |
|
| Sargent Bickham Lagudis LLC |
592 |
*New |
2022-12-31 |
234 |
$20,000 |
234 |
|
| CGC Financial Services LLC |
199 |
*New |
2024-03-31 |
100 |
$11,000 |
100 |
|
| JONES FINANCIAL COMPANIES LLLP |
674 |
*New |
2023-12-31 |
94 |
$10,000 |
94 |
|
| WOODMONT INVESTMENT COUNSEL LLC |
331 |
*New |
2024-03-31 |
88 |
$10,000 |
88 |
|
| CALDWELL SUTTER CAPITAL INC. |
583 |
*New |
2024-03-31 |
58 |
$7,000 |
58 |
|
| THOMPSON INVESTMENT MANAGEMENT INC |
370 |
*New |
2024-03-31 |
44 |
$5,000 |
44 |
|
| GRADIENT INVESTMENTS LLC |
724 |
*New |
2024-03-31 |
44 |
$5,000 |
44 |
|
| SHEETS SMITH & ASSOCIATES INC |
454 |
*New |
2023-09-30 |
46 |
$4,000 |
46 |
|
|
35 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
|
|
|
