| |
Institutional
Holders
Total
Institutions:
 |
391  22 |
|
|
Total
shares held :
|
110,466,829 |
|
|
% of shares
held :
|
38.29% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
148 |
|
|
Amount
of shares held :
|
21,766,903 |
|
|
% of shares
held change :
|
7.54% |
|
| 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 : |
47
|
4,447,458
|
4.03%
|
|
|
|
Increased
Positions : |
215
|
23,499,483
|
21.27%
|
|
 |
Unchanged
Positions : |
40
|
2,498,315
|
2.26%
|
|
|
|
Decreased
Positions : |
89
|
-4,683,052
|
-4.24%
|
|
|
|
Closed
Positions : |
25
|
-1,496,986
|
-1.36%
|
|
|
|
Guru
Positions : |
0
|
|
0%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Sachetta LLC |
11 |
- |
2024-03-31 |
79,922 |
$3,680,000 |
0 |
|
| MATHER GROUP, INC. |
110 |
- |
2024-03-31 |
79,803 |
$3,674,000 |
0 |
|
| Financial Gravity Wealth Inc. |
115 |
- |
2023-12-31 |
242,566 |
$3,004,000 |
0 |
|
| BROWN ADVISORY HOLDINGS INC |
606 |
- |
2024-03-31 |
52,330 |
$2,371,000 |
0 |
|
| PEAPACK GLADSTONE FINANCIAL CORP |
|
- |
2024-03-31 |
51,750 |
$2,345,000 |
0 |
|
| P-Solve LLC |
|
- |
2024-03-31 |
47,727 |
$2,163,000 |
0 |
|
| BANGOR SAVINGS BANK |
64 |
- |
2024-03-31 |
47,727 |
$2,163,000 |
0 |
|
| Williams & Novak LLC |
23 |
- |
2024-03-31 |
29,780 |
$1,371,000 |
0 |
|
| TD CAPITAL MANAGEMENT LLC |
|
- |
2024-03-31 |
15,707 |
$723,000 |
0 |
|
| Kure Advisory LLC |
|
- |
2024-03-31 |
11,029 |
$500,000 |
0 |
|
| Towercrest Capital Management |
|
- |
2024-03-31 |
10,616 |
$481,000 |
0 |
|
| Fortitude Advisory Group L.L.C. |
90 |
- |
2024-03-31 |
9,513 |
$431,000 |
0 |
|
| CIBC WORLD MARKETS INC. |
909 |
- |
2023-12-31 |
8,583 |
$395,000 |
0 |
|
| DUDLEY CAPITAL MANAGEMENT LLC |
82 |
- |
2023-12-31 |
7,623 |
$351,000 |
0 |
|
| Inscription Capital LLC |
138 |
- |
2024-03-31 |
6,249 |
$281,000 |
0 |
|
| Hardy Reed LLC |
101 |
- |
2024-03-31 |
5,498 |
$249,000 |
0 |
|
| Krasney Financial LLC |
250 |
- |
2024-03-31 |
5,405 |
$245,000 |
0 |
|
| Glass Jacobson Investment Advisors llc |
202 |
- |
2024-03-31 |
4,979 |
$226,000 |
0 |
|
| Private Ocean LLC |
193 |
- |
2024-03-31 |
2,085 |
$94,000 |
0 |
|
| Pinnacle Bank |
346 |
- |
2024-03-31 |
1,479 |
$67,000 |
0 |
|
| PNC FINANCIAL SERVICES GROUP INC |
|
- |
2024-03-31 |
1,267 |
$57,000 |
0 |
|
| Creative Capital Management Investments LLC |
80 |
- |
2024-03-31 |
1,241 |
$56,000 |
0 |
|
| Bogart Wealth LLC |
382 |
- |
2024-03-31 |
1,101 |
$50,000 |
0 |
|
| Lumature Wealth Partners LLC |
235 |
- |
2023-06-30 |
847 |
$38,000 |
0 |
|
| Retirement Group LLC |
289 |
- |
2024-03-31 |
700 |
$32,000 |
0 |
|
| NBC SECURITIES INC. |
1320 |
- |
2024-03-31 |
628 |
$28,000 |
0 |
|
| FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
369 |
- |
2024-03-31 |
550 |
$25,000 |
0 |
|
| Financial Perspectives Inc |
372 |
- |
2024-03-31 |
438 |
$20,000 |
0 |
|
| Rosenberg Matthew Hamilton |
551 |
- |
2024-03-31 |
395 |
$18,000 |
0 |
|
| MCF Advisors LLC |
570 |
- |
2024-03-31 |
330 |
$15,000 |
0 |
|
| Tyler-Stone Wealth Management |
774 |
- |
2023-12-31 |
52 |
$2,000 |
0 |
|
| VitalStone Financial LLC |
|
- |
2024-03-31 |
33 |
$1,000 |
0 |
|
| HIGHLANDER CAPITAL MANAGEMENT, LLC |
|
- |
2023-12-31 |
20 |
$1,000 |
0 |
|
| Evolution Advisers Inc. |
168 |
- |
2024-03-31 |
17 |
$1,000 |
0 |
|
| Global Wealth Strategies & Associates |
338 |
*Closed |
2024-03-31 |
0 |
$0 |
0 |
|
|
35 Records found
|
1
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