|
Institutional
Holders
Total
Institutions:
|
93 9 |
|
Total
shares held :
|
13,891,329 |
|
% of shares
held :
|
13.43% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
38 |
|
Amount
of shares held :
|
1,022,479 |
|
% of shares
held change :
|
0.99% |
|
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 |
THRIVENT FINANCIAL FOR LUTHERANS |
140 |
- |
2023-12-31 |
2,709,412 |
$89,140,000 |
-257,505 |
|
Intelligence Driven Advisers LLC |
11 |
- |
2024-03-31 |
549,760 |
$18,543,000 |
-150,851 |
|
Coyle Financial Counsel Inc. |
6 |
- |
2023-12-31 |
375,612 |
$12,358,000 |
-2,895 |
|
MORGAN STANLEY |
3442 |
- |
2023-12-31 |
258,837 |
$8,516,000 |
-18,989 |
|
WELLS FARGO & CO/MN |
1721 |
- |
2024-03-31 |
223,711 |
$7,546,000 |
-670 |
|
WCG Wealth Advisors LLC |
61 |
- |
2023-12-31 |
188,248 |
$6,193,000 |
-9,833 |
|
Smith Anglin Financial LLC |
23 |
- |
2024-03-31 |
171,898 |
$5,798,000 |
-391,680 |
|
LPL FINANCIAL CORP |
1827 |
- |
2024-03-31 |
138,395 |
$4,668,000 |
-50,635 |
|
CWM LLC |
430 |
- |
2024-03-31 |
137,234 |
$4,629,000 |
-28,916 |
|
QUARRY HILL ADVISORS LLC |
9 |
- |
2024-03-31 |
110,027 |
$3,711,000 |
-174 |
|
Stephens Consulting LLC |
17 |
- |
2024-03-31 |
79,057 |
$2,667,000 |
-1,552 |
|
Brookstone Capital Management |
322 |
- |
2024-03-31 |
74,889 |
$2,526,000 |
-38,014 |
|
Advisor Group Holdings Inc. |
1775 |
- |
2024-03-31 |
53,297 |
$1,798,000 |
-4,785 |
|
ENVESTNET ASSET MANAGEMENT INC |
2624 |
- |
2023-12-31 |
46,289 |
$1,523,000 |
-1,485 |
|
Lansing Street Advisors |
38 |
- |
2024-03-31 |
32,983 |
$1,113,000 |
-1,753 |
|
Magnus Financial Group LLC |
125 |
- |
2024-03-31 |
32,739 |
$1,104,000 |
-2,759 |
|
ISLAY CAPITAL MANAGEMENT LLC |
38 |
- |
2023-12-31 |
31,902 |
$1,050,000 |
-941 |
|
J P MORGAN CHASE & CO |
3444 |
- |
2024-03-31 |
26,051 |
$879,000 |
-24,929 |
|
Clarus Wealth Advisors |
46 |
- |
2024-03-31 |
24,834 |
$842,000 |
-75 |
|
Mutual Advisors LLC |
598 |
- |
2024-03-31 |
19,725 |
$665,000 |
-3,568 |
|
Trademark Financial Management LLC |
47 |
- |
2024-03-31 |
18,080 |
$610,000 |
-493 |
|
Inspire Advisors LLC |
206 |
- |
2024-03-31 |
15,129 |
$510,000 |
-70,363 |
|
Dynamic Advisors Solutions LLC |
645 |
- |
2024-03-31 |
12,339 |
$416,000 |
-6,707 |
|
Skyline Advisors Inc. |
63 |
- |
2024-03-31 |
8,825 |
$298,000 |
-64 |
|
IHT Wealth Management LLC |
876 |
- |
2023-12-31 |
6,877 |
$226,000 |
-213 |
|
Private Advisor Group LLC |
2024 |
- |
2024-03-31 |
6,693 |
$226,000 |
-46,833 |
|
TRUSTCORE FINANCIAL SERVICES LLC |
417 |
- |
2022-12-31 |
2,235 |
$62,000 |
-13 |
|
|
27 Records found
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1
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