|
Institutional
Holders
Total
Institutions:
|
87 1 |
|
Total
shares held :
|
6,125,058 |
|
% of shares
held :
|
89.67% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
2 |
|
Amount
of shares held :
|
-10,737 |
|
% of shares
held change :
|
-0.16% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Betterment LLC |
48 |
- |
2024-03-31 |
728,170 |
$47,732,000 |
40,954 |
|
AMERICAN NATIONAL BANK |
4 |
- |
2024-03-31 |
504,448 |
$33,067,000 |
20,288 |
|
GOLDMAN SACHS GROUP INC/ |
1361 |
- |
2024-03-31 |
396,572 |
$26,031,000 |
15,578 |
|
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ |
23 |
- |
2024-03-31 |
381,803 |
$25,027,000 |
32,401 |
|
BANK OF AMERICA CORP /DE/ |
1758 |
- |
2024-03-31 |
378,451 |
$24,807,000 |
138,923 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
592 |
- |
2024-03-31 |
237,447 |
$15,565,000 |
20,930 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
734 |
- |
2024-03-31 |
174,891 |
$11,464,000 |
73,476 |
|
Great Lakes Retirement Inc. |
16 |
- |
2024-03-31 |
166,530 |
$10,916,000 |
579 |
|
Financial Architects LLC |
5 |
- |
2024-03-31 |
163,385 |
$10,710,000 |
10,160 |
|
IFP Advisors Inc |
46 |
- |
2023-12-31 |
149,487 |
$9,436,000 |
17,416 |
|
CoreCap Advisors LLC |
100 |
- |
2023-12-31 |
49,284 |
$3,111,000 |
2,202 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1435 |
- |
2024-03-31 |
41,986 |
$2,752,000 |
6,178 |
|
LINSCOMB & WILLIAMS INC |
128 |
- |
2024-03-31 |
34,539 |
$2,264,000 |
472 |
|
Spence Asset Management |
23 |
- |
2024-03-31 |
31,128 |
$2,040,000 |
1,009 |
|
STEPHENS INC /AR/ |
438 |
- |
2024-03-31 |
28,680 |
$1,880,000 |
80 |
|
Private Advisor Group LLC |
907 |
- |
2024-03-31 |
24,756 |
$1,623,000 |
2,681 |
|
Horizon Family Wealth Inc. |
20 |
- |
2024-03-31 |
18,618 |
$1,220,000 |
126 |
|
Change Path LLC |
360 |
- |
2024-03-31 |
16,449 |
$1,078,000 |
518 |
|
FLOW TRADERS U.S. LLC |
372 |
- |
2024-03-31 |
11,223 |
$736,000 |
11,223 |
|
Mutual Advisors LLC |
587 |
- |
2024-03-31 |
10,584 |
$694,000 |
579 |
|
BB&T CORP |
1831 |
- |
2024-03-31 |
9,366 |
$614,000 |
2 |
|
Fifth Third Securities Inc. |
182 |
- |
2024-03-31 |
9,032 |
$592,000 |
517 |
|
Fernwood Investment Management LLC |
130 |
- |
2024-03-31 |
7,864 |
$516,000 |
2,078 |
|
Wealthfront Advisers LLC |
744 |
- |
2024-03-31 |
6,845 |
$449,000 |
534 |
|
Inscription Capital LLC |
117 |
- |
2024-03-31 |
5,877 |
$378,000 |
200 |
|
NBC SECURITIES INC. |
585 |
- |
2024-03-31 |
4,630 |
$313,000 |
310 |
|
PRUDENTIAL FINANCIAL INC |
2348 |
- |
2024-03-31 |
4,400 |
$288,000 |
585 |
|
Apella Capital LLC |
271 |
- |
2024-03-31 |
3,519 |
$227,000 |
5 |
|
MORRIS FINANCIAL CONCEPTS INC. |
103 |
- |
2024-03-31 |
2,345 |
$154,000 |
376 |
|
FMR LLC |
3519 |
- |
2024-03-31 |
613 |
$40,000 |
255 |
|
PRIVATE TRUST CO NA |
1262 |
- |
2024-03-31 |
505 |
$33,000 |
105 |
|
WELLS FARGO & CO/MN |
5134 |
- |
2024-03-31 |
166 |
$11,000 |
93 |
|
|
32 Records found
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1
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