| |
Institutional
Holders
Total
Institutions:
 |
244  13 |
|
|
Total
shares held :
|
118,997,417 |
|
|
% of shares
held :
|
15.15% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
17 |
|
|
Amount
of shares held :
|
7,942,545 |
|
|
% of shares
held change :
|
1.01% |
|
| 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 : |
32
|
1,811,964
|
1.52%
|
|
|
|
Increased
Positions : |
83
|
19,189,143
|
16.13%
|
|
 |
Unchanged
Positions : |
50
|
4,927,471
|
4.14%
|
|
|
|
Decreased
Positions : |
79
|
-11,822,242
|
-9.93%
|
|
|
|
Closed
Positions : |
19
|
-1,236,320
|
-1.04%
|
|
|
|
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 |
  Financial Advisors LLC |
14 |
- |
2024-03-31 |
77,543 |
$2,705,000 |
0 |
|
| MILESTONE GROUP INC |
62 |
- |
2024-03-31 |
67,379 |
$2,350,000 |
0 |
|
| Oversea-Chinese Banking CORP Ltd |
130 |
- |
2023-12-31 |
72,198 |
$2,275,000 |
0 |
|
| Sage Mountain Advisors LLC |
60 |
- |
2024-03-31 |
53,415 |
$1,863,000 |
0 |
|
| Wealthgate Family Office LLC |
5 |
- |
2023-12-31 |
56,290 |
$1,774,000 |
0 |
|
| COCONUT GROVE BANK |
65 |
- |
2024-03-31 |
47,500 |
$1,657,000 |
0 |
|
| ZEKE CAPITAL ADVISORS, LLC |
159 |
- |
2022-12-31 |
31,808 |
$859,000 |
0 |
|
| Cedar Wealth Management LLC |
47 |
- |
2023-12-31 |
24,812 |
$782,000 |
0 |
|
| CHOATE INVESTMENT ADVISORS |
224 |
- |
2023-12-31 |
22,056 |
$695,000 |
0 |
|
| M&T BANK CORP |
1023 |
- |
2023-12-31 |
20,996 |
$662,000 |
0 |
|
| FORTE CAPITAL LLC /ADV |
128 |
- |
2023-12-31 |
19,380 |
$611,000 |
0 |
|
| SUMMIT ASSET MANAGEMENT, LLC |
74 |
- |
2023-12-31 |
19,236 |
$606,000 |
0 |
|
| Cranbrook Wealth Management LLC |
60 |
- |
2024-03-31 |
17,167 |
$599,000 |
0 |
|
| ETFIDEA LLC |
67 |
- |
2024-03-31 |
16,146 |
$563,000 |
0 |
|
| BSC PRIVATE WEALTH MANAGEMENT LLC |
97 |
- |
2023-12-31 |
14,640 |
$461,000 |
0 |
|
| Capital Advisors Ltd. LLC |
168 |
- |
2024-03-31 |
12,945 |
$452,000 |
0 |
|
| SYNOVUS FINANCIAL CORP |
656 |
- |
2023-12-31 |
12,699 |
$400,000 |
0 |
|
| BIP Wealth LLC |
136 |
- |
2023-12-31 |
11,300 |
$356,000 |
0 |
|
| MISSION WEALTH MANAGEMENT LLC |
495 |
- |
2024-03-31 |
9,787 |
$341,000 |
0 |
|
| ASSET MANAGEMENT CORP /IL/ /ADV |
94 |
- |
2023-03-31 |
10,054 |
$296,000 |
0 |
|
| Compass Ion Advisors LLC |
185 |
- |
2024-03-31 |
8,422 |
$294,000 |
0 |
|
| HIGHLAND CAPITAL MANAGEMENT CORP |
307 |
- |
2023-12-31 |
9,131 |
$288,000 |
0 |
|
| Lion Street Advisors LLC |
187 |
- |
2024-03-31 |
8,905 |
$281,000 |
0 |
|
| Heritage Wealth Advisors |
191 |
- |
2023-12-31 |
8,103 |
$255,000 |
0 |
|
| Chicago Partners Investment Group LLC |
615 |
- |
2024-03-31 |
7,278 |
$251,000 |
0 |
|
| DORSEY & WHITNEY TRUST CO LLC |
511 |
- |
2023-12-31 |
7,816 |
$246,000 |
0 |
|
| FIDUCIARY TRUST CO |
577 |
- |
2023-12-31 |
7,417 |
$234,000 |
0 |
|
| First Capital Advisors Group LLC. |
154 |
- |
2023-06-30 |
5,909 |
$183,000 |
0 |
|
| Tortoise Investment Management LLC |
238 |
- |
2023-12-31 |
4,767 |
$150,000 |
0 |
|
| BLACKROCK INC. |
4369 |
- |
2023-12-31 |
4,698 |
$148,000 |
0 |
|
| WHITTIER TRUST CO |
752 |
- |
2024-03-31 |
3,460 |
$121,000 |
0 |
|
| BROWN BROTHERS HARRIMAN & CO |
618 |
- |
2023-12-31 |
3,150 |
$99,000 |
0 |
|
| Founders Financial Alliance LLC |
339 |
- |
2023-12-31 |
1,578 |
$50,000 |
0 |
|
| Nelson Van Denburg & Campbell Wealth Management Gr |
1246 |
- |
2024-03-31 |
1,390 |
$48,000 |
0 |
|
| NBC SECURITIES INC. |
1169 |
- |
2024-03-31 |
1,290 |
$44,000 |
0 |
|
| BANGOR SAVINGS BANK |
331 |
- |
2024-03-31 |
869 |
$30,000 |
0 |
|
| Beaird Harris Wealth Management LLC |
229 |
- |
2023-12-31 |
922 |
$29,000 |
0 |
|
| BESSEMER GROUP INC |
1428 |
- |
2023-12-31 |
848 |
$27,000 |
0 |
|
| Capital Analysts Inc. |
802 |
- |
2023-12-31 |
600 |
$19,000 |
0 |
|
| Bogart Wealth LLC |
614 |
- |
2024-03-31 |
338 |
$12,000 |
0 |
|
| GPS Wealth Strategies Group LLC |
924 |
- |
2024-03-31 |
200 |
$7,000 |
0 |
|
| Sargent Bickham Lagudis LLC |
779 |
- |
2022-12-31 |
203 |
$5,000 |
0 |
|
| Investors Research Corp |
815 |
- |
2023-12-31 |
170 |
$5,000 |
0 |
|
| CALDWELL SUTTER CAPITAL INC. |
792 |
- |
2024-03-31 |
16 |
$1,000 |
0 |
|
|
44 Records found
|
1
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