| |
Institutional
Holders
Total
Institutions:
 |
305  3 |
|
|
Total
shares held :
|
42,204,290 |
|
|
% of shares
held :
|
87.29% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -2 |
|
|
Amount
of shares held :
|
6,422,158 |
|
|
% of shares
held change :
|
13.28% |
|
| 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 |
  COLONY GROUP, LLC |
12 |
*New |
2023-12-31 |
1,833,790 |
$94,679,000 |
1,833,790 |
|
| Forum Financial Management LP |
18 |
*New |
2023-12-31 |
532,390 |
$27,487,000 |
532,390 |
|
| ALLIANCEBERNSTEIN L.P. |
913 |
*New |
2023-12-31 |
341,940 |
$17,654,000 |
341,940 |
|
| SG AMERICAS SECURITIES LLC |
214 |
*New |
2023-12-31 |
140,892 |
$7,274,000 |
140,892 |
|
| IRONWOOD INVESTMENT COUNSEL LLC |
24 |
*New |
2023-12-31 |
122,207 |
$6,310,000 |
122,207 |
|
| PITCAIRN CO |
80 |
*New |
2023-12-31 |
63,478 |
$3,277,000 |
63,478 |
|
| Arden Trust Co |
42 |
*New |
2024-03-31 |
60,520 |
$3,163,000 |
60,520 |
|
| SYKON CAPITAL LLC |
35 |
*New |
2023-12-31 |
47,512 |
$2,453,000 |
47,512 |
|
| Parkside Investments LLC |
53 |
*New |
2024-03-31 |
37,550 |
$1,962,000 |
37,550 |
|
| Ascendant Capital Management LLC |
12 |
*New |
2023-03-31 |
34,000 |
$1,759,000 |
34,000 |
|
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
83 |
*New |
2023-12-31 |
33,180 |
$1,714,000 |
33,180 |
|
| BARCLAYS PLC |
2232 |
*New |
2023-12-31 |
31,100 |
$1,606,000 |
31,100 |
|
| BURNS WEALTH MANAGEMENT, INC. |
240 |
*New |
2023-12-31 |
22,945 |
$1,185,000 |
22,945 |
|
| UNITED CAPITAL FINANCIAL ADVISERS,INC. |
528 |
*New |
2023-12-31 |
21,782 |
$1,125,000 |
21,782 |
|
| JOURNEY STRATEGIC WEALTH LLC |
57 |
*New |
2023-12-31 |
20,939 |
$1,081,000 |
20,939 |
|
| Sawtooth Asset Management Inc. |
503 |
*New |
2023-12-31 |
15,868 |
$819,000 |
15,868 |
|
| NORDEN GROUP LLC |
151 |
*New |
2024-03-31 |
14,702 |
$768,000 |
14,702 |
|
| Fort Point Capital Partners LLC |
124 |
*New |
2023-12-31 |
14,676 |
$758,000 |
14,676 |
|
| LEUCADIA NATIONAL CORP -- Notable Guru -- |
681 |
*New |
2023-12-31 |
13,970 |
$721,000 |
13,970 |
|
| Syntegra Private Wealth Group LLC |
94 |
*New |
2023-12-31 |
6,381 |
$329,000 |
6,381 |
|
| Xcel Wealth Management LLC |
96 |
*New |
2024-03-31 |
6,000 |
$314,000 |
6,000 |
|
| Equitable Holdings Inc. |
926 |
*New |
2023-12-31 |
6,032 |
$311,000 |
6,032 |
|
| Atlantic Trust Group LLC |
918 |
*New |
2023-12-31 |
5,991 |
$309,000 |
5,991 |
|
| PFG Investments LLC |
737 |
*New |
2024-03-31 |
5,651 |
$295,000 |
5,651 |
|
| Claro Advisors LLC |
357 |
*New |
2024-03-31 |
4,668 |
$244,000 |
4,668 |
|
| ADVISORY SERVICES NETWORK, LLC |
1198 |
*New |
2023-12-31 |
4,437 |
$229,000 |
4,437 |
|
| PALO ALTO WEALTH ADVISORS LLC |
|
*New |
2024-03-31 |
4,264 |
$223,000 |
4,264 |
|
| Advisors Preferred LLC |
|
*New |
2023-12-31 |
3,600 |
$185,000 |
3,600 |
|
| SHEETS SMITH & ASSOCIATES INC |
344 |
*New |
2023-09-30 |
2,000 |
$98,000 |
2,000 |
|
| Nelson Van Denburg & Campbell Wealth Management Gr |
|
*New |
2024-03-31 |
1,422 |
$74,000 |
1,422 |
|
| TRUST CO OF VERMONT |
|
*New |
2024-03-31 |
1,169 |
$61,000 |
1,169 |
|
| CULLEN FROST BANKERS INC |
641 |
*New |
2023-12-31 |
1,100 |
$57,000 |
1,100 |
|
| Register Financial Advisors LLC |
385 |
*New |
2024-03-31 |
683 |
$36,000 |
683 |
|
| Capital Investment Advisory Services LLC |
730 |
*New |
2024-03-31 |
500 |
$26,000 |
500 |
|
| NORTH STAR INVESTMENT MANAGEMENT CORP. |
|
*New |
2024-03-31 |
104 |
$5,000 |
104 |
|
| Fortis Advisors LLC |
237 |
*New |
2023-12-31 |
41 |
$2,000 |
41 |
|
| Garner Asset Management Corp |
309 |
*New |
2023-12-31 |
44 |
$2,000 |
44 |
|
| Oakworth Capital Inc. |
679 |
*New |
2024-03-31 |
6 |
$0 |
6 |
|
| First Command Advisory Services Inc. |
|
*New |
2024-03-31 |
8 |
$0 |
8 |
|
|
39 Records found
|
1
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