| |
Institutional
Holders
Total
Institutions:
 |
350  3 |
|
|
Total
shares held :
|
40,678,992 |
|
|
% of shares
held :
|
45.2% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
132 |
|
|
Amount
of shares held :
|
889,558 |
|
|
% 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
|
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|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  AlphaQ Advisors LLC |
5 |
*New |
2024-03-31 |
96,594 |
$4,188,000 |
96,594 |
|
| PRINCIPAL FINANCIAL GROUP INC |
1637 |
*New |
2024-03-31 |
91,775 |
$3,979,000 |
91,775 |
|
| Eaton Financial Holdings Company LLC |
18 |
*New |
2024-03-31 |
76,462 |
$3,315,000 |
76,462 |
|
| WATERSHED PRIVATE WEALTH LLC |
30 |
*New |
2024-03-31 |
43,146 |
$1,871,000 |
43,146 |
|
| MILLENNIUM MANAGEMENT LLC |
2582 |
*New |
2024-03-31 |
37,729 |
$1,636,000 |
37,729 |
|
| Strategic Equity Management |
17 |
*New |
2024-03-31 |
24,694 |
$1,071,000 |
24,694 |
|
| TSFG LLC |
68 |
*New |
2024-03-31 |
24,039 |
$1,042,000 |
24,039 |
|
| Sargent Bickham Lagudis LLC |
131 |
*New |
2022-12-31 |
26,209 |
$950,000 |
26,209 |
|
| Imprint Wealth LLC |
114 |
*New |
2024-03-31 |
17,682 |
$762,000 |
17,682 |
|
| MONEYWISE INC. |
41 |
*New |
2024-03-31 |
10,365 |
$449,000 |
10,365 |
|
| Savvy Advisors Inc. |
131 |
*New |
2024-03-31 |
8,532 |
$370,000 |
8,532 |
|
| Eagle Strategies LLC |
208 |
*New |
2024-03-31 |
7,261 |
$315,000 |
7,261 |
|
| EHRLICH FINANCIAL GROUP |
78 |
*New |
2024-03-31 |
6,381 |
$277,000 |
6,381 |
|
| Redwood Investment Management LLC |
307 |
*New |
2024-03-31 |
5,247 |
$228,000 |
5,247 |
|
| CLS INVESTMENT FIRM LLC |
1262 |
*New |
2022-12-31 |
6,161 |
$223,000 |
6,161 |
|
| WARREN AVERETT ASSET MANAGEMENT, LLC |
641 |
*New |
2024-03-31 |
5,046 |
$219,000 |
5,046 |
|
| SUTTON PLACE INVESTORS LLC |
139 |
*New |
2024-03-31 |
5,008 |
$217,000 |
5,008 |
|
| SCHMIDT P J INVESTMENT MANAGEMENT INC |
171 |
*New |
2024-03-31 |
4,978 |
$216,000 |
4,978 |
|
| Western Wealth Management LLC |
611 |
*New |
2024-03-31 |
4,884 |
$212,000 |
4,884 |
|
| OMNI 360 Wealth Inc. |
101 |
*New |
2024-03-31 |
4,844 |
$210,000 |
4,844 |
|
| TRANSCEND WEALTH COLLECTIVE LLC |
498 |
*New |
2024-03-31 |
4,671 |
$203,000 |
4,671 |
|
| Clearview Wealth Advisors LLC |
103 |
*New |
2024-03-31 |
4,663 |
$202,000 |
4,663 |
|
| Belvedere Trading LLC |
93 |
*New |
2024-03-31 |
3,703 |
$161,000 |
3,703 |
|
| Banque Cantonale Vaudoise |
689 |
*New |
2024-03-31 |
2,000 |
$87,000 |
2,000 |
|
| MATHER GROUP, INC. |
802 |
*New |
2024-03-31 |
1,712 |
$69,000 |
1,712 |
|
| Gilliland Jeter Wealth Management LLC |
252 |
*New |
2024-03-31 |
1,591 |
$69,000 |
1,591 |
|
| JONES FINANCIAL COMPANIES LLLP |
710 |
*New |
2024-03-31 |
1,300 |
$56,000 |
1,300 |
|
| GeoWealth Management LLC |
806 |
*New |
2024-03-31 |
979 |
$42,000 |
979 |
|
| Continuum Advisory LLC |
689 |
*New |
2024-03-31 |
717 |
$32,000 |
717 |
|
| LifeSteps Financial Inc. |
211 |
*New |
2024-03-31 |
565 |
$24,000 |
565 |
|
| Sugarloaf Wealth Management LLC |
503 |
*New |
2024-03-31 |
176 |
$8,000 |
176 |
|
| Coastal Investment Advisors Inc. |
730 |
*New |
2024-03-31 |
142 |
$6,000 |
142 |
|
| Versant Capital Management Inc |
1031 |
*New |
2024-03-31 |
113 |
$5,000 |
113 |
|
| Ahrens Investment Partners LLC |
892 |
*New |
2023-03-31 |
50 |
$2,000 |
50 |
|
| SRS Capital Advisors Inc. |
1116 |
*New |
2024-03-31 |
27 |
$1,000 |
27 |
|
| Concord Wealth Partners |
802 |
*New |
2024-03-31 |
15 |
$1,000 |
15 |
|
| Atlantic Trust Group LLC |
2922 |
*New |
2024-03-31 |
14 |
$1,000 |
14 |
|
| Crewe Advisors LLC |
875 |
*New |
2024-03-31 |
18 |
$1,000 |
18 |
|
| Northwest Financial Advisors |
835 |
*New |
2024-03-31 |
8 |
$0 |
8 |
|
|
39 Records found
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1
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