| |
Institutional
Holders
Total
Institutions:
 |
135  12 |
|
|
Total
shares held :
|
7,263,632 |
|
|
% of shares
held :
|
48.42% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-17 |
|
|
Amount
of shares held :
|
-319,173 |
|
|
% of shares
held change :
|
-2.13% |
|
| 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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|
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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 |
  MORGAN STANLEY |
2006 |
- |
2023-12-31 |
930,828 |
$37,903,000 |
8,936 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1043 |
- |
2023-12-31 |
487,264 |
$19,841,000 |
17,193 |
|
| Family Firm Inc. |
6 |
- |
2023-12-31 |
264,427 |
$10,767,000 |
7,042 |
|
| Steward Partners Investment Advisory LLC |
262 |
- |
2023-12-31 |
135,392 |
$5,513,000 |
64,328 |
|
| SUMMIT INVESTMENT ADVISORS INC |
76 |
- |
2023-12-31 |
123,945 |
$5,047,000 |
2,082 |
|
| PURE FINANCIAL ADVISORS, INC. |
70 |
- |
2024-03-31 |
110,325 |
$4,964,000 |
44 |
|
| DAVIDSON D A & CO |
293 |
- |
2023-12-31 |
120,393 |
$4,902,000 |
2,499 |
|
| Great Lakes Retirement Inc. |
31 |
- |
2023-12-31 |
112,781 |
$4,592,000 |
8,437 |
|
| BNP PARIBAS ARBITRAGE SA |
1016 |
- |
2023-12-31 |
100,588 |
$4,096,000 |
50,588 |
|
| THEORY FINANCIAL LLC |
30 |
- |
2023-12-31 |
90,308 |
$3,677,000 |
2,848 |
|
| LPL FINANCIAL CORP |
1901 |
- |
2023-12-31 |
88,560 |
$3,606,000 |
3,648 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
898 |
- |
2023-12-31 |
81,673 |
$3,326,000 |
68,322 |
|
| MML INVESTORS SERVICES LLC |
780 |
- |
2023-12-31 |
79,612 |
$3,242,000 |
3,931 |
|
| Atria Wealth Solutions Inc. |
479 |
- |
2023-12-31 |
70,578 |
$2,874,000 |
1,673 |
|
| Congress Wealth Management LLC / DE / |
284 |
- |
2024-03-31 |
58,538 |
$2,634,000 |
99 |
|
| H D Vest Advisory Services |
481 |
- |
2023-12-31 |
52,403 |
$2,134,000 |
13,666 |
|
| PRUDENTIAL FINANCIAL INC |
1466 |
- |
2023-12-31 |
46,772 |
$1,905,000 |
2,075 |
|
| JENNISON ASSOCIATES LLC |
457 |
- |
2023-12-31 |
45,377 |
$1,848,000 |
37,971 |
|
| Zeit Capital LLC |
17 |
- |
2023-12-31 |
44,461 |
$1,810,000 |
2,474 |
|
| J P MORGAN CHASE & CO |
3039 |
- |
2023-12-31 |
42,710 |
$1,739,000 |
36,138 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2050 |
- |
2023-12-31 |
41,917 |
$1,707,000 |
18,985 |
|
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
810 |
- |
2023-09-30 |
39,723 |
$1,652,000 |
1,694 |
|
| COURAGE MILLER PARTNERS, LLC |
29 |
- |
2024-03-31 |
34,401 |
$1,548,000 |
2,669 |
|
| Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
37,572 |
$1,530,000 |
473 |
|
| Advisor Resource Council |
31 |
- |
2024-03-31 |
37,030 |
$1,508,000 |
37,030 |
|
| INTERACTIVE FINANCIAL ADVISORS |
27 |
- |
2023-12-31 |
16,822 |
$1,410,000 |
7,728 |
|
| BIONDO INVESTMENT ADVISORS LLC |
55 |
- |
2023-12-31 |
32,581 |
$1,327,000 |
1,976 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
896 |
- |
2023-12-31 |
31,003 |
$1,262,000 |
6,079 |
|
| Kestra Advisory Services LLC |
1040 |
- |
2023-12-31 |
28,656 |
$1,167,000 |
962 |
|
| COMERICA BANK |
1569 |
- |
2023-12-31 |
22,416 |
$913,000 |
1,802 |
|
| MARINER WEALTH ADVISORS, LLC |
1556 |
- |
2023-12-31 |
20,606 |
$839,000 |
5,955 |
|
| PARKSIDE FINANCIAL BANK & TRUST |
129 |
- |
2023-12-31 |
17,554 |
$715,000 |
32 |
|
| DHK Financial Advisors Inc. |
42 |
- |
2023-12-31 |
16,833 |
$685,000 |
259 |
|
| Coppell Advisory Solutions LLC |
142 |
- |
2023-12-31 |
15,432 |
$628,000 |
3,241 |
|
| CITADEL ADVISORS LLC |
3435 |
- |
2023-12-31 |
14,430 |
$588,000 |
14,430 |
|
| Ameritas Advisory Services LLC |
485 |
- |
2023-12-31 |
9,718 |
$394,000 |
3,446 |
|
| PFG Advisors |
422 |
- |
2023-12-31 |
9,242 |
$376,000 |
68 |
|
| Sweet Financial Partners LLC |
140 |
- |
2023-12-31 |
8,834 |
$360,000 |
1,000 |
|
| HIGHTOWER ADVISORS, LLC |
2560 |
- |
2023-12-31 |
8,169 |
$332,000 |
369 |
|
| Rehmann Capital Advisory Group |
477 |
- |
2023-12-31 |
6,274 |
$255,000 |
114 |
|
| Global Retirement Partners LLC |
867 |
- |
2023-12-31 |
3,721 |
$146,000 |
26 |
|
| PROEQUITIES INC. |
1056 |
- |
2023-12-31 |
1,524 |
$62,000 |
76 |
|
| Parallel Advisors LLC |
1528 |
- |
2023-12-31 |
1,004 |
$41,000 |
24 |
|
| FMR LLC |
3516 |
- |
2023-12-31 |
881 |
$36,000 |
51 |
|
| Rise Advisors LLC |
956 |
- |
2024-03-31 |
286 |
$13,000 |
2 |
|
|
45 Records found
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1
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