| |
Institutional
Holders
Total
Institutions:
 |
113  2 |
|
|
Total
shares held :
|
59,321,426 |
|
|
% of shares
held :
|
33.14% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
|
Amount
of shares held :
|
2,988,412 |
|
|
% of shares
held change :
|
1.67% |
|
| 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 |
  ACROPOLIS INVESTMENT MANAGEMENT, LLC |
15 |
- |
2024-03-31 |
535,647 |
$21,013,000 |
-2,800 |
|
| Apella Capital LLC |
26 |
- |
2024-03-31 |
505,230 |
$19,638,000 |
-4,646 |
|
| Armbruster Capital Management Inc. |
8 |
- |
2024-03-31 |
439,989 |
$17,261,000 |
-4,504 |
|
| ATWOOD & PALMER INC |
40 |
- |
2024-03-31 |
339,846 |
$13,332,000 |
-6,049 |
|
| UBS Group AG |
1317 |
- |
2023-12-31 |
369,105 |
$12,657,000 |
-3,775 |
|
| CABOT MONEY MANAGEMENT INC |
26 |
- |
2024-03-31 |
312,846 |
$12,273,000 |
-9,579 |
|
| CGC Financial Services LLC |
5 |
- |
2024-03-31 |
271,311 |
$10,644,000 |
-3,104 |
|
| Opes Wealth Management LLC |
29 |
- |
2024-03-31 |
122,984 |
$4,825,000 |
-5,904 |
|
| MONTICELLO WEALTH MANAGEMENT LLC |
49 |
- |
2024-03-31 |
109,626 |
$4,301,000 |
-102,062 |
|
| GREAT OAK CAPITAL PARTNERS LLC |
12 |
- |
2024-03-31 |
99,639 |
$3,909,000 |
-49,760 |
|
| ROYAL BANK OF CANADA |
2073 |
- |
2023-12-31 |
113,445 |
$3,890,000 |
-2,612 |
|
| Tacita Capital Inc |
10 |
- |
2023-12-31 |
101,955 |
$3,496,000 |
-11,720 |
|
| Financial Advisory Service Inc. |
75 |
- |
2024-03-31 |
84,993 |
$3,334,000 |
-1,261 |
|
| MorganRosel Wealth Management LLC |
27 |
- |
2024-03-31 |
45,859 |
$1,799,000 |
-7,582 |
|
| Southland Equity Partners LLC |
39 |
- |
2024-03-31 |
41,296 |
$1,620,000 |
-429 |
|
| AMERIVEST INVESTMENT MANAGEMENT LLC |
99 |
- |
2023-06-30 |
46,118 |
$1,531,000 |
-7,143 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1986 |
- |
2024-03-31 |
36,150 |
$1,418,000 |
-2,365 |
|
| GOODMAN & COMPANY INVESTMENT COUNSEL LTD. |
536 |
- |
2023-12-31 |
40,910 |
$1,403,000 |
-1,170 |
|
| Professional Financial Advisors LLC |
57 |
- |
2024-03-31 |
25,528 |
$1,001,000 |
-1,607 |
|
| Ackerman Capital Advisors LLC |
54 |
- |
2024-03-31 |
22,763 |
$893,000 |
-242 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3122 |
- |
2024-03-31 |
16,174 |
$635,000 |
-15,212 |
|
| Sawtooth Asset Management Inc. |
621 |
- |
2023-12-31 |
16,599 |
$569,000 |
-898 |
|
| Streettalk Advisors LLC |
259 |
- |
2024-03-31 |
12,964 |
$509,000 |
-1,987 |
|
| Bell Investment Advisors Inc |
66 |
- |
2024-03-31 |
12,531 |
$492,000 |
-136 |
|
| HIGHTOWER ADVISORS, LLC |
2405 |
- |
2024-03-31 |
10,167 |
$399,000 |
-5,519 |
|
| Pine Valley Investments Ltd Liability Co |
333 |
- |
2024-03-31 |
9,237 |
$362,000 |
-204 |
|
| LexAurum Advisors LLC |
255 |
- |
2024-03-31 |
6,132 |
$241,000 |
-63 |
|
| GUERRA PAN ADVISORS LLC |
101 |
- |
2023-12-31 |
6,455 |
$221,000 |
-2,859 |
|
| Advisor Group Holdings Inc. |
3849 |
- |
2024-03-31 |
4,085 |
$160,000 |
-337 |
|
| PRINCIPAL SECURITIES INC. |
1440 |
- |
2024-03-31 |
1,625 |
$64,000 |
-31 |
|
| SMITHFIELD TRUST CO |
602 |
- |
2024-03-31 |
1,015 |
$40,000 |
-200 |
|
| J P MORGAN CHASE & CO |
4768 |
- |
2024-03-31 |
957 |
$38,000 |
-2,438 |
|
| O SHAUGHNESSY ASSET MANAGEMENT LLC |
1602 |
- |
2023-12-31 |
675 |
$23,000 |
-7,553 |
|
| IFP Advisors Inc |
1980 |
- |
2023-12-31 |
455 |
$16,000 |
-71 |
|
|
34 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
