| |
Institutional
Holders
Total
Institutions:
 |
34  1 |
|
|
Total
shares held :
|
3,601,796 |
|
|
% of shares
held :
|
11.43% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -1 |
|
|
Amount
of shares held :
|
-423,820 |
|
|
% of shares
held change :
|
-1.35% |
|
| 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 |
  Revolve Wealth Partners LLC |
3 |
- |
2024-03-31 |
1,130,762 |
$30,508,000 |
46,005 |
|
| Empirical Finance LLC |
10 |
- |
2023-12-31 |
731,889 |
$18,330,000 |
-364,995 |
|
| EA Series Trust |
28 |
- |
2023-06-30 |
460,399 |
$10,957,000 |
0 |
|
| Empowered Funds LLC |
54 |
- |
2023-12-31 |
421,981 |
$10,569,000 |
-91,487 |
|
| Ethos Financial Group LLC |
21 |
- |
2023-12-31 |
279,009 |
$6,988,000 |
9,232 |
|
| One + One Wealth Management LLC |
8 |
- |
2024-03-31 |
214,299 |
$5,782,000 |
-64,390 |
|
| Valley Financial Group Inc. |
11 |
- |
2023-12-31 |
160,756 |
$4,026,000 |
0 |
|
| Kathmere Capital Management LLC |
47 |
- |
2024-03-31 |
120,630 |
$3,255,000 |
2,065 |
|
| CITADEL ADVISORS LLC |
1964 |
- |
2023-12-31 |
122,257 |
$3,062,000 |
75,736 |
|
| JANE STREET GROUP LLC |
2258 |
- |
2023-12-31 |
92,920 |
$2,327,000 |
-13,744 |
|
| One Degree Advisors Inc |
25 |
- |
2023-12-31 |
66,926 |
$1,687,000 |
0 |
|
| Private Advisor Group LLC |
915 |
- |
2023-12-31 |
58,234 |
$1,458,000 |
2,932 |
|
| Warren Street Wealth Advisors LLC |
26 |
- |
2023-12-31 |
38,847 |
$973,000 |
1,624 |
|
| LPL FINANCIAL CORP |
3118 |
- |
2023-12-31 |
34,544 |
$865,000 |
-832 |
|
| WESPAC ADVISORS, LLC |
|
*New |
2023-12-31 |
32,294 |
$809,000 |
32,294 |
|
| Lansing Street Advisors |
47 |
- |
2023-12-31 |
31,574 |
$791,000 |
-20,894 |
|
| OLD MISSION CAPITAL LLC |
510 |
- |
2023-12-31 |
29,187 |
$731,000 |
12,803 |
|
| Well Done LLC |
111 |
- |
2024-03-31 |
19,927 |
$538,000 |
0 |
|
| Betterment LLC |
235 |
- |
2023-12-31 |
17,982 |
$450,000 |
1,254 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4060 |
*New |
2023-12-31 |
15,874 |
$398,000 |
15,874 |
|
| BAKER BOYER NATIONAL BANK |
62 |
- |
2024-03-31 |
14,503 |
$391,000 |
1,065 |
|
| Kathleen S. Wright Associates Inc. |
81 |
- |
2024-03-31 |
14,419 |
$389,000 |
786 |
|
| Silicon Hills Wealth Management LLC |
63 |
- |
2023-06-30 |
15,385 |
$366,000 |
-989 |
|
| ROYAL BANK OF CANADA |
3959 |
- |
2023-12-31 |
14,074 |
$352,000 |
-18,161 |
|
| Stokes Family Office LLC |
166 |
- |
2023-12-31 |
12,777 |
$320,000 |
0 |
|
| AE Wealth Management LLC |
1663 |
- |
2023-12-31 |
12,416 |
$314,000 |
-38,766 |
|
| Meredith Wealth Planning |
|
- |
2023-12-31 |
12,334 |
$309,000 |
489 |
|
| Teamwork Financial Advisors LLC |
152 |
- |
2024-03-31 |
9,901 |
$267,000 |
-7,673 |
|
| QUARRY HILL ADVISORS LLC |
42 |
- |
2023-12-31 |
8,920 |
$223,000 |
-651 |
|
| WARREN AVERETT ASSET MANAGEMENT, LLC |
411 |
- |
2023-12-31 |
8,521 |
$213,000 |
-6,576 |
|
| J P MORGAN CHASE & CO |
4523 |
*New |
2023-12-31 |
3,737 |
$94,000 |
3,737 |
|
| MORGAN STANLEY |
5996 |
- |
2023-12-31 |
1,701 |
$43,000 |
1 |
|
| O SHAUGHNESSY ASSET MANAGEMENT LLC |
1576 |
- |
2023-12-31 |
1,388 |
$35,000 |
0 |
|
| IFP Advisors Inc |
1764 |
- |
2023-12-31 |
1,095 |
$27,000 |
0 |
|
| Advisor Group Holdings Inc. |
5363 |
- |
2023-12-31 |
897 |
$22,000 |
-391 |
|
| Moisand Fitzgerald Tamayo LLC |
241 |
- |
2024-03-31 |
775 |
$21,000 |
285 |
|
| AlphaStar Capital Management LLC |
280 |
*Closed |
2023-12-31 |
0 |
$0 |
-13,509 |
|
| BANK OF MONTREAL /CAN/ |
3603 |
*Closed |
2023-12-31 |
0 |
$0 |
-18,814 |
|
| PROEQUITIES INC. |
9879 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
| WELLS FARGO & CO/MN |
7007 |
- |
2023-12-31 |
1 |
$0 |
0 |
|
|
40 Records found
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1
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