| |
Institutional
Holders
Total
Institutions:
 |
362  7 |
|
|
Total
shares held :
|
38,017,918 |
|
|
% of shares
held :
|
9.56% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-33 |
|
|
Amount
of shares held :
|
797,396 |
|
|
% of shares
held change :
|
 0.2% |
|
| 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 |
164 |
*New |
2023-12-31 |
181,169 |
$9,193,000 |
181,169 |
|
| Great Point Wealth Advisors LLC |
16 |
*New |
2024-03-31 |
157,559 |
$7,995,000 |
157,559 |
|
| Salomon & Ludwin LLC |
38 |
*New |
2024-03-31 |
144,683 |
$7,351,000 |
144,683 |
|
| EQIS CAPITAL MANAGEMENT, INC. |
76 |
*New |
2023-12-31 |
58,900 |
$2,989,000 |
58,900 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1913 |
*New |
2024-03-31 |
34,559 |
$1,754,000 |
34,559 |
|
| Commonwealth Financial Services LLC |
56 |
*New |
2023-12-31 |
18,381 |
$933,000 |
18,381 |
|
| Stewardship Advisors LLC |
46 |
*New |
2024-03-31 |
16,890 |
$857,000 |
16,890 |
|
| AMERIPRISE FINANCIAL INC |
3240 |
*New |
2023-12-31 |
14,169 |
$719,000 |
14,169 |
|
| Tortoise Investment Management LLC |
135 |
*New |
2024-03-31 |
12,795 |
$649,000 |
12,795 |
|
| Presidio Capital Management LLC |
23 |
*New |
2024-03-31 |
10,927 |
$554,000 |
10,927 |
|
| Pallas Capital Advisors LLC |
277 |
*New |
2024-03-31 |
10,000 |
$507,000 |
10,000 |
|
| Williams Jones Wealth Management LLC. |
360 |
*New |
2024-03-31 |
9,040 |
$459,000 |
9,040 |
|
| BKA Wealth Consulting Inc. |
32 |
*New |
2024-03-31 |
8,745 |
$444,000 |
8,745 |
|
| RAYMOND JAMES TRUST CO |
835 |
*New |
2024-03-31 |
7,651 |
$388,000 |
7,651 |
|
| Simplicity WealthLLC |
852 |
*New |
2024-03-31 |
7,075 |
$359,000 |
7,075 |
|
| Significant Wealth Partners LLC |
110 |
*New |
2024-03-31 |
6,889 |
$350,000 |
6,889 |
|
| Koshinski Asset Management Inc. |
418 |
*New |
2024-03-31 |
6,306 |
$320,000 |
6,306 |
|
| SAVANT CAPITAL MANAGEMENT INC |
895 |
*New |
2024-03-31 |
5,988 |
$304,000 |
5,988 |
|
| BHK Investment Advisors LLC |
53 |
*New |
2024-03-31 |
6,000 |
$304,000 |
6,000 |
|
| CFO4Life L.P. |
129 |
*New |
2022-12-31 |
5,981 |
$302,000 |
5,981 |
|
| LaSalle St. Investment Advisors LLC |
88 |
*New |
2023-09-30 |
5,785 |
$291,000 |
5,785 |
|
| NOTTINGHAM ADVISORS INC |
117 |
*New |
2023-12-31 |
5,000 |
$254,000 |
5,000 |
|
| CAP Partners LLC |
99 |
*New |
2024-03-31 |
4,829 |
$245,000 |
4,829 |
|
| EisnerAmper Wealth Management Corporate Benefits L |
64 |
*New |
2023-12-31 |
4,672 |
$237,000 |
4,672 |
|
| SFG Wealth Management LLC. |
90 |
*New |
2024-03-31 |
4,322 |
$219,000 |
4,322 |
|
| MONECO Advisors LLC |
383 |
*New |
2024-03-31 |
4,237 |
$215,000 |
4,237 |
|
| FINANCIAL COUNSELORS INC |
548 |
*New |
2024-03-31 |
4,182 |
$212,000 |
4,182 |
|
| Aletheian Wealth Advisors LLC |
78 |
*New |
2024-03-31 |
4,016 |
$204,000 |
4,016 |
|
| GAMMA Investing LLC |
1043 |
*New |
2024-03-31 |
979 |
$50,000 |
979 |
|
| BANK OF MONTREAL /CAN/ |
3000 |
*New |
2023-12-31 |
989 |
$50,000 |
989 |
|
| Nelson Van Denburg & Campbell Wealth Management Gr |
1780 |
*New |
2024-03-31 |
256 |
$13,000 |
256 |
|
| Atlantic Trust Group LLC |
2421 |
*New |
2024-03-31 |
144 |
$7,000 |
144 |
|
| Farther Finance Advisors LLC |
2096 |
*New |
2023-12-31 |
69 |
$4,000 |
69 |
|
|
33 Records found
|
1
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