| |
Institutional
Holders
Total
Institutions:
 |
28  2 |
|
|
Total
shares held :
|
6,416,689 |
|
|
% of shares
held :
|
7.13% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
1 |
|
|
Amount
of shares held :
|
-483,584 |
|
|
% of shares
held change :
|
 -0.54% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  J P MORGAN CHASE & CO |
531 |
- |
2024-03-31 |
6,027,830 |
$264,320,000 |
-163,824 |
|
| FINANCIAL NETWORK |
971 |
- |
2023-12-31 |
42,947 |
$1,933,000 |
173 |
|
| Redhawk Wealth Advisors Inc. |
81 |
*New |
2023-12-31 |
32,485 |
$1,462,000 |
32,485 |
|
| GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
684 |
- |
2024-03-31 |
27,496 |
$1,206,000 |
1,969 |
|
| Beta Wealth Group Inc. |
35 |
- |
2023-12-31 |
22,762 |
$1,024,000 |
7,058 |
|
| Cetera Investment Advisers |
1094 |
- |
2023-12-31 |
22,690 |
$1,021,000 |
5,099 |
|
| GOLDMAN SACHS GROUP INC/ |
3627 |
- |
2023-12-31 |
17,338 |
$780,000 |
1,077 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2900 |
- |
2024-03-31 |
17,152 |
$752,000 |
17,152 |
|
| Bill Few Associates Inc. |
74 |
- |
2024-03-31 |
13,744 |
$603,000 |
770 |
|
| OmniStar Financial Group Inc. |
90 |
*New |
2024-03-31 |
10,571 |
$464,000 |
10,571 |
|
| LPL FINANCIAL CORP |
3871 |
- |
2024-03-31 |
9,258 |
$406,000 |
785 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2465 |
*New |
2024-03-31 |
9,030 |
$396,000 |
9,030 |
|
| Certified Advisory Corp |
196 |
- |
2024-03-31 |
8,811 |
$386,000 |
34 |
|
| FINANCIAL ENGINES ADVISORS L.L.C. |
257 |
- |
2023-12-31 |
7,363 |
$331,000 |
-517 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
3233 |
- |
2024-03-31 |
6,867 |
$301,000 |
-556 |
|
| KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ |
299 |
*New |
2024-03-31 |
6,035 |
$265,000 |
6,035 |
|
| Advisor Group Holdings Inc. |
3975 |
- |
2024-03-31 |
3,106 |
$136,000 |
-1,530 |
|
| ROYAL BANK OF CANADA |
5126 |
- |
2023-12-31 |
1,608 |
$72,000 |
-9,614 |
|
| MORGAN STANLEY |
5919 |
- |
2023-12-31 |
1,223 |
$55,000 |
-2,300 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2082 |
- |
2023-12-31 |
976 |
$44,000 |
-1,281 |
|
| Center for Financial Planning Inc. |
256 |
- |
2024-03-31 |
981 |
$43,000 |
0 |
|
| PRIVATE TRUST CO NA |
1163 |
- |
2024-03-31 |
955 |
$42,000 |
0 |
|
| Global Retirement Partners LLC |
1629 |
- |
2024-03-31 |
651 |
$29,000 |
599 |
|
| Smartleaf Asset Management LLC |
726 |
- |
2024-03-31 |
425 |
$19,000 |
0 |
|
| WFA of San Diego LLC |
239 |
- |
2023-09-30 |
499 |
$19,000 |
0 |
|
| Capital Investment Advisory Services LLC |
777 |
- |
2024-03-31 |
339 |
$15,000 |
0 |
|
| CWM LLC |
3264 |
- |
2024-03-31 |
245 |
$11,000 |
1 |
|
| TOWER RESEARCH CAPITAL LLC |
4632 |
- |
2023-12-31 |
163 |
$7,000 |
-8,280 |
|
| Perkins Coie Trust Co |
212 |
- |
2024-03-31 |
110 |
$5,000 |
0 |
|
| UBS Group AG |
6442 |
- |
2023-12-31 |
91 |
$4,000 |
-326 |
|
| FMR LLC |
4628 |
*New |
2023-12-31 |
22 |
$1,000 |
22 |
|
| PROEQUITIES INC. |
6129 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| BANK OF AMERICA CORP /DE/ |
6491 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,123 |
|
| HENGEHOLD CAPITAL MANAGEMENT LLC |
196 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,451 |
|
|
34 Records found
|
1
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