| |
Institutional
Holders
Total
Institutions:
 |
53  3 |
|
|
Total
shares held :
|
4,463,135 |
|
|
% of shares
held :
|
4.96% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
8 |
|
|
Amount
of shares held :
|
390,146 |
|
|
% of shares
held change :
|
0.43% |
|
| 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 |
  J P MORGAN CHASE & CO |
1024 |
- |
2024-03-31 |
1,523,449 |
$70,886,000 |
1,523,235 |
|
| EP WEALTH ADVISORS, INC. |
51 |
- |
2024-03-31 |
949,235 |
$44,168,000 |
69,998 |
|
| 5th Street Advisors LLC |
2 |
- |
2024-03-31 |
451,207 |
$20,995,000 |
71,364 |
|
| Tradition Wealth Management LLC |
21 |
- |
2024-03-31 |
266,767 |
$12,413,000 |
13,868 |
|
| Advisor Group Holdings Inc. |
605 |
- |
2024-03-31 |
252,996 |
$11,762,000 |
46,524 |
|
| Bridgewealth Advisory Group LLC |
8 |
- |
2024-03-31 |
169,454 |
$7,885,000 |
83,623 |
|
| Carnick & Kubik Group LLC |
68 |
- |
2024-03-31 |
107,617 |
$5,007,000 |
1,781 |
|
| THRIVENT FINANCIAL FOR LUTHERANS |
851 |
- |
2024-03-31 |
102,569 |
$4,773,000 |
9,295 |
|
| SkyOak Wealt LLC |
29 |
- |
2024-03-31 |
83,056 |
$3,865,000 |
54,155 |
|
| Strategic Financial Group LLC |
|
- |
2023-12-31 |
78,188 |
$3,640,000 |
19,622 |
|
| Platform Technology Partners |
15 |
- |
2023-12-31 |
69,670 |
$3,229,000 |
42,276 |
|
| Norway Savings Bank |
25 |
- |
2024-03-31 |
67,939 |
$3,161,000 |
15,536 |
|
| Milestone Investment Advisors LLC |
32 |
- |
2024-03-31 |
67,038 |
$3,119,000 |
36,891 |
|
| DAVIDSON D A & CO |
458 |
- |
2024-03-31 |
55,412 |
$2,578,000 |
11,337 |
|
| CWM LLC |
553 |
- |
2024-03-31 |
55,095 |
$2,564,000 |
40,930 |
|
| BEAM Asset Management LLC |
29 |
- |
2024-03-31 |
30,190 |
$1,405,000 |
327 |
|
| UBS Group AG |
3300 |
- |
2024-03-31 |
29,510 |
$1,373,000 |
5,222 |
|
| Ausdal Financial Partners Inc. |
150 |
- |
2024-03-31 |
26,982 |
$1,255,000 |
1,594 |
|
| Lowe fs LLC |
18 |
- |
2024-03-31 |
26,315 |
$1,224,000 |
425 |
|
| First Ascent Asset Management LLC |
42 |
- |
2023-12-31 |
24,920 |
$1,160,000 |
1,554 |
|
| Financial Advisory Service Inc. |
140 |
- |
2024-03-31 |
23,838 |
$1,109,000 |
258 |
|
| Lodestone Wealth Management LLC |
59 |
- |
2024-03-31 |
21,800 |
$1,014,000 |
237 |
|
| MADISON WEALTH MANAGEMENT |
101 |
- |
2023-09-30 |
17,538 |
$796,000 |
4,300 |
|
| LexAurum Advisors LLC |
113 |
- |
2024-03-31 |
16,122 |
$750,000 |
763 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1974 |
- |
2024-03-31 |
15,147 |
$705,000 |
2,366 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3109 |
- |
2024-03-31 |
13,743 |
$639,000 |
13,743 |
|
| MML INVESTORS SERVICES LLC |
1960 |
- |
2024-03-31 |
7,969 |
$371,000 |
364 |
|
| Patriot Financial Group Insurance Agency LLC |
318 |
- |
2024-03-31 |
7,964 |
$371,000 |
86 |
|
| USAdvisors Wealth Management LLC |
102 |
- |
2024-03-31 |
7,557 |
$352,000 |
258 |
|
| Park Place Capital Corp |
248 |
- |
2024-03-31 |
3,785 |
$176,000 |
410 |
|
| COLONIAL ASSET MANAGEMENT, INC. |
546 |
- |
2024-03-31 |
268 |
$12,000 |
30 |
|
|
31 Records found
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1
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