|
Institutional
Holders
Total
Institutions:
|
98 5 |
|
Total
shares held :
|
10,015,647 |
|
% of shares
held :
|
87.81% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
9 |
|
Amount
of shares held :
|
-185,815 |
|
% of shares
held change :
|
-1.63% |
|
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 |
TIAA FSB |
59 |
- |
2023-06-30 |
2,557,412 |
$74,063,000 |
-77,548 |
|
TIAA TRUST NATIONAL ASSOCIATION |
72 |
- |
2024-03-31 |
1,916,737 |
$59,553,000 |
-7,027 |
|
Wealthfront Advisers LLC |
57 |
- |
2024-03-31 |
1,167,290 |
$36,268,000 |
55,758 |
|
ROYAL BANK OF CANADA |
1097 |
- |
2023-12-31 |
725,757 |
$21,352,000 |
3,171 |
|
BANK OF AMERICA CORP /DE/ |
1806 |
- |
2023-12-31 |
665,865 |
$19,590,000 |
67,438 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
278 |
- |
2024-03-31 |
583,929 |
$18,143,000 |
-27,523 |
|
PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP |
15 |
- |
2023-12-31 |
440,799 |
$12,968,000 |
25,296 |
|
Envestnet Portfolio Solutions Inc. |
221 |
- |
2024-03-31 |
341,107 |
$10,598,000 |
2,880 |
|
MORGAN STANLEY |
3287 |
- |
2023-12-31 |
351,122 |
$10,330,000 |
45,575 |
|
ENVESTNET ASSET MANAGEMENT INC |
1495 |
- |
2023-12-31 |
312,411 |
$9,191,000 |
29,383 |
|
UBS Group AG |
1560 |
- |
2023-12-31 |
287,763 |
$8,466,000 |
-2,703 |
|
JANE STREET GROUP LLC |
1057 |
- |
2023-12-31 |
284,941 |
$8,383,000 |
284,941 |
|
WCG Wealth Advisors LLC |
57 |
- |
2023-12-31 |
238,607 |
$7,020,000 |
-6,151 |
|
MISSION WEALTH MANAGEMENT LLC |
96 |
- |
2024-03-31 |
179,392 |
$5,574,000 |
7,329 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
811 |
- |
2023-12-31 |
161,642 |
$4,755,000 |
12,400 |
|
Vestmark Advisory Solutions Inc. |
108 |
- |
2023-12-31 |
150,640 |
$4,432,000 |
-245 |
|
Evolution Advisers Inc. |
11 |
- |
2024-03-31 |
131,887 |
$4,098,000 |
955 |
|
UMB BANK N A/MO |
188 |
- |
2024-03-31 |
118,357 |
$3,677,000 |
523 |
|
PFG Investments LLC |
108 |
- |
2024-03-31 |
101,987 |
$3,169,000 |
101,987 |
|
Better Money Decisions LLC |
11 |
- |
2024-03-31 |
99,452 |
$3,090,000 |
4,655 |
|
LPL FINANCIAL CORP |
2148 |
- |
2024-03-31 |
97,613 |
$3,033,000 |
2,167 |
|
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV |
117 |
- |
2024-03-31 |
97,043 |
$3,015,000 |
-413 |
|
Money Design Co.Ltd. |
65 |
- |
2024-03-31 |
92,870 |
$2,885,000 |
-16,631 |
|
Global Assets Advisory LLC |
125 |
*New |
2024-03-31 |
88,586 |
$2,865,000 |
88,586 |
|
FLOW TRADERS U.S. LLC |
184 |
- |
2023-12-31 |
80,178 |
$2,359,000 |
52,840 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
544 |
- |
2024-03-31 |
75,846 |
$2,357,000 |
6,206 |
|
CREATIVE PLANNING |
865 |
- |
2023-12-31 |
77,995 |
$2,295,000 |
13,384 |
|
OLD MISSION CAPITAL LLC |
246 |
- |
2023-12-31 |
73,316 |
$2,157,000 |
20,123 |
|
Cetera Investment Advisers |
837 |
- |
2023-12-31 |
61,638 |
$1,813,000 |
-4,533 |
|
Trademark Financial Management LLC |
15 |
- |
2024-03-31 |
57,802 |
$1,796,000 |
3,672 |
|
Brio Consultants LLC |
48 |
- |
2024-03-31 |
57,349 |
$1,782,000 |
-2,353 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
263 |
- |
2024-03-31 |
56,911 |
$1,768,000 |
2,026 |
|
BANK OF MONTREAL /CAN/ |
1451 |
*New |
2023-12-31 |
51,586 |
$1,518,000 |
51,586 |
|
HIGHTOWER ADVISORS, LLC |
1601 |
- |
2024-03-31 |
43,610 |
$1,357,000 |
-17,448 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2038 |
- |
2024-03-31 |
42,491 |
$1,320,000 |
2,140 |
|
Sowell Financial Services LLC |
306 |
- |
2024-03-31 |
41,202 |
$1,280,000 |
8,807 |
|
Advisor Group Holdings Inc. |
2137 |
- |
2024-03-31 |
39,386 |
$1,224,000 |
-14,659 |
|
CX Institutional |
252 |
- |
2024-03-31 |
39,160 |
$1,217,000 |
1,677 |
|
CITADEL ADVISORS LLC |
2754 |
- |
2023-12-31 |
41,004 |
$1,206,000 |
-59,845 |
|
Bond & Devick Financial Network Inc. |
28 |
- |
2024-03-31 |
35,263 |
$1,096,000 |
1,055 |
|
FINANCIAL ARCHITECTS INC |
134 |
- |
2023-06-30 |
36,392 |
$1,054,000 |
17 |
|
Private Advisor Group LLC |
1137 |
- |
2024-03-31 |
33,886 |
$1,053,000 |
17,350 |
|
Trust Co |
53 |
- |
2024-03-31 |
33,115 |
$1,029,000 |
-2,782 |
|
WHITTIER TRUST CO OF NEVADA INC |
285 |
- |
2024-03-31 |
31,304 |
$972,000 |
9,224 |
|
WHITTIER TRUST CO |
367 |
- |
2024-03-31 |
31,076 |
$965,000 |
11,207 |
|
OPPENHEIMER ASSET MANAGEMENT INC |
700 |
- |
2024-03-31 |
29,774 |
$925,000 |
-4,776 |
|
ADVISORY SERVICES NETWORK, LLC |
727 |
- |
2024-03-31 |
28,872 |
$897,000 |
902 |
|
EMPIRICAL FINANCIAL SERVICES, LLC |
270 |
- |
2024-03-31 |
27,960 |
$869,000 |
-10,971 |
|
Personal Resources Investment & Strategic Manageme |
34 |
- |
2024-03-31 |
24,665 |
$766,000 |
1,838 |
|
LOCKERMAN FINANCIAL GROUP INC. |
13 |
- |
2024-03-31 |
23,823 |
$740,000 |
-347 |
|
MML INVESTORS SERVICES LLC |
1541 |
- |
2023-12-31 |
24,806 |
$730,000 |
11,327 |
|
McNamara Financial Services Inc. |
34 |
- |
2024-03-31 |
22,665 |
$704,000 |
898 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1085 |
- |
2023-12-31 |
23,844 |
$701,000 |
13,199 |
|
AMERIVEST INVESTMENT MANAGEMENT LLC |
110 |
- |
2023-06-30 |
24,163 |
$699,000 |
-8,849 |
|
US FINANCIAL ADVISORS LLC |
43 |
- |
2023-12-31 |
23,522 |
$692,000 |
1,619 |
|
AdvisorNet Financial Inc |
256 |
- |
2024-03-31 |
21,498 |
$668,000 |
0 |
|
Sound Stewardship LLC |
37 |
- |
2024-03-31 |
18,078 |
$562,000 |
0 |
|
Fountainhead AM LLC |
61 |
- |
2024-03-31 |
17,634 |
$548,000 |
1,224 |
|
Walkner Condon Financial Advisors LLC |
146 |
- |
2024-03-31 |
16,736 |
$520,000 |
-1,781 |
|
Wealth Architects LLC |
111 |
- |
2023-12-31 |
16,383 |
$482,000 |
39 |
|
PNC FINANCIAL SERVICES GROUP INC |
1583 |
- |
2024-03-31 |
14,936 |
$464,000 |
-272 |
|
RAYMOND JAMES & ASSOCIATES |
3074 |
- |
2024-03-31 |
14,530 |
$451,000 |
-10 |
|
Mutual Advisors LLC |
722 |
- |
2024-03-31 |
14,376 |
$447,000 |
-738 |
|
IMPACTfolio LLC |
23 |
- |
2024-03-31 |
13,437 |
$417,000 |
1,431 |
|
Legacy Financial Group LLC |
71 |
- |
2024-03-31 |
13,127 |
$408,000 |
13,127 |
|
FLYNN ZITO CAPITAL MANAGEMENT LLC |
66 |
- |
2024-03-31 |
13,036 |
$405,000 |
13,036 |
|
Tolleson Wealth Management Inc. |
64 |
- |
2023-12-31 |
13,479 |
$397,000 |
0 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2658 |
- |
2024-03-31 |
12,723 |
$395,000 |
1,004 |
|
US BANCORP |
1636 |
- |
2024-03-31 |
12,620 |
$392,000 |
1,726 |
|
SAND HILL ADVISORS INC/CA |
132 |
- |
2023-12-31 |
12,943 |
$381,000 |
-877 |
|
CAPTRUST FINANCIAL ADVISORS |
1972 |
- |
2023-12-31 |
12,320 |
$362,000 |
161 |
|
Maia Wealth LLC |
139 |
- |
2023-12-31 |
11,178 |
$329,000 |
0 |
|
SCHMIDT P J INVESTMENT MANAGEMENT INC |
146 |
- |
2024-03-31 |
10,459 |
$325,000 |
688 |
|
Wescott Financial Advisory Group LLC |
129 |
- |
2023-12-31 |
10,990 |
$323,000 |
609 |
|
MONEYWISE INC. |
53 |
- |
2024-03-31 |
10,062 |
$313,000 |
-7,101 |
|
Clarity Asset Management Inc. |
27 |
- |
2023-12-31 |
10,571 |
$311,000 |
0 |
|
Keener Financial Planning LLC |
34 |
- |
2024-03-31 |
9,729 |
$303,000 |
0 |
|
Financial Insights Inc. |
135 |
- |
2024-03-31 |
9,387 |
$292,000 |
-65 |
|
DAVIDSON D A & CO |
1150 |
- |
2023-12-31 |
9,361 |
$275,000 |
-247 |
|
Goss Wealth Management LLC |
1563 |
- |
2023-12-31 |
9,479 |
$274,000 |
1,055 |
|
Robertson Stephens Wealth Management LLC |
403 |
- |
2023-12-31 |
8,367 |
$246,000 |
0 |
|
CB&T WEALTH MANAGEMENT |
88 |
*New |
2024-03-31 |
7,734 |
$240,000 |
7,734 |
|
Garrett Investment Advisors LLC |
237 |
*New |
2024-03-31 |
7,371 |
$229,000 |
7,371 |
|
Sunpointe LLC |
122 |
- |
2024-03-31 |
7,102 |
$221,000 |
0 |
|
Evergreen Private Wealth LLC |
68 |
- |
2024-03-31 |
7,105 |
$221,000 |
679 |
|
Steward Partners Investment Advisory LLC |
1379 |
- |
2023-12-31 |
6,734 |
$198,000 |
0 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
225 |
- |
2023-12-31 |
5,348 |
$157,000 |
167 |
|
BARTLETT & CO. WEALTH MANAGEMENT LLC |
525 |
- |
2024-03-31 |
3,735 |
$116,000 |
0 |
|
IAG Wealth Partners LLC |
114 |
- |
2024-03-31 |
3,685 |
$114,000 |
-2,022 |
|
BARTLETT & CO. LLC |
553 |
- |
2023-12-31 |
3,735 |
$110,000 |
0 |
|
Tortoise Investment Management LLC |
281 |
- |
2024-03-31 |
3,500 |
$109,000 |
0 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
623 |
- |
2024-03-31 |
2,427 |
$75,000 |
490 |
|
COMERICA BANK |
2649 |
- |
2023-12-31 |
2,068 |
$61,000 |
0 |
|
WELLS FARGO & CO/MN |
4649 |
*New |
2024-03-31 |
1,729 |
$54,000 |
1,729 |
|
J P MORGAN CHASE & CO |
4754 |
- |
2024-03-31 |
1,313 |
$41,000 |
0 |
|
PRIVATE TRUST CO NA |
1308 |
- |
2024-03-31 |
895 |
$28,000 |
0 |
|
HANSON MCCLAIN, INC. |
1576 |
- |
2024-03-31 |
917 |
$28,000 |
0 |
|
EverSource Wealth Advisors LLC |
1212 |
- |
2023-12-31 |
701 |
$21,000 |
0 |
|
Orion Capital Management LLC |
334 |
*New |
2024-03-31 |
561 |
$17,000 |
561 |
|
Global Retirement Partners LLC |
1927 |
- |
2024-03-31 |
492 |
$15,000 |
0 |
|
|
100 Records found
|
1
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