|
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 |
|
- |
2023-12-31 |
1,923,764 |
$56,597,000 |
-275,923 |
|
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 |
|
MORGAN STANLEY |
3287 |
- |
2023-12-31 |
351,122 |
$10,330,000 |
45,575 |
|
Envestnet Portfolio Solutions Inc. |
210 |
- |
2023-12-31 |
338,227 |
$9,951,000 |
704 |
|
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 |
76 |
- |
2023-12-31 |
172,063 |
$5,062,000 |
5,615 |
|
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 |
- |
2023-12-31 |
130,932 |
$3,809,000 |
-262 |
|
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 |
|
Money Design Co.Ltd. |
65 |
- |
2024-03-31 |
92,870 |
$2,885,000 |
-16,631 |
|
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV |
92 |
- |
2023-12-31 |
97,456 |
$2,867,000 |
-889 |
|
Global Assets Advisory LLC |
125 |
*New |
2024-03-31 |
88,586 |
$2,865,000 |
88,586 |
|
LPL FINANCIAL CORP |
2103 |
- |
2023-12-31 |
95,446 |
$2,808,000 |
15,861 |
|
Better Money Decisions LLC |
|
- |
2023-12-31 |
94,797 |
$2,789,000 |
13,643 |
|
FLOW TRADERS U.S. LLC |
184 |
- |
2023-12-31 |
80,178 |
$2,359,000 |
52,840 |
|
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 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
531 |
- |
2023-12-31 |
69,640 |
$2,049,000 |
5,399 |
|
Cetera Investment Advisers |
837 |
- |
2023-12-31 |
61,638 |
$1,813,000 |
-4,533 |
|
HIGHTOWER ADVISORS, LLC |
1466 |
- |
2023-12-31 |
61,058 |
$1,796,000 |
2,063 |
|
Brio Consultants LLC |
48 |
- |
2023-12-31 |
59,702 |
$1,756,000 |
5,658 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
253 |
- |
2023-12-31 |
54,885 |
$1,615,000 |
3,417 |
|
Trademark Financial Management LLC |
17 |
- |
2023-12-31 |
54,130 |
$1,593,000 |
0 |
|
Advisor Group Holdings Inc. |
2048 |
- |
2023-12-31 |
54,045 |
$1,590,000 |
-35 |
|
BANK OF MONTREAL /CAN/ |
1451 |
*New |
2023-12-31 |
51,586 |
$1,518,000 |
51,586 |
|
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 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2017 |
- |
2023-12-31 |
40,351 |
$1,187,000 |
2,044 |
|
EMPIRICAL FINANCIAL SERVICES, LLC |
225 |
- |
2023-12-31 |
38,931 |
$1,145,000 |
0 |
|
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 |
|
Trust Co |
53 |
- |
2024-03-31 |
33,115 |
$1,029,000 |
-2,782 |
|
OPPENHEIMER ASSET MANAGEMENT INC |
708 |
- |
2023-12-31 |
34,550 |
$1,016,000 |
1,687 |
|
Sowell Financial Services LLC |
|
- |
2023-12-31 |
32,395 |
$953,000 |
2,467 |
|
ADVISORY SERVICES NETWORK, LLC |
707 |
- |
2023-12-31 |
27,970 |
$823,000 |
448 |
|
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 |
|
WHITTIER TRUST CO OF NEVADA INC |
312 |
- |
2023-12-31 |
22,080 |
$649,000 |
-1,468 |
|
WHITTIER TRUST CO |
450 |
- |
2023-12-31 |
19,869 |
$584,000 |
-31,077 |
|
Sound Stewardship LLC |
44 |
- |
2023-12-31 |
18,078 |
$532,000 |
-3,719 |
|
Walkner Condon Financial Advisors LLC |
146 |
- |
2024-03-31 |
16,736 |
$520,000 |
-1,781 |
|
Private Advisor Group LLC |
1497 |
- |
2023-12-31 |
16,536 |
$486,000 |
-12,311 |
|
Fountainhead AM LLC |
61 |
- |
2023-12-31 |
16,410 |
$483,000 |
536 |
|
Wealth Architects LLC |
111 |
- |
2023-12-31 |
16,383 |
$482,000 |
39 |
|
RAYMOND JAMES & ASSOCIATES |
3074 |
- |
2024-03-31 |
14,530 |
$451,000 |
-10 |
|
PNC FINANCIAL SERVICES GROUP INC |
1586 |
- |
2023-12-31 |
15,208 |
$447,000 |
1,381 |
|
Mutual Advisors LLC |
680 |
- |
2023-12-31 |
15,114 |
$445,000 |
-885 |
|
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 |
|
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 |
|
Financial Connections Group Inc. |
|
- |
2023-12-31 |
13,046 |
$383,000 |
0 |
|
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 |
|
US BANCORP |
1749 |
- |
2023-12-31 |
10,894 |
$321,000 |
-548 |
|
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 |
|
Financial Insights Inc. |
135 |
- |
2024-03-31 |
9,387 |
$292,000 |
-65 |
|
Keener Financial Planning LLC |
31 |
- |
2023-12-31 |
9,729 |
$286,000 |
0 |
|
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 |
|
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 |
|
BARTLETT & CO. WEALTH MANAGEMENT LLC |
551 |
- |
2023-12-31 |
3,735 |
$110,000 |
0 |
|
Tortoise Investment Management LLC |
273 |
- |
2023-12-31 |
3,500 |
$103,000 |
0 |
|
COMERICA BANK |
2649 |
- |
2023-12-31 |
2,068 |
$61,000 |
0 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
649 |
- |
2023-12-31 |
1,937 |
$57,000 |
-72 |
|
J P MORGAN CHASE & CO |
4790 |
- |
2023-12-31 |
1,313 |
$39,000 |
-4,823 |
|
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 |
|
Global Retirement Partners LLC |
1927 |
- |
2024-03-31 |
492 |
$15,000 |
0 |
|
Covestor Ltd |
1403 |
- |
2023-12-31 |
431 |
$13,000 |
298 |
|
NBC SECURITIES INC. |
1876 |
- |
2024-03-31 |
147 |
$4,000 |
65 |
|
|
100 Records found
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1
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