|
Institutional
Holders
Total
Institutions:
|
93 1 |
|
Total
shares held :
|
6,587,311 |
|
% of shares
held :
|
34.67% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
16 |
|
Amount
of shares held :
|
382,145 |
|
% of shares
held change :
|
2.01% |
|
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 |
79 |
- |
2023-06-30 |
1,658,713 |
$45,299,000 |
-306,964 |
|
TIAA TRUST NATIONAL ASSOCIATION |
|
- |
2023-12-31 |
1,193,098 |
$32,154,000 |
-114,895 |
|
Abacus Wealth Partners LLC |
8 |
- |
2024-03-31 |
1,038,071 |
$28,547,000 |
34,360 |
|
Wealthfront Advisers LLC |
71 |
- |
2024-03-31 |
841,216 |
$23,133,000 |
188,018 |
|
BANK OF AMERICA CORP /DE/ |
2227 |
- |
2023-12-31 |
437,802 |
$11,799,000 |
127,893 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
613 |
- |
2024-03-31 |
237,998 |
$6,545,000 |
2,062 |
|
UBS Group AG |
1799 |
- |
2023-12-31 |
230,047 |
$6,200,000 |
-26,264 |
|
JANE STREET GROUP LLC |
1376 |
- |
2023-12-31 |
210,472 |
$5,672,000 |
87,488 |
|
LAKE STREET ADVISORS GROUP LLC |
45 |
- |
2023-12-31 |
192,095 |
$5,177,000 |
641 |
|
Colorado Capital Management Inc. |
13 |
- |
2024-03-31 |
177,769 |
$4,889,000 |
34,074 |
|
MORGAN STANLEY |
3976 |
- |
2023-12-31 |
153,442 |
$4,135,000 |
20,307 |
|
Envestnet Portfolio Solutions Inc. |
416 |
- |
2023-12-31 |
135,239 |
$3,645,000 |
2,616 |
|
ENVESTNET ASSET MANAGEMENT INC |
2113 |
- |
2023-12-31 |
131,507 |
$3,544,000 |
9,313 |
|
Cable Hill Partners LLC |
20 |
- |
2023-12-31 |
129,480 |
$3,379,000 |
19,269 |
|
MISSION WEALTH MANAGEMENT LLC |
102 |
- |
2023-12-31 |
117,738 |
$3,173,000 |
8,512 |
|
OLD MISSION CAPITAL LLC |
198 |
- |
2023-12-31 |
112,004 |
$3,019,000 |
102,045 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
808 |
- |
2024-03-31 |
107,854 |
$2,966,000 |
12,918 |
|
TFC Financial Management |
|
- |
2023-12-31 |
107,024 |
$2,884,000 |
99,349 |
|
Orgel Wealth Management LLC |
34 |
- |
2024-03-31 |
72,293 |
$1,988,000 |
8,135 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
1319 |
- |
2023-12-31 |
72,347 |
$1,950,000 |
5,834 |
|
LPL FINANCIAL CORP |
2449 |
- |
2023-12-31 |
68,605 |
$1,849,000 |
-6,352 |
|
Vestmark Advisory Solutions Inc. |
236 |
- |
2023-12-31 |
64,010 |
$1,725,000 |
2,127 |
|
CREATIVE PLANNING |
1024 |
- |
2023-12-31 |
57,053 |
$1,538,000 |
6,533 |
|
PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP |
27 |
- |
2023-12-31 |
54,864 |
$1,479,000 |
-75,735 |
|
FLOW TRADERS U.S. LLC |
294 |
- |
2023-12-31 |
45,866 |
$1,236,000 |
45,866 |
|
Advisor Group Holdings Inc. |
2382 |
- |
2023-12-31 |
41,947 |
$1,130,000 |
-3,308 |
|
Evolution Advisers Inc. |
17 |
- |
2023-12-31 |
39,819 |
$1,061,000 |
1,681 |
|
WHITTIER TRUST CO |
352 |
- |
2023-12-31 |
38,176 |
$1,029,000 |
15,932 |
|
Pioneer Wealth Management Group |
26 |
- |
2024-03-31 |
35,565 |
$978,000 |
1,123 |
|
Tolleson Wealth Management Inc. |
44 |
- |
2023-12-31 |
35,892 |
$967,000 |
-975 |
|
UMB BANK N A/MO |
349 |
- |
2024-03-31 |
29,717 |
$817,000 |
-966 |
|
First Pacific Financial |
71 |
- |
2024-03-31 |
29,005 |
$798,000 |
-1,230 |
|
Private Advisor Group LLC |
1228 |
- |
2023-12-31 |
29,300 |
$790,000 |
-7,887 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
723 |
- |
2023-12-31 |
28,746 |
$775,000 |
2,425 |
|
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV |
192 |
- |
2023-12-31 |
28,482 |
$768,000 |
19 |
|
RSM US WEALTH MANAGEMENT LLC |
312 |
- |
2023-12-31 |
27,940 |
$753,000 |
0 |
|
HIGHTOWER ADVISORS, LLC |
1982 |
- |
2023-12-31 |
26,961 |
$727,000 |
-7,836 |
|
Cetera Investment Advisers |
1313 |
*New |
2023-12-31 |
25,718 |
$693,000 |
25,718 |
|
CITADEL ADVISORS LLC |
3331 |
- |
2023-12-31 |
24,267 |
$654,000 |
24,267 |
|
FINANCIAL ARCHITECTS INC |
188 |
- |
2023-06-30 |
22,298 |
$609,000 |
-945 |
|
McNamara Financial Services Inc. |
40 |
- |
2024-03-31 |
20,305 |
$558,000 |
-874 |
|
ROYAL BANK OF CANADA |
3570 |
- |
2023-12-31 |
20,664 |
$556,000 |
10,624 |
|
HAVERFORD TRUST CO |
264 |
- |
2023-12-31 |
20,000 |
$539,000 |
-1,500 |
|
Better Money Decisions LLC |
|
- |
2023-12-31 |
17,284 |
$466,000 |
5,697 |
|
Prime Capital Investment Advisors LLC |
|
- |
2023-12-31 |
16,716 |
$450,000 |
468 |
|
RICHARD BERNSTEIN ADVISORS LLC |
197 |
- |
2023-12-31 |
16,137 |
$435,000 |
-3,871 |
|
GREENUP STREET WEALTH MANAGEMENT LLC |
62 |
- |
2023-12-31 |
16,071 |
$433,000 |
4,754 |
|
FINANCIAL NETWORK |
2040 |
- |
2023-12-31 |
14,894 |
$401,000 |
4,854 |
|
AMERIVEST INVESTMENT MANAGEMENT LLC |
126 |
- |
2023-06-30 |
13,767 |
$376,000 |
-2,500 |
|
PARSEC FINANCIAL MANAGEMENT, INC. |
233 |
- |
2023-03-31 |
13,719 |
$369,000 |
2,518 |
|
MODERA WEALTH MANAGEMENT, LLC |
429 |
- |
2023-12-31 |
13,518 |
$364,000 |
-28,716 |
|
Brooklyn FI LLC |
44 |
- |
2024-03-31 |
13,180 |
$362,000 |
0 |
|
Carson Advisory Inc. |
100 |
- |
2023-12-31 |
13,061 |
$352,000 |
-100 |
|
Walkner Condon Financial Advisors LLC |
199 |
- |
2024-03-31 |
12,397 |
$341,000 |
-129 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3017 |
- |
2023-12-31 |
12,446 |
$335,000 |
785 |
|
Golden State Equity Partners |
264 |
- |
2023-12-31 |
12,135 |
$327,000 |
550 |
|
RVW Wealth LLC |
113 |
- |
2024-03-31 |
11,366 |
$313,000 |
219 |
|
One Capital Management LLC |
240 |
- |
2023-12-31 |
11,553 |
$311,000 |
0 |
|
Addison Advisors LLC |
127 |
- |
2023-12-31 |
11,175 |
$301,000 |
0 |
|
CX Institutional |
466 |
- |
2024-03-31 |
10,477 |
$288,000 |
789 |
|
J P MORGAN CHASE & CO |
3969 |
- |
2023-12-31 |
10,404 |
$280,000 |
6,908 |
|
LOCKERMAN FINANCIAL GROUP INC. |
65 |
- |
2024-03-31 |
10,124 |
$278,000 |
-100 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2865 |
- |
2024-03-31 |
10,121 |
$278,000 |
539 |
|
STIFEL FINANCIAL CORP |
2894 |
- |
2023-12-31 |
9,926 |
$268,000 |
-2,514 |
|
Redwood Financial Network Corp |
118 |
- |
2023-12-31 |
9,738 |
$262,000 |
142 |
|
AdvisorNet Financial Inc |
431 |
- |
2024-03-31 |
9,131 |
$251,000 |
592 |
|
Goss Wealth Management LLC |
1629 |
- |
2023-12-31 |
8,871 |
$239,000 |
1,687 |
|
CI Private Wealth LLC |
1973 |
- |
2023-12-31 |
8,835 |
$238,000 |
87 |
|
Stratos Wealth Partners LTD. |
1196 |
- |
2024-03-31 |
8,555 |
$235,000 |
388 |
|
RAYMOND JAMES & ASSOCIATES |
3494 |
- |
2024-03-31 |
8,214 |
$226,000 |
-1,045 |
|
Sound Stewardship LLC |
62 |
- |
2023-12-31 |
8,289 |
$223,000 |
-298 |
|
Emerald Investment Partners LLC |
|
- |
2023-12-31 |
6,699 |
$181,000 |
-2,000 |
|
Tortoise Investment Management LLC |
240 |
- |
2023-12-31 |
5,445 |
$147,000 |
0 |
|
US BANCORP |
2226 |
- |
2023-12-31 |
4,729 |
$127,000 |
-514 |
|
Steward Partners Investment Advisory LLC |
1632 |
- |
2023-12-31 |
4,112 |
$111,000 |
-2,685 |
|
Bear Mountain Capital Inc. |
53 |
- |
2024-03-31 |
3,497 |
$93,000 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
1891 |
*New |
2023-12-31 |
2,216 |
$60,000 |
2,216 |
|
Coastal Capital Group Inc. |
223 |
- |
2023-06-30 |
1,687 |
$46,000 |
0 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
400 |
- |
2023-12-31 |
1,700 |
$46,000 |
41 |
|
Covestor Ltd |
952 |
- |
2023-12-31 |
1,474 |
$40,000 |
202 |
|
Koesten Hirschmann & Crabtree INC. |
84 |
- |
2023-12-31 |
1,270 |
$34,000 |
0 |
|
Milestone Investment Advisors LLC |
100 |
- |
2023-12-31 |
1,110 |
$30,000 |
0 |
|
CWM LLC |
2774 |
- |
2024-03-31 |
852 |
$23,000 |
0 |
|
HANSON MCCLAIN, INC. |
1714 |
- |
2024-03-31 |
811 |
$22,000 |
-258 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
893 |
- |
2023-12-31 |
821 |
$22,000 |
-22 |
|
Focused Wealth Management Inc |
444 |
- |
2023-12-31 |
674 |
$18,000 |
376 |
|
Financial Connections Group Inc. |
|
- |
2023-12-31 |
540 |
$14,000 |
-2,311 |
|
Farther Finance Advisors LLC |
1517 |
*New |
2023-12-31 |
437 |
$12,000 |
437 |
|
FMR LLC |
4025 |
- |
2023-12-31 |
453 |
$12,000 |
406 |
|
EverSource Wealth Advisors LLC |
1675 |
- |
2023-12-31 |
298 |
$8,000 |
0 |
|
Carmichael Hill & Associates Inc. |
515 |
- |
2024-03-31 |
265 |
$7,000 |
0 |
|
Ronald Blue Trust Inc. |
1765 |
*New |
2023-12-31 |
210 |
$6,000 |
210 |
|
IFP Advisors Inc |
2454 |
- |
2023-12-31 |
156 |
$4,000 |
2 |
|
Trust Co |
318 |
*New |
2024-03-31 |
81 |
$2,000 |
81 |
|
HARBOUR INVESTMENTS INC. |
2864 |
- |
2023-12-31 |
38 |
$1,000 |
0 |
|
PROEQUITIES INC. |
3070 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
PENOBSCOT WEALTH MANAGEMENT |
74 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,739 |
|
CITIZENS FINANCIAL GROUP INC/RI |
402 |
*Closed |
2023-12-31 |
0 |
$0 |
-15,219 |
|
BARTLETT & CO. LLC |
1196 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,296 |
|
COOK WEALTH MANAGEMENT GROUP LLC |
58 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,454 |
|
|
100 Records found
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1
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