| |
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 TRUST NATIONAL ASSOCIATION |
96 |
- |
2024-03-31 |
1,285,591 |
$35,354,000 |
92,493 |
|
| 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 |
|
| 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. |
451 |
- |
2024-03-31 |
138,128 |
$3,799,000 |
2,889 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2113 |
- |
2023-12-31 |
131,507 |
$3,544,000 |
9,313 |
|
| TFC Financial Management |
20 |
- |
2024-03-31 |
110,695 |
$3,044,000 |
3,671 |
|
| 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 |
|
| LPL FINANCIAL CORP |
2415 |
- |
2024-03-31 |
81,390 |
$2,238,000 |
12,785 |
|
| 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 |
|
| 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 |
|
| FLOW TRADERS U.S. LLC |
294 |
- |
2023-12-31 |
45,866 |
$1,236,000 |
45,866 |
|
| Evolution Advisers Inc. |
16 |
- |
2024-03-31 |
44,394 |
$1,221,000 |
4,575 |
|
| Private Advisor Group LLC |
1080 |
- |
2024-03-31 |
42,942 |
$1,181,000 |
13,642 |
|
| Pioneer Wealth Management Group |
26 |
- |
2024-03-31 |
35,565 |
$978,000 |
1,123 |
|
| GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
742 |
- |
2024-03-31 |
32,781 |
$901,000 |
4,035 |
|
| HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV |
223 |
- |
2024-03-31 |
28,732 |
$790,000 |
250 |
|
| CITADEL ADVISORS LLC |
3331 |
- |
2023-12-31 |
24,267 |
$654,000 |
24,267 |
|
| ROYAL BANK OF CANADA |
3570 |
- |
2023-12-31 |
20,664 |
$556,000 |
10,624 |
|
| GREENUP STREET WEALTH MANAGEMENT LLC |
61 |
- |
2024-03-31 |
19,441 |
$535,000 |
3,370 |
|
| Better Money Decisions LLC |
39 |
- |
2024-03-31 |
17,437 |
$480,000 |
153 |
|
| Prime Capital Investment Advisors LLC |
|
- |
2023-12-31 |
16,716 |
$450,000 |
468 |
|
| One Capital Management LLC |
225 |
- |
2024-03-31 |
16,112 |
$443,000 |
4,559 |
|
| FINANCIAL NETWORK |
2040 |
- |
2023-12-31 |
14,894 |
$401,000 |
4,854 |
|
| PARSEC FINANCIAL MANAGEMENT, INC. |
233 |
- |
2023-03-31 |
13,719 |
$369,000 |
2,518 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
3064 |
- |
2024-03-31 |
13,074 |
$360,000 |
628 |
|
| 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 |
|
| CX Institutional |
466 |
- |
2024-03-31 |
10,477 |
$288,000 |
789 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2865 |
- |
2024-03-31 |
10,121 |
$278,000 |
539 |
|
| 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 |
|
| Stratos Wealth Partners LTD. |
1196 |
- |
2024-03-31 |
8,555 |
$235,000 |
388 |
|
| US BANCORP |
2140 |
- |
2024-03-31 |
5,465 |
$150,000 |
736 |
|
| BAYSTATE WEALTH MANAGEMENT LLC |
400 |
- |
2023-12-31 |
1,700 |
$46,000 |
41 |
|
| Covestor Ltd |
930 |
- |
2024-03-31 |
1,581 |
$44,000 |
107 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
891 |
- |
2024-03-31 |
937 |
$26,000 |
116 |
|
| FMR LLC |
4025 |
- |
2023-12-31 |
453 |
$12,000 |
406 |
|
| IFP Advisors Inc |
2454 |
- |
2023-12-31 |
156 |
$4,000 |
2 |
|
|
47 Records found
|
1
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