| |
Institutional
Holders
Total
Institutions:
 |
127  4 |
|
|
Total
shares held :
|
6,753,953 |
|
|
% of shares
held :
|
14.37% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -3 |
|
|
Amount
of shares held :
|
-392,056 |
|
|
% of shares
held change :
|
-0.83% |
|
| 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 |
71 |
- |
2023-06-30 |
1,370,191 |
$53,479,000 |
-101,481 |
|
| TIAA TRUST NATIONAL ASSOCIATION |
92 |
- |
2024-03-31 |
848,502 |
$37,741,000 |
-266,340 |
|
| TIEDEMANN WEALTH MANAGEMENT, LLC |
28 |
- |
2023-09-30 |
274,006 |
$10,045,000 |
-19,977 |
|
| UBS Group AG |
1497 |
- |
2023-12-31 |
220,321 |
$9,326,000 |
-11,535 |
|
| CREATIVE PLANNING |
661 |
- |
2023-12-31 |
86,580 |
$3,665,000 |
-1,680 |
|
| Ameritas Advisory Services LLC |
113 |
- |
2023-12-31 |
80,503 |
$3,408,000 |
-18,638 |
|
| FIDUCIARY TRUST CO |
203 |
- |
2023-12-31 |
69,767 |
$2,953,000 |
-1,426 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1430 |
- |
2024-03-31 |
65,288 |
$2,904,000 |
-2,199 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2339 |
- |
2023-12-31 |
57,161 |
$2,420,000 |
-23,467 |
|
| PNC FINANCIAL SERVICES GROUP INC |
895 |
- |
2024-03-31 |
47,021 |
$2,092,000 |
-1,899 |
|
| IAG Wealth Partners LLC |
38 |
- |
2024-03-31 |
40,554 |
$1,804,000 |
-6,275 |
|
| WCG Wealth Advisors LLC |
181 |
- |
2023-12-31 |
29,253 |
$1,238,000 |
-989 |
|
| COMMERCE BANK N A/MO |
583 |
- |
2024-03-31 |
26,589 |
$1,183,000 |
-75 |
|
| Advisor Group Holdings Inc. |
2374 |
- |
2024-03-31 |
21,235 |
$945,000 |
-1,116 |
|
| High Note Wealth LLC |
53 |
- |
2024-03-31 |
21,174 |
$942,000 |
-104,212 |
|
| PFG FINANCIAL ADVISORS |
104 |
- |
2024-03-31 |
19,896 |
$885,000 |
-185 |
|
| GOLDMAN SACHS GROUP INC/ |
3592 |
- |
2023-12-31 |
19,953 |
$845,000 |
-6,055 |
|
| CITADEL ADVISORS LLC |
3180 |
- |
2023-12-31 |
18,128 |
$767,000 |
-6,766 |
|
| Emerald Investment Partners LLC |
170 |
- |
2024-03-31 |
16,477 |
$733,000 |
-970 |
|
| HIGHTOWER ADVISORS, LLC |
2085 |
- |
2024-03-31 |
14,019 |
$623,000 |
-5,052 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2085 |
- |
2024-03-31 |
13,813 |
$614,000 |
-1,989 |
|
| STIFEL FINANCIAL CORP |
2451 |
- |
2023-12-31 |
14,384 |
$609,000 |
-480 |
|
| BLB&B ADVISORS LLC |
175 |
- |
2024-03-31 |
11,363 |
$505,000 |
-140 |
|
| IHT Wealth Management LLC |
663 |
- |
2023-12-31 |
9,754 |
$413,000 |
-336 |
|
| Larson Financial Group LLC |
271 |
- |
2024-03-31 |
8,694 |
$387,000 |
-444 |
|
| GUARANTY TRUST CO OF MISSOURI /MO/ |
449 |
- |
2024-03-31 |
8,591 |
$382,000 |
-61 |
|
| Simmons Bank |
270 |
- |
2023-12-31 |
8,863 |
$375,000 |
-292 |
|
| McClarren Financial Advisors Inc. |
53 |
- |
2024-03-31 |
223 |
$322,000 |
-6,428 |
|
| TOWER RESEARCH CAPITAL LLC |
1788 |
- |
2023-12-31 |
6,922 |
$293,000 |
-6,346 |
|
| KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ |
288 |
- |
2024-03-31 |
6,357 |
$283,000 |
-2,459 |
|
| Trust Co |
112 |
- |
2024-03-31 |
5,954 |
$265,000 |
-95 |
|
| UMB BANK N A/MO |
524 |
- |
2024-03-31 |
5,675 |
$252,000 |
-553 |
|
| HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV |
407 |
- |
2024-03-31 |
5,363 |
$239,000 |
-55 |
|
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
448 |
- |
2024-03-31 |
5,121 |
$228,000 |
-595 |
|
| Archetype Wealth Partners LLC |
101 |
- |
2023-12-31 |
5,126 |
$217,000 |
-1,501 |
|
| Retirement Income Solutions Inc |
142 |
- |
2024-03-31 |
4,787 |
$213,000 |
-354 |
|
| GREAT VALLEY ADVISOR GROUP INC. |
703 |
- |
2024-03-31 |
4,706 |
$209,000 |
-55 |
|
| Wealthcare Advisory Partners LLC |
757 |
- |
2024-03-31 |
4,670 |
$208,000 |
-86 |
|
| AlphaCore Capital LLC |
220 |
- |
2023-12-31 |
4,185 |
$177,000 |
-43 |
|
| HANSON MCCLAIN, INC. |
865 |
- |
2024-03-31 |
3,451 |
$154,000 |
-27 |
|
| BAYSTATE WEALTH MANAGEMENT LLC |
243 |
- |
2023-12-31 |
3,302 |
$140,000 |
-12,636 |
|
| SUMMIT INVESTMENT ADVISORS INC |
1795 |
- |
2023-12-31 |
2,160 |
$91,000 |
-33 |
|
| COMERICA BANK |
2522 |
- |
2023-12-31 |
2,123 |
$90,000 |
-147 |
|
| DT INVESTMENT PARTNERS, LLC |
353 |
- |
2023-12-31 |
184 |
$8,000 |
-208 |
|
| FMR LLC |
4280 |
- |
2023-12-31 |
108 |
$5,000 |
-214 |
|
| NBC SECURITIES INC. |
2053 |
- |
2024-03-31 |
37 |
$1,000 |
-13,012 |
|
|
46 Records found
|
1
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