| |
Institutional
Holders
Total
Institutions:
 |
114  2 |
|
|
Total
shares held :
|
8,757,796 |
|
|
% of shares
held :
|
11.82% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
6 |
|
|
Amount
of shares held :
|
-197,471 |
|
|
% of shares
held change :
|
 -0.27% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
|
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|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  MORGAN STANLEY |
1943 |
- |
2023-12-31 |
1,286,979 |
$40,591,000 |
82,109 |
|
| Abacus Wealth Partners LLC |
7 |
- |
2024-03-31 |
854,917 |
$29,238,000 |
3,482 |
|
| ROYAL BANK OF CANADA |
1160 |
- |
2023-12-31 |
569,583 |
$17,965,000 |
45,340 |
|
| RAYMOND JAMES & ASSOCIATES |
1006 |
- |
2024-03-31 |
384,411 |
$13,147,000 |
27,127 |
|
| LPL FINANCIAL CORP |
1263 |
- |
2024-03-31 |
324,192 |
$11,087,000 |
4,616 |
|
| EMPIRICAL FINANCIAL SERVICES, LLC |
73 |
- |
2024-03-31 |
277,516 |
$9,491,000 |
9,330 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1093 |
- |
2024-03-31 |
163,113 |
$5,578,000 |
26,768 |
|
| MORNINGSTAR INVESTMENT SERVICES, INC. |
160 |
- |
2023-12-31 |
139,937 |
$4,439,000 |
55,131 |
|
| BANK OF NEW YORK MELLON CORP |
2389 |
- |
2024-03-31 |
127,626 |
$4,365,000 |
1,312 |
|
| Beacon Pointe Advisors LLC |
352 |
- |
2023-12-31 |
114,488 |
$3,611,000 |
26,905 |
|
| Dynamic Advisors Solutions LLC |
216 |
- |
2024-03-31 |
99,504 |
$3,403,000 |
3,303 |
|
| Invera Wealth Advisors LLC |
20 |
- |
2024-03-31 |
65,600 |
$2,104,000 |
2,658 |
|
| THRIVENT FINANCIAL FOR LUTHERANS |
1422 |
- |
2023-12-31 |
54,909 |
$1,732,000 |
8,664 |
|
| Lido Advisors LLC |
423 |
- |
2023-12-31 |
48,905 |
$1,542,000 |
545 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1770 |
- |
2024-03-31 |
45,054 |
$1,541,000 |
4,381 |
|
| JONES FINANCIAL COMPANIES LLLP |
187 |
- |
2023-12-31 |
41,569 |
$1,311,000 |
7,707 |
|
| BerganKDV Wealth Management LLC |
118 |
- |
2023-06-30 |
43,222 |
$1,281,000 |
16,848 |
|
| CITADEL ADVISORS LLC |
2755 |
- |
2023-12-31 |
38,190 |
$1,205,000 |
38,190 |
|
| Advisor Group Holdings Inc. |
2167 |
- |
2024-03-31 |
34,868 |
$1,192,000 |
720 |
|
| Sowell Financial Services LLC |
330 |
- |
2024-03-31 |
31,549 |
$1,079,000 |
5,551 |
|
| Heritage Wealth Advisors |
90 |
- |
2024-03-31 |
27,034 |
$925,000 |
1,170 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1013 |
- |
2023-12-31 |
27,780 |
$876,000 |
1,600 |
|
| Emerald Investment Partners LLC |
158 |
- |
2024-03-31 |
24,509 |
$838,000 |
33 |
|
| Cresset Asset Management LLC |
971 |
- |
2023-12-31 |
25,450 |
$803,000 |
12,916 |
|
| HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV |
245 |
- |
2024-03-31 |
20,349 |
$696,000 |
67 |
|
| Goss Wealth Management LLC |
1108 |
- |
2023-12-31 |
22,300 |
$691,000 |
2,942 |
|
| Revolve Wealth Partners LLC |
85 |
- |
2024-03-31 |
19,675 |
$673,000 |
1,877 |
|
| Fingerlakes Wealth Management Inc. |
44 |
- |
2024-03-31 |
18,763 |
$642,000 |
1,546 |
|
| Addison Advisors LLC |
82 |
- |
2024-03-31 |
18,517 |
$633,000 |
3,005 |
|
| CARY STREET PARTNER INVESTMENT ADVISORY LLC |
408 |
- |
2024-03-31 |
18,217 |
$623,000 |
55 |
|
| Nelson Van Denburg & Campbell Wealth Management Gr |
403 |
- |
2024-03-31 |
16,931 |
$579,000 |
1,420 |
|
| HARVEST GROUP WEALTH MANAGEMENT LLC |
36 |
- |
2023-03-31 |
18,276 |
$525,000 |
3,661 |
|
| GUARANTY TRUST CO OF MISSOURI /MO/ |
410 |
- |
2024-03-31 |
14,628 |
$500,000 |
457 |
|
| Neumann Capital Management LLC |
77 |
- |
2024-03-31 |
14,360 |
$491,000 |
700 |
|
| EP WEALTH ADVISORS, INC. |
519 |
- |
2023-12-31 |
13,642 |
$430,000 |
7,682 |
|
| Evergreen Private Wealth LLC |
56 |
- |
2024-03-31 |
11,514 |
$394,000 |
636 |
|
| Falcon Wealth Planning |
109 |
- |
2024-03-31 |
9,150 |
$313,000 |
965 |
|
| EVERGREEN CAPITAL MANAGEMENT LLC |
580 |
- |
2023-12-31 |
9,834 |
$310,000 |
825 |
|
| BRAGG FINANCIAL ADVISORS INC |
293 |
- |
2023-12-31 |
8,477 |
$267,000 |
85 |
|
| CX Institutional |
509 |
- |
2024-03-31 |
6,796 |
$232,000 |
6,796 |
|
| CWM LLC |
1973 |
- |
2024-03-31 |
2,424 |
$83,000 |
169 |
|
| Farther Finance Advisors LLC |
915 |
- |
2023-12-31 |
2,225 |
$70,000 |
225 |
|
| PRINCIPAL SECURITIES INC. |
1545 |
- |
2024-03-31 |
1,504 |
$51,000 |
249 |
|
| Steward Partners Investment Advisory LLC |
2028 |
- |
2023-12-31 |
1,467 |
$46,000 |
1,017 |
|
| SUMMIT INVESTMENT ADVISORS INC |
2218 |
- |
2023-12-31 |
1,434 |
$45,000 |
10 |
|
| ICA Group Wealth Management LLC |
747 |
- |
2023-12-31 |
573 |
$18,000 |
573 |
|
| FMR LLC |
3857 |
- |
2023-12-31 |
545 |
$17,000 |
22 |
|
| Annis Gardner Whiting Capital Advisors LLC |
526 |
- |
2023-12-31 |
186 |
$6,000 |
13 |
|
| NBC SECURITIES INC. |
2052 |
- |
2024-03-31 |
50 |
$1,000 |
5 |
|
|
49 Records found
|
1
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