| |
Institutional
Holders
Total
Institutions:
 |
383  4 |
|
|
Total
shares held :
|
110,003,237 |
|
|
% of shares
held :
|
51.17% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 1 |
|
|
Amount
of shares held :
|
-7,216,504 |
|
|
% of shares
held change :
|
-3.36% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$14.08 |
|
|
Last
Quarter's Ending
Price :
|
$15.93 |
|
|
Last
Quarter's Average
Price :
|
$15.37 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
2.52 (16.4%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Simplicity WealthLLC |
9 |
*New |
2024-03-31 |
3,903,253 |
$67,526,000 |
3,903,253 |
|
| SURIENCE PRIVATE WEALTH LLC |
18 |
*New |
2023-12-31 |
130,910 |
$2,085,000 |
130,910 |
|
| Life Planning Partners Inc |
14 |
*New |
2023-12-31 |
129,898 |
$2,069,000 |
129,898 |
|
| ANTONETTI CAPITAL MANAGEMENT LLC |
12 |
*New |
2023-09-30 |
66,647 |
$954,000 |
66,647 |
|
| Global Assets Advisory LLC |
269 |
*New |
2024-03-31 |
13,302 |
$761,000 |
13,302 |
|
| HRT FINANCIAL LLC |
1072 |
*New |
2023-12-31 |
45,440 |
$723,000 |
45,440 |
|
| WETHERBY ASSET MANAGEMENT INC |
631 |
*New |
2023-12-31 |
24,717 |
$394,000 |
24,717 |
|
| Clarity Financial LLC |
88 |
*New |
2024-03-31 |
20,395 |
$353,000 |
20,395 |
|
| First Capital Advisors Group LLC. |
101 |
*New |
2023-06-30 |
21,490 |
$321,000 |
21,490 |
|
| Foundations Investment Advisors LLC |
537 |
*New |
2023-12-31 |
19,065 |
$303,000 |
19,065 |
|
| SCP Investment LP |
41 |
*New |
2023-12-31 |
18,000 |
$278,000 |
18,000 |
|
| Arcadia Wealth Management LLC |
|
*New |
2023-12-31 |
17,154 |
$273,000 |
17,154 |
|
| GOLDMAN SACHS GROUP INC/ |
4117 |
*New |
2023-12-31 |
16,021 |
$255,000 |
16,021 |
|
| Koshinski Asset Management Inc. |
432 |
*New |
2023-12-31 |
15,570 |
$248,000 |
15,570 |
|
| PARK AVENUE SECURITIES LLC |
1257 |
*New |
2024-03-31 |
13,393 |
$232,000 |
13,393 |
|
| Soltis Investment Advisors LLC |
|
*New |
2023-12-31 |
14,173 |
$226,000 |
14,173 |
|
| BCS Wealth Management |
220 |
*New |
2024-03-31 |
12,009 |
$208,000 |
12,009 |
|
| EVOKE WEALTH LLC |
566 |
*New |
2023-12-31 |
13,000 |
$207,000 |
13,000 |
|
| BEACON FINANCIAL GROUP |
304 |
*New |
2023-12-31 |
11,712 |
$187,000 |
11,712 |
|
| IFG Advisory LLC |
559 |
*New |
2023-12-31 |
11,149 |
$178,000 |
11,149 |
|
| COZAD ASSET MANAGEMENT INC |
375 |
*New |
2023-12-31 |
11,142 |
$177,000 |
11,142 |
|
| HOWARD FINANCIAL SERVICES LTD. |
153 |
*New |
2024-03-31 |
10,090 |
$175,000 |
10,090 |
|
| St. Johns Investment Management Company LLC |
97 |
*New |
2024-03-31 |
6,000 |
$104,000 |
6,000 |
|
| PRIVATE TRUST CO NA |
918 |
*New |
2024-03-31 |
5,000 |
$87,000 |
5,000 |
|
| Riverview Trust Co |
236 |
*New |
2024-03-31 |
3,000 |
$52,000 |
3,000 |
|
| Register Financial Advisors LLC |
467 |
*New |
2024-03-31 |
1,000 |
$17,000 |
1,000 |
|
| YHB INVESTMENT ADVISORS, INC. |
614 |
*New |
2024-03-31 |
1,000 |
$17,000 |
1,000 |
|
| UMB BANK N A/MO |
1201 |
*New |
2024-03-31 |
800 |
$14,000 |
800 |
|
| BENJAMIN EDWARDS INC |
575 |
*New |
2023-12-31 |
650 |
$10,000 |
650 |
|
| HHM Wealth Advisors LLC |
537 |
*New |
2023-12-31 |
530 |
$8,000 |
530 |
|
| Garner Asset Management Corp |
306 |
*New |
2023-12-31 |
100 |
$2,000 |
100 |
|
| Global Retirement Partners LLC |
2801 |
*New |
2024-03-31 |
103 |
$2,000 |
103 |
|
| IAG Wealth Partners LLC |
429 |
*New |
2024-03-31 |
36 |
$1,000 |
36 |
|
|
33 Records found
|
1
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