| |
Institutional
Holders
Total
Institutions:
 |
166  7 |
|
|
Total
shares held :
|
15,040,337 |
|
|
% of shares
held :
|
56.65% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -7 |
|
|
Amount
of shares held :
|
-3,495,074 |
|
|
% of shares
held change :
|
-13.16% |
|
| 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 |
  GenTrust LLC |
23 |
- |
2024-03-31 |
386,562 |
$16,120,000 |
4,948 |
|
| Stonehage Fleming Financial Services Holdings Ltd |
24 |
- |
2023-12-31 |
172,919 |
$7,448,000 |
196 |
|
| ROYAL BANK OF CANADA |
1651 |
- |
2023-12-31 |
169,788 |
$7,312,000 |
62,688 |
|
| Advisor Group Holdings Inc. |
839 |
- |
2024-03-31 |
171,303 |
$7,143,000 |
12,839 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
829 |
- |
2024-03-31 |
156,502 |
$6,526,000 |
53,229 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
498 |
- |
2023-12-31 |
136,227 |
$5,867,000 |
4,861 |
|
| WELLS FARGO & CO/MN |
1880 |
- |
2024-03-31 |
139,009 |
$5,797,000 |
14,395 |
|
| Oversea-Chinese Banking CORP Ltd |
91 |
- |
2023-12-31 |
121,053 |
$5,207,000 |
5,900 |
|
| Greenline Partners LLC |
33 |
- |
2023-12-31 |
114,596 |
$4,937,000 |
263 |
|
| HIGHTOWER ADVISORS, LLC |
1170 |
- |
2024-03-31 |
76,172 |
$3,164,000 |
2,166 |
|
| Rockefeller Capital Management L.P. |
772 |
- |
2023-12-31 |
71,604 |
$3,084,000 |
23,051 |
|
| CI Private Wealth LLC |
857 |
- |
2024-03-31 |
69,761 |
$2,909,000 |
18,206 |
|
| STIFEL FINANCIAL CORP |
1496 |
- |
2023-12-31 |
59,129 |
$2,547,000 |
511 |
|
| BANQUE PICTET & CIE SA |
191 |
- |
2024-03-31 |
53,199 |
$2,218,000 |
6,924 |
|
| CLEAR HARBOR ASSET MANAGEMENT, LLC |
101 |
- |
2024-03-31 |
48,354 |
$2,016,000 |
1,591 |
|
| BNP PARIBAS ARBITRAGE SA |
1560 |
- |
2024-03-31 |
36,260 |
$1,512,000 |
19 |
|
| Strategic Advocates LLC |
41 |
- |
2024-03-31 |
29,811 |
$1,243,000 |
3,236 |
|
| Wealthfront Advisers LLC |
591 |
- |
2024-03-31 |
27,252 |
$1,136,000 |
1,745 |
|
| PROSPERA FINANCIAL SERVICES |
475 |
- |
2023-12-31 |
22,589 |
$973,000 |
1,853 |
|
| Sowell Financial Services LLC |
373 |
- |
2024-03-31 |
19,981 |
$833,000 |
2,690 |
|
| BAROMETER CAPITAL MANAGEMENT INC. |
64 |
- |
2024-03-31 |
18,200 |
$777,000 |
2,400 |
|
| MGO Private Wealth LLC |
33 |
- |
2024-03-31 |
18,254 |
$761,000 |
94 |
|
| BB&T CORP |
1784 |
- |
2023-12-31 |
15,346 |
$661,000 |
586 |
|
| DAIWA SECURITIES GROUP INC. |
791 |
- |
2024-03-31 |
14,900 |
$621,000 |
1,200 |
|
| LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC |
139 |
- |
2024-03-31 |
14,531 |
$606,000 |
555 |
|
| Fort Sheridan Advisors LLC |
109 |
- |
2023-12-31 |
14,019 |
$604,000 |
119 |
|
| ELEMENT POINTE ADVISORS LLC |
45 |
- |
2023-12-31 |
13,542 |
$583,000 |
6,827 |
|
| Elwood & Goetz Wealth Advisory Group LLC |
46 |
- |
2024-03-31 |
13,339 |
$556,000 |
442 |
|
| Clarity Capital Partners LLC |
67 |
- |
2024-03-31 |
12,314 |
$513,000 |
52 |
|
| Pensionmark Financial Group LLC |
239 |
- |
2023-12-31 |
10,436 |
$449,000 |
332 |
|
| FLAGSHIP HARBOR ADVISORS LLC |
444 |
- |
2024-03-31 |
9,453 |
$394,000 |
947 |
|
| Endowment Wealth Management Inc. |
81 |
- |
2024-03-31 |
8,611 |
$359,000 |
701 |
|
| STATE STREET CORP |
3538 |
- |
2023-12-31 |
7,900 |
$340,000 |
300 |
|
| Ameritas Advisory Services LLC |
526 |
- |
2023-12-31 |
7,789 |
$333,000 |
993 |
|
| TOWNSQUARE CAPITAL LLC |
919 |
- |
2023-12-31 |
6,952 |
$299,000 |
104 |
|
| H D Vest Advisory Services |
1374 |
- |
2024-03-31 |
6,232 |
$260,000 |
1,099 |
|
| FWL INVESTMENT MANAGEMENT LLC |
45 |
- |
2023-12-31 |
5,487 |
$236,000 |
3,509 |
|
| FMR LLC |
2859 |
- |
2023-12-31 |
3,915 |
$169,000 |
1,966 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
518 |
- |
2024-03-31 |
2,994 |
$125,000 |
190 |
|
| CWM LLC |
2193 |
- |
2024-03-31 |
1,357 |
$57,000 |
112 |
|
| PROEQUITIES INC. |
1200 |
- |
2024-03-31 |
1,132 |
$47,000 |
32 |
|
| Parallel Advisors LLC |
1979 |
- |
2024-03-31 |
476 |
$20,000 |
351 |
|
| Farther Finance Advisors LLC |
1384 |
- |
2023-12-31 |
402 |
$17,000 |
393 |
|
|
43 Records found
|
1
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