|
Institutional
Holders
Total
Institutions:
|
197 8 |
|
Total
shares held :
|
22,832,994 |
|
% of shares
held :
|
25.37% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-20 |
|
Amount
of shares held :
|
901,943 |
|
% of shares
held change :
|
1% |
|
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 |
MERCER GLOBAL ADVISORS INC /ADV |
480 |
*New |
2023-12-31 |
132,877 |
$4,809,000 |
132,877 |
|
Steward Financial Group LLC |
9 |
*New |
2023-09-30 |
136,367 |
$4,595,000 |
136,367 |
|
Goss Wealth Management LLC |
537 |
*New |
2023-12-31 |
77,175 |
$2,828,000 |
77,175 |
|
Benchmark Investment Advisors LLC |
105 |
*New |
2023-12-31 |
43,790 |
$1,585,000 |
43,790 |
|
RFG Advisory Group LLC |
271 |
*New |
2024-03-31 |
40,980 |
$1,556,000 |
40,980 |
|
BROWN BROTHERS HARRIMAN & CO |
291 |
*New |
2024-03-31 |
22,461 |
$853,000 |
22,461 |
|
RENAISSANCE TECHNOLOGIES LLC |
2521 |
*New |
2023-12-31 |
23,183 |
$839,000 |
23,183 |
|
MARINER WEALTH ADVISORS, LLC |
1676 |
*New |
2023-12-31 |
19,898 |
$720,000 |
19,898 |
|
Continuum Advisory LLC |
331 |
*New |
2023-12-31 |
10,230 |
$370,000 |
10,230 |
|
Cornerstone Wealth Group LLC |
186 |
*New |
2024-03-31 |
8,319 |
$316,000 |
8,319 |
|
J P MORGAN CHASE & CO |
4057 |
*New |
2024-03-31 |
7,162 |
$272,000 |
7,162 |
|
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV |
417 |
*New |
2024-03-31 |
5,964 |
$227,000 |
5,964 |
|
TUCKER ASSET MANAGEMENT LLC |
319 |
*New |
2023-12-31 |
742 |
$27,000 |
742 |
|
Anfield Capital Management LLC |
135 |
*New |
2024-03-31 |
319 |
$12,000 |
319 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2651 |
*New |
2023-12-31 |
213 |
$8,000 |
213 |
|
Atlantic Trust Group LLC |
2788 |
*New |
2024-03-31 |
60 |
$2,000 |
60 |
|
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16 Records found
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1
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