| |
Institutional
Holders
Total
Institutions:
 |
349  7 |
|
|
Total
shares held :
|
92,232,275 |
|
|
% of shares
held :
|
22.54% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
45 |
|
|
Amount
of shares held :
|
425,677 |
|
|
% of shares
held change :
|
0.1% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
| All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
 |
New
Positions : |
29
|
1,528,966
|
1.66%
|
|
|
|
Increased
Positions : |
148
|
4,430,828
|
4.8%
|
|
|
|
Unchanged
Positions : |
62
|
20,512,731
|
22.24%
|
|
|
|
Decreased
Positions : |
110
|
-5,007,335
|
-5.43%
|
|
|
|
Closed
Positions : |
22
|
-526,782
|
-0.57%
|
|
|
|
Guru
Positions : |
3
|
289,268
|
0.31%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Legacy CG LLC |
23 |
*New |
2024-03-31 |
286,077 |
$5,124,000 |
286,077 |
|
| GOLDMAN SACHS GROUP INC/ |
2791 |
*New |
2023-12-31 |
199,453 |
$3,459,000 |
199,453 |
|
| ATRIA INVESTMENTS LLC |
474 |
*New |
2023-12-31 |
159,541 |
$2,766,000 |
159,541 |
|
| MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO |
191 |
*New |
2024-03-31 |
109,191 |
$1,956,000 |
109,191 |
|
| HPM Partners LLC |
|
*New |
2023-12-31 |
97,050 |
$1,683,000 |
97,050 |
|
| Redhawk Wealth Advisors Inc. |
118 |
*New |
2023-12-31 |
47,903 |
$831,000 |
47,903 |
|
| Fortis Capital Advisors LLC |
85 |
*New |
2024-03-31 |
27,833 |
$498,000 |
27,833 |
|
| Qube Research & Technologies Ltd |
2058 |
*New |
2023-12-31 |
24,128 |
$418,000 |
24,128 |
|
| Chicago Partners Investment Group LLC |
497 |
*New |
2024-03-31 |
23,785 |
$413,000 |
23,785 |
|
| Archford Capital Strategies LLC |
225 |
*New |
2024-03-31 |
15,239 |
$273,000 |
15,239 |
|
| SYNOVUS FINANCIAL CORP |
740 |
*New |
2023-12-31 |
15,600 |
$271,000 |
15,600 |
|
| BRIGHTON JONES LLC |
498 |
*New |
2024-03-31 |
14,443 |
$259,000 |
14,443 |
|
| COLONY GROUP, LLC |
698 |
*New |
2023-12-31 |
14,795 |
$257,000 |
14,795 |
|
| FIRST HEARTLAND CONSULTANTS INC |
363 |
*New |
2024-03-31 |
14,032 |
$251,000 |
14,032 |
|
| WESTEND CAPITAL MANAGEMENT LLC |
38 |
*New |
2024-03-31 |
12,737 |
$228,000 |
12,737 |
|
| CLAUDIA M.P. BATLLE CRP (R) LLC |
82 |
*New |
2024-03-31 |
11,364 |
$204,000 |
11,364 |
|
| BOSTON FINANCIAL MANGEMENT INC /MA |
324 |
*New |
2024-03-31 |
11,271 |
$202,000 |
11,271 |
|
| Good Life Advisors LLC |
431 |
*New |
2024-03-31 |
11,239 |
$201,000 |
11,239 |
|
| TLWM |
72 |
*New |
2024-03-31 |
11,058 |
$198,000 |
11,058 |
|
| Southland Equity Partners LLC |
210 |
*New |
2024-03-31 |
10,789 |
$193,000 |
10,789 |
|
| Howard Wealth Management LLC |
103 |
*New |
2024-03-31 |
10,648 |
$191,000 |
10,648 |
|
| TRU INDEPENDENCE ASSET MANAGEMENT 2 LLC |
71 |
*New |
2023-03-31 |
11,113 |
$191,000 |
11,113 |
|
| Rooted Wealth Advisors Inc. |
82 |
*New |
2024-03-31 |
10,061 |
$180,000 |
10,061 |
|
| DAIWA SECURITIES GROUP INC. |
1015 |
*New |
2024-03-31 |
7,500 |
$134,000 |
7,500 |
|
| GPS Wealth Strategies Group LLC |
336 |
*New |
2024-03-31 |
6,932 |
$124,000 |
6,932 |
|
| Atlantic Trust Group LLC |
1362 |
*New |
2024-03-31 |
6,009 |
$108,000 |
6,009 |
|
| MCF Advisors LLC |
372 |
*New |
2024-03-31 |
2,750 |
$49,000 |
2,750 |
|
| BALDWIN BROTHERS INC/MA |
408 |
*New |
2024-03-31 |
2,000 |
$36,000 |
2,000 |
|
| Ahrens Investment Partners LLC |
441 |
*New |
2023-03-31 |
1,418 |
$24,000 |
1,418 |
|
| GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1277 |
*New |
2024-03-31 |
1,166 |
$21,000 |
1,166 |
|
| GABLES CAPITAL MANAGEMENT INC. |
314 |
*New |
2024-03-31 |
655 |
$12,000 |
655 |
|
| PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP |
603 |
*New |
2024-03-31 |
550 |
$10,000 |
550 |
|
| BAYSTATE WEALTH MANAGEMENT LLC |
732 |
*New |
2023-12-31 |
538 |
$9,000 |
538 |
|
| Stephens Consulting LLC |
463 |
*New |
2024-03-31 |
1 |
$0 |
1 |
|
|
34 Records found
|
1
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