| |
Institutional
Holders
Total
Institutions:
 |
696  6 |
|
|
Total
shares held :
|
240,974,439 |
|
|
% of shares
held :
|
89.15% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -22 |
|
|
Amount
of shares held :
|
6,054,854 |
|
|
% of shares
held change :
|
2.24% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$23.86 |
|
|
Last
Quarter's Ending
Price :
|
$24.79 |
|
|
Last
Quarter's Average
Price :
|
$24.05 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
2.08 (8.65%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV |
|
*New |
2024-03-31 |
77,770 |
$1,964,000 |
77,770 |
|
| OPUS CAPITAL GROUP LLC |
40 |
*New |
2024-03-31 |
62,048 |
$1,567,000 |
62,048 |
|
| Y-Intercept (Hong Kong) Ltd |
207 |
*New |
2023-12-31 |
59,247 |
$1,469,000 |
59,247 |
|
| Johnson Financial Group LLC |
26 |
*New |
2023-12-31 |
56,730 |
$1,406,000 |
56,730 |
|
| Atria Wealth Solutions Inc. |
877 |
*New |
2023-12-31 |
37,844 |
$938,000 |
37,844 |
|
| Atomi Financial Group Inc. |
253 |
*New |
2023-12-31 |
21,297 |
$528,000 |
21,297 |
|
| RENAISSANCE TECHNOLOGIES LLC |
2763 |
*New |
2023-12-31 |
20,500 |
$508,000 |
20,500 |
|
| Cornerstone Wealth Group LLC |
173 |
*New |
2024-03-31 |
14,716 |
$372,000 |
14,716 |
|
| Pensionmark Financial Group LLC |
276 |
*New |
2023-12-31 |
14,352 |
$356,000 |
14,352 |
|
| Advisory Alpha LLC |
|
*New |
2023-12-31 |
14,290 |
$354,000 |
14,290 |
|
| SMART PORTFOLIOS, LLC |
|
*New |
2024-03-31 |
13,205 |
$333,000 |
13,205 |
|
| Objective Capital Management LLC |
89 |
*New |
2023-12-31 |
12,276 |
$304,000 |
12,276 |
|
| FINANCIAL ADVISORY CORP /UT/ /ADV |
123 |
*New |
2024-03-31 |
11,645 |
$294,000 |
11,645 |
|
| Strategic Financial Concepts LLC |
237 |
*New |
2024-03-31 |
10,907 |
$275,000 |
10,907 |
|
| Grubman Wealth Management |
75 |
*New |
2024-03-31 |
10,142 |
$256,000 |
10,142 |
|
| Meeder Advisory Services Inc. |
|
*New |
2023-12-31 |
10,034 |
$249,000 |
10,034 |
|
| Portside Wealth Group LLC |
315 |
*New |
2024-03-31 |
9,473 |
$239,000 |
9,473 |
|
| JFG Wealth Management LLC |
72 |
*New |
2023-12-31 |
9,141 |
$227,000 |
9,141 |
|
| BOS Asset Management LLC |
141 |
*New |
2023-12-31 |
9,131 |
$226,000 |
9,131 |
|
| PFG Advisors |
585 |
*New |
2023-12-31 |
8,507 |
$211,000 |
8,507 |
|
| TCG Advisory Services LLC |
362 |
*New |
2023-12-31 |
8,436 |
$209,000 |
8,436 |
|
| Sound View Wealth Advisors Group LLC |
363 |
*New |
2023-12-31 |
8,218 |
$204,000 |
8,218 |
|
| ACAS LLC |
|
*New |
2024-03-31 |
7,968 |
$201,000 |
7,968 |
|
| Guardian Wealth Advisors LLC |
|
*New |
2024-03-31 |
7,958 |
$201,000 |
7,958 |
|
| GLAXIS CAPITAL MANAGEMENT, LLC |
31 |
*New |
2023-12-31 |
8,101 |
$201,000 |
8,101 |
|
| YHB INVESTMENT ADVISORS, INC. |
293 |
*New |
2024-03-31 |
6,676 |
$169,000 |
6,676 |
|
| ADVISORY SERVICES NETWORK, LLC |
1431 |
*New |
2023-12-31 |
5,748 |
$142,000 |
5,748 |
|
| SMITHFIELD TRUST CO |
503 |
*New |
2023-12-31 |
2,665 |
$67,000 |
2,665 |
|
| EnRich Financial Partners LLC |
|
*New |
2024-03-31 |
1,925 |
$49,000 |
1,925 |
|
| Sage Mountain Advisors LLC |
368 |
*New |
2024-03-31 |
1,515 |
$38,000 |
1,515 |
|
| MOGY JOEL R INVESTMENT COUNSEL INC |
|
*New |
2024-03-31 |
1,374 |
$35,000 |
1,374 |
|
| PALISADE ASSET MANAGEMENT, LLC |
|
*New |
2024-03-31 |
806 |
$20,000 |
806 |
|
| PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP |
466 |
*New |
2023-12-31 |
714 |
$18,000 |
714 |
|
| Scarborough Advisors LLC |
318 |
*New |
2023-12-31 |
620 |
$15,000 |
620 |
|
| Providence Capital Advisors LLC |
246 |
*New |
2023-12-31 |
395 |
$10,000 |
395 |
|
| Coppell Advisory Solutions LLC |
941 |
*New |
2023-12-31 |
420 |
$10,000 |
420 |
|
| Hamilton Point Investment Advisors LLC |
146 |
*New |
2023-12-31 |
345 |
$9,000 |
345 |
|
| MTM Investment Management LLC |
269 |
*New |
2024-03-31 |
280 |
$7,000 |
280 |
|
| CNB Bank |
|
*New |
2024-03-31 |
173 |
$4,000 |
173 |
|
| DecisionPoint Financial LLC |
|
*New |
2024-03-31 |
100 |
$3,000 |
100 |
|
| Ahrens Investment Partners LLC |
823 |
*New |
2023-03-31 |
139 |
$3,000 |
139 |
|
| BELLEVUE ASSET MANAGEMENT LLC |
440 |
*New |
2024-03-31 |
40 |
$1,000 |
40 |
|
| Annis Gardner Whiting Capital Advisors LLC |
687 |
*New |
2023-12-31 |
19 |
$0 |
19 |
|
| BLACKROCK INC. |
5077 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
|
44 Records found
|
1
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