| |
Institutional
Holders
Total
Institutions:
 |
475  3 |
|
|
Total
shares held :
|
247,842,199 |
|
|
% of shares
held :
|
20.63% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
37 |
|
|
Amount
of shares held :
|
17,515,054 |
|
|
% of shares
held change :
|
1.46% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$17.42 |
|
|
Last
Quarter's Ending
Price :
|
$20.71 |
|
|
Last
Quarter's Average
Price :
|
$18.58 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
1.19 (6.4%) |
|
|
|
|
|
|
| All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
|
New
Positions : |
44
|
897,031
|
0.36%
|
|
|
|
Increased
Positions : |
185
|
24,137,903
|
9.74%
|
|
|
|
Unchanged
Positions : |
95
|
1,281,043
|
0.52%
|
|
|
|
Decreased
Positions : |
151
|
-6,038,294
|
-2.44%
|
|
 |
Closed
Positions : |
41
|
-1,481,586
|
-0.6%
|
|
|
|
Guru
Positions : |
1
|
11,644
|
0%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Bradley & Co. Private Wealth Management LLC |
164 |
*Closed |
2024-03-31 |
0 |
$0 |
-106 |
|
| Global Wealth Strategies & Associates |
328 |
*Closed |
2024-03-31 |
0 |
$0 |
-1 |
|
| SEGALL BRYANT & HAMILL |
320 |
*Closed |
2023-12-31 |
0 |
$0 |
-25,998 |
|
| ADVISORY SERVICES NETWORK, LLC |
2192 |
*Closed |
2024-03-31 |
0 |
$0 |
-980 |
|
| JOHNSON FINANCIAL GROUP, INC. |
852 |
*Closed |
2023-12-31 |
0 |
$0 |
-313 |
|
| Lehman & Derafelo Financial Resources LLC |
127 |
*Closed |
2022-12-31 |
0 |
$0 |
-356 |
|
| Feltz Wealth PLAN Inc. |
306 |
*Closed |
2024-03-31 |
0 |
$0 |
-9,684 |
|
| Fortitude Family Office LLC |
944 |
*Closed |
2024-03-31 |
0 |
$0 |
-785 |
|
| BANK OF MONTREAL /CAN/ |
3376 |
*Closed |
2023-12-31 |
0 |
$0 |
-235 |
|
| Secure Asset Management LLC |
244 |
*Closed |
2024-03-31 |
0 |
$0 |
-13,648 |
|
| HRT FINANCIAL LLC |
2378 |
*Closed |
2023-12-31 |
0 |
$0 |
-11,848 |
|
| Legacy Capital Wealth Partners LLC |
220 |
*Closed |
2024-03-31 |
0 |
$0 |
-13,955 |
|
| Addison Advisors LLC |
693 |
*Closed |
2024-03-31 |
0 |
$0 |
-216 |
|
| SHEETS SMITH & ASSOCIATES INC |
417 |
*Closed |
2024-03-31 |
0 |
$0 |
-800 |
|
| Bogart Wealth LLC |
1047 |
*Closed |
2024-03-31 |
0 |
$0 |
-22 |
|
| Planned Solutions Inc. |
347 |
*Closed |
2024-03-31 |
0 |
$0 |
-21 |
|
| Life Planning Partners Inc |
92 |
*Closed |
2024-03-31 |
0 |
$0 |
-788 |
|
| Atomi Financial Group Inc. |
733 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,130 |
|
| Focused Wealth Management Inc |
332 |
*Closed |
2024-03-31 |
0 |
$0 |
-131 |
|
| McClarren Financial Advisors Inc. |
302 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,998 |
|
| Sequoia Financial Advisors LLC |
1222 |
*Closed |
2024-03-31 |
0 |
$0 |
-15,252 |
|
| AlphaStar Capital Management LLC |
302 |
*Closed |
2024-03-31 |
0 |
$0 |
-69,258 |
|
| Winthrop Capital Management LLC |
222 |
*Closed |
2024-03-31 |
0 |
$0 |
-48,517 |
|
| Q3 Asset Management |
59 |
*Closed |
2024-03-31 |
0 |
$0 |
-197,504 |
|
| TORONTO DOMINION BANK |
1420 |
*Closed |
2023-12-31 |
0 |
$0 |
-480,000 |
|
| BOS Asset Management LLC |
166 |
*Closed |
2024-03-31 |
0 |
$0 |
-19,497 |
|
| Ulland Investment Advisors LLC |
252 |
*Closed |
2024-03-31 |
0 |
$0 |
-18 |
|
| STRATEGIC INVESTMENT ADVISORS, INC |
131 |
*Closed |
2024-03-31 |
0 |
$0 |
-9,800 |
|
| Lindbrook Capital LLC |
2653 |
*Closed |
2024-03-31 |
0 |
$0 |
-18 |
|
| Highland Financial Advisors LLC |
51 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,742 |
|
| Koss-Olinger Consulting LLC |
233 |
*Closed |
2024-03-31 |
0 |
$0 |
-105,685 |
|
| Leading Edge Financial Planning LLC |
58 |
*Closed |
2024-03-31 |
0 |
$0 |
-21,264 |
|
| QUADRANT CAPITAL GROUP LLC |
2790 |
*Closed |
2023-12-31 |
0 |
$0 |
-12 |
|
| Altus Wealth Group LLC |
150 |
*Closed |
2024-03-31 |
0 |
$0 |
-20,700 |
|
| HEAD & ASSOCIATES LLC |
513 |
*Closed |
2023-12-31 |
0 |
$0 |
-503 |
|
| Scarborough Advisors LLC |
716 |
*Closed |
2024-03-31 |
0 |
$0 |
-834 |
|
| Sage Mountain Advisors LLC |
412 |
*Closed |
2024-03-31 |
0 |
$0 |
-23 |
|
| BlueSky Wealth Advisors LLC |
70 |
*Closed |
2024-03-31 |
0 |
$0 |
-742,520 |
|
| LifeGuide Financial Advisors LLC |
43 |
*Closed |
2024-03-31 |
0 |
$0 |
-23,788 |
|
| Jentner Corp |
52 |
*Closed |
2023-12-31 |
0 |
$0 |
-19,674 |
|
| Ritter Daniher Financial Advisory LLC / DE |
363 |
*Closed |
2023-12-31 |
0 |
$0 |
-23 |
|
| Level Financial Advisors Inc. |
264 |
*Closed |
2024-03-31 |
0 |
$0 |
-120 |
|
| Inspire Advisors LLC |
419 |
*Closed |
2024-03-31 |
0 |
$0 |
-23,136 |
|
| BRIGHTON JONES LLC |
651 |
*Closed |
2024-03-31 |
0 |
$0 |
-13,446 |
|
| GUIDANCE CAPITAL INC |
200 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,583 |
|
| Blue Barn Wealth LLC |
142 |
*Closed |
2024-03-31 |
0 |
$0 |
-9,661 |
|
| Heritage Wealth Advisors |
729 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,810 |
|
| JNBA FINANCIAL ADVISORS |
714 |
*Closed |
2024-03-31 |
0 |
$0 |
-116,328 |
|
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV |
228 |
*Closed |
2024-03-31 |
0 |
$0 |
-21,618 |
|
| Schonfeld Strategic Advisors LLC |
2158 |
*Closed |
2023-12-31 |
0 |
$0 |
-13,966 |
|
| McGlone Suttner Wealth Management Inc. |
824 |
*Closed |
2024-03-31 |
0 |
$0 |
-206 |
|
| Ten Capital Wealth Advisors LLC |
540 |
*Closed |
2023-06-30 |
0 |
$0 |
-96 |
|
| Mascoma Wealth Management LLC |
467 |
*Closed |
2024-03-31 |
0 |
$0 |
-555 |
|
| Laidlaw Wealth Management LLC |
275 |
*Closed |
2023-12-31 |
0 |
$0 |
-17,397 |
|
| Raleigh Capital Management Inc. |
1089 |
*Closed |
2023-12-31 |
0 |
$0 |
-17 |
|
| FOUNDERS FINANCIAL SECURITIES LLC |
416 |
*Closed |
2024-03-31 |
0 |
$0 |
-13,068 |
|
|
56 Records found
|
1
|
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