| |
Institutional
Holders
Total
Institutions:
 |
63  3 |
|
|
Total
shares held :
|
25,211,165 |
|
|
% of shares
held :
|
20.5% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 16 |
|
|
Amount
of shares held :
|
2,067,957 |
|
|
% of shares
held change :
|
1.68% |
|
| 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 |
  Advisor Group Holdings Inc. |
68 |
- |
2024-03-31 |
2,410,791 |
$121,456,000 |
2,024,828 |
|
| LPL FINANCIAL CORP |
633 |
- |
2024-03-31 |
777,322 |
$39,161,000 |
93,206 |
|
| Madrona Financial Services LLC |
2 |
- |
2024-03-31 |
536,710 |
$27,039,000 |
18,652 |
|
| TOWNSQUARE CAPITAL LLC |
55 |
- |
2023-12-31 |
526,930 |
$24,529,000 |
51,130 |
|
| Main Management LLC |
19 |
- |
2023-12-31 |
399,444 |
$18,594,000 |
1,961 |
|
| GeoWealth Management LLC |
12 |
- |
2023-12-31 |
339,156 |
$15,789,000 |
596 |
|
| Atria Wealth Solutions Inc. |
112 |
- |
2023-12-31 |
325,788 |
$15,201,000 |
85,697 |
|
| Envestnet Portfolio Solutions Inc. |
178 |
- |
2024-03-31 |
295,176 |
$14,871,000 |
11,683 |
|
| Spire Wealth Management |
94 |
- |
2024-03-31 |
215,632 |
$10,864,000 |
2,387 |
|
| ATRIA INVESTMENTS LLC |
154 |
- |
2023-12-31 |
217,326 |
$10,117,000 |
141,078 |
|
| Mutual Advisors LLC |
56 |
- |
2024-03-31 |
194,271 |
$9,787,000 |
60,771 |
|
| Encompass More Asset Management |
2 |
- |
2024-03-31 |
149,345 |
$7,524,000 |
75,454 |
|
| Change Path LLC |
68 |
- |
2023-12-31 |
115,579 |
$5,380,000 |
51,463 |
|
| Goss Wealth Management LLC |
350 |
- |
2023-12-31 |
104,616 |
$4,935,000 |
104,270 |
|
| H D Vest Advisory Services |
330 |
- |
2024-03-31 |
88,319 |
$4,450,000 |
15,983 |
|
| Sigma Planning Corp |
212 |
- |
2024-03-31 |
60,884 |
$3,067,000 |
51,795 |
|
| Fiduciary Alliance LLC |
57 |
- |
2024-03-31 |
55,093 |
$2,771,000 |
1,943 |
|
| Cetera Investment Advisers |
751 |
- |
2023-12-31 |
48,324 |
$2,249,000 |
1,753 |
|
| Geneos Wealth Management Inc. |
235 |
- |
2024-03-31 |
43,723 |
$2,203,000 |
3,020 |
|
| CWM LLC |
618 |
- |
2024-03-31 |
38,636 |
$1,946,000 |
32,687 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1382 |
- |
2024-03-31 |
32,946 |
$1,660,000 |
8,744 |
|
| AE Wealth Management LLC |
986 |
- |
2023-12-31 |
32,601 |
$1,551,000 |
5,680 |
|
| Lunt Capital Management Inc. |
31 |
- |
2024-03-31 |
29,439 |
$1,483,000 |
2,356 |
|
| OLD MISSION CAPITAL LLC |
345 |
- |
2023-12-31 |
30,502 |
$1,420,000 |
14,917 |
|
| Arkadios Wealth Advisors |
239 |
- |
2024-03-31 |
19,477 |
$981,000 |
664 |
|
| FINANCIAL NETWORK |
1503 |
- |
2023-12-31 |
17,524 |
$816,000 |
8,364 |
|
| Foundations Investment Advisors LLC |
383 |
- |
2023-12-31 |
13,370 |
$630,000 |
5,222 |
|
| Coppell Advisory Solutions LLC |
163 |
- |
2023-12-31 |
10,193 |
$474,000 |
7,222 |
|
| Atomi Financial Group Inc. |
380 |
- |
2024-03-31 |
8,983 |
$453,000 |
2,157 |
|
| Koshinski Asset Management Inc. |
340 |
- |
2024-03-31 |
8,845 |
$446,000 |
8,845 |
|
| ICA Group Wealth Management LLC |
181 |
- |
2023-12-31 |
8,216 |
$382,000 |
1,099 |
|
| MORGAN STANLEY |
5624 |
- |
2023-12-31 |
3,041 |
$142,000 |
901 |
|
| ROYAL BANK OF CANADA |
5097 |
- |
2023-12-31 |
1,623 |
$76,000 |
1,623 |
|
| FMR LLC |
3472 |
- |
2023-12-31 |
838 |
$39,000 |
837 |
|
|
34 Records found
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1
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