| |
Institutional
Holders
Total
Institutions:
 |
35  1 |
|
|
Total
shares held :
|
5,221,766 |
|
|
% of shares
held :
|
58.02% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
4 |
|
|
Amount
of shares held :
|
591,121 |
|
|
% of shares
held change :
|
6.57% |
|
| 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 |
  HPM Partners LLC |
|
- |
2023-12-31 |
1,863,795 |
$89,396,000 |
-28,795 |
|
| NORTHERN TRUST CORP |
783 |
- |
2023-12-31 |
1,484,363 |
$71,197,000 |
213,151 |
|
| ARGI INVESTMENT SERVICES, LLC |
16 |
- |
2022-12-31 |
1,193,201 |
$55,336,000 |
20,088 |
|
| Harbour Trust & Investment Management Co |
15 |
- |
2024-03-31 |
298,450 |
$14,260,000 |
2,775 |
|
| Trilogy Capital Inc. |
40 |
- |
2024-03-31 |
284,285 |
$13,583,000 |
468 |
|
| AE Wealth Management LLC |
326 |
- |
2023-12-31 |
277,723 |
$13,278,000 |
50,934 |
|
| Redhawk Wealth Advisors Inc. |
11 |
*New |
2023-12-31 |
208,723 |
$10,011,000 |
208,723 |
|
| BANK OF AMERICA CORP /DE/ |
2795 |
- |
2023-12-31 |
119,429 |
$5,728,000 |
18,122 |
|
| Invst LLC |
37 |
*New |
2023-12-31 |
112,703 |
$5,379,000 |
112,703 |
|
| HORIZON BANCORP /IN/ |
10 |
*New |
2024-03-31 |
102,771 |
$4,910,000 |
102,771 |
|
| BOLTWOOD CAPITAL MANAGEMENT |
15 |
- |
2024-03-31 |
88,925 |
$4,249,000 |
-3,737 |
|
| Triad Wealth Partners LLC |
11 |
- |
2024-03-31 |
84,346 |
$4,030,000 |
0 |
|
| STIFEL FINANCIAL CORP |
1257 |
- |
2023-12-31 |
79,263 |
$3,802,000 |
39,595 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2243 |
- |
2023-12-31 |
58,728 |
$2,817,000 |
-5,556 |
|
| JANE STREET GROUP LLC |
2144 |
- |
2023-12-31 |
53,570 |
$2,569,000 |
-65,392 |
|
| CITADEL ADVISORS LLC |
2220 |
- |
2023-12-31 |
46,444 |
$2,228,000 |
46,444 |
|
| LPL FINANCIAL CORP |
2320 |
- |
2023-12-31 |
44,836 |
$2,151,000 |
-3,747 |
|
| KESTRA PRIVATE WEALTH SERVICES LLC |
426 |
- |
2023-12-31 |
30,936 |
$1,484,000 |
16,556 |
|
| MORGAN STANLEY |
4615 |
- |
2023-12-31 |
28,771 |
$1,380,000 |
11,969 |
|
| Cherry Tree Wealth Management LLC |
57 |
- |
2023-12-31 |
25,253 |
$1,211,000 |
471 |
|
| NATIONS FINANCIAL GROUP INC /IA/ /ADV |
241 |
- |
2024-03-31 |
22,826 |
$1,091,000 |
2,253 |
|
| OLD MISSION CAPITAL LLC |
503 |
*New |
2023-12-31 |
15,628 |
$750,000 |
15,628 |
|
| CoreCap Advisors LLC |
322 |
- |
2023-12-31 |
12,353 |
$593,000 |
1,383 |
|
| HANLON INVESTMENT MANAGEMENT, INC. |
74 |
- |
2023-12-31 |
12,054 |
$578,000 |
-3,377 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3638 |
- |
2023-12-31 |
11,419 |
$548,000 |
11,419 |
|
| Kingdom Financial Group LLC. |
41 |
- |
2023-12-31 |
10,706 |
$514,000 |
2,335 |
|
| MML INVESTORS SERVICES LLC |
1977 |
- |
2023-12-31 |
6,949 |
$333,000 |
-12,354 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2631 |
- |
2024-03-31 |
6,705 |
$320,000 |
2,065 |
|
| Burt Wealth Advisors |
94 |
- |
2024-03-31 |
5,977 |
$286,000 |
-946 |
|
| Cornerstone Retirement Group Inc. |
25 |
- |
2023-09-30 |
6,103 |
$281,000 |
0 |
|
| Advisory Alpha LLC |
|
*New |
2023-12-31 |
4,366 |
$209,000 |
4,366 |
|
| Global Retirement Partners LLC |
798 |
- |
2024-03-31 |
4,000 |
$191,000 |
0 |
|
| CITIGROUP INC |
3418 |
- |
2023-12-31 |
1,450 |
$70,000 |
0 |
|
| TOWER RESEARCH CAPITAL LLC |
2923 |
- |
2023-12-31 |
1,431 |
$69,000 |
1,431 |
|
| Advisor Group Holdings Inc. |
5017 |
- |
2023-12-31 |
807 |
$39,000 |
-191 |
|
| Newbridge Financial Services Group Inc. |
696 |
- |
2024-03-31 |
278 |
$13,000 |
-2,711 |
|
| FLOW TRADERS U.S. LLC |
883 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,912 |
|
| Kingsview Wealth Management LLC |
959 |
*Closed |
2023-12-31 |
0 |
$0 |
-9,970 |
|
| WELLS FARGO & CO/MN |
6275 |
- |
2023-12-31 |
0 |
$0 |
-1 |
|
| Prime Capital Investment Advisors LLC |
|
*Closed |
2023-12-31 |
0 |
$0 |
-6,103 |
|
| CONTRAVISORY RESEARCH & MANAGEMENT CORP. |
375 |
*Closed |
2024-03-31 |
0 |
$0 |
-76 |
|
| GRADIENT INVESTMENTS LLC |
1576 |
- |
2024-03-31 |
0 |
$0 |
-1,700 |
|
| PROEQUITIES INC. |
7740 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
| UBS Group AG |
8113 |
*Closed |
2023-12-31 |
0 |
$0 |
-74 |
|
| FMR LLC |
5411 |
*Closed |
2023-12-31 |
0 |
$0 |
-2 |
|
|
45 Records found
|
1
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