| |
Institutional
Holders
Total
Institutions:
 |
135  7 |
|
|
Total
shares held :
|
9,914,752 |
|
|
% of shares
held :
|
23.03% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
17 |
|
|
Amount
of shares held :
|
-892,083 |
|
|
% of shares
held change :
|
 -2.07% |
|
| 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 |
  BANK OF ITALY |
3 |
- |
2024-03-31 |
4,955,251 |
$465,050,000 |
0 |
|
| PRINCIPAL FINANCIAL GROUP INC |
1238 |
- |
2024-03-31 |
122,789 |
$11,524,000 |
0 |
|
| MATHER GROUP, INC. |
175 |
- |
2024-03-31 |
17,669 |
$1,491,000 |
0 |
|
| Friedenthal Financial |
22 |
- |
2024-03-31 |
15,835 |
$1,486,000 |
0 |
|
| Steward Partners Investment Advisory LLC |
615 |
- |
2023-12-31 |
16,387 |
$1,383,000 |
0 |
|
| Values Added Financial LLC |
27 |
- |
2024-03-31 |
10,612 |
$996,000 |
0 |
|
| TOWNSQUARE CAPITAL LLC |
602 |
- |
2023-12-31 |
11,699 |
$987,000 |
0 |
|
| Compass Ion Advisors LLC |
95 |
- |
2024-03-31 |
9,600 |
$901,000 |
0 |
|
| One Capital Management LLC |
189 |
- |
2024-03-31 |
8,926 |
$838,000 |
0 |
|
| H D Vest Advisory Services |
848 |
- |
2024-03-31 |
8,248 |
$774,000 |
0 |
|
| IMS CAPITAL MANAGEMENT |
79 |
- |
2023-12-31 |
7,180 |
$606,000 |
0 |
|
| Charter Oak Capital Management LLC |
100 |
- |
2024-03-31 |
6,240 |
$586,000 |
0 |
|
| GenTrust LLC |
96 |
- |
2024-03-31 |
5,675 |
$533,000 |
0 |
|
| WHARTON BUSINESS GROUP, LLC |
94 |
- |
2023-12-31 |
5,480 |
$462,000 |
0 |
|
| EverSource Wealth Advisors LLC |
262 |
- |
2023-12-31 |
5,193 |
$438,000 |
0 |
|
| Affinity Capital Advisors LLC |
110 |
- |
2024-03-31 |
3,813 |
$358,000 |
0 |
|
| DIVERSIFIED TRUST CO |
617 |
- |
2024-03-31 |
3,605 |
$338,000 |
0 |
|
| MKT Advisors LLC |
105 |
- |
2024-03-31 |
3,130 |
$288,000 |
0 |
|
| BOS Asset Management LLC |
121 |
- |
2024-03-31 |
2,872 |
$270,000 |
0 |
|
| Apexium Financial LP |
192 |
- |
2024-03-31 |
2,772 |
$260,000 |
0 |
|
| Parallel Advisors LLC |
755 |
- |
2024-03-31 |
2,763 |
$259,000 |
0 |
|
| Dynamic Advisors Solutions LLC |
807 |
- |
2024-03-31 |
2,631 |
$247,000 |
0 |
|
| MARINO STRAM & ASSOCIATES LLC |
158 |
- |
2024-03-31 |
2,451 |
$230,000 |
0 |
|
| Hartland & Co. LLC |
563 |
- |
2023-12-31 |
1,280 |
$108,000 |
0 |
|
| Your Advocates Ltd. LLP |
37 |
- |
2024-03-31 |
1,046 |
$98,000 |
0 |
|
| Goss Wealth Management LLC |
1996 |
- |
2023-12-31 |
990 |
$84,000 |
0 |
|
| Global Retirement Partners LLC |
1268 |
- |
2024-03-31 |
696 |
$65,000 |
0 |
|
| DB Wealth Management Group LLC |
164 |
- |
2023-12-31 |
642 |
$54,000 |
0 |
|
| GHP INVESTMENT ADVISORS INC |
495 |
- |
2024-03-31 |
575 |
$54,000 |
0 |
|
| ANCORA ADVISORS, LLC |
964 |
- |
2023-12-31 |
435 |
$37,000 |
0 |
|
| Larson Financial Group LLC |
829 |
- |
2024-03-31 |
275 |
$26,000 |
0 |
|
| Front Row Advisors LLC |
234 |
- |
2023-12-31 |
293 |
$25,000 |
0 |
|
| FIRST MANHATTAN CO |
982 |
- |
2023-12-31 |
300 |
$25,000 |
0 |
|
| Spire Wealth Management |
1581 |
- |
2024-03-31 |
175 |
$16,000 |
0 |
|
| Cherry Tree Wealth Management LLC |
376 |
- |
2024-03-31 |
98 |
$9,000 |
0 |
|
| MANCHESTER CAPITAL MANAGEMENT LLC |
972 |
- |
2024-03-31 |
3 |
$0 |
0 |
|
| PROEQUITIES INC. |
5174 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
37 Records found
|
1
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