| |
Institutional
Holders
Total
Institutions:
 |
25  1 |
|
|
Total
shares held :
|
6,562,796 |
|
|
% of shares
held :
|
72.92% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 13 |
|
|
Amount
of shares held :
|
921,818 |
|
|
% of shares
held change :
|
10.24% |
|
| 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 |
  Orion Portfolio Solutions LLC |
25 |
- |
2023-12-31 |
3,238,853 |
$51,689,000 |
807,149 |
|
| Main Management LLC |
7 |
- |
2023-12-31 |
2,860,502 |
$46,856,000 |
24,451 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2738 |
- |
2023-12-31 |
77,536 |
$1,270,000 |
17,577 |
|
| TOWNSQUARE CAPITAL LLC |
536 |
- |
2023-12-31 |
76,697 |
$1,256,000 |
5,000 |
|
| Advisor Group Holdings Inc. |
2662 |
- |
2023-12-31 |
52,831 |
$865,000 |
2,496 |
|
| GeoWealth Management LLC |
234 |
- |
2023-12-31 |
51,837 |
$849,000 |
6,972 |
|
| Envestnet Portfolio Solutions Inc. |
911 |
- |
2023-12-31 |
42,884 |
$702,000 |
13,960 |
|
| Atria Wealth Solutions Inc. |
1067 |
- |
2023-12-31 |
39,297 |
$644,000 |
12,875 |
|
| Feltz Wealth PLAN Inc. |
200 |
- |
2023-12-31 |
35,068 |
$574,000 |
2,133 |
|
| Mutual Advisors LLC |
|
- |
2024-03-31 |
32,055 |
$562,000 |
11,395 |
|
| Change Path LLC |
512 |
- |
2023-12-31 |
17,497 |
$287,000 |
17,497 |
|
| Cetera Investment Advisers |
1814 |
- |
2023-12-31 |
16,954 |
$278,000 |
2,764 |
|
| Encompass More Asset Management |
87 |
- |
2023-12-31 |
11,639 |
$191,000 |
0 |
|
| LPL FINANCIAL CORP |
4350 |
- |
2023-12-31 |
10,352 |
$170,000 |
10,352 |
|
| WHITTIER TRUST CO |
|
- |
2024-03-31 |
4,577 |
$80,000 |
0 |
|
| HARBOUR INVESTMENTS INC. |
1530 |
- |
2023-12-31 |
2,537 |
$42,000 |
441 |
|
| ADVISORY SERVICES NETWORK, LLC |
2329 |
*New |
2023-12-31 |
1,673 |
$27,000 |
1,673 |
|
| CWM LLC |
2912 |
*New |
2024-03-31 |
1,083 |
$19,000 |
1,083 |
|
| Geneos Wealth Management Inc. |
|
- |
2024-03-31 |
468 |
$8,000 |
0 |
|
| MORGAN STANLEY |
6492 |
- |
2023-12-31 |
473 |
$8,000 |
-185 |
|
| ICA Group Wealth Management LLC |
1007 |
- |
2023-12-31 |
316 |
$5,000 |
316 |
|
| FTB Advisors Inc. |
1940 |
*New |
2024-03-31 |
151 |
$3,000 |
151 |
|
| Coppell Advisory Solutions LLC |
1229 |
- |
2023-12-31 |
167 |
$3,000 |
144 |
|
| FMR LLC |
4472 |
- |
2023-12-31 |
129 |
$2,000 |
129 |
|
| GRADIENT INVESTMENTS LLC |
858 |
- |
2024-03-31 |
52 |
$1,000 |
0 |
|
| BANK OF AMERICA CORP /DE/ |
6010 |
*New |
2023-12-31 |
37 |
$1,000 |
37 |
|
| UBS Group AG |
6998 |
- |
2023-12-31 |
76 |
$1,000 |
-1,235 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
| IFP Advisors Inc |
2930 |
*Closed |
2023-12-31 |
0 |
$0 |
-56 |
|
| EverSource Wealth Advisors LLC |
2632 |
*Closed |
2023-12-31 |
0 |
$0 |
-806 |
|
| Impact Partnership Wealth LLC |
854 |
*Closed |
2023-12-31 |
0 |
$0 |
-90 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6057 |
*Closed |
2023-12-31 |
0 |
$0 |
-11,085 |
|
| Coppell Advisory Solutions Corp. |
741 |
*Closed |
2023-03-31 |
0 |
$0 |
-23 |
|
|
33 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
