|
Institutional
Holders
Total
Institutions:
|
61 10 |
|
Total
shares held :
|
7,844,162 |
|
% of shares
held :
|
8.72% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
14 |
|
Amount
of shares held :
|
1,057,492 |
|
% of shares
held change :
|
1.17% |
|
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 |
Betterment LLC |
43 |
- |
2024-03-31 |
975,704 |
$59,762,000 |
11,113 |
|
ANGELES INVESTMENT ADVISORS, LLC |
9 |
- |
2023-12-31 |
1,014,623 |
$56,433,000 |
446,808 |
|
J P MORGAN CHASE & CO |
1240 |
- |
2024-03-31 |
705,768 |
$43,230,000 |
-979,827 |
|
PNC FINANCIAL SERVICES GROUP INC |
293 |
- |
2024-03-31 |
689,560 |
$42,238,000 |
105,602 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
297 |
- |
2023-12-31 |
669,601 |
$37,243,000 |
245,747 |
|
GOLDMAN SACHS GROUP INC/ |
1580 |
- |
2023-12-31 |
350,128 |
$19,474,000 |
198,650 |
|
DORSEY & WHITNEY TRUST CO LLC |
31 |
- |
2024-03-31 |
187,719 |
$11,498,000 |
35,397 |
|
LITMAN GREGORY ASSET MANAGEMENT LLC |
26 |
- |
2024-03-31 |
175,098 |
$10,725,000 |
-12,038 |
|
BANK OF AMERICA CORP /DE/ |
2371 |
- |
2023-12-31 |
180,738 |
$10,053,000 |
18,714 |
|
Mutual Advisors LLC |
96 |
- |
2024-03-31 |
105,562 |
$6,466,000 |
22,026 |
|
Pathstone Holdings LLC |
367 |
- |
2023-12-31 |
114,627 |
$6,376,000 |
0 |
|
Values Added Financial LLC |
4 |
- |
2024-03-31 |
95,701 |
$5,862,000 |
2,274 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
699 |
- |
2024-03-31 |
88,286 |
$5,408,000 |
9,127 |
|
Financial Insights Inc. |
15 |
- |
2024-03-31 |
86,827 |
$5,318,000 |
12,966 |
|
PATHSTONE FAMILY OFFICE, LLC |
264 |
*New |
2023-09-30 |
103,209 |
$5,148,000 |
103,209 |
|
Phoenix Wealth Advisors |
16 |
- |
2024-03-31 |
53,716 |
$3,290,000 |
-669 |
|
BANK OF NEW YORK MELLON CORP |
2514 |
- |
2024-03-31 |
53,398 |
$3,271,000 |
11,952 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1707 |
- |
2024-03-31 |
34,067 |
$2,087,000 |
-8,025 |
|
MONETA GROUP INVESTMENT ADVISORS INC |
203 |
- |
2023-12-31 |
24,509 |
$1,363,000 |
1,219 |
|
BRIGHTON JONES LLC |
192 |
- |
2024-03-31 |
21,124 |
$1,294,000 |
2 |
|
KOCHIS FITZ/QUINTILE LLC |
135 |
- |
2024-03-31 |
19,316 |
$1,183,000 |
0 |
|
TOWER RESEARCH CAPITAL LLC |
766 |
*New |
2023-12-31 |
20,871 |
$1,161,000 |
20,871 |
|
MISSION WEALTH MANAGEMENT LLC |
275 |
- |
2024-03-31 |
16,683 |
$1,022,000 |
0 |
|
HIRTLE CALLAGHAN & CO INC |
39 |
- |
2024-03-31 |
15,966 |
$978,000 |
0 |
|
MORGAN STANLEY |
4929 |
- |
2023-12-31 |
13,725 |
$763,000 |
4,641 |
|
SAGE ADVISORY SERVICES, LTD.CO. |
36 |
- |
2024-03-31 |
11,476 |
$703,000 |
2,048 |
|
ADVISORY SERVICES NETWORK, LLC |
859 |
- |
2024-03-31 |
10,356 |
$634,000 |
2,730 |
|
Valeo Financial Advisors LLC |
317 |
- |
2024-03-31 |
10,348 |
$612,000 |
1,271 |
|
GTS SECURITIES LLC |
818 |
- |
2023-12-31 |
10,892 |
$606,000 |
-19,770 |
|
PORTLAND GLOBAL ADVISORS LLC |
87 |
- |
2024-03-31 |
8,875 |
$544,000 |
495 |
|
Kestra Advisory Services LLC |
1504 |
*New |
2023-12-31 |
9,249 |
$514,000 |
9,249 |
|
Orion Portfolio Solutions LLC |
1288 |
- |
2024-03-31 |
7,542 |
$462,000 |
7,542 |
|
FIDUCIARY TRUST CO |
464 |
- |
2023-12-31 |
8,045 |
$447,000 |
1,055 |
|
Stephens Consulting LLC |
57 |
- |
2024-03-31 |
6,499 |
$398,000 |
661 |
|
BP WEALTH MANAGEMENT LLC |
577 |
- |
2023-12-31 |
6,090 |
$339,000 |
0 |
|
CREATIVE PLANNING |
2028 |
- |
2023-12-31 |
5,815 |
$323,000 |
-4,856 |
|
JMG FINANCIAL GROUP, LTD. |
102 |
- |
2024-03-31 |
4,982 |
$305,000 |
0 |
|
SEEDS INVESTOR LLC |
100 |
- |
2024-03-31 |
4,879 |
$299,000 |
135 |
|
CAPROCK Group Inc. |
575 |
- |
2024-03-31 |
4,706 |
$288,000 |
33 |
|
LPL FINANCIAL CORP |
4148 |
- |
2024-03-31 |
4,657 |
$285,000 |
192 |
|
Atria Wealth Solutions Inc. |
1546 |
*New |
2023-12-31 |
4,866 |
$271,000 |
4,866 |
|
WOODMONT INVESTMENT COUNSEL LLC |
235 |
- |
2024-03-31 |
4,181 |
$256,000 |
0 |
|
Capasso Planning Partners LLC |
95 |
*New |
2024-03-31 |
4,134 |
$253,000 |
4,134 |
|
TWO SIGMA INVESTMENTS LLC |
2636 |
*New |
2023-12-31 |
4,200 |
$234,000 |
4,200 |
|
ENVESTNET ASSET MANAGEMENT INC |
3722 |
*New |
2023-12-31 |
4,185 |
$233,000 |
4,185 |
|
ROYAL BANK OF CANADA |
4385 |
- |
2023-12-31 |
3,998 |
$222,000 |
-10,258 |
|
Buckingham Strategic Partners |
389 |
*New |
2023-12-31 |
3,707 |
$206,000 |
3,707 |
|
Parallel Advisors LLC |
1077 |
- |
2024-03-31 |
1,993 |
$122,000 |
0 |
|
Atlantic Trust Group LLC |
1431 |
*New |
2024-03-31 |
1,488 |
$91,000 |
1,488 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
332 |
- |
2024-03-31 |
923 |
$57,000 |
0 |
|
Capital Analysts Inc. |
630 |
- |
2023-12-31 |
978 |
$54,000 |
0 |
|
Advisor Group Holdings Inc. |
4994 |
- |
2024-03-31 |
510 |
$31,000 |
22 |
|
AdvisorNet Financial Inc |
1017 |
- |
2024-03-31 |
388 |
$24,000 |
18 |
|
Fairman Group LLC |
131 |
*New |
2024-03-31 |
332 |
$20,000 |
332 |
|
MATHER GROUP, INC. |
1182 |
*New |
2024-03-31 |
200 |
$11,000 |
200 |
|
GoalVest Advisory LLC |
324 |
- |
2024-03-31 |
135 |
$8,000 |
0 |
|
US BANCORP |
3431 |
- |
2024-03-31 |
100 |
$6,000 |
0 |
|
Mine & Arao Wealth Creation & Management LLC. |
239 |
- |
2024-03-31 |
96 |
$6,000 |
0 |
|
FMR LLC |
4264 |
*New |
2023-12-31 |
89 |
$5,000 |
89 |
|
Financial Connections Group Inc. |
|
- |
2024-03-31 |
70 |
$5,000 |
2 |
|
BALDWIN BROTHERS INC/MA |
629 |
- |
2024-03-31 |
50 |
$3,000 |
0 |
|
Ruedi Wealth Management Inc. |
236 |
- |
2024-03-31 |
18 |
$1,000 |
-3 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
3056 |
- |
2023-12-31 |
20 |
$1,000 |
20 |
|
Farther Finance Advisors LLC |
2712 |
- |
2023-12-31 |
11 |
$1,000 |
0 |
|
UBS Group AG |
7062 |
*Closed |
2023-12-31 |
0 |
$0 |
-759 |
|
Abacus Wealth Partners LLC |
90 |
*Closed |
2024-03-31 |
0 |
$0 |
-9,008 |
|
BerganKDV Wealth Management LLC |
1043 |
*Closed |
2023-06-30 |
0 |
$0 |
-126 |
|
VERITABLE LP |
804 |
*Closed |
2023-09-30 |
0 |
$0 |
-97,359 |
|
PROEQUITIES INC. |
9567 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
Trust Co |
338 |
*New |
2024-03-31 |
7 |
$0 |
7 |
|
Jordan Park Group LLC |
50 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,206,696 |
|
SANDY SPRING BANK |
1270 |
*Closed |
2024-03-31 |
0 |
$0 |
-2 |
|
CITADEL ADVISORS LLC |
6625 |
*Closed |
2023-12-31 |
0 |
$0 |
-57,662 |
|
|
73 Records found
|
1
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