| |
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 |
|
| 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 |
|
| 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 |
|
| 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 |
|
| BANK OF NEW YORK MELLON CORP |
2514 |
- |
2024-03-31 |
53,398 |
$3,271,000 |
11,952 |
|
| 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 |
|
| 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 |
|
| PORTLAND GLOBAL ADVISORS LLC |
87 |
- |
2024-03-31 |
8,875 |
$544,000 |
495 |
|
| 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 |
|
| 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 |
|
| Advisor Group Holdings Inc. |
4994 |
- |
2024-03-31 |
510 |
$31,000 |
22 |
|
| AdvisorNet Financial Inc |
1017 |
- |
2024-03-31 |
388 |
$24,000 |
18 |
|
| Financial Connections Group Inc. |
|
- |
2024-03-31 |
70 |
$5,000 |
2 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
3056 |
- |
2023-12-31 |
20 |
$1,000 |
20 |
|
|
29 Records found
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1
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