|
Institutional
Holders
Total
Institutions:
|
293 15 |
|
Total
shares held :
|
18,805,528 |
|
% of shares
held :
|
70.7% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
54 |
|
Amount
of shares held :
|
-1,691,063 |
|
% of shares
held change :
|
-6.36% |
|
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 |
Crewe Advisors LLC |
8 |
- |
2023-12-31 |
462,759 |
$25,581,000 |
-30,344 |
|
UBS Group AG |
1144 |
- |
2023-12-31 |
320,048 |
$17,692,000 |
-30,296 |
|
BANK OF AMERICA CORP /DE/ |
1953 |
- |
2023-12-31 |
297,263 |
$16,433,000 |
-38,152 |
|
Refined Wealth Management |
3 |
- |
2024-03-31 |
268,592 |
$15,436,000 |
-4,358 |
|
AMERIPRISE FINANCIAL INC |
1701 |
- |
2023-12-31 |
189,532 |
$10,475,000 |
-23,780 |
|
Platt Investment Counsel LLC |
5 |
- |
2024-03-31 |
181,546 |
$10,433,000 |
-61,054 |
|
ENVESTNET ASSET MANAGEMENT INC |
1463 |
- |
2023-12-31 |
174,489 |
$9,646,000 |
-3,403 |
|
Baird Financial Group Inc. |
483 |
- |
2023-12-31 |
160,876 |
$8,893,000 |
-596 |
|
Stewardship Advisors LLC |
7 |
- |
2024-03-31 |
138,266 |
$7,946,000 |
-1,110 |
|
ANGELES INVESTMENT ADVISORS, LLC |
21 |
- |
2023-12-31 |
136,685 |
$7,556,000 |
-38,508 |
|
JANE STREET GROUP LLC |
1228 |
- |
2023-12-31 |
119,916 |
$6,629,000 |
-199,583 |
|
Apella Capital LLC |
55 |
- |
2024-03-31 |
114,009 |
$6,534,000 |
-9,264 |
|
GOLDMAN SACHS GROUP INC/ |
2396 |
- |
2023-12-31 |
115,136 |
$6,365,000 |
-874 |
|
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV |
32 |
- |
2023-12-31 |
103,291 |
$5,710,000 |
-7,642 |
|
Orgel Wealth Management LLC |
32 |
- |
2024-03-31 |
88,069 |
$5,061,000 |
-2,203 |
|
Beacon Pointe Advisors LLC |
321 |
- |
2023-12-31 |
73,884 |
$4,084,000 |
-20,875 |
|
Quent Capital LLC |
|
- |
2024-03-31 |
70,650 |
$4,060,000 |
-2,098 |
|
EVOKE WEALTH LLC |
139 |
- |
2023-12-31 |
69,985 |
$3,869,000 |
-5,820 |
|
FINANCIAL NETWORK |
742 |
- |
2023-12-31 |
62,236 |
$3,440,000 |
-38 |
|
DHK Financial Advisors Inc. |
13 |
- |
2023-12-31 |
46,547 |
$2,573,000 |
-4,056 |
|
Garrett Investment Advisors LLC |
79 |
- |
2024-03-31 |
44,604 |
$2,563,000 |
-754 |
|
Bear Mountain Capital Inc. |
20 |
- |
2024-03-31 |
40,577 |
$2,226,000 |
-3,269 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1238 |
- |
2024-03-31 |
35,791 |
$2,057,000 |
-202 |
|
Financial Network Wealth Management LLC |
25 |
- |
2023-12-31 |
35,627 |
$1,969,000 |
-165 |
|
NORTHERN TRUST CORP |
3011 |
- |
2023-12-31 |
34,974 |
$1,933,000 |
-5,450 |
|
HAVERFORD TRUST CO |
|
- |
2024-03-31 |
33,310 |
$1,914,000 |
-194 |
|
Addison Advisors LLC |
35 |
- |
2023-12-31 |
29,320 |
$1,621,000 |
-18,602 |
|
Pallas Capital Advisors LLC |
172 |
- |
2024-03-31 |
27,093 |
$1,557,000 |
-307 |
|
OLD MISSION CAPITAL LLC |
326 |
- |
2023-12-31 |
27,463 |
$1,518,000 |
-131,461 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
863 |
- |
2023-09-30 |
27,992 |
$1,412,000 |
-6,964 |
|
Treynor Bancshares Inc. |
37 |
- |
2023-12-31 |
25,281 |
$1,398,000 |
-14,835 |
|
Advisor Group Holdings Inc. |
2209 |
- |
2023-12-31 |
24,218 |
$1,339,000 |
-7,677 |
|
FINANCIAL ARCHITECTS INC |
115 |
- |
2023-06-30 |
24,354 |
$1,293,000 |
-1,378 |
|
JNBA FINANCIAL ADVISORS |
85 |
- |
2024-03-31 |
20,340 |
$1,169,000 |
-1,830 |
|
CITADEL ADVISORS LLC |
2844 |
- |
2023-12-31 |
19,795 |
$1,094,000 |
-14,814 |
|
Opes Wealth Management LLC |
58 |
- |
2024-03-31 |
18,408 |
$1,058,000 |
-719 |
|
Chicago Partners Investment Group LLC |
324 |
- |
2024-03-31 |
16,880 |
$940,000 |
-673 |
|
FLOW TRADERS U.S. LLC |
349 |
- |
2023-12-31 |
16,719 |
$924,000 |
-1,155,899 |
|
ADVANCED RESEARCH INVESTMENT SOLUTIONS LLC |
16 |
- |
2023-12-31 |
16,553 |
$915,000 |
-1,848 |
|
RFG Advisory Group LLC |
377 |
- |
2024-03-31 |
15,636 |
$899,000 |
-623 |
|
McClarren Financial Advisors Inc. |
27 |
- |
2024-03-31 |
633 |
$887,000 |
-14,727 |
|
Optas LLC |
63 |
- |
2024-03-31 |
14,189 |
$815,000 |
-261 |
|
Parallel Advisors LLC |
386 |
- |
2023-12-31 |
13,824 |
$764,000 |
-1,015 |
|
One Day In July LLC |
70 |
- |
2024-03-31 |
13,200 |
$759,000 |
-241 |
|
AUTUS ASSET MANAGEMENT, LLC |
95 |
- |
2022-12-31 |
14,442 |
$710,000 |
-825 |
|
Goss Wealth Management LLC |
1115 |
- |
2023-12-31 |
12,718 |
$688,000 |
-901 |
|
BB&T CORP |
1771 |
- |
2023-12-31 |
12,318 |
$681,000 |
-2,438 |
|
FRANKLIN RESOURCES INC |
1741 |
- |
2023-12-31 |
12,203 |
$675,000 |
-388 |
|
Larson Financial Group LLC |
|
- |
2024-03-31 |
10,666 |
$613,000 |
-884 |
|
CHERRYDALE WEALTH MANAGEMENT LLC |
31 |
- |
2024-03-31 |
10,589 |
$609,000 |
-2,350 |
|
Johnson Bixby & Associates LLC |
59 |
- |
2024-03-31 |
10,487 |
$603,000 |
-2 |
|
SUMMIT INVESTMENT ADVISORS INC |
765 |
- |
2023-12-31 |
9,818 |
$543,000 |
-21 |
|
Geneos Wealth Management Inc. |
|
- |
2024-03-31 |
9,353 |
$538,000 |
-456 |
|
FIRST UNITED BANK TRUST/ |
|
- |
2024-03-31 |
9,234 |
$531,000 |
-1,683 |
|
Baldrige Asset Management LLC |
70 |
- |
2023-03-31 |
9,470 |
$496,000 |
-13 |
|
Private Advisor Group LLC |
|
- |
2024-03-31 |
8,615 |
$495,000 |
-325 |
|
PINNACLE ASSOCIATES LTD |
598 |
- |
2024-03-31 |
8,106 |
$466,000 |
-337 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1362 |
- |
2023-12-31 |
8,383 |
$463,000 |
-100 |
|
TWIN FOCUS CAPITAL PARTNERS, LLC |
99 |
- |
2023-12-31 |
7,937 |
$439,000 |
-76 |
|
Pinnacle Wealth Management Advisory Group LLC |
|
- |
2024-03-31 |
7,208 |
$414,000 |
-434 |
|
SMITHFIELD TRUST CO |
222 |
- |
2023-12-31 |
7,304 |
$403,000 |
-50 |
|
TCG Advisory Services LLC |
264 |
- |
2023-12-31 |
7,135 |
$394,000 |
-189 |
|
LAKE STREET ADVISORS GROUP LLC |
235 |
- |
2023-12-31 |
7,056 |
$390,000 |
-8,750 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4188 |
- |
2023-12-31 |
6,562 |
$363,000 |
-5,691 |
|
Foster Group Inc. |
147 |
- |
2024-03-31 |
6,192 |
$356,000 |
-274 |
|
Affinity Capital Advisors LLC |
115 |
- |
2024-03-31 |
5,762 |
$331,000 |
-30 |
|
Valeo Financial Advisors LLC |
483 |
- |
2024-03-31 |
5,732 |
$319,000 |
-155 |
|
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
416 |
- |
2023-12-31 |
5,630 |
$311,000 |
-579 |
|
Farther Finance Advisors LLC |
469 |
- |
2023-12-31 |
5,077 |
$281,000 |
-1,363 |
|
BKD WEALTH ADVISORS LLC |
355 |
- |
2024-03-31 |
4,724 |
$271,000 |
-840 |
|
Carson Advisory Inc. |
|
- |
2024-03-31 |
4,700 |
$270,000 |
-400 |
|
M&T BANK CORP |
1369 |
- |
2023-12-31 |
4,850 |
$268,000 |
-257 |
|
RICHARD BERNSTEIN ADVISORS LLC |
201 |
- |
2023-12-31 |
4,809 |
$266,000 |
-1,155 |
|
Laurel Wealth Planning LLC |
49 |
- |
2024-03-31 |
4,609 |
$265,000 |
-53 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
916 |
- |
2023-12-31 |
4,667 |
$258,000 |
-36 |
|
Adviser Investments LLC |
|
- |
2024-03-31 |
4,107 |
$236,000 |
-178 |
|
APPLETON PARTNERS INC/MA |
253 |
- |
2024-03-31 |
4,029 |
$232,000 |
-545 |
|
WETHERBY ASSET MANAGEMENT INC |
809 |
- |
2023-12-31 |
4,181 |
$231,000 |
-1,101 |
|
Buckingham Strategic Partners |
384 |
- |
2023-12-31 |
3,882 |
$215,000 |
-3,486 |
|
NewEdge Wealth LLC |
697 |
- |
2023-12-31 |
3,848 |
$213,000 |
-5,663 |
|
Equitable Holdings Inc. |
1046 |
- |
2023-12-31 |
3,820 |
$211,000 |
-13,408 |
|
EP WEALTH ADVISORS, INC. |
779 |
- |
2023-12-31 |
2,026 |
$112,000 |
-410 |
|
COMERICA BANK |
2507 |
- |
2023-12-31 |
1,705 |
$94,000 |
-830 |
|
CITIGROUP INC |
3415 |
- |
2023-12-31 |
1,288 |
$71,000 |
-124 |
|
Milestone Investment Advisors LLC |
91 |
- |
2023-12-31 |
1,043 |
$58,000 |
-98 |
|
Fortis Group Advisors LLC |
|
- |
2024-03-31 |
644 |
$37,000 |
-644 |
|
DT INVESTMENT PARTNERS, LLC |
269 |
- |
2023-12-31 |
438 |
$24,000 |
-306 |
|
American Capital Advisory LLC |
215 |
- |
2024-03-31 |
277 |
$15,000 |
-25 |
|
FMR LLC |
4600 |
- |
2023-12-31 |
18 |
$1,000 |
-22,859 |
|
BNP PARIBAS ARBITRAGE SA |
|
- |
2024-03-31 |
4 |
$0 |
-5 |
|
|
90 Records found
|
1
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