|
Institutional
Holders
Total
Institutions:
|
13 3 |
|
Total
shares held :
|
8,884,427 |
|
% of shares
held :
|
70.51% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-1 |
|
Amount
of shares held :
|
34,317 |
|
% of shares
held change :
|
0.27% |
|
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 |
Ronald Blue Trust Inc. |
6 |
- |
2024-03-31 |
9,151,745 |
$400,755,000 |
424,132 |
|
JANE STREET GROUP LLC |
1076 |
- |
2024-03-31 |
146,674 |
$6,423,000 |
101,713 |
|
CITADEL ADVISORS LLC |
2335 |
- |
2024-03-31 |
49,356 |
$2,161,000 |
29,500 |
|
WOODMONT INVESTMENT COUNSEL LLC |
183 |
*New |
2024-03-31 |
10,084 |
$442,000 |
10,084 |
|
RSM US WEALTH MANAGEMENT LLC |
497 |
- |
2024-03-31 |
7,748 |
$339,000 |
0 |
|
Stewardship Advisors LLC |
56 |
- |
2024-03-31 |
5,862 |
$257,000 |
58 |
|
Insight Wealth Partners LLC |
75 |
*New |
2024-03-31 |
5,587 |
$245,000 |
5,587 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1681 |
*New |
2024-03-31 |
5,425 |
$238,000 |
5,425 |
|
Capital Analysts Inc. |
626 |
*New |
2024-03-31 |
1,380 |
$60,000 |
1,380 |
|
COMERICA BANK |
2694 |
- |
2024-03-31 |
1,361 |
$60,000 |
-12 |
|
Colonial Trust Co / SC |
492 |
- |
2024-03-31 |
1,308 |
$57,000 |
0 |
|
PROEQUITIES INC. |
3257 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
5546 |
*Closed |
2024-03-31 |
0 |
$0 |
-19,203 |
|
Holistic Planning LLC |
121 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,177 |
|
MORGAN STANLEY |
7330 |
*New |
2024-03-31 |
1 |
$0 |
1 |
|
FMR LLC |
5326 |
*Closed |
2024-03-31 |
0 |
$0 |
-2 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
3469 |
*Closed |
2024-03-31 |
0 |
$0 |
-53 |
|
Vident Investment Advisory LLC |
812 |
*Closed |
2023-09-30 |
0 |
$0 |
-6,468 |
|
WorthPointe LLC |
86 |
*Closed |
2024-03-31 |
0 |
$0 |
-49,329 |
|
|
19 Records found
|
1
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