|
Institutional
Holders
Total
Institutions:
|
72 9 |
|
Total
shares held :
|
9,735,691 |
|
% of shares
held :
|
10.82% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
18 |
|
Amount
of shares held :
|
-568,080 |
|
% of shares
held change :
|
-0.63% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$14.66 |
|
Last
Quarter's Ending
Price :
|
$14.87 |
|
Last
Quarter's Average
Price :
|
$14.40 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.10 (7.64%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
MORGAN STANLEY |
2156 |
- |
2024-03-31 |
2,057,898 |
$32,803,000 |
244,915 |
|
WELLS FARGO & CO/MN |
1072 |
- |
2024-03-31 |
1,352,246 |
$21,555,000 |
117,851 |
|
UBS Group AG |
1219 |
- |
2024-03-31 |
1,205,495 |
$19,216,000 |
67,575 |
|
ROYAL BANK OF CANADA |
1309 |
- |
2024-03-31 |
882,081 |
$14,060,000 |
35,120 |
|
Herr Investment Group LLC |
12 |
- |
2024-03-31 |
606,087 |
$9,661,000 |
-30,275 |
|
HIGHTOWER ADVISORS, LLC |
811 |
- |
2024-03-31 |
452,817 |
$7,213,000 |
1,262 |
|
IEQ CAPITAL LLC |
186 |
- |
2024-03-31 |
303,175 |
$4,833,000 |
0 |
|
COHEN & STEERS INC |
148 |
- |
2024-03-31 |
271,007 |
$4,320,000 |
0 |
|
BANK OF AMERICA CORP /DE/ |
3238 |
- |
2024-03-31 |
217,380 |
$3,465,000 |
-5,855 |
|
Consolidated Portfolio Review Corp |
33 |
- |
2024-03-31 |
190,566 |
$3,038,000 |
-1,198 |
|
PFG Investments LLC |
116 |
*New |
2024-03-31 |
189,967 |
$3,028,000 |
189,967 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1493 |
- |
2024-03-31 |
162,860 |
$2,596,000 |
-1,396 |
|
Rockefeller Capital Management L.P. |
906 |
- |
2024-03-31 |
156,614 |
$2,496,000 |
-24,890 |
|
CAPTRUST FINANCIAL ADVISORS |
750 |
- |
2024-03-31 |
144,701 |
$2,307,000 |
-1,364 |
|
STIFEL FINANCIAL CORP |
1733 |
- |
2024-03-31 |
122,691 |
$1,956,000 |
3,680 |
|
EVOKE WEALTH LLC |
139 |
- |
2024-03-31 |
92,685 |
$1,477,000 |
0 |
|
Vivaldi Capital Management LLC |
77 |
- |
2024-03-31 |
77,438 |
$1,228,000 |
-8,083 |
|
Pettinga Financial Advisors LLC |
53 |
- |
2024-03-31 |
71,963 |
$1,147,000 |
-114,892 |
|
WEDBUSH MORGAN SECURITIES INC |
337 |
- |
2024-03-31 |
71,766 |
$1,144,000 |
6,819 |
|
Hennion & Walsh Asset Management Inc. |
399 |
- |
2024-03-31 |
68,306 |
$1,089,000 |
35,255 |
|
LPL FINANCIAL CORP |
3172 |
- |
2024-03-31 |
59,289 |
$945,000 |
11,710 |
|
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC |
79 |
- |
2024-03-31 |
45,689 |
$728,000 |
2,813 |
|
INVESCO LTD |
3056 |
- |
2024-03-31 |
45,265 |
$722,000 |
-13,334 |
|
Atria Wealth Solutions Inc. |
1065 |
- |
2024-03-31 |
44,151 |
$704,000 |
4,621 |
|
Advisor Group Holdings Inc. |
2768 |
- |
2024-03-31 |
37,882 |
$604,000 |
-6,592 |
|
WALLED LAKE PLANNING & WEALTH MANAGEMENT LLC |
47 |
- |
2024-03-31 |
33,942 |
$541,000 |
9,770 |
|
JOURNEY STRATEGIC WEALTH LLC |
132 |
- |
2024-03-31 |
31,613 |
$504,000 |
-9,500 |
|
Gridiron Partners LLC |
39 |
- |
2024-03-31 |
29,817 |
$475,000 |
-46,830 |
|
RAYMOND JAMES & ASSOCIATES |
3080 |
- |
2024-03-31 |
28,049 |
$447,000 |
6,304 |
|
Summit X LLC |
123 |
- |
2024-03-31 |
27,516 |
$439,000 |
1,191 |
|
Integrated Wealth Concepts LLC |
1144 |
- |
2024-03-31 |
25,035 |
$399,000 |
25,035 |
|
Capstone Financial Advisors Inc. |
99 |
- |
2024-03-31 |
24,144 |
$385,000 |
0 |
|
AVIANCE CAPITAL PARTNERS, LLC |
233 |
- |
2024-03-31 |
23,696 |
$378,000 |
-434 |
|
PATHSTONE FAMILY OFFICE, LLC |
1198 |
*New |
2023-09-30 |
24,933 |
$367,000 |
24,933 |
|
MILLENNIUM MANAGEMENT LLC |
3302 |
- |
2024-03-31 |
22,839 |
$364,000 |
22,839 |
|
Moors & Cabot Inc. |
624 |
- |
2024-03-31 |
21,800 |
$347,000 |
-6,600 |
|
GUGGENHEIM CAPITAL LLC |
1623 |
- |
2024-03-31 |
20,887 |
$333,000 |
116 |
|
COMERICA BANK |
2068 |
- |
2024-03-31 |
20,760 |
$331,000 |
9,084 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3148 |
- |
2024-03-31 |
20,639 |
$329,000 |
-29,598 |
|
Allie Family Office LLC |
57 |
- |
2024-03-31 |
20,000 |
$319,000 |
0 |
|
Cetera Investment Advisers |
3031 |
*New |
2024-03-31 |
18,485 |
$295,000 |
18,485 |
|
FIRST TRUST ADVISORS LP |
2239 |
*New |
2024-03-31 |
17,707 |
$282,000 |
17,707 |
|
Coastal Investment Advisors Inc. |
332 |
- |
2024-03-31 |
17,244 |
$275,000 |
2,010 |
|
OPTIMUM INVESTMENT ADVISORS |
165 |
- |
2024-03-31 |
16,473 |
$263,000 |
206 |
|
LM Advisors LLC |
179 |
- |
2024-03-31 |
16,217 |
$258,000 |
-2,700 |
|
FINANCIAL NETWORK |
2394 |
*New |
2024-03-31 |
16,010 |
$255,000 |
16,010 |
|
ENVESTNET ASSET MANAGEMENT INC |
3825 |
*New |
2024-03-31 |
14,821 |
$236,000 |
14,821 |
|
Private Advisor Group LLC |
2018 |
- |
2024-03-31 |
14,334 |
$228,000 |
314 |
|
OPPENHEIMER & CO INC |
1292 |
- |
2024-03-31 |
14,200 |
$226,000 |
-1,800 |
|
Streettalk Advisors LLC |
398 |
- |
2024-03-31 |
14,000 |
$223,000 |
0 |
|
Belpointe Asset Management LLC |
709 |
*New |
2024-03-31 |
13,675 |
$218,000 |
13,675 |
|
Catalina Capital Group LLC |
239 |
- |
2024-03-31 |
13,563 |
$216,000 |
-517 |
|
Total Clarity Wealth Management Inc. |
255 |
*New |
2024-03-31 |
11,847 |
$189,000 |
11,847 |
|
SHAKER FINANCIAL SERVICES, LLC |
145 |
*New |
2024-03-31 |
11,600 |
$185,000 |
11,600 |
|
Bay Colony Advisory Group Inc d/b/a Bay Colony Adv |
379 |
*New |
2024-03-31 |
10,438 |
$166,000 |
10,438 |
|
HARTLINE INVESTMENT CORP/ |
379 |
*New |
2024-03-31 |
10,438 |
$166,000 |
10,438 |
|
Wealthcare Advisory Partners LLC |
771 |
*New |
2024-03-31 |
10,305 |
$164,000 |
10,305 |
|
Atlantic Trust Group LLC |
1331 |
*New |
2024-03-31 |
7,350 |
$117,000 |
7,350 |
|
Activest Wealth Management |
89 |
- |
2024-03-31 |
5,074 |
$81,000 |
113 |
|
Tidemark LLC |
205 |
- |
2024-03-31 |
4,144 |
$66,000 |
8 |
|
HIGHLANDER CAPITAL MANAGEMENT, LLC |
243 |
- |
2024-03-31 |
3,850 |
$61,000 |
-500 |
|
Lindbrook Capital LLC |
859 |
- |
2024-03-31 |
2,600 |
$41,000 |
0 |
|
Larson Financial Group LLC |
757 |
- |
2024-03-31 |
2,362 |
$38,000 |
223 |
|
Spire Wealth Management |
1401 |
- |
2024-03-31 |
1,730 |
$28,000 |
25 |
|
HOLLENCREST SECURITIES LLC |
584 |
- |
2024-03-31 |
1,666 |
$27,000 |
542 |
|
FSA Wealth Management LLC |
219 |
- |
2024-03-31 |
1,583 |
$25,000 |
0 |
|
Laffer Tengler Investments |
226 |
*New |
2024-03-31 |
1,300 |
$21,000 |
1,300 |
|
FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
404 |
- |
2024-03-31 |
1,252 |
$20,000 |
38 |
|
JAMISON PRIVATE WEALTH MANAGEMENT INC. |
309 |
- |
2024-03-31 |
1,000 |
$16,000 |
0 |
|
Sunbelt Securities Inc. |
1124 |
- |
2024-03-31 |
1,000 |
$16,000 |
0 |
|
Raleigh Capital Management Inc. |
485 |
- |
2024-03-31 |
875 |
$14,000 |
0 |
|
Cape Investment Advisory Inc. |
684 |
*New |
2023-12-31 |
625 |
$9,000 |
625 |
|
Moisand Fitzgerald Tamayo LLC |
336 |
- |
2024-03-31 |
500 |
$8,000 |
0 |
|
Geneos Wealth Management Inc. |
1638 |
- |
2024-03-31 |
450 |
$7,000 |
0 |
|
Glass Jacobson Investment Advisors llc |
589 |
- |
2024-03-31 |
455 |
$7,000 |
0 |
|
HANSON MCCLAIN, INC. |
2295 |
*New |
2024-03-31 |
385 |
$6,000 |
385 |
|
HARBOUR INVESTMENTS INC. |
2413 |
- |
2023-12-31 |
358 |
$5,000 |
8 |
|
US BANCORP |
3557 |
*New |
2024-03-31 |
200 |
$3,000 |
200 |
|
Walleye Trading Advisors LLC |
2427 |
*Closed |
2024-03-31 |
0 |
$0 |
-36,429 |
|
PROEQUITIES INC. |
3963 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
Aristides Capital LLC |
280 |
*Closed |
2024-03-31 |
0 |
$0 |
-16,961 |
|
LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
779 |
*Closed |
2024-03-31 |
0 |
$0 |
-49,316 |
|
Penserra Capital Management LLC |
1277 |
*Closed |
2024-03-31 |
0 |
$0 |
-447,162 |
|
BROGAN FINANCIAL INC. |
49 |
*Closed |
2024-03-31 |
0 |
$0 |
-25,728 |
|
ELEQUIN CAPITAL LP |
179 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,844 |
|
PNC FINANCIAL SERVICES GROUP INC |
4468 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,500 |
|
Parallel Advisors LLC |
3249 |
- |
2024-03-31 |
25 |
$0 |
1 |
|
Ronald Blue Trust Inc. |
2519 |
*Closed |
2024-03-31 |
0 |
$0 |
-250 |
|
Change Path LLC |
890 |
*Closed |
2024-03-31 |
0 |
$0 |
-17,700 |
|
ADVISORY SERVICES NETWORK, LLC |
3211 |
*Closed |
2024-03-31 |
0 |
$0 |
-341 |
|
WEISS CAPITAL LLC |
351 |
*Closed |
2024-03-31 |
0 |
$0 |
-25,287 |
|
Penn Mutual Asset Management LLC |
63 |
*Closed |
2024-03-31 |
0 |
$0 |
-199,841 |
|
|
92 Records found
|
1
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