|
Institutional
Holders
Total
Institutions:
|
79 8 |
|
Total
shares held :
|
7,669,575 |
|
% of shares
held :
|
19.24% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-21 |
|
Amount
of shares held :
|
-2,015,812 |
|
% of shares
held change :
|
-5.06% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$12.14 |
|
Last
Quarter's Ending
Price :
|
$12.55 |
|
Last
Quarter's Average
Price :
|
$12.21 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.21 (9.91%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
BANK OF AMERICA CORP /DE/ |
1985 |
- |
2024-03-31 |
1,406,399 |
$18,719,000 |
47,791 |
|
MORGAN STANLEY |
2853 |
- |
2024-03-31 |
1,269,572 |
$16,898,000 |
102,817 |
|
RAYMOND JAMES & ASSOCIATES |
1331 |
- |
2024-03-31 |
550,719 |
$7,330,000 |
-193,711 |
|
GUGGENHEIM CAPITAL LLC |
462 |
- |
2024-03-31 |
489,006 |
$6,509,000 |
-18,225 |
|
FIXED INCOME SECURITIES INC |
249 |
- |
2024-03-31 |
406,148 |
$5,406,000 |
22,430 |
|
INVESCO LTD |
2169 |
- |
2024-03-31 |
383,249 |
$5,101,000 |
-89,548 |
|
MARBLE HARBOR INVESTMENT COUNSEL LLC |
48 |
- |
2024-03-31 |
327,193 |
$4,355,000 |
-62,105 |
|
Advisor Group Holdings Inc. |
1282 |
- |
2024-03-31 |
265,240 |
$3,530,000 |
74,219 |
|
ROYAL BANK OF CANADA |
2206 |
- |
2024-03-31 |
239,625 |
$3,189,000 |
46,082 |
|
UBS Group AG |
2741 |
- |
2024-03-31 |
194,435 |
$2,588,000 |
-5,016 |
|
Apollon Wealth Management LLC |
294 |
- |
2024-03-31 |
148,082 |
$1,971,000 |
-826 |
|
LPL FINANCIAL CORP |
2558 |
- |
2024-03-31 |
139,295 |
$1,854,000 |
7,271 |
|
REGIONS FINANCIAL CORP |
392 |
- |
2024-03-31 |
135,000 |
$1,797,000 |
0 |
|
GraniteShares Advisors LLC |
24 |
- |
2024-03-31 |
134,203 |
$1,786,000 |
17,080 |
|
Koshinski Asset Management Inc. |
141 |
- |
2024-03-31 |
114,200 |
$1,520,000 |
-25,439 |
|
Hennion & Walsh Asset Management Inc. |
331 |
- |
2024-03-31 |
109,622 |
$1,459,000 |
10,716 |
|
COHEN & STEERS INC |
239 |
- |
2024-03-31 |
96,240 |
$1,281,000 |
0 |
|
WELLS FARGO & CO/MN |
2941 |
- |
2024-03-31 |
83,382 |
$1,110,000 |
-4,268 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1656 |
- |
2024-03-31 |
81,868 |
$1,090,000 |
683 |
|
Garner Asset Management Corp |
73 |
- |
2024-03-31 |
67,480 |
$898,000 |
723 |
|
STIFEL FINANCIAL CORP |
2382 |
- |
2024-03-31 |
54,824 |
$730,000 |
16,384 |
|
Lido Advisors LLC |
749 |
*New |
2024-03-31 |
45,000 |
$599,000 |
45,000 |
|
Virtus ETF Advisers LLC |
170 |
- |
2024-03-31 |
40,548 |
$540,000 |
7,078 |
|
HBK SORCE ADVISORY LLC |
379 |
- |
2024-03-31 |
31,516 |
$419,000 |
-10,464 |
|
MELFA WEALTH MANAGEMENT LLC |
88 |
- |
2024-03-31 |
30,663 |
$408,000 |
199 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
704 |
- |
2024-03-31 |
29,625 |
$394,000 |
66 |
|
BALLENTINE FINN & COMPANY INC |
472 |
- |
2024-03-31 |
27,846 |
$371,000 |
0 |
|
Rockefeller Capital Management L.P. |
1537 |
- |
2024-03-31 |
27,448 |
$365,000 |
0 |
|
PARSONS CAPITAL MANAGEMENT INC/RI |
360 |
- |
2024-03-31 |
26,445 |
$352,000 |
-4,915 |
|
WARREN AVERETT ASSET MANAGEMENT, LLC |
545 |
- |
2024-03-31 |
25,070 |
$334,000 |
0 |
|
BB&T CORP |
2273 |
- |
2024-03-31 |
21,652 |
$288,000 |
3,818 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2904 |
- |
2024-03-31 |
19,664 |
$262,000 |
-171 |
|
ENVESTNET ASSET MANAGEMENT INC |
3800 |
- |
2024-03-31 |
18,546 |
$247,000 |
-89,368 |
|
CUSTOM INDEX SYSTEMS LLC |
210 |
- |
2024-03-31 |
18,347 |
$244,000 |
0 |
|
JANE STREET GROUP LLC |
4580 |
*New |
2024-03-31 |
17,966 |
$239,000 |
17,966 |
|
Dynamic Advisors Solutions LLC |
825 |
- |
2024-03-31 |
17,097 |
$228,000 |
32 |
|
AMERIPRISE FINANCIAL INC |
3574 |
- |
2024-03-31 |
16,650 |
$227,000 |
-922 |
|
PFG Investments LLC |
884 |
- |
2024-03-31 |
15,694 |
$209,000 |
15,694 |
|
SHUFRO ROSE & CO LLC |
276 |
- |
2024-03-31 |
15,180 |
$202,000 |
0 |
|
FINANCIAL NETWORK |
2595 |
*New |
2024-03-31 |
14,258 |
$190,000 |
14,258 |
|
Asset Allocation & Management Company LLC |
47 |
- |
2024-03-31 |
13,000 |
$173,000 |
0 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3628 |
- |
2024-03-31 |
12,850 |
$171,000 |
-227 |
|
Concurrent Investment Advisors LLC |
814 |
- |
2024-03-31 |
12,706 |
$169,000 |
0 |
|
Capital Investment Advisors LLC |
592 |
- |
2024-03-31 |
12,202 |
$162,000 |
-3,398 |
|
Lumature Wealth Partners LLC |
172 |
- |
2023-06-30 |
12,579 |
$147,000 |
0 |
|
MULTIFINANCIAL SECURITIES CORP |
2260 |
- |
2024-03-31 |
10,593 |
$141,000 |
200 |
|
Sigma Planning Corp |
1150 |
*New |
2024-03-31 |
10,310 |
$137,000 |
10,310 |
|
COLONY GROUP, LLC |
950 |
*New |
2024-03-31 |
10,159 |
$137,000 |
10,159 |
|
WESCAP Management Group Inc. |
93 |
- |
2024-03-31 |
10,217 |
$136,000 |
0 |
|
PNC FINANCIAL SERVICES GROUP INC |
2606 |
- |
2024-03-31 |
7,551 |
$101,000 |
0 |
|
COMERICA BANK |
2559 |
- |
2024-03-31 |
7,139 |
$95,000 |
3,330 |
|
Parallel Advisors LLC |
1305 |
- |
2024-03-31 |
5,575 |
$74,000 |
0 |
|
PRIVATE TRUST CO NA |
1015 |
- |
2024-03-31 |
4,800 |
$64,000 |
0 |
|
MEADOWBROOK INVESTMENT ADVISORS LLC |
160 |
- |
2024-03-31 |
4,520 |
$60,000 |
-2,074 |
|
ATTICUS WEALTH MANAGEMENT LLC |
285 |
- |
2024-03-31 |
2,160 |
$29,000 |
0 |
|
Goss Wealth Management LLC |
2501 |
- |
2024-03-31 |
2,000 |
$27,000 |
0 |
|
Addison Advisors LLC |
463 |
- |
2024-03-31 |
1,340 |
$18,000 |
0 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
668 |
*New |
2023-12-31 |
1,018 |
$13,000 |
1,018 |
|
HANSON MCCLAIN, INC. |
1984 |
- |
2024-03-31 |
1,000 |
$13,000 |
0 |
|
Retirement Group LLC |
445 |
*New |
2024-03-31 |
850 |
$11,000 |
850 |
|
CALDWELL SUTTER CAPITAL INC. |
538 |
- |
2024-03-31 |
812 |
$11,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
2275 |
- |
2024-03-31 |
850 |
$11,000 |
0 |
|
Carmichael Hill & Associates Inc. |
507 |
- |
2024-03-31 |
571 |
$8,000 |
0 |
|
TOWER RESEARCH CAPITAL LLC |
4334 |
- |
2024-03-31 |
500 |
$7,000 |
203 |
|
Key Financial Inc |
973 |
- |
2024-03-31 |
325 |
$4,000 |
0 |
|
Spire Wealth Management |
1972 |
- |
2024-03-31 |
330 |
$4,000 |
0 |
|
CWM LLC |
4219 |
- |
2024-03-31 |
40 |
$1,000 |
0 |
|
Lindbrook Capital LLC |
2515 |
- |
2024-03-31 |
15 |
$0 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
1812 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,000 |
|
RAYMOND JAMES TRUST CO |
1251 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,030 |
|
GRADIENT INVESTMENTS LLC |
1134 |
*Closed |
2024-03-31 |
0 |
$0 |
-188 |
|
Integrated Capital Management Inc. |
80 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,938 |
|
AE Wealth Management LLC |
1334 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,926 |
|
Planning Capital Management Corp |
655 |
*Closed |
2024-03-31 |
0 |
$0 |
-590 |
|
PROEQUITIES INC. |
3940 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
AEGON USA INVESTMENT MANAGEMENT, LLC |
26 |
*Closed |
2024-03-31 |
0 |
$0 |
-38,497 |
|
J P MORGAN CHASE & CO |
6076 |
*Closed |
2024-03-31 |
0 |
$0 |
-21,248 |
|
Steward Partners Investment Advisory LLC |
3441 |
- |
2024-03-31 |
31 |
$0 |
-282 |
|
GOLDMAN SACHS GROUP INC/ |
4819 |
*Closed |
2024-03-31 |
0 |
$0 |
-15,850 |
|
Next Capital Management LLC |
145 |
*Closed |
2024-03-31 |
0 |
$0 |
-48,759 |
|
SIT INVESTMENT ASSOCIATES INC |
542 |
*Closed |
2024-03-31 |
0 |
$0 |
-67,268 |
|
TWIN FOCUS CAPITAL PARTNERS, LLC |
159 |
*Closed |
2024-03-31 |
0 |
$0 |
-11,800 |
|
PARK AVENUE SECURITIES LLC |
1407 |
*Closed |
2024-03-31 |
0 |
$0 |
-91,043 |
|
CAROLINAS WEALTH CONSULTING LLC |
1144 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,856 |
|
JONES FINANCIAL COMPANIES LLLP |
1457 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,500 |
|
JONES ROAD CAPITAL MANAGEMENT L.P. |
30 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,964 |
|
ROCK CREEK GROUP, LP |
71 |
*Closed |
2024-03-31 |
0 |
$0 |
-756 |
|
Cape Investment Advisory Inc. |
1178 |
*New |
2023-12-31 |
7 |
$0 |
7 |
|
|
88 Records found
|
1
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