|
Institutional
Holders
Total
Institutions:
|
84 8 |
|
Total
shares held :
|
11,355,661 |
|
% of shares
held :
|
16.16% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-13 |
|
Amount
of shares held :
|
732,925 |
|
% of shares
held change :
|
1.04% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$7.70 |
|
Last
Quarter's Ending
Price :
|
$7.84 |
|
Last
Quarter's Average
Price :
|
$7.75 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.78 (10.06%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Advisor Group Holdings Inc. |
615 |
- |
2024-03-31 |
1,391,311 |
$11,618,000 |
28,265 |
|
GUGGENHEIM CAPITAL LLC |
416 |
- |
2024-03-31 |
884,306 |
$7,384,000 |
-105,616 |
|
LPL FINANCIAL CORP |
1549 |
- |
2024-03-31 |
841,281 |
$7,025,000 |
10,733 |
|
Cornerstone Advisors LLC |
97 |
- |
2024-03-31 |
799,923 |
$6,679,000 |
202,790 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
977 |
- |
2024-03-31 |
795,177 |
$6,640,000 |
164,574 |
|
INVESCO LTD |
2014 |
- |
2024-03-31 |
782,556 |
$6,534,000 |
-19,170 |
|
MORGAN STANLEY |
3702 |
- |
2024-03-31 |
712,074 |
$5,946,000 |
-829 |
|
RAYMOND JAMES & ASSOCIATES |
1686 |
- |
2024-03-31 |
513,369 |
$4,287,000 |
75,901 |
|
JANNEY MONTGOMERY SCOTT LLC |
891 |
- |
2024-03-31 |
418,346 |
$3,493,000 |
-29,380 |
|
FIXED INCOME SECURITIES INC |
386 |
- |
2024-03-31 |
395,518 |
$3,303,000 |
38,777 |
|
COHEN & STEERS INC |
179 |
- |
2024-03-31 |
392,446 |
$3,277,000 |
30,000 |
|
AMERIPRISE FINANCIAL INC |
2595 |
- |
2024-03-31 |
353,562 |
$2,953,000 |
-27,036 |
|
SHAKER FINANCIAL SERVICES, LLC |
32 |
- |
2024-03-31 |
335,907 |
$2,805,000 |
126,348 |
|
Financial Alternatives Inc |
13 |
- |
2024-03-31 |
294,184 |
$2,456,000 |
-26,822 |
|
Maxwell Wealth Strategies Inc. |
27 |
- |
2023-12-31 |
288,571 |
$2,262,000 |
0 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1252 |
- |
2024-03-31 |
238,797 |
$1,994,000 |
7,664 |
|
WELLS FARGO & CO/MN |
2649 |
- |
2024-03-31 |
211,862 |
$1,769,000 |
-63,652 |
|
IHT Wealth Management LLC |
309 |
- |
2024-03-31 |
191,467 |
$1,599,000 |
-4,182 |
|
LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
219 |
- |
2024-03-31 |
177,706 |
$1,484,000 |
84,031 |
|
BANK OF AMERICA CORP /DE/ |
3841 |
- |
2024-03-31 |
165,136 |
$1,379,000 |
-11,899 |
|
ADVISORY SERVICES NETWORK, LLC |
736 |
- |
2024-03-31 |
105,971 |
$885,000 |
-12,024 |
|
Private Advisor Group LLC |
1207 |
- |
2024-03-31 |
105,075 |
$877,000 |
-1,165 |
|
FIRST HEARTLAND CONSULTANTS INC |
191 |
- |
2024-03-31 |
91,161 |
$761,000 |
4,852 |
|
Ausdal Financial Partners Inc. |
216 |
- |
2024-03-31 |
83,121 |
$694,000 |
6,979 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2572 |
- |
2024-03-31 |
76,659 |
$640,000 |
-4,959 |
|
ROYAL BANK OF CANADA |
3360 |
- |
2024-03-31 |
69,283 |
$579,000 |
9,988 |
|
UBS Group AG |
3967 |
- |
2024-03-31 |
69,355 |
$579,000 |
12,827 |
|
Pointe Capital Management LLC |
77 |
- |
2024-03-31 |
67,872 |
$567,000 |
236 |
|
Rockport Wealth LLC |
77 |
- |
2024-03-31 |
67,872 |
$567,000 |
0 |
|
Flow State Investments L.P. |
70 |
- |
2024-03-31 |
66,137 |
$552,000 |
66,137 |
|
Semus Wealth Partners LLC |
51 |
- |
2024-03-31 |
61,235 |
$511,000 |
-1,224 |
|
CENTAURUS FINANCIAL INC. |
392 |
- |
2024-03-31 |
56,350 |
$471,000 |
2,668 |
|
Goss Wealth Management LLC |
1377 |
- |
2024-03-31 |
55,117 |
$460,000 |
2,295 |
|
HIGHTOWER ADVISORS, LLC |
2340 |
*New |
2024-03-31 |
51,624 |
$430,000 |
51,624 |
|
Garden State Investment Advisory Services LLC |
131 |
- |
2024-03-31 |
48,590 |
$406,000 |
-1,731 |
|
STIFEL FINANCIAL CORP |
2761 |
- |
2024-03-31 |
44,766 |
$374,000 |
-3,000 |
|
Rockefeller Capital Management L.P. |
1546 |
- |
2024-03-31 |
41,381 |
$346,000 |
1 |
|
ELCO Management Co. LLC |
110 |
- |
2024-03-31 |
38,099 |
$318,000 |
0 |
|
Stonebrook Private Inc. |
158 |
- |
2024-03-31 |
33,637 |
$281,000 |
-2,281 |
|
Stratos Wealth Advisors LLC |
578 |
- |
2024-03-31 |
31,200 |
$261,000 |
-1,000 |
|
TRANSCEND WEALTH COLLECTIVE LLC |
443 |
- |
2024-03-31 |
30,609 |
$256,000 |
0 |
|
BBK Capital Partners LLC |
301 |
- |
2024-03-31 |
30,365 |
$254,000 |
-2,270 |
|
SageView Advisory Group LLC |
462 |
- |
2024-03-31 |
30,053 |
$251,000 |
0 |
|
Cetera Investment Advisers |
3166 |
*New |
2024-03-31 |
29,743 |
$248,000 |
29,743 |
|
NBC SECURITIES INC. |
671 |
- |
2024-03-31 |
29,351 |
$245,000 |
-706 |
|
Sigma Planning Corp |
1050 |
- |
2024-03-31 |
28,286 |
$236,000 |
28,286 |
|
Successful Portfolios LLC |
141 |
- |
2024-03-31 |
27,533 |
$230,000 |
-16 |
|
FINANCIAL NETWORK |
2502 |
- |
2024-03-31 |
26,712 |
$223,000 |
-4,929 |
|
Strategic Financial Concepts LLC |
279 |
- |
2024-03-31 |
26,000 |
$217,000 |
26,000 |
|
Syverson Strege & Co |
69 |
- |
2024-03-31 |
25,904 |
$216,000 |
0 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4539 |
- |
2024-03-31 |
22,732 |
$190,000 |
5,225 |
|
PRIMORIS WEALTH ADVISORS LLC |
89 |
- |
2024-03-31 |
22,395 |
$187,000 |
221 |
|
WEALTH EFFECTS LLC |
203 |
- |
2024-03-31 |
18,822 |
$157,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
1103 |
- |
2024-03-31 |
18,853 |
$157,000 |
0 |
|
Ameritas Advisory Services LLC |
841 |
- |
2024-03-31 |
17,228 |
$142,000 |
17,228 |
|
FLAGSHIP HARBOR ADVISORS LLC |
657 |
- |
2024-03-31 |
16,417 |
$137,000 |
-620 |
|
LIBERTY CAPITAL MANAGEMENT INC |
152 |
- |
2024-03-31 |
16,170 |
$135,000 |
0 |
|
NATIONAL ASSET MANAGEMENT, INC. |
1327 |
- |
2024-03-31 |
17,011 |
$131,000 |
17,011 |
|
Gladstone Institutional Advisory LLC |
620 |
- |
2024-03-31 |
15,536 |
$130,000 |
-161 |
|
Diversified LLC |
177 |
- |
2024-03-31 |
15,078 |
$126,000 |
151 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
719 |
- |
2024-03-31 |
15,109 |
$126,000 |
0 |
|
David J Yvars Group |
72 |
- |
2024-03-31 |
14,966 |
$125,000 |
282 |
|
Congress Park Capital LLC |
114 |
- |
2024-03-31 |
15,000 |
$125,000 |
0 |
|
Kestra Advisory Services LLC |
2329 |
- |
2024-03-31 |
14,954 |
$125,000 |
2,485 |
|
Marshall Financial Group LLC |
170 |
- |
2024-03-31 |
14,910 |
$124,000 |
-5,558 |
|
Global Assets Advisory LLC |
53 |
- |
2023-12-31 |
15,000 |
$117,000 |
-5,000 |
|
Steward Partners Investment Advisory LLC |
1682 |
- |
2024-03-31 |
14,018 |
$117,000 |
1,301 |
|
CNH PARTNERS LLC |
272 |
*New |
2024-03-31 |
13,871 |
$116,000 |
13,871 |
|
RAYMOND JAMES TRUST CO |
1221 |
*New |
2024-03-31 |
13,077 |
$109,000 |
13,077 |
|
Walleye Trading Advisors LLC |
1892 |
*New |
2024-03-31 |
13,009 |
$109,000 |
13,009 |
|
MML INVESTORS SERVICES LLC |
2406 |
- |
2024-03-31 |
12,559 |
$105,000 |
1,470 |
|
Stratos Wealth Partners LTD. |
1316 |
- |
2024-03-31 |
12,488 |
$104,000 |
-1,844 |
|
Atria Wealth Solutions Inc. |
1872 |
- |
2024-03-31 |
11,835 |
$99,000 |
29 |
|
GPS Wealth Strategies Group LLC |
383 |
- |
2024-03-31 |
11,509 |
$96,000 |
0 |
|
Sheaff Brock Investment Advisors LLC |
477 |
- |
2024-03-31 |
10,625 |
$89,000 |
0 |
|
Insight Advisors LLC/ PA |
290 |
- |
2024-03-31 |
10,189 |
$85,000 |
0 |
|
OLIVER LAGORE VANVALIN INVESTMENT GROUP |
194 |
- |
2024-03-31 |
9,700 |
$81,000 |
0 |
|
Spire Wealth Management |
1131 |
- |
2024-03-31 |
7,712 |
$64,000 |
0 |
|
US BANCORP |
2672 |
- |
2024-03-31 |
6,017 |
$50,000 |
0 |
|
Princeton Global Asset Management LLC |
269 |
- |
2024-03-31 |
5,752 |
$48,000 |
0 |
|
ORG Partners LLC |
147 |
*New |
2024-03-31 |
5,000 |
$42,000 |
5,000 |
|
Creative Capital Management Investments LLC |
96 |
- |
2024-03-31 |
4,694 |
$39,000 |
0 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2170 |
- |
2024-03-31 |
4,296 |
$36,000 |
-4,502 |
|
Parallel Advisors LLC |
1675 |
- |
2024-03-31 |
4,048 |
$34,000 |
80 |
|
Retirement Group LLC |
285 |
- |
2024-03-31 |
4,020 |
$34,000 |
-3,635 |
|
HOEY INVESTMENTS INC |
140 |
- |
2024-03-31 |
4,000 |
$33,000 |
0 |
|
J P MORGAN CHASE & CO |
4887 |
*New |
2024-03-31 |
2,947 |
$25,000 |
2,947 |
|
MANCHESTER CAPITAL MANAGEMENT LLC |
569 |
- |
2024-03-31 |
2,000 |
$17,000 |
0 |
|
COMERICA BANK |
3050 |
- |
2024-03-31 |
2,048 |
$17,000 |
0 |
|
PRIVATE TRUST CO NA |
1495 |
- |
2024-03-31 |
2,000 |
$17,000 |
0 |
|
HOLLENCREST SECURITIES LLC |
684 |
- |
2024-03-31 |
1,550 |
$13,000 |
0 |
|
Fernwood Investment Management LLC |
523 |
*New |
2024-03-31 |
1,500 |
$13,000 |
1,500 |
|
Smartleaf Asset Management LLC |
837 |
- |
2024-03-31 |
1,298 |
$10,000 |
-43 |
|
Ahrens Investment Partners LLC |
685 |
*New |
2023-03-31 |
1,000 |
$8,000 |
1,000 |
|
ICA Group Wealth Management LLC |
931 |
- |
2024-03-31 |
1,000 |
$8,000 |
0 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
917 |
*New |
2023-12-31 |
503 |
$4,000 |
503 |
|
TOWER RESEARCH CAPITAL LLC |
5216 |
*New |
2024-03-31 |
202 |
$2,000 |
202 |
|
AE Wealth Management LLC |
1266 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,335 |
|
J.W. COLE ADVISORS INC. |
876 |
*Closed |
2024-03-31 |
0 |
$0 |
-13,403 |
|
PROEQUITIES INC. |
3935 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
100 Records found
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1
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