| |
Institutional
Holders
Total
Institutions:
 |
41  14 |
|
|
Total
shares held :
|
1,980,531 |
|
|
% of shares
held :
|
5.23% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-25 |
|
|
Amount
of shares held :
|
-834,503 |
|
|
% of shares
held change :
|
-2.2% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$5.85 |
|
|
Last
Quarter's Ending
Price :
|
$6.31 |
|
|
Last
Quarter's Average
Price :
|
$6.01 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 0.38 (6.32%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  GUGGENHEIM CAPITAL LLC |
809 |
- |
2024-03-31 |
387,272 |
$2,463,000 |
66,628 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1343 |
- |
2024-03-31 |
277,370 |
$1,764,000 |
-1,340 |
|
| UBS Group AG |
3435 |
- |
2024-03-31 |
180,019 |
$1,145,000 |
-144,698 |
|
| MORGAN STANLEY |
4808 |
- |
2024-03-31 |
152,762 |
$972,000 |
16,117 |
|
| INVESCO LTD |
3034 |
- |
2024-03-31 |
117,424 |
$747,000 |
-7,075 |
|
| AMERIPRISE FINANCIAL INC |
3222 |
- |
2024-03-31 |
111,959 |
$712,000 |
8,710 |
|
| Virtus ETF Advisers LLC |
175 |
- |
2024-03-31 |
82,792 |
$527,000 |
18,520 |
|
| WELLS FARGO & CO/MN |
3485 |
- |
2024-03-31 |
66,752 |
$425,000 |
-9,227 |
|
| LPL FINANCIAL CORP |
4034 |
- |
2024-03-31 |
52,112 |
$331,000 |
-7,386 |
|
| BANK OF AMERICA CORP /DE/ |
4631 |
- |
2024-03-31 |
51,017 |
$324,000 |
2,307 |
|
| RAYMOND JAMES & ASSOCIATES |
3506 |
- |
2024-03-31 |
35,007 |
$223,000 |
-4,652 |
|
| Advisor Group Holdings Inc. |
3575 |
- |
2024-03-31 |
34,247 |
$218,000 |
0 |
|
| Eudaimonia Partners LLC |
250 |
- |
2024-03-31 |
29,493 |
$188,000 |
0 |
|
| Redhawk Wealth Advisors Inc. |
299 |
*New |
2024-03-31 |
25,229 |
$160,000 |
25,229 |
|
| H D Vest Advisory Services |
1550 |
- |
2024-03-31 |
24,678 |
$157,000 |
183 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
3127 |
- |
2024-03-31 |
24,593 |
$156,000 |
649 |
|
| HORIZON ASSET MANAGEMENT INC/NY |
285 |
- |
2024-03-31 |
21,730 |
$138,000 |
0 |
|
| STIFEL FINANCIAL CORP |
3133 |
- |
2024-03-31 |
21,551 |
$137,000 |
0 |
|
| PNC FINANCIAL SERVICES GROUP INC |
2462 |
- |
2024-03-31 |
20,006 |
$127,000 |
0 |
|
| MELFA WEALTH MANAGEMENT LLC |
182 |
- |
2024-03-31 |
19,797 |
$126,000 |
0 |
|
| Kestra Advisory Services LLC |
2332 |
- |
2024-03-31 |
19,275 |
$123,000 |
6,892 |
|
| AlTi Global Inc. |
373 |
- |
2024-03-31 |
18,549 |
$118,000 |
0 |
|
| MULTIFINANCIAL SECURITIES CORP |
2282 |
- |
2024-03-31 |
18,000 |
$114,000 |
3,500 |
|
| Cetera Investment Advisers |
3434 |
*New |
2024-03-31 |
18,000 |
$114,000 |
18,000 |
|
| TIEDEMANN WEALTH MANAGEMENT, LLC |
266 |
- |
2023-09-30 |
18,549 |
$109,000 |
0 |
|
| JANNEY MONTGOMERY SCOTT LLC |
2633 |
- |
2024-03-31 |
15,376 |
$98,000 |
0 |
|
| CWM LLC |
1886 |
- |
2024-03-31 |
15,300 |
$97,000 |
0 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4870 |
- |
2024-03-31 |
13,711 |
$87,000 |
-7,458 |
|
| Element Wealth LLC |
161 |
- |
2024-03-31 |
12,893 |
$82,000 |
-50 |
|
| WEALTHTRUST AXIOM LLC |
245 |
- |
2024-03-31 |
12,798 |
$81,000 |
1 |
|
| Bedel Financial Consulting Inc. |
248 |
- |
2024-03-31 |
11,962 |
$76,000 |
0 |
|
| BEDEL FINANCIAL CONSULTING INC |
231 |
- |
2023-09-30 |
11,962 |
$71,000 |
0 |
|
| Wagner Wealth Management LLC |
153 |
- |
2024-03-31 |
10,817 |
$69,000 |
0 |
|
| Moors & Cabot Inc. |
874 |
*New |
2024-03-31 |
10,000 |
$64,000 |
10,000 |
|
| Hexagon Capital Partners LLC |
428 |
- |
2024-03-31 |
8,000 |
$51,000 |
0 |
|
| NORTH STAR INVESTMENT MANAGEMENT CORP. |
642 |
- |
2024-03-31 |
6,310 |
$40,000 |
0 |
|
| HIGHLANDER CAPITAL MANAGEMENT, LLC |
340 |
- |
2024-03-31 |
4,000 |
$25,000 |
0 |
|
| Concord Wealth Partners |
494 |
- |
2024-03-31 |
3,000 |
$19,000 |
0 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2442 |
- |
2024-03-31 |
2,322 |
$15,000 |
0 |
|
| ROYAL BANK OF CANADA |
5640 |
- |
2024-03-31 |
1,253 |
$8,000 |
0 |
|
| WFA of San Diego LLC |
296 |
- |
2023-09-30 |
1,175 |
$7,000 |
25 |
|
| VisionPoint Advisory Group LLC |
537 |
- |
2024-03-31 |
750 |
$5,000 |
0 |
|
| Arete Wealth Advisors LLC |
426 |
*Closed |
2024-03-31 |
0 |
$0 |
-28,497 |
|
| PROEQUITIES INC. |
6052 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| US BANCORP |
3909 |
- |
2024-03-31 |
4 |
$0 |
0 |
|
| J P MORGAN CHASE & CO |
6088 |
*Closed |
2024-03-31 |
0 |
$0 |
-254 |
|
| Steward Partners Investment Advisory LLC |
3548 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,500 |
|
|
47 Records found
|
1
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