| |
Institutional
Holders
Total
Institutions:
 |
44  2 |
|
|
Total
shares held :
|
4,131,689 |
|
|
% of shares
held :
|
23.11% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-9 |
|
|
Amount
of shares held :
|
204,200 |
|
|
% of shares
held change :
|
 1.14% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$10.23 |
|
|
Last
Quarter's Ending
Price :
|
$10.38 |
|
|
Last
Quarter's Average
Price :
|
$10.13 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
0.77 (7.6%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  SIT INVESTMENT ASSOCIATES INC |
94 |
- |
2024-03-31 |
1,255,531 |
$13,258,000 |
2,410 |
|
| AMERIPRISE FINANCIAL INC |
1876 |
- |
2024-03-31 |
805,866 |
$8,512,000 |
365,199 |
|
| MORGAN STANLEY |
3915 |
- |
2024-03-31 |
420,288 |
$4,438,000 |
-123,660 |
|
| Advisor Group Holdings Inc. |
1727 |
- |
2024-03-31 |
180,611 |
$1,907,000 |
2,493 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1292 |
- |
2024-03-31 |
180,174 |
$1,903,000 |
169,174 |
|
| GUGGENHEIM CAPITAL LLC |
1030 |
- |
2024-03-31 |
135,522 |
$1,431,000 |
-2,462 |
|
| FIRST TRUST ADVISORS LP |
1895 |
- |
2024-03-31 |
126,039 |
$1,331,000 |
11,852 |
|
| INVESCO LTD |
2785 |
- |
2024-03-31 |
119,984 |
$1,267,000 |
-19,145 |
|
| FIERA SCEPTRE INC. |
359 |
- |
2024-03-31 |
73,784 |
$779,000 |
75 |
|
| SHAKER FINANCIAL SERVICES, LLC |
90 |
- |
2024-03-31 |
72,355 |
$764,000 |
32,827 |
|
| Cornerstone Wealth Management LLC |
248 |
- |
2024-03-31 |
70,235 |
$742,000 |
-1,336 |
|
| ROYAL BANK OF CANADA |
3281 |
- |
2024-03-31 |
61,816 |
$653,000 |
-10,007 |
|
| AE Wealth Management LLC |
763 |
- |
2024-03-31 |
57,522 |
$607,000 |
-78 |
|
| Sigma Planning Corp |
685 |
- |
2024-03-31 |
56,363 |
$595,000 |
56,363 |
|
| Diligent Investors LLC |
175 |
- |
2024-03-31 |
53,575 |
$566,000 |
251 |
|
| Goss Wealth Management LLC |
1298 |
- |
2024-03-31 |
50,175 |
$530,000 |
-18,625 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2793 |
- |
2024-03-31 |
46,920 |
$495,000 |
1,317 |
|
| ELCO Management Co. LLC |
83 |
- |
2024-03-31 |
43,075 |
$455,000 |
-1,000 |
|
| LPL FINANCIAL CORP |
3799 |
- |
2024-03-31 |
42,718 |
$451,000 |
-2,800 |
|
| BANK OF AMERICA CORP /DE/ |
4548 |
- |
2024-03-31 |
35,622 |
$376,000 |
-991 |
|
| WELLS FARGO & CO/MN |
3643 |
- |
2024-03-31 |
31,080 |
$328,000 |
-1,001 |
|
| Equitable Holdings Inc. |
966 |
- |
2024-03-31 |
26,802 |
$283,000 |
87 |
|
| MELFA WEALTH MANAGEMENT LLC |
116 |
- |
2024-03-31 |
26,734 |
$282,000 |
-522 |
|
| STIFEL FINANCIAL CORP |
3004 |
- |
2024-03-31 |
22,899 |
$242,000 |
4,416 |
|
| EP WEALTH ADVISORS, INC. |
731 |
- |
2024-03-31 |
19,175 |
$202,000 |
0 |
|
| Capital Market Strategies LLC |
137 |
- |
2024-03-31 |
18,595 |
$196,000 |
0 |
|
| FINANCIAL NETWORK |
2590 |
- |
2024-03-31 |
18,366 |
$194,000 |
4,466 |
|
| Capital Investment Advisors LLC |
579 |
- |
2024-03-31 |
17,816 |
$188,000 |
-1,621 |
|
| Bey-Douglas LLC |
36 |
- |
2024-03-31 |
17,577 |
$186,000 |
-437 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3928 |
- |
2024-03-31 |
16,976 |
$179,000 |
4,111 |
|
| Atria Wealth Solutions Inc. |
1833 |
- |
2024-03-31 |
15,275 |
$161,000 |
-3,700 |
|
| WEDBUSH MORGAN SECURITIES INC |
1148 |
- |
2024-03-31 |
13,735 |
$145,000 |
0 |
|
| Moors & Cabot Inc. |
843 |
- |
2024-03-31 |
13,500 |
$143,000 |
-4,600 |
|
| LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
643 |
- |
2024-03-31 |
13,412 |
$142,000 |
-8,240 |
|
| KENNEDY INVESTMENT GROUP |
114 |
- |
2024-03-31 |
13,401 |
$142,000 |
-385,470 |
|
| Pointe Capital Management LLC |
159 |
- |
2024-03-31 |
11,684 |
$123,000 |
0 |
|
| Rockport Wealth LLC |
159 |
- |
2024-03-31 |
11,684 |
$123,000 |
0 |
|
| CREATIVE PLANNING |
2666 |
- |
2024-03-31 |
10,724 |
$113,000 |
10,724 |
|
| HRT FINANCIAL LLC |
1723 |
*New |
2024-03-31 |
10,552 |
$111,000 |
10,552 |
|
| UBS Group AG |
5073 |
- |
2024-03-31 |
8,827 |
$93,000 |
3,902 |
|
| BARRETT & COMPANY INC. |
311 |
- |
2024-03-31 |
3,000 |
$32,000 |
0 |
|
| KISTLERTIFFANY COMPANIES, LLC |
639 |
*New |
2023-06-30 |
1,690 |
$17,000 |
1,690 |
|
| Geneos Wealth Management Inc. |
1492 |
- |
2024-03-31 |
1,250 |
$13,000 |
0 |
|
| OLIVER LAGORE VANVALIN INVESTMENT GROUP |
445 |
- |
2024-03-31 |
750 |
$8,000 |
0 |
|
| HAZLETT BURT & WATSON INC. |
581 |
- |
2024-03-31 |
500 |
$5,000 |
0 |
|
| Tortoise Investment Management LLC |
682 |
- |
2024-03-31 |
485 |
$5,000 |
11 |
|
| TOWER RESEARCH CAPITAL LLC |
5415 |
*New |
2024-03-31 |
95 |
$1,000 |
95 |
|
| PROEQUITIES INC. |
3934 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| CENTAURUS FINANCIAL INC. |
774 |
*Closed |
2024-03-31 |
0 |
$0 |
-28,010 |
|
| ADVISORY SERVICES NETWORK, LLC |
3108 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,264 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
3584 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,088 |
|
| Qube Research & Technologies Ltd |
4047 |
*Closed |
2024-03-31 |
0 |
$0 |
-19,753 |
|
|
52 Records found
|
1
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