|
Institutional
Holders
Total
Institutions:
|
44 1 |
|
Total
shares held :
|
3,250,289 |
|
% of shares
held :
|
20.29% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
3 |
|
Amount
of shares held :
|
-208,619 |
|
% of shares
held change :
|
-1.3% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$12.41 |
|
Last
Quarter's Ending
Price :
|
$13.55 |
|
Last
Quarter's Average
Price :
|
$12.84 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.32 (10.28%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
RAYMOND JAMES & ASSOCIATES |
1442 |
- |
2024-03-31 |
434,574 |
$6,114,000 |
-3,094 |
|
MORGAN STANLEY |
3931 |
- |
2024-03-31 |
305,665 |
$4,301,000 |
30,321 |
|
COHEN & STEERS INC |
154 |
- |
2024-03-31 |
291,633 |
$4,103,000 |
-10,500 |
|
GUGGENHEIM CAPITAL LLC |
680 |
- |
2024-03-31 |
246,778 |
$3,472,000 |
11,982 |
|
SHAKER FINANCIAL SERVICES, LLC |
21 |
- |
2024-03-31 |
234,193 |
$3,356,000 |
216,690 |
|
FIXED INCOME SECURITIES INC |
454 |
- |
2024-03-31 |
193,183 |
$2,718,000 |
-20,877 |
|
INVESCO LTD |
2482 |
- |
2024-03-31 |
172,413 |
$2,426,000 |
-13,698 |
|
Capital Investment Advisors LLC |
186 |
- |
2024-03-31 |
143,543 |
$2,020,000 |
18,350 |
|
Advisor Group Holdings Inc. |
1705 |
- |
2024-03-31 |
139,765 |
$1,967,000 |
10,241 |
|
LPL FINANCIAL CORP |
2710 |
- |
2024-03-31 |
112,921 |
$1,589,000 |
5,886 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1780 |
- |
2024-03-31 |
108,157 |
$1,522,000 |
-129,549 |
|
WELLS FARGO & CO/MN |
2751 |
- |
2024-03-31 |
107,605 |
$1,514,000 |
-7,602 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
1743 |
- |
2024-03-31 |
81,926 |
$1,153,000 |
-18,186 |
|
ROYAL BANK OF CANADA |
2916 |
- |
2024-03-31 |
78,159 |
$1,100,000 |
-265 |
|
Spire Wealth Management |
357 |
- |
2024-03-31 |
77,380 |
$1,089,000 |
-5,055 |
|
UBS Group AG |
3619 |
- |
2024-03-31 |
62,776 |
$883,000 |
-1,539 |
|
Steward Partners Investment Advisory LLC |
860 |
- |
2024-03-31 |
58,901 |
$829,000 |
8,133 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
337 |
- |
2024-03-31 |
40,104 |
$561,000 |
6,609 |
|
AMERIPRISE FINANCIAL INC |
3359 |
- |
2024-03-31 |
33,121 |
$466,000 |
11,023 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2426 |
- |
2024-03-31 |
29,510 |
$415,000 |
1,475 |
|
BANK OF AMERICA CORP /DE/ |
4526 |
- |
2024-03-31 |
27,589 |
$388,000 |
-672 |
|
RAYMOND JAMES TRUST CO |
925 |
- |
2024-03-31 |
23,290 |
$328,000 |
-4,000 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3206 |
- |
2024-03-31 |
21,973 |
$309,000 |
0 |
|
CONTINUUM WEALTH ADVISORS LLC |
51 |
*New |
2024-03-31 |
19,545 |
$275,000 |
19,545 |
|
Cetera Investment Advisers |
3107 |
*New |
2024-03-31 |
19,138 |
$269,000 |
19,138 |
|
MULTIFINANCIAL SECURITIES CORP |
2000 |
- |
2024-03-31 |
18,943 |
$267,000 |
0 |
|
LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
586 |
*New |
2024-03-31 |
15,970 |
$225,000 |
15,970 |
|
FISHER ASSET MANAGEMENT LLC -- Notable Guru -- |
943 |
*New |
2024-03-31 |
14,280 |
$201,000 |
14,280 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1801 |
- |
2024-03-31 |
12,072 |
$170,000 |
0 |
|
MGB Wealth Management LLC |
191 |
- |
2024-03-31 |
11,442 |
$161,000 |
0 |
|
David J Yvars Group |
71 |
- |
2024-03-31 |
11,000 |
$153,000 |
0 |
|
DAYMARK WEALTH PARTNERS LLC |
418 |
- |
2024-03-31 |
10,790 |
$152,000 |
0 |
|
PNC FINANCIAL SERVICES GROUP INC |
2488 |
- |
2024-03-31 |
8,607 |
$121,000 |
0 |
|
Gilliland Jeter Wealth Management LLC |
221 |
*New |
2024-03-31 |
6,714 |
$94,000 |
6,714 |
|
COMERICA BANK |
2585 |
- |
2024-03-31 |
6,186 |
$87,000 |
0 |
|
Goss Wealth Management LLC |
2128 |
- |
2024-03-31 |
5,543 |
$78,000 |
0 |
|
FNY Investment Advisers LLC |
271 |
- |
2024-03-31 |
3,000 |
$42,000 |
3,000 |
|
Hexagon Capital Partners LLC |
592 |
- |
2024-03-31 |
1,921 |
$27,000 |
0 |
|
CWM LLC |
2904 |
- |
2024-03-31 |
1,381 |
$19,000 |
0 |
|
MONTAG A & ASSOCIATES INC |
729 |
- |
2024-03-31 |
1,000 |
$14,000 |
0 |
|
Centerpoint Advisors LLC |
304 |
- |
2024-03-31 |
1,000 |
$14,000 |
0 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
799 |
*New |
2023-12-31 |
511 |
$7,000 |
511 |
|
Colonial Trust Co / SC |
821 |
- |
2024-03-31 |
371 |
$5,000 |
0 |
|
THOMAS J. HERZFELD ADVISORS, INC. |
141 |
- |
2024-03-31 |
325 |
$5,000 |
0 |
|
HANSON MCCLAIN, INC. |
2498 |
*New |
2024-03-31 |
265 |
$4,000 |
265 |
|
ST GERMAIN D J CO INC |
678 |
- |
2024-03-31 |
125 |
$2,000 |
0 |
|
FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
744 |
- |
2024-03-31 |
161 |
$2,000 |
36 |
|
ICA Group Wealth Management LLC |
1183 |
- |
2024-03-31 |
173 |
$2,000 |
-250 |
|
J P MORGAN CHASE & CO |
5401 |
*Closed |
2024-03-31 |
0 |
$0 |
-389 |
|
PROEQUITIES INC. |
4535 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
ENVESTNET ASSET MANAGEMENT INC |
4271 |
*Closed |
2024-03-31 |
0 |
$0 |
-26,400 |
|
Hennion & Walsh Asset Management Inc. |
855 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,423 |
|
Significant Wealth Partners LLC |
173 |
*Closed |
2024-03-31 |
0 |
$0 |
-213,691 |
|
|
53 Records found
|
1
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