|
Institutional
Holders
Total
Institutions:
|
52 3 |
|
Total
shares held :
|
3,039,008 |
|
% of shares
held :
|
37.99% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-4 |
|
Amount
of shares held :
|
-326,968 |
|
% of shares
held change :
|
-4.09% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$14.40 |
|
Last
Quarter's Ending
Price :
|
$16.12 |
|
Last
Quarter's Average
Price :
|
$15.03 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.27 (8.45%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
LPL FINANCIAL CORP |
1314 |
- |
2024-03-31 |
635,632 |
$10,138,000 |
2,947 |
|
Wagner Wealth Management LLC |
12 |
- |
2024-03-31 |
518,694 |
$8,273,000 |
348,240 |
|
ENVESTNET ASSET MANAGEMENT INC |
2167 |
- |
2024-03-31 |
235,844 |
$3,762,000 |
18,118 |
|
RAYMOND JAMES & ASSOCIATES |
1833 |
- |
2024-03-31 |
208,748 |
$3,330,000 |
19,931 |
|
OLD MISSION CAPITAL LLC |
177 |
- |
2024-03-31 |
178,076 |
$2,840,000 |
76,514 |
|
Elevated Capital Advisors LLC |
45 |
- |
2024-03-31 |
148,890 |
$2,375,000 |
7,987 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1704 |
- |
2024-03-31 |
137,480 |
$2,193,000 |
3,859 |
|
Hobart Private Capital LLC |
36 |
- |
2024-03-31 |
98,376 |
$1,569,000 |
29,165 |
|
JANNEY MONTGOMERY SCOTT LLC |
1270 |
- |
2024-03-31 |
96,689 |
$1,542,000 |
-3,877 |
|
NBC SECURITIES INC. |
146 |
- |
2024-03-31 |
95,663 |
$1,525,000 |
-36,611 |
|
Envestnet Portfolio Solutions Inc. |
754 |
- |
2024-03-31 |
84,222 |
$1,343,000 |
1,987 |
|
Orion Portfolio Solutions LLC |
871 |
- |
2024-03-31 |
80,019 |
$1,276,000 |
-6,658 |
|
Cetera Investment Advisers |
2023 |
- |
2024-03-31 |
65,514 |
$1,045,000 |
34,641 |
|
STIFEL FINANCIAL CORP |
2257 |
- |
2024-03-31 |
55,201 |
$880,000 |
171 |
|
ROYAL BANK OF CANADA |
3120 |
- |
2024-03-31 |
51,594 |
$823,000 |
48,615 |
|
Fort Point Capital Partners LLC |
143 |
- |
2024-03-31 |
46,147 |
$736,000 |
-9,981 |
|
Advisor Group Holdings Inc. |
2663 |
- |
2024-03-31 |
42,936 |
$685,000 |
-117,444 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3052 |
- |
2024-03-31 |
41,538 |
$663,000 |
31,192 |
|
MULTIFINANCIAL SECURITIES CORP |
1439 |
*New |
2024-03-31 |
39,862 |
$636,000 |
39,862 |
|
Atria Wealth Solutions Inc. |
1136 |
- |
2024-03-31 |
39,248 |
$626,000 |
2,770 |
|
Kestra Advisory Services LLC |
1552 |
- |
2024-03-31 |
36,657 |
$585,000 |
1,105 |
|
Concurrent Investment Advisors LLC |
524 |
- |
2024-03-31 |
33,986 |
$542,000 |
-2,014 |
|
RAYMOND JAMES TRUST CO |
695 |
- |
2024-03-31 |
33,484 |
$534,000 |
0 |
|
BBK Capital Partners LLC |
233 |
*New |
2024-03-31 |
29,312 |
$468,000 |
29,312 |
|
Lansing Street Advisors |
65 |
- |
2024-03-31 |
27,798 |
$443,000 |
405 |
|
Sigma Planning Corp |
802 |
- |
2024-03-31 |
27,511 |
$439,000 |
9,842 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
680 |
- |
2024-03-31 |
27,202 |
$434,000 |
-4,945 |
|
MML INVESTORS SERVICES LLC |
1898 |
- |
2024-03-31 |
25,931 |
$414,000 |
3,773 |
|
BlueChip Wealth Advisors LLC |
74 |
*New |
2024-03-31 |
25,878 |
$413,000 |
25,878 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2709 |
- |
2024-03-31 |
22,730 |
$363,000 |
-196,347 |
|
PRINCIPAL SECURITIES INC. |
854 |
- |
2024-03-31 |
18,747 |
$299,000 |
23 |
|
CITADEL ADVISORS LLC |
4258 |
*New |
2024-03-31 |
17,762 |
$283,000 |
17,762 |
|
Stratos Wealth Partners LTD. |
1120 |
- |
2024-03-31 |
17,160 |
$274,000 |
2,112 |
|
FSB PREMIER WEALTH MANAGEMENT INC. |
156 |
- |
2024-03-31 |
16,186 |
$258,000 |
620 |
|
Coppell Advisory Solutions LLC |
241 |
- |
2023-12-31 |
14,874 |
$240,000 |
4,144 |
|
Coppell Advisory Solutions Corp. |
228 |
- |
2024-03-31 |
14,831 |
$237,000 |
1,735 |
|
IAMS WEALTH MANAGEMENT LLC |
107 |
- |
2024-03-31 |
14,674 |
$229,000 |
560 |
|
Twin Peaks Wealth Advisors LLC |
118 |
- |
2024-03-31 |
13,950 |
$223,000 |
2,333 |
|
Gateway Wealth Partners LLC |
228 |
- |
2024-03-31 |
12,687 |
$202,000 |
12,687 |
|
TUCKER ASSET MANAGEMENT LLC |
107 |
- |
2023-12-31 |
12,052 |
$194,000 |
-41 |
|
IHT Wealth Management LLC |
953 |
- |
2024-03-31 |
12,166 |
$194,000 |
18 |
|
HARBOUR INVESTMENTS INC. |
911 |
- |
2023-12-31 |
10,764 |
$174,000 |
5 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
3041 |
- |
2024-03-31 |
10,573 |
$169,000 |
-6,464 |
|
FINANCIAL NETWORK |
2613 |
- |
2024-03-31 |
10,235 |
$163,000 |
10,235 |
|
Old Port Advisors |
202 |
- |
2023-09-30 |
10,211 |
$150,000 |
0 |
|
Steward Partners Investment Advisory LLC |
1728 |
- |
2024-03-31 |
6,700 |
$107,000 |
0 |
|
BENJAMIN EDWARDS INC |
453 |
- |
2024-03-31 |
4,010 |
$64,000 |
219 |
|
IFP Advisors Inc |
1503 |
- |
2023-12-31 |
3,140 |
$51,000 |
-200 |
|
MTM Investment Management LLC |
231 |
- |
2024-03-31 |
2,060 |
$33,000 |
0 |
|
Coastal Investment Advisors Inc. |
636 |
- |
2024-03-31 |
1,273 |
$20,000 |
1,273 |
|
ICA Group Wealth Management LLC |
752 |
- |
2024-03-31 |
1,277 |
$20,000 |
-418 |
|
Capital Analysts Inc. |
822 |
- |
2024-03-31 |
1,205 |
$19,000 |
0 |
|
Raleigh Capital Management Inc. |
448 |
- |
2024-03-31 |
1,071 |
$17,000 |
-1,768 |
|
MORGAN STANLEY |
6336 |
- |
2024-03-31 |
887 |
$14,000 |
1 |
|
UBS Group AG |
5936 |
- |
2024-03-31 |
698 |
$11,000 |
-1,066 |
|
TOWER RESEARCH CAPITAL LLC |
4799 |
- |
2024-03-31 |
245 |
$4,000 |
245 |
|
Geneos Wealth Management Inc. |
1844 |
- |
2024-03-31 |
219 |
$3,000 |
0 |
|
NATIONAL BANK OF CANADA /FI/ |
2213 |
- |
2024-03-31 |
170 |
$3,000 |
0 |
|
WELLS FARGO & CO/MN |
5694 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
FMR LLC |
4765 |
*Closed |
2024-03-31 |
0 |
$0 |
-1 |
|
FARMERS & MERCHANTS INVESTMENTS INC |
1660 |
*Closed |
2024-03-31 |
0 |
$0 |
-105 |
|
PROEQUITIES INC. |
2981 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
EPG Wealth Management LLC |
448 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,834 |
|
JANE STREET GROUP LLC |
5787 |
*Closed |
2024-03-31 |
0 |
$0 |
-73,138 |
|
GRADIENT INVESTMENTS LLC |
1654 |
*Closed |
2024-03-31 |
0 |
$0 |
-977 |
|
Main Street Financial Solutions LLC |
516 |
*Closed |
2024-03-31 |
0 |
$0 |
-13,700 |
|
|
66 Records found
|
1
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