|
Institutional
Holders
Total
Institutions:
|
104 6 |
|
Total
shares held :
|
12,536,617 |
|
% of shares
held :
|
17.25% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-17 |
|
Amount
of shares held :
|
-367,464 |
|
% of shares
held change :
|
-0.51% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$11.02 |
|
Last
Quarter's Ending
Price :
|
$11.47 |
|
Last
Quarter's Average
Price :
|
$11.31 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.19 (1.68%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
BANK OF AMERICA CORP /DE/ |
1751 |
- |
2024-03-31 |
2,122,982 |
$25,072,000 |
79,570 |
|
LPL FINANCIAL CORP |
1190 |
- |
2024-03-31 |
1,038,289 |
$12,262,000 |
18,899 |
|
ROYAL BANK OF CANADA |
1676 |
- |
2024-03-31 |
629,195 |
$7,431,000 |
20,558 |
|
Pacific Wealth Strategies Group Inc. |
5 |
- |
2024-03-31 |
623,405 |
$7,362,000 |
20,903 |
|
WELLS FARGO & CO/MN |
1810 |
- |
2024-03-31 |
549,041 |
$6,484,000 |
43,262 |
|
Advisor Group Holdings Inc. |
1097 |
- |
2024-03-31 |
382,724 |
$4,520,000 |
11,483 |
|
BURNS J W & CO INC/NY |
74 |
- |
2024-03-31 |
146,808 |
$1,734,000 |
41,743 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
450 |
- |
2024-03-31 |
126,732 |
$1,497,000 |
18,819 |
|
Rockefeller Capital Management L.P. |
1224 |
- |
2024-03-31 |
92,734 |
$1,095,000 |
1,900 |
|
Apollon Wealth Management LLC |
447 |
- |
2024-03-31 |
91,621 |
$1,082,000 |
1,552 |
|
Goss Wealth Management LLC |
957 |
- |
2024-03-31 |
90,655 |
$1,071,000 |
5,317 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1767 |
- |
2024-03-31 |
79,459 |
$938,000 |
9,595 |
|
Kestra Advisory Services LLC |
1390 |
- |
2024-03-31 |
65,824 |
$777,000 |
15,088 |
|
STIFEL FINANCIAL CORP |
2373 |
- |
2024-03-31 |
62,729 |
$741,000 |
2,838 |
|
MKT Advisors LLC |
64 |
- |
2024-03-31 |
47,031 |
$536,000 |
3,506 |
|
FINANCIAL NETWORK |
1953 |
- |
2024-03-31 |
40,452 |
$478,000 |
5,549 |
|
Connectus Wealth LLC |
298 |
- |
2024-03-31 |
34,310 |
$405,000 |
2,350 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3842 |
- |
2024-03-31 |
29,927 |
$353,000 |
9,184 |
|
Lakeview Capital Partners LLC |
325 |
- |
2024-03-31 |
26,473 |
$313,000 |
266 |
|
OARSMAN CAPITAL, INC. |
177 |
- |
2024-03-31 |
23,709 |
$280,000 |
515 |
|
Atria Wealth Solutions Inc. |
1595 |
- |
2024-03-31 |
23,397 |
$276,000 |
662 |
|
Financial Advocates Investment Management |
650 |
- |
2024-03-31 |
21,729 |
$257,000 |
144 |
|
RAYMOND JAMES TRUST CO |
1081 |
- |
2024-03-31 |
20,887 |
$247,000 |
6,753 |
|
Spire Wealth Management |
725 |
- |
2024-03-31 |
20,495 |
$242,000 |
323 |
|
Chicago Partners Investment Group LLC |
636 |
- |
2024-03-31 |
20,823 |
$238,000 |
362 |
|
TNF LLC |
102 |
- |
2024-03-31 |
20,291 |
$231,000 |
109 |
|
Beacon Pointe Advisors LLC |
1186 |
- |
2024-03-31 |
19,432 |
$229,000 |
2,168 |
|
TFG Advisers LLC |
190 |
- |
2024-03-31 |
19,254 |
$227,000 |
324 |
|
COOK WEALTH MANAGEMENT GROUP LLC |
52 |
- |
2024-03-31 |
19,095 |
$213,000 |
4,693 |
|
OPPENHEIMER & CO INC |
1347 |
- |
2024-03-31 |
16,375 |
$193,000 |
4,629 |
|
L.M. KOHN & COMPANY |
253 |
- |
2024-03-31 |
16,374 |
$193,000 |
1,900 |
|
H D Vest Advisory Services |
1555 |
- |
2024-03-31 |
13,132 |
$155,000 |
483 |
|
VERUS CAPITAL PARTNERS LLC |
338 |
- |
2024-03-31 |
12,979 |
$153,000 |
29 |
|
Stonebrook Private Inc. |
199 |
- |
2024-03-31 |
12,074 |
$143,000 |
221 |
|
Semus Wealth Partners LLC |
125 |
- |
2024-03-31 |
10,760 |
$127,000 |
11 |
|
Steward Partners Investment Advisory LLC |
1907 |
- |
2024-03-31 |
6,193 |
$73,000 |
2,010 |
|
INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC |
228 |
- |
2024-03-31 |
4,680 |
$55,000 |
43 |
|
TD Waterhouse Canada Inc. |
1139 |
- |
2024-03-31 |
2,243 |
$35,000 |
55 |
|
Raleigh Capital Management Inc. |
500 |
- |
2024-03-31 |
1,100 |
$13,000 |
100 |
|
AdvisorNet Financial Inc |
1222 |
- |
2024-03-31 |
1,017 |
$12,000 |
17 |
|
Tortoise Investment Management LLC |
607 |
- |
2024-03-31 |
915 |
$11,000 |
24 |
|
J P MORGAN CHASE & CO |
5028 |
- |
2024-03-31 |
836 |
$10,000 |
836 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
2037 |
- |
2024-03-31 |
493 |
$6,000 |
13 |
|
TOWER RESEARCH CAPITAL LLC |
5330 |
- |
2024-03-31 |
47 |
$1,000 |
47 |
|
|
44 Records found
|
1
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