|
Institutional
Holders
Total
Institutions:
|
84 8 |
|
Total
shares held :
|
8,579,100 |
|
% of shares
held :
|
23.04% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-4 |
|
Amount
of shares held :
|
-442,869 |
|
% of shares
held change :
|
-1.19% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$12.49 |
|
Last
Quarter's Ending
Price :
|
$12.66 |
|
Last
Quarter's Average
Price :
|
$12.16 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.05 (8.63%) |
|
|
|
|
|
|
|
|
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 |
1442 |
- |
2024-03-31 |
641,017 |
$8,282,000 |
11,709 |
|
BANK OF AMERICA CORP /DE/ |
2656 |
- |
2024-03-31 |
597,215 |
$7,716,000 |
125,387 |
|
MORGAN STANLEY |
3527 |
- |
2024-03-31 |
563,082 |
$7,275,000 |
29,608 |
|
FIXED INCOME SECURITIES INC |
328 |
- |
2024-03-31 |
309,241 |
$3,995,000 |
26,446 |
|
Marathon Strategic Advisors LLC |
5 |
- |
2024-03-31 |
247,916 |
$3,203,000 |
3,793 |
|
JNB Advisors LLC |
107 |
- |
2024-03-31 |
172,610 |
$2,230,000 |
4,946 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1727 |
- |
2024-03-31 |
164,497 |
$2,125,000 |
11,280 |
|
Congress Park Capital LLC |
35 |
- |
2024-03-31 |
163,519 |
$2,113,000 |
36,706 |
|
WELLS FARGO & CO/MN |
2648 |
- |
2024-03-31 |
137,519 |
$1,777,000 |
7,582 |
|
ROYAL BANK OF CANADA |
3013 |
- |
2024-03-31 |
73,958 |
$956,000 |
1,316 |
|
Kades & Cheifetz LLC |
41 |
- |
2024-03-31 |
70,763 |
$914,000 |
2,418 |
|
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC |
67 |
- |
2024-03-31 |
65,458 |
$846,000 |
3,481 |
|
Virtus ETF Advisers LLC |
171 |
- |
2024-03-31 |
41,705 |
$539,000 |
9,037 |
|
Waterfront Wealth Inc. |
172 |
- |
2024-03-31 |
40,588 |
$532,000 |
3,244 |
|
IWAMOTO KONG & CO INC |
106 |
- |
2024-03-31 |
38,118 |
$492,000 |
41 |
|
RAYMOND JAMES & ASSOCIATES |
3042 |
- |
2024-03-31 |
37,063 |
$479,000 |
4,659 |
|
WHITENER CAPITAL MANAGEMENT INC. |
119 |
- |
2024-03-31 |
26,800 |
$346,000 |
2,000 |
|
Klingman & Associates LLC |
178 |
- |
2024-03-31 |
26,033 |
$336,000 |
4,694 |
|
Future Financial Wealth Managment LLC |
75 |
- |
2024-03-31 |
24,327 |
$314,000 |
3,471 |
|
Schechter Investment Advisors LLC |
488 |
- |
2024-03-31 |
24,297 |
$314,000 |
696 |
|
Lido Advisors LLC |
1048 |
- |
2024-03-31 |
18,855 |
$244,000 |
6,205 |
|
NATIONAL ASSET MANAGEMENT, INC. |
1227 |
- |
2024-03-31 |
17,279 |
$218,000 |
2,255 |
|
Objective Capital Management LLC |
114 |
- |
2023-12-31 |
16,989 |
$215,000 |
497 |
|
Bay Colony Advisory Group Inc d/b/a Bay Colony Adv |
378 |
- |
2024-03-31 |
12,920 |
$167,000 |
1,000 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1817 |
- |
2024-03-31 |
11,273 |
$146,000 |
321 |
|
ENVESTNET ASSET MANAGEMENT INC |
3989 |
- |
2024-03-31 |
10,652 |
$138,000 |
2 |
|
Anchor Investment Management LLC |
531 |
- |
2024-03-31 |
3,909 |
$51,000 |
9 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2151 |
- |
2024-03-31 |
3,000 |
$39,000 |
176 |
|
CWM LLC |
2467 |
- |
2024-03-31 |
2,922 |
$38,000 |
39 |
|
TOWER RESEARCH CAPITAL LLC |
3559 |
- |
2024-03-31 |
833 |
$11,000 |
833 |
|
|
30 Records found
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1
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