| |
Institutional
Holders
Total
Institutions:
 |
124  9 |
|
|
Total
shares held :
|
19,771,108 |
|
|
% of shares
held :
|
31.81% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-20 |
|
|
Amount
of shares held :
|
6,912,331 |
|
|
% of shares
held change :
|
 11.12% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$15.90 |
|
|
Last
Quarter's Ending
Price :
|
$17.76 |
|
|
Last
Quarter's Average
Price :
|
$17.04 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
3.20 (18.78%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Pathstone Holdings LLC |
584 |
- |
2024-03-31 |
197,442 |
$4,034,000 |
0 |
|
| PATHSTONE FAMILY OFFICE, LLC |
372 |
- |
2023-09-30 |
197,442 |
$3,169,000 |
0 |
|
| Lido Advisors LLC |
321 |
- |
2024-03-31 |
149,997 |
$3,064,000 |
0 |
|
| EVERCORE WEALTH MANAGEMENT, LLC |
221 |
- |
2024-03-31 |
45,438 |
$928,000 |
0 |
|
| PARK CIRCLE Co |
37 |
- |
2024-03-31 |
33,000 |
$674,000 |
0 |
|
| F&V CAPITAL MANAGEMENT, LLC |
40 |
- |
2024-03-31 |
22,093 |
$451,000 |
0 |
|
| Allspring Global Investments Holdings LLC |
1599 |
- |
2024-03-31 |
17,700 |
$362,000 |
0 |
|
| Wealth Advisors of Tampa Bay LLC |
72 |
- |
2024-03-31 |
13,455 |
$275,000 |
0 |
|
| OXBOW ADVISORS, LLC |
193 |
- |
2024-03-31 |
11,263 |
$230,000 |
0 |
|
| Archer Investment Corp |
211 |
- |
2024-03-31 |
11,000 |
$225,000 |
0 |
|
| Mayflower Financial Advisors LLC |
340 |
- |
2024-03-31 |
10,000 |
$204,000 |
0 |
|
| SPIRIT OF AMERICA MANAGEMENT CORP/NY |
218 |
- |
2024-03-31 |
10,000 |
$204,000 |
0 |
|
| KENFARB & CO. |
105 |
- |
2023-09-30 |
11,800 |
$189,000 |
0 |
|
| Sound Income Strategies LLC |
255 |
- |
2024-03-31 |
7,061 |
$144,000 |
0 |
|
| ALPHAMARK ADVISORS LLC |
249 |
- |
2024-03-31 |
6,350 |
$130,000 |
0 |
|
| TD Waterhouse Canada Inc. |
917 |
- |
2024-03-31 |
4,400 |
$92,000 |
0 |
|
| Cowen Prime Advisors LLC |
116 |
- |
2023-06-30 |
5,013 |
$74,000 |
0 |
|
| FIRST MANHATTAN CO |
867 |
- |
2024-03-31 |
2,642 |
$54,000 |
0 |
|
| Spire Wealth Management |
1266 |
- |
2024-03-31 |
2,167 |
$44,000 |
0 |
|
| Compass Wealth Management LLC |
284 |
- |
2024-03-31 |
1,500 |
$31,000 |
0 |
|
| CWM LLC |
2630 |
- |
2024-03-31 |
1,410 |
$29,000 |
0 |
|
| GUARANTY TRUST CO OF MISSOURI /MO/ |
915 |
- |
2024-03-31 |
1,275 |
$26,000 |
0 |
|
| Founders Capital Management |
197 |
- |
2024-03-31 |
1,200 |
$25,000 |
0 |
|
| PFS Partners LLC |
183 |
- |
2024-03-31 |
1,118 |
$23,000 |
0 |
|
| Baldrige Asset Management LLC |
213 |
- |
2023-03-31 |
1,483 |
$23,000 |
0 |
|
| ANTONETTI CAPITAL MANAGEMENT LLC |
149 |
- |
2023-09-30 |
1,300 |
$21,000 |
0 |
|
| PROEQUITIES INC. |
1494 |
- |
2024-03-31 |
1,037 |
$21,000 |
0 |
|
| Colonial Trust Co / SC |
662 |
- |
2024-03-31 |
1,000 |
$20,000 |
0 |
|
| BROWN BROTHERS HARRIMAN & CO |
895 |
- |
2024-03-31 |
1,000 |
$20,000 |
0 |
|
| ICA Group Wealth Management LLC |
756 |
- |
2024-03-31 |
1,000 |
$20,000 |
0 |
|
| RESOURCES MANAGEMENT CORP /CT/ /ADV |
336 |
- |
2024-03-31 |
930 |
$19,000 |
0 |
|
| BANK OF OKLAHOMA NATIONAL ASSOCIATION / |
915 |
- |
2024-03-31 |
883 |
$19,000 |
0 |
|
| Community Bank N.A. |
338 |
- |
2024-03-31 |
660 |
$13,000 |
0 |
|
| BDO Wealth Advisors LLC |
680 |
- |
2023-06-30 |
800 |
$12,000 |
0 |
|
| OPTIMUM INVESTMENT ADVISORS |
511 |
- |
2024-03-31 |
604 |
$12,000 |
0 |
|
| HIGHLANDER CAPITAL MANAGEMENT, LLC |
430 |
- |
2024-03-31 |
525 |
$11,000 |
0 |
|
| Signature Resources Capital Management LLC |
201 |
- |
2024-03-31 |
482 |
$9,000 |
0 |
|
| AllSquare Wealth Management LLC |
396 |
- |
2024-03-31 |
352 |
$7,000 |
0 |
|
| Global Retirement Partners LLC |
2310 |
- |
2024-03-31 |
300 |
$6,000 |
0 |
|
| Sunbelt Securities Inc. |
1314 |
- |
2024-03-31 |
300 |
$6,000 |
0 |
|
| Concord Wealth Partners |
643 |
- |
2024-03-31 |
233 |
$5,000 |
0 |
|
| TRUSTCORE FINANCIAL SERVICES LLC |
812 |
- |
2022-12-31 |
340 |
$5,000 |
0 |
|
| NBC SECURITIES INC. |
1841 |
- |
2024-03-31 |
250 |
$5,000 |
0 |
|
| HUNTINGTON NATIONAL BANK |
1510 |
- |
2024-03-31 |
201 |
$4,000 |
0 |
|
| MONTAG A & ASSOCIATES INC |
845 |
- |
2024-03-31 |
166 |
$3,000 |
0 |
|
| CULLEN FROST BANKERS INC |
951 |
- |
2024-03-31 |
86 |
$2,000 |
0 |
|
| Parallel Advisors LLC |
2877 |
- |
2024-03-31 |
27 |
$1,000 |
0 |
|
| DELTA ASSET MANAGEMENT LLC/TN |
630 |
- |
2024-03-31 |
61 |
$1,000 |
0 |
|
| PRIVATE TRUST CO NA |
2290 |
- |
2024-03-31 |
14 |
$0 |
0 |
|
|
49 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
