| |
Institutional
Holders
Total
Institutions:
 |
48  5 |
|
|
Total
shares held :
|
4,061,819 |
|
|
% of shares
held :
|
28.09% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-6 |
|
|
Amount
of shares held :
|
-1,957,577 |
|
|
% of shares
held change :
|
-13.54% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$13.09 |
|
|
Last
Quarter's Ending
Price :
|
$13.96 |
|
|
Last
Quarter's Average
Price :
|
$13.14 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 1.41 (10.73%) |
|
|
|
|
|
|
|
|
|
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 |
239 |
- |
2024-03-31 |
894,929 |
$12,797,000 |
-85,937 |
|
| MORGAN STANLEY |
3774 |
- |
2024-03-31 |
376,884 |
$5,389,000 |
-397,226 |
|
| WELLS FARGO & CO/MN |
2033 |
- |
2024-03-31 |
313,443 |
$4,482,000 |
-128,313 |
|
| Capital Investment Advisors LLC |
328 |
- |
2024-03-31 |
52,624 |
$753,000 |
-1,950 |
|
| RAYMOND JAMES & ASSOCIATES |
3038 |
- |
2024-03-31 |
33,913 |
$485,000 |
-15,306 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3653 |
- |
2024-03-31 |
22,582 |
$323,000 |
-517 |
|
| Capital Market Strategies LLC |
99 |
- |
2024-03-31 |
21,547 |
$308,000 |
-1,485 |
|
| Congress Park Capital LLC |
112 |
- |
2024-03-31 |
12,500 |
$179,000 |
-42,500 |
|
| GPS Wealth Strategies Group LLC |
544 |
- |
2024-03-31 |
3,022 |
$43,000 |
-730 |
|
| COMERICA BANK |
3572 |
- |
2024-03-31 |
74 |
$1,000 |
-237 |
|
|
10 Records found
|
1
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