|
Institutional
Holders
Total
Institutions:
|
77 0 |
|
Total
shares held :
|
6,549,172 |
|
% of shares
held :
|
17.16% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-13 |
|
Amount
of shares held :
|
285,320 |
|
% of shares
held change :
|
0.75% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$14.34 |
|
Last
Quarter's Ending
Price :
|
$15.00 |
|
Last
Quarter's Average
Price :
|
$14.66 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.40 (2.73%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
MORGAN STANLEY |
2831 |
- |
2024-03-31 |
1,095,484 |
$17,396,000 |
-14,536 |
|
AMERIPRISE FINANCIAL INC |
1753 |
- |
2024-03-31 |
617,531 |
$9,816,000 |
-3,832 |
|
LPL FINANCIAL CORP |
1501 |
- |
2024-03-31 |
475,442 |
$7,550,000 |
36,878 |
|
INVESCO LTD |
2114 |
- |
2024-03-31 |
345,781 |
$5,491,000 |
-22,717 |
|
UBS Group AG |
2099 |
- |
2024-03-31 |
344,652 |
$5,473,000 |
-37,739 |
|
Cyndeo Wealth Partners LLC |
77 |
- |
2024-03-31 |
316,477 |
$5,026,000 |
0 |
|
BANK OF AMERICA CORP /DE/ |
3086 |
- |
2024-03-31 |
264,586 |
$4,202,000 |
13,766 |
|
Foundations Investment Advisors LLC |
169 |
- |
2024-03-31 |
228,141 |
$3,623,000 |
8,340 |
|
ROYAL BANK OF CANADA |
2179 |
- |
2024-03-31 |
208,992 |
$3,319,000 |
-11,320 |
|
COHEN & STEERS INC |
183 |
- |
2024-03-31 |
191,884 |
$3,047,000 |
0 |
|
RAYMOND JAMES & ASSOCIATES |
1934 |
- |
2024-03-31 |
178,654 |
$2,837,000 |
4,626 |
|
MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO |
173 |
*New |
2024-03-31 |
161,378 |
$2,563,000 |
161,378 |
|
ENVESTNET ASSET MANAGEMENT INC |
2486 |
- |
2024-03-31 |
141,892 |
$2,253,000 |
-37,094 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
1393 |
- |
2024-03-31 |
119,182 |
$1,892,000 |
-5,000 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1355 |
- |
2024-03-31 |
109,332 |
$1,736,000 |
6,865 |
|
E&G Advisors LP |
53 |
- |
2024-03-31 |
83,065 |
$1,319,000 |
-600 |
|
Private Advisor Group LLC |
1024 |
- |
2024-03-31 |
81,419 |
$1,293,000 |
287 |
|
EVOKE WEALTH LLC |
152 |
- |
2024-03-31 |
79,343 |
$1,260,000 |
0 |
|
Advisor Group Holdings Inc. |
2144 |
- |
2024-03-31 |
76,608 |
$1,217,000 |
-2,682 |
|
Atria Wealth Solutions Inc. |
859 |
- |
2024-03-31 |
70,192 |
$1,115,000 |
21,185 |
|
Goss Wealth Management LLC |
944 |
- |
2024-03-31 |
69,564 |
$1,105,000 |
-2,650 |
|
Sontag Advisory LLC |
308 |
- |
2024-03-31 |
65,000 |
$1,032,000 |
0 |
|
Snowden Capital Advisors LLC |
505 |
- |
2024-03-31 |
60,342 |
$958,000 |
45,904 |
|
NORTHERN TRUST CORP |
3326 |
- |
2024-03-31 |
59,568 |
$946,000 |
59,568 |
|
Semus Wealth Partners LLC |
28 |
- |
2024-03-31 |
57,638 |
$915,000 |
-4,462 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2141 |
- |
2024-03-31 |
54,224 |
$861,000 |
-146,700 |
|
JANNEY MONTGOMERY SCOTT LLC |
1592 |
- |
2024-03-31 |
54,153 |
$860,000 |
1,120 |
|
HPM Partners LLC |
1356 |
- |
2024-03-31 |
52,703 |
$837,000 |
0 |
|
Steward Partners Investment Advisory LLC |
856 |
- |
2024-03-31 |
52,621 |
$836,000 |
841 |
|
GUGGENHEIM CAPITAL LLC |
1264 |
- |
2024-03-31 |
52,616 |
$836,000 |
-17,900 |
|
FINANCIAL NETWORK |
1610 |
- |
2024-03-31 |
49,352 |
$784,000 |
1,426 |
|
FIRST TRUST ADVISORS LP |
2044 |
- |
2024-03-31 |
47,956 |
$762,000 |
-782 |
|
Rockefeller Capital Management L.P. |
1392 |
- |
2024-03-31 |
39,273 |
$624,000 |
925 |
|
DAVENPORT & CO LLC |
727 |
- |
2024-03-31 |
38,265 |
$608,000 |
-1,459 |
|
WELLS FARGO & CO/MN |
3292 |
- |
2024-03-31 |
36,931 |
$586,000 |
-1,329 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2758 |
- |
2024-03-31 |
32,691 |
$519,000 |
715 |
|
PRIMORIS WEALTH ADVISORS LLC |
72 |
- |
2024-03-31 |
20,750 |
$330,000 |
-1,500 |
|
ADVISORY SERVICES NETWORK, LLC |
1141 |
- |
2024-03-31 |
19,215 |
$305,000 |
-31 |
|
Midwest Heritage Bank FSB |
43 |
- |
2024-03-31 |
19,162 |
$304,000 |
0 |
|
Fiduciary Group LLC |
227 |
- |
2024-03-31 |
18,890 |
$300,000 |
0 |
|
STIFEL FINANCIAL CORP |
2949 |
- |
2024-03-31 |
17,154 |
$272,000 |
1,145 |
|
PRINCIPAL SECURITIES INC. |
924 |
- |
2024-03-31 |
15,544 |
$247,000 |
9,339 |
|
WEDBUSH MORGAN SECURITIES INC |
983 |
*New |
2024-03-31 |
15,327 |
$243,000 |
15,327 |
|
First Citizens Financial Corp |
102 |
- |
2023-12-31 |
15,603 |
$234,000 |
0 |
|
SMH CAPITAL ADVISORS INC |
29 |
- |
2024-03-31 |
14,652 |
$233,000 |
1,970 |
|
WAYNE HUMMER INVESTMENTS L.L.C. |
445 |
- |
2024-03-31 |
12,963 |
$206,000 |
1,579 |
|
Western Wealth Management LLC |
622 |
- |
2024-03-31 |
12,609 |
$200,000 |
5 |
|
Clear Creek Financial Management LLC |
399 |
- |
2024-03-31 |
12,542 |
$199,000 |
11 |
|
LaSalle St. Investment Advisors LLC |
133 |
- |
2024-03-31 |
12,064 |
$191,000 |
-2,126 |
|
WILEY BROS.-AINTREE CAPITAL LLC |
460 |
- |
2024-03-31 |
11,624 |
$185,000 |
183 |
|
MARINER WEALTH ADVISORS, LLC |
2795 |
- |
2024-03-31 |
11,250 |
$179,000 |
0 |
|
VIRTU FINANCIAL LLC |
878 |
*New |
2023-12-31 |
11,708 |
$176,000 |
11,708 |
|
Kestra Advisory Services LLC |
2290 |
- |
2024-03-31 |
10,753 |
$171,000 |
196 |
|
Concurrent Investment Advisors LLC |
818 |
*New |
2024-03-31 |
10,329 |
$164,000 |
10,329 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1778 |
- |
2024-03-31 |
6,469 |
$103,000 |
0 |
|
COMERICA BANK |
2529 |
- |
2024-03-31 |
6,450 |
$102,000 |
0 |
|
NBC SECURITIES INC. |
955 |
- |
2024-03-31 |
6,170 |
$97,000 |
0 |
|
Gilliland Jeter Wealth Management LLC |
224 |
*New |
2024-03-31 |
5,789 |
$92,000 |
5,789 |
|
PRIVATE TRUST CO NA |
1002 |
- |
2024-03-31 |
4,309 |
$68,000 |
0 |
|
Anfield Capital Management LLC |
92 |
*New |
2024-03-31 |
3,782 |
$60,000 |
3,782 |
|
HANSON MCCLAIN, INC. |
1265 |
- |
2024-03-31 |
3,448 |
$55,000 |
3,048 |
|
ORG Partners LLC |
134 |
- |
2024-03-31 |
3,260 |
$51,000 |
3,260 |
|
WEST OAK CAPITAL LLC |
173 |
- |
2024-03-31 |
3,100 |
$49,000 |
0 |
|
Sugarloaf Wealth Management LLC |
308 |
- |
2024-03-31 |
2,782 |
$44,000 |
-1,870 |
|
WEBSTER BANK |
385 |
- |
2024-03-31 |
2,255 |
$36,000 |
0 |
|
Sargent Bickham Lagudis LLC |
518 |
*New |
2022-12-31 |
2,115 |
$30,000 |
2,115 |
|
GPS Wealth Strategies Group LLC |
632 |
- |
2024-03-31 |
1,900 |
$30,000 |
0 |
|
Creekmur Asset Management LLC |
364 |
- |
2024-03-31 |
1,392 |
$22,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
1881 |
- |
2023-12-31 |
1,276 |
$19,000 |
0 |
|
CONTRAVISORY RESEARCH & MANAGEMENT CORP. |
302 |
- |
2024-03-31 |
1,000 |
$16,000 |
0 |
|
GROVE CREEK ASSET MANAGEMENT |
256 |
- |
2024-03-31 |
600 |
$10,000 |
0 |
|
UMB BANK N A/MO |
1312 |
- |
2024-03-31 |
500 |
$8,000 |
0 |
|
PNC FINANCIAL SERVICES GROUP INC |
3765 |
- |
2024-03-31 |
500 |
$8,000 |
-5,200 |
|
Farther Finance Advisors LLC |
2253 |
- |
2024-03-31 |
209 |
$3,000 |
0 |
|
VOISARD ASSET MANAGEMENT GROUP INC. |
304 |
- |
2024-03-31 |
100 |
$2,000 |
0 |
|
Coppell Advisory Solutions LLC |
1315 |
*New |
2023-12-31 |
104 |
$2,000 |
104 |
|
TOWER RESEARCH CAPITAL LLC |
5453 |
*New |
2024-03-31 |
3 |
$0 |
3 |
|
Sunesis Advisors LLC |
52 |
*Closed |
2024-03-31 |
0 |
$0 |
-24,490 |
|
J P MORGAN CHASE & CO |
5467 |
*Closed |
2024-03-31 |
0 |
$0 |
-154 |
|
Stratos Wealth Partners LTD. |
1373 |
*Closed |
2024-03-31 |
0 |
$0 |
-19,485 |
|
PEAPACK GLADSTONE FINANCIAL CORP |
707 |
*Closed |
2024-03-31 |
0 |
$0 |
-15,697 |
|
PROEQUITIES INC. |
4811 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
Consolidated Portfolio Review Corp |
296 |
*Closed |
2024-03-31 |
0 |
$0 |
-11,583 |
|
JANE STREET GROUP LLC |
5920 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,550 |
|
HRT FINANCIAL LLC |
2629 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,726 |
|
BB&T CORP |
2652 |
*Closed |
2024-03-31 |
0 |
$0 |
-11,955 |
|
HOEY INVESTMENTS INC |
361 |
*Closed |
2024-03-31 |
0 |
$0 |
-100 |
|
GTS SECURITIES LLC |
1774 |
*Closed |
2024-03-31 |
0 |
$0 |
-62,173 |
|
|
88 Records found
|
1
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