| |
Institutional
Holders
Total
Institutions:
 |
40  2 |
|
|
Total
shares held :
|
695,201 |
|
|
% of shares
held :
|
11.05% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -1 |
|
|
Amount
of shares held :
|
58,364 |
|
|
% of shares
held change :
|
0.93% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$21.50 |
|
|
Last
Quarter's Ending
Price :
|
$23.76 |
|
|
Last
Quarter's Average
Price :
|
$22.28 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
3.24 (14.53%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  HBK SORCE ADVISORY LLC |
108 |
- |
2024-03-31 |
107,434 |
$2,764,000 |
1,711 |
|
| MORGAN STANLEY |
4341 |
- |
2024-03-31 |
93,764 |
$2,412,000 |
-9,472 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1655 |
- |
2024-03-31 |
91,494 |
$2,354,000 |
21 |
|
| MGB Wealth Management LLC |
41 |
- |
2024-03-31 |
59,308 |
$1,526,000 |
-180 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1483 |
- |
2024-03-31 |
54,922 |
$1,413,000 |
40,357 |
|
| LPL FINANCIAL CORP |
2959 |
- |
2024-03-31 |
46,852 |
$1,205,000 |
7,718 |
|
| WELLS FARGO & CO/MN |
2982 |
- |
2024-03-31 |
39,821 |
$1,024,000 |
3,478 |
|
| BANK OF AMERICA CORP /DE/ |
4179 |
- |
2024-03-31 |
29,730 |
$765,000 |
3,368 |
|
| Advisor Group Holdings Inc. |
2606 |
- |
2024-03-31 |
28,483 |
$733,000 |
-13,981 |
|
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT |
195 |
- |
2024-03-31 |
22,340 |
$575,000 |
0 |
|
| Sequoia Financial Advisors LLC |
676 |
- |
2024-03-31 |
19,975 |
$514,000 |
0 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2629 |
- |
2024-03-31 |
16,068 |
$413,000 |
3,181 |
|
| COMERICA BANK |
1974 |
- |
2024-03-31 |
15,767 |
$406,000 |
-2,014 |
|
| Atria Wealth Solutions Inc. |
1393 |
- |
2024-03-31 |
14,634 |
$376,000 |
1,662 |
|
| RAYMOND JAMES & ASSOCIATES |
3210 |
- |
2024-03-31 |
14,335 |
$369,000 |
-444 |
|
| FOCUS FINANCIAL NETWORK INC /ADV |
575 |
- |
2023-12-31 |
12,763 |
$303,000 |
0 |
|
| High Falls Advisors Inc |
93 |
- |
2024-03-31 |
11,083 |
$285,000 |
0 |
|
| UBS Group AG |
4935 |
- |
2024-03-31 |
4,929 |
$127,000 |
-1,538 |
|
| Castleview Partners LLC |
286 |
- |
2024-03-31 |
3,087 |
$79,000 |
27 |
|
| DEUTSCHE BANK AG |
3327 |
- |
2024-03-31 |
1,625 |
$42,000 |
0 |
|
| HARBOUR INVESTMENTS INC. |
1717 |
- |
2023-12-31 |
1,132 |
$27,000 |
-361 |
|
| PRIVATE TRUST CO NA |
1328 |
- |
2024-03-31 |
1,000 |
$26,000 |
0 |
|
| PNC FINANCIAL SERVICES GROUP INC |
3277 |
- |
2024-03-31 |
996 |
$26,000 |
0 |
|
| Independence Bank of Kentucky |
374 |
- |
2024-03-31 |
1,000 |
$26,000 |
0 |
|
| ROYAL BANK OF CANADA |
5190 |
- |
2024-03-31 |
971 |
$25,000 |
-500 |
|
| EverSource Wealth Advisors LLC |
1139 |
- |
2024-03-31 |
1,040 |
$25,000 |
0 |
|
| Steward Partners Investment Advisory LLC |
2487 |
- |
2024-03-31 |
812 |
$21,000 |
0 |
|
| FMR LLC |
3858 |
- |
2024-03-31 |
794 |
$20,000 |
-31 |
|
| Capital Advisors Ltd. LLC |
612 |
- |
2024-03-31 |
647 |
$17,000 |
0 |
|
| Geneos Wealth Management Inc. |
1413 |
- |
2024-03-31 |
663 |
$17,000 |
0 |
|
| Financial Perspectives Inc |
458 |
- |
2024-03-31 |
401 |
$10,000 |
3 |
|
| SUMMIT INVESTMENT ADVISORS INC |
2859 |
- |
2024-03-31 |
305 |
$8,000 |
0 |
|
| CoreFirst Bank & Trust |
317 |
- |
2024-03-31 |
300 |
$8,000 |
0 |
|
| Qube Research & Technologies Ltd |
3351 |
- |
2024-03-31 |
235 |
$6,000 |
0 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2753 |
- |
2024-03-31 |
198 |
$5,000 |
98 |
|
| Ahrens Investment Partners LLC |
872 |
*New |
2023-03-31 |
106 |
$2,000 |
106 |
|
| Raleigh Capital Management Inc. |
840 |
- |
2024-03-31 |
20 |
$1,000 |
0 |
|
| MARINER WEALTH ADVISORS, LLC |
3135 |
*Closed |
2024-03-31 |
0 |
$0 |
-9,583 |
|
| CWM LLC |
4333 |
*Closed |
2024-03-31 |
0 |
$0 |
-144 |
|
| DHJJ Financial Advisors Ltd. |
693 |
- |
2024-03-31 |
18 |
$0 |
0 |
|
| PROEQUITIES INC. |
6029 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| IFP Advisors Inc |
3181 |
*Closed |
2023-12-31 |
0 |
$0 |
-897 |
|
| Private Ocean LLC |
557 |
*Closed |
2024-03-31 |
0 |
$0 |
-10 |
|
| AMERIPRISE FINANCIAL INC |
3923 |
*Closed |
2024-03-31 |
0 |
$0 |
-79,788 |
|
| Core Wealth Advisors Inc. |
270 |
- |
2024-03-31 |
2 |
$0 |
0 |
|
|
45 Records found
|
1
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