| |
Institutional
Holders
Total
Institutions:
 |
39  1 |
|
|
Total
shares held :
|
2,286,338 |
|
|
% of shares
held :
|
53.8% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
3 |
|
|
Amount
of shares held :
|
137,398 |
|
|
% of shares
held change :
|
3.23% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$21.90 |
|
|
Last
Quarter's Ending
Price :
|
$23.07 |
|
|
Last
Quarter's Average
Price :
|
$22.22 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
2.80 (12.58%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  KESTRA PRIVATE WEALTH SERVICES LLC |
137 |
- |
2024-03-31 |
332,698 |
$7,960,000 |
11,003 |
|
| Ameritas Advisory Services LLC |
76 |
- |
2024-03-31 |
284,905 |
$6,854,000 |
97,044 |
|
| CENTAURUS FINANCIAL INC. |
54 |
- |
2024-03-31 |
261,203 |
$6,249,000 |
1,110 |
|
| Drake & Associates LLC |
16 |
- |
2024-03-31 |
250,573 |
$5,995,000 |
22,362 |
|
| Tower Wealth Partners Inc. |
10 |
- |
2024-03-31 |
210,132 |
$5,027,000 |
3,606 |
|
| BANK OF AMERICA CORP /DE/ |
3440 |
- |
2024-03-31 |
110,364 |
$2,640,000 |
-3,553 |
|
| WELLS FARGO & CO/MN |
2423 |
- |
2024-03-31 |
104,298 |
$2,495,000 |
-31,530 |
|
| AMERIPRISE FINANCIAL INC |
2732 |
- |
2024-03-31 |
93,606 |
$2,244,000 |
6,064 |
|
| Kestra Advisory Services LLC |
840 |
- |
2024-03-31 |
89,323 |
$2,137,000 |
3,279 |
|
| USAdvisors Wealth Management LLC |
40 |
- |
2024-03-31 |
88,340 |
$2,102,000 |
-3,762 |
|
| SILVER OAK SECURITIES Inc |
86 |
- |
2024-03-31 |
72,225 |
$1,728,000 |
-3,032 |
|
| ATRIA INVESTMENTS LLC |
658 |
*New |
2023-12-31 |
74,229 |
$1,712,000 |
74,229 |
|
| Empirical Asset Management LLC |
24 |
- |
2024-03-31 |
71,012 |
$1,699,000 |
-2,936 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1390 |
- |
2024-03-31 |
68,220 |
$1,632,000 |
-2,315 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1956 |
- |
2024-03-31 |
62,050 |
$1,485,000 |
-10,095 |
|
| Sachetta LLC |
24 |
- |
2024-03-31 |
60,942 |
$1,406,000 |
0 |
|
| LPL FINANCIAL CORP |
2858 |
- |
2024-03-31 |
57,617 |
$1,378,000 |
7,165 |
|
| UBS Group AG |
3359 |
- |
2024-03-31 |
53,434 |
$1,278,000 |
614 |
|
| RDA Financial Network |
69 |
- |
2024-03-31 |
50,447 |
$1,207,000 |
1,602 |
|
| HPM Partners LLC |
1193 |
- |
2024-03-31 |
50,380 |
$1,205,000 |
0 |
|
| Advisor Group Holdings Inc. |
2297 |
- |
2024-03-31 |
42,602 |
$1,019,000 |
-144 |
|
| MULTIFINANCIAL SECURITIES CORP |
1313 |
*New |
2024-03-31 |
31,551 |
$755,000 |
31,551 |
|
| MORGAN STANLEY |
5029 |
- |
2024-03-31 |
26,055 |
$623,000 |
3,121 |
|
| JANE STREET GROUP LLC |
3699 |
- |
2024-03-31 |
24,185 |
$579,000 |
24,185 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3366 |
- |
2024-03-31 |
21,965 |
$526,000 |
3,582 |
|
| OxenFree Capital LLC |
31 |
- |
2024-03-31 |
19,266 |
$461,000 |
1,346 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2622 |
- |
2024-03-31 |
17,327 |
$415,000 |
-1,456 |
|
| MARINER WEALTH ADVISORS, LLC |
2551 |
- |
2024-03-31 |
10,952 |
$262,000 |
-280 |
|
| J P MORGAN CHASE & CO |
4121 |
- |
2024-03-31 |
9,954 |
$238,000 |
0 |
|
| Curtis Advisory Group LLC |
90 |
*New |
2024-03-31 |
9,236 |
$221,000 |
9,236 |
|
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1599 |
- |
2023-09-30 |
10,053 |
$220,000 |
0 |
|
| Hilltop National Bank |
429 |
- |
2024-03-31 |
2,318 |
$55,000 |
0 |
|
| PROVENCE WEALTH MANAGEMENT GROUP |
233 |
- |
2023-12-31 |
1,531 |
$35,000 |
-421 |
|
| Sugarloaf Wealth Management LLC |
351 |
- |
2024-03-31 |
1,280 |
$31,000 |
0 |
|
| Atlantic Edge Private Wealth Management LLC |
252 |
- |
2024-03-31 |
838 |
$20,000 |
0 |
|
| BDO Wealth Advisors LLC |
575 |
- |
2023-06-30 |
838 |
$19,000 |
0 |
|
| US BANCORP |
3138 |
- |
2024-03-31 |
649 |
$16,000 |
0 |
|
| Bell Investment Advisors Inc |
466 |
- |
2024-03-31 |
575 |
$14,000 |
179 |
|
| Ronald Blue Trust Inc. |
1398 |
*New |
2024-03-31 |
485 |
$12,000 |
485 |
|
| TRUST CO OF VERMONT |
708 |
*New |
2024-03-31 |
329 |
$8,000 |
329 |
|
| IFP Advisors Inc |
2318 |
- |
2023-12-31 |
274 |
$6,000 |
3 |
|
| NATIONAL BANK OF CANADA /FI/ |
2159 |
- |
2024-03-31 |
162 |
$4,000 |
0 |
|
| PROEQUITIES INC. |
4699 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| Sound Income Strategies LLC |
1314 |
*Closed |
2024-03-31 |
0 |
$0 |
-526 |
|
| Scarborough Advisors LLC |
641 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,471 |
|
| FIRST MANHATTAN CO |
1447 |
*Closed |
2024-03-31 |
0 |
$0 |
-293 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6424 |
*Closed |
2024-03-31 |
0 |
$0 |
-16,900 |
|
| ROYAL BANK OF CANADA |
6913 |
*Closed |
2024-03-31 |
0 |
$0 |
-350 |
|
| Cetera Investment Advisers |
2114 |
*Closed |
2024-03-31 |
0 |
$0 |
-31,908 |
|
|
49 Records found
|
1
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