| |
Institutional
Holders
Total
Institutions:
 |
 0 |
|
|
Total
shares held :
|
0 |
|
|
% of shares
held :
|
0% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
|
Amount
of shares held :
|
0 |
|
|
% of shares
held change :
|
0% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$7.91 |
|
|
Last
Quarter's Ending
Price :
|
$9.52 |
|
|
Last
Quarter's Average
Price :
|
$8.66 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 0.86 (9.93%) |
|
|
|
|
|
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|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  VANGUARD GROUP INC |
3239 |
- |
2024-03-31 |
631,786 |
$5,844,000 |
-8,120 |
|
| NORTHERN TRUST CORP |
2666 |
- |
2024-03-31 |
388,882 |
$3,597,000 |
18,425 |
|
| MORGAN STANLEY |
4178 |
- |
2024-03-31 |
338,487 |
$3,131,000 |
11,728 |
|
| STATE STREET CORP |
3178 |
- |
2024-03-31 |
162,831 |
$1,506,000 |
-12,281 |
|
| THORNBURG INVESTMENT MANAGEMENT INC |
172 |
- |
2024-03-31 |
112,950 |
$1,047,000 |
17,858 |
|
| LEGAL & GENERAL GROUP PLC |
2215 |
- |
2024-03-31 |
96,700 |
$910,000 |
0 |
|
| RAYMOND JAMES & ASSOCIATES |
2683 |
- |
2024-03-31 |
90,975 |
$842,000 |
-2,757 |
|
| BANK OF AMERICA CORP /DE/ |
4429 |
- |
2024-03-31 |
50,962 |
$471,000 |
33,610 |
|
| Crossmark Global Holdings Inc. |
998 |
- |
2024-03-31 |
40,094 |
$371,000 |
-725 |
|
| Congress Wealth Management LLC / DE / |
488 |
- |
2024-03-31 |
37,570 |
$348,000 |
1,728 |
|
| NATIXIS ASSET MANAGEMENT ADVISORS LP |
1473 |
- |
2024-03-31 |
33,458 |
$309,000 |
4,451 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4107 |
- |
2024-03-31 |
30,343 |
$281,000 |
0 |
|
| JANE STREET GROUP LLC |
4541 |
- |
2024-03-31 |
26,845 |
$248,000 |
26,845 |
|
| DIMENSIONAL FUND ADVISORS INC |
3177 |
- |
2024-03-31 |
24,031 |
$222,000 |
0 |
|
| Vestmark Advisory Solutions Inc. |
501 |
- |
2024-03-31 |
22,524 |
$208,000 |
4,861 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3918 |
- |
2024-03-31 |
20,182 |
$187,000 |
7,027 |
|
| NewEdge Wealth LLC |
772 |
- |
2024-03-31 |
23,357 |
$186,000 |
5,694 |
|
| CLEARBRIDGE ADVISORS LLC |
745 |
- |
2024-03-31 |
17,242 |
$159,000 |
-631 |
|
| ADVISOR PARTNERS II LLC |
1202 |
- |
2023-09-30 |
19,280 |
$158,000 |
985 |
|
| LPL FINANCIAL CORP |
4505 |
- |
2024-03-31 |
14,725 |
$136,000 |
112 |
|
| GOLDMAN SACHS GROUP INC/ |
4315 |
*New |
2024-03-31 |
14,300 |
$132,000 |
14,300 |
|
| HPM Partners LLC |
2180 |
*New |
2024-03-31 |
12,248 |
$113,000 |
12,248 |
|
| Veriti Management LLC |
778 |
- |
2024-03-31 |
11,257 |
$104,000 |
680 |
|
| Retirement Planning Co of New England Inc. |
214 |
- |
2024-03-31 |
11,795 |
$98,000 |
-561 |
|
| PNC FINANCIAL SERVICES GROUP INC |
2830 |
- |
2024-03-31 |
7,395 |
$68,000 |
39 |
|
| SPX Equities Gestao de Recursos Ltda |
61 |
- |
2023-12-31 |
4,189 |
$40,000 |
100 |
|
| FMR LLC |
3551 |
- |
2024-03-31 |
4,073 |
$38,000 |
221 |
|
| BLACKROCK INC. |
4645 |
- |
2024-03-31 |
3,385 |
$31,000 |
392 |
|
| RHUMBLINE ADVISERS |
3701 |
- |
2024-03-31 |
2,385 |
$22,000 |
-159 |
|
| ROYAL BANK OF CANADA |
5323 |
- |
2024-03-31 |
1,959 |
$18,000 |
0 |
|
| CWM LLC |
3452 |
- |
2024-03-31 |
886 |
$8,000 |
84 |
|
| QUADRANT CAPITAL GROUP LLC |
2382 |
- |
2024-03-31 |
425 |
$4,000 |
185 |
|
| US BANCORP |
3573 |
- |
2024-03-31 |
316 |
$3,000 |
0 |
|
| Spire Wealth Management |
2069 |
- |
2024-03-31 |
229 |
$2,000 |
0 |
|
| GAMMA Investing LLC |
2773 |
- |
2024-03-31 |
192 |
$2,000 |
90 |
|
| J P MORGAN CHASE & CO |
5258 |
- |
2024-03-31 |
181 |
$2,000 |
-3 |
|
| FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
857 |
*New |
2024-03-31 |
102 |
$1,000 |
102 |
|
| O SHAUGHNESSY ASSET MANAGEMENT LLC |
1836 |
- |
2024-03-31 |
112 |
$1,000 |
74 |
|
| FIFTH THIRD BANCORP |
2298 |
- |
2024-03-31 |
132 |
$1,000 |
0 |
|
| Qube Research & Technologies Ltd |
3503 |
- |
2024-03-31 |
59 |
$1,000 |
0 |
|
| ADVISORY SERVICES NETWORK, LLC |
1705 |
*Closed |
2024-03-31 |
0 |
$0 |
-47 |
|
| PROEQUITIES INC. |
3121 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| Arden Trust Co |
255 |
*Closed |
2024-03-31 |
0 |
$0 |
-13,765 |
|
| UBS Group AG |
7758 |
- |
2024-03-31 |
16 |
$0 |
16 |
|
| Pathstone Holdings LLC |
2300 |
*Closed |
2024-03-31 |
0 |
$0 |
-13,468 |
|
| Glassman Wealth Services |
1352 |
*Closed |
2024-03-31 |
0 |
$0 |
-48 |
|
| PRINCIPAL SECURITIES INC. |
3244 |
- |
2024-03-31 |
15 |
$0 |
0 |
|
| Farther Finance Advisors LLC |
3099 |
*Closed |
2024-03-31 |
0 |
$0 |
-87 |
|
| WELLS FARGO & CO/MN |
6794 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| MONTAG A & ASSOCIATES INC |
996 |
*Closed |
2024-03-31 |
0 |
$0 |
-124 |
|
| Ronald Blue Trust Inc. |
2761 |
*Closed |
2024-03-31 |
0 |
$0 |
-109 |
|
| Federation des caisses Desjardins du Quebec |
2259 |
- |
2024-03-31 |
35 |
$0 |
0 |
|
|
52 Records found
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1
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