|
Institutional
Holders
Total
Institutions:
|
155 1 |
|
Total
shares held :
|
17,887,958 |
|
% of shares
held :
|
28% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-1 |
|
Amount
of shares held :
|
1,708,219 |
|
% of shares
held change :
|
2.67% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$12.02 |
|
Last
Quarter's Ending
Price :
|
$12.33 |
|
Last
Quarter's Average
Price :
|
$12.10 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.94 (7.77%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Cornerstone Advisors LLC |
16 |
- |
2024-03-31 |
2,064,948 |
$26,700,000 |
437,703 |
|
MORGAN STANLEY |
2586 |
- |
2024-03-31 |
1,688,979 |
$21,839,000 |
-18,020 |
|
LPL FINANCIAL CORP |
936 |
- |
2024-03-31 |
1,581,327 |
$20,447,000 |
66,809 |
|
INVESCO LTD |
1616 |
- |
2024-03-31 |
1,075,974 |
$13,912,000 |
-129,566 |
|
GUGGENHEIM CAPITAL LLC |
243 |
- |
2024-03-31 |
972,244 |
$12,571,000 |
-2,469 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
847 |
- |
2024-03-31 |
691,886 |
$8,946,000 |
23,281 |
|
BANK OF AMERICA CORP /DE/ |
2581 |
- |
2024-03-31 |
661,397 |
$8,552,000 |
-14,213 |
|
UBS Group AG |
1821 |
- |
2024-03-31 |
579,524 |
$7,493,000 |
-32,039 |
|
PRINCIPAL SECURITIES INC. |
103 |
- |
2024-03-31 |
490,307 |
$6,340,000 |
47,406 |
|
BALANCED WEALTH GROUP LLC |
11 |
- |
2024-03-31 |
489,265 |
$6,092,000 |
65,220 |
|
Advisor Group Holdings Inc. |
982 |
- |
2024-03-31 |
420,220 |
$5,434,000 |
-540 |
|
RAYMOND JAMES & ASSOCIATES |
1581 |
- |
2024-03-31 |
383,923 |
$4,964,000 |
5,005 |
|
ROYAL BANK OF CANADA |
1914 |
- |
2024-03-31 |
382,615 |
$4,947,000 |
-27,719 |
|
SHAKER FINANCIAL SERVICES, LLC |
11 |
- |
2024-03-31 |
358,786 |
$4,639,000 |
76,808 |
|
FRANKLIN RESOURCES INC |
1327 |
- |
2024-03-31 |
315,461 |
$4,079,000 |
2,429 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1318 |
- |
2024-03-31 |
305,854 |
$3,955,000 |
-21,745 |
|
WELLS FARGO & CO/MN |
2129 |
- |
2024-03-31 |
297,931 |
$3,852,000 |
15,676 |
|
MML INVESTORS SERVICES LLC |
774 |
- |
2024-03-31 |
284,656 |
$3,681,000 |
66,949 |
|
KARPUS MANAGEMENT INC |
134 |
- |
2024-03-31 |
272,180 |
$3,519,000 |
-1,252 |
|
LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
98 |
- |
2024-03-31 |
270,591 |
$3,499,000 |
66,705 |
|
ENVESTNET ASSET MANAGEMENT INC |
2227 |
- |
2024-03-31 |
264,012 |
$3,414,000 |
-14,740 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
968 |
- |
2024-03-31 |
258,989 |
$3,349,000 |
5,692 |
|
BB&T CORP |
1056 |
- |
2024-03-31 |
250,683 |
$3,241,000 |
-19,774 |
|
AMERIPRISE FINANCIAL INC |
2606 |
- |
2024-03-31 |
222,808 |
$2,891,000 |
-4,758 |
|
NAPLES GLOBAL ADVISORS LLC |
98 |
- |
2024-03-31 |
222,013 |
$2,871,000 |
-4,350 |
|
MARINER WEALTH ADVISORS, LLC |
966 |
- |
2024-03-31 |
207,987 |
$2,689,000 |
-33,809 |
|
Beacon Pointe Advisors LLC |
450 |
- |
2024-03-31 |
186,658 |
$2,413,000 |
2,743 |
|
COHEN & STEERS INC |
200 |
- |
2024-03-31 |
182,931 |
$2,365,000 |
68,500 |
|
WEDBUSH MORGAN SECURITIES INC |
207 |
- |
2024-03-31 |
155,443 |
$2,010,000 |
92,755 |
|
IEQ CAPITAL LLC |
345 |
- |
2024-03-31 |
137,052 |
$1,772,000 |
-63,629 |
|
Mutual Advisors LLC |
330 |
- |
2024-03-31 |
121,383 |
$1,569,000 |
1,548 |
|
Cetera Investment Advisers |
1858 |
- |
2024-03-31 |
101,533 |
$1,313,000 |
71,505 |
|
WOLVERINE ASSET MANAGEMENT LLC |
238 |
- |
2024-03-31 |
91,453 |
$1,182,000 |
66,438 |
|
OBERMEYER ASSET MANAGEMENT CO |
96 |
- |
2024-03-31 |
80,012 |
$1,035,000 |
12,182 |
|
Cresset Asset Management LLC |
971 |
- |
2024-03-31 |
76,510 |
$989,000 |
1,666 |
|
FIXED INCOME SECURITIES INC |
753 |
- |
2024-03-31 |
72,858 |
$942,000 |
-43,779 |
|
OPPENHEIMER & CO INC |
778 |
- |
2024-03-31 |
69,611 |
$900,000 |
-1,416 |
|
Kestra Advisory Services LLC |
1313 |
- |
2024-03-31 |
67,545 |
$873,000 |
1,219 |
|
RMB CAPITAL MANAGEMENT LLC |
361 |
- |
2024-03-31 |
66,532 |
$860,000 |
-6,339 |
|
CLS INVESTMENT FIRM LLC |
779 |
- |
2022-12-31 |
69,882 |
$858,000 |
0 |
|
JANNEY MONTGOMERY SCOTT LLC |
1610 |
- |
2024-03-31 |
64,922 |
$839,000 |
2,480 |
|
Private Advisor Group LLC |
1299 |
- |
2024-03-31 |
58,291 |
$754,000 |
18,847 |
|
HIGHTOWER ADVISORS, LLC |
1976 |
- |
2024-03-31 |
56,157 |
$728,000 |
19,172 |
|
FINANCIAL NETWORK |
1720 |
- |
2024-03-31 |
52,267 |
$676,000 |
3,672 |
|
STIFEL FINANCIAL CORP |
2441 |
- |
2024-03-31 |
50,990 |
$659,000 |
163 |
|
NATIONAL ASSET MANAGEMENT, INC. |
674 |
- |
2024-03-31 |
53,746 |
$645,000 |
-8,600 |
|
Focus Financial Network Inc. |
332 |
- |
2024-03-31 |
48,994 |
$620,000 |
0 |
|
Wealth Alliance Advisory Group LLC |
91 |
- |
2024-03-31 |
47,271 |
$611,000 |
-231 |
|
CREATIVE PLANNING |
1706 |
- |
2024-03-31 |
46,442 |
$600,000 |
613 |
|
Steel Peak Wealth Management LLC |
271 |
- |
2024-03-31 |
43,135 |
$558,000 |
3,542 |
|
Rockefeller Capital Management L.P. |
1431 |
- |
2024-03-31 |
43,170 |
$558,000 |
3 |
|
WEALTH EFFECTS LLC |
98 |
- |
2024-03-31 |
43,026 |
$556,000 |
-986 |
|
Outlook Wealth Advisors LLC |
129 |
- |
2024-03-31 |
42,648 |
$551,000 |
347 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
443 |
- |
2023-12-31 |
43,640 |
$538,000 |
0 |
|
MULTIFINANCIAL SECURITIES CORP |
1547 |
- |
2024-03-31 |
41,485 |
$536,000 |
28,291 |
|
HBK SORCE ADVISORY LLC |
328 |
- |
2024-03-31 |
40,330 |
$521,000 |
-400 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1256 |
- |
2024-03-31 |
39,832 |
$515,000 |
-4,095 |
|
Arkadios Wealth Advisors |
373 |
- |
2024-03-31 |
39,272 |
$508,000 |
-176 |
|
Triumph Capital Management |
119 |
- |
2024-03-31 |
36,292 |
$469,000 |
952 |
|
Atria Wealth Solutions Inc. |
1293 |
- |
2024-03-31 |
36,277 |
$469,000 |
10,383 |
|
STABLEFORD CAPITAL II LLC |
111 |
- |
2024-03-31 |
35,053 |
$453,000 |
0 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
397 |
- |
2024-03-31 |
34,864 |
$450,000 |
2,300 |
|
Dynamic Advisors Solutions LLC |
632 |
- |
2024-03-31 |
34,131 |
$441,000 |
1,930 |
|
GPS Wealth Strategies Group LLC |
170 |
- |
2024-03-31 |
33,845 |
$438,000 |
375 |
|
IFG Advisory LLC |
319 |
- |
2024-03-31 |
33,785 |
$437,000 |
0 |
|
Keeley-Teton Advisors LLC |
292 |
- |
2024-03-31 |
32,815 |
$424,000 |
0 |
|
KISTLERTIFFANY COMPANIES, LLC |
236 |
- |
2023-06-30 |
30,931 |
$395,000 |
12 |
|
Avory & Company LLC |
21 |
- |
2024-03-31 |
30,308 |
$392,000 |
0 |
|
Goss Wealth Management LLC |
1523 |
- |
2024-03-31 |
27,914 |
$361,000 |
1,700 |
|
Laurel Wealth Advisors Inc. |
444 |
- |
2022-12-31 |
29,223 |
$359,000 |
-156 |
|
Gladstone Institutional Advisory LLC |
495 |
- |
2024-03-31 |
27,703 |
$358,000 |
-1,172 |
|
TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC |
141 |
- |
2024-03-31 |
27,530 |
$356,000 |
0 |
|
ESSEX FINANCIAL SERVICES INC |
391 |
- |
2024-03-31 |
26,574 |
$344,000 |
494 |
|
PROSPERA FINANCIAL SERVICES |
805 |
- |
2023-12-31 |
26,652 |
$329,000 |
623 |
|
COLONY GROUP, LLC |
820 |
- |
2024-03-31 |
24,753 |
$320,000 |
5,128 |
|
NBC SECURITIES INC. |
579 |
- |
2024-03-31 |
24,549 |
$317,000 |
24 |
|
American Institute for Advanced Investment Managem |
99 |
- |
2024-03-31 |
24,395 |
$315,000 |
-2,955 |
|
PUTNAM FL INVESTMENT MANAGEMENT CO |
420 |
- |
2024-03-31 |
23,575 |
$305,000 |
-2,200 |
|
WILEY BROS.-AINTREE CAPITAL LLC |
375 |
- |
2024-03-31 |
22,219 |
$287,000 |
0 |
|
JANE STREET GROUP LLC |
4411 |
*New |
2024-03-31 |
22,135 |
$286,000 |
22,135 |
|
DAVIDSON D A & CO |
1192 |
- |
2024-03-31 |
22,003 |
$285,000 |
-421 |
|
Stratos Wealth Advisors LLC |
583 |
- |
2024-03-31 |
19,580 |
$253,000 |
5,539 |
|
Imprint Wealth LLC |
253 |
*New |
2024-03-31 |
19,425 |
$251,000 |
19,425 |
|
COLONY GROUP LLC |
682 |
- |
2023-09-30 |
20,757 |
$248,000 |
-610 |
|
Atlantic Trust Group LLC |
1047 |
- |
2024-03-31 |
18,708 |
$242,000 |
1,546 |
|
Baird Financial Group Inc. |
1620 |
- |
2024-03-31 |
18,589 |
$240,000 |
0 |
|
ICA Group Wealth Management LLC |
252 |
- |
2024-03-31 |
18,337 |
$237,000 |
-8,396 |
|
Diversified LLC |
149 |
- |
2024-03-31 |
18,168 |
$235,000 |
79 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
2069 |
- |
2024-03-31 |
18,008 |
$233,000 |
3,973 |
|
CI Private Wealth LLC |
2028 |
- |
2024-03-31 |
17,475 |
$226,000 |
-125 |
|
J.W. COLE ADVISORS INC. |
793 |
- |
2024-03-31 |
17,279 |
$223,000 |
-4,241 |
|
SILVERLAKE WEALTH MANAGEMENT LLC |
211 |
- |
2024-03-31 |
17,242 |
$223,000 |
0 |
|
ROBINSON CAPITAL MANAGEMENT LLC |
115 |
*New |
2024-03-31 |
17,189 |
$219,000 |
17,189 |
|
Turtle Creek Wealth Advisors LLC |
142 |
- |
2024-03-31 |
16,939 |
$219,000 |
-4,082 |
|
Abbrea Capital LLC |
238 |
- |
2024-03-31 |
16,875 |
$218,000 |
0 |
|
Summit Investment Advisory Services LLC |
66 |
- |
2024-03-31 |
15,555 |
$201,000 |
340 |
|
Main Street Group LTD |
91 |
- |
2024-03-31 |
15,415 |
$199,000 |
14,435 |
|
CENTAURUS FINANCIAL INC. |
617 |
- |
2024-03-31 |
15,188 |
$196,000 |
248 |
|
Cornerstone Wealth Management LLC |
516 |
- |
2024-03-31 |
14,372 |
$186,000 |
84 |
|
AlphaStar Capital Management LLC |
281 |
*New |
2024-03-31 |
14,314 |
$185,000 |
14,314 |
|
|
100 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|