|
Institutional
Holders
Total
Institutions:
|
74 12 |
|
Total
shares held :
|
10,125,111 |
|
% of shares
held :
|
18.05% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-13 |
|
Amount
of shares held :
|
-1,742,963 |
|
% of shares
held change :
|
-3.11% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$17.65 |
|
Last
Quarter's Ending
Price :
|
$18.51 |
|
Last
Quarter's Average
Price :
|
$17.93 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.24 (6.92%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Sound Income Strategies LLC |
8 |
- |
2024-03-31 |
1,982,213 |
$37,821,000 |
31,762 |
|
WELLS FARGO & CO/MN |
914 |
- |
2024-03-31 |
1,589,765 |
$30,333,000 |
-35,186 |
|
Redhawk Wealth Advisors Inc. |
7 |
- |
2024-03-31 |
713,419 |
$13,612,000 |
679,606 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
271 |
- |
2024-03-31 |
628,244 |
$11,987,000 |
19,495 |
|
BANK OF AMERICA CORP /DE/ |
2561 |
- |
2024-03-31 |
463,587 |
$8,845,000 |
335 |
|
GOLDMAN SACHS GROUP INC/ |
2444 |
*New |
2024-03-31 |
303,615 |
$5,793,000 |
303,615 |
|
Wavelength Capital Management LLC |
8 |
- |
2023-09-30 |
311,970 |
$5,559,000 |
-6,421 |
|
ROYAL BANK OF CANADA |
1977 |
- |
2024-03-31 |
233,647 |
$4,457,000 |
-33,344 |
|
Financial Architects LLC |
12 |
- |
2024-03-31 |
221,736 |
$4,231,000 |
9,400 |
|
CAPE COD FIVE CENTS SAVINGS BANK |
65 |
- |
2024-03-31 |
206,177 |
$3,934,000 |
-4,641 |
|
MORGAN STANLEY |
4015 |
- |
2024-03-31 |
203,398 |
$3,881,000 |
26,996 |
|
Fortress Wealth Management Inc. |
17 |
- |
2024-03-31 |
197,984 |
$3,778,000 |
17,551 |
|
J P MORGAN CHASE & CO |
2650 |
- |
2024-03-31 |
185,897 |
$3,547,000 |
38,727 |
|
Etesian Wealth Advisors Inc. |
15 |
- |
2024-03-31 |
159,303 |
$3,040,000 |
1,532 |
|
Hennion & Walsh Asset Management Inc. |
169 |
- |
2024-03-31 |
158,860 |
$3,031,000 |
15,110 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1478 |
- |
2024-03-31 |
139,786 |
$2,667,000 |
9,981 |
|
CITIGROUP INC |
1654 |
- |
2024-03-31 |
125,819 |
$2,401,000 |
54,945 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
175 |
- |
2024-03-31 |
128,154 |
$2,372,000 |
0 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
100 |
- |
2024-03-31 |
116,091 |
$2,215,000 |
77,216 |
|
LPL FINANCIAL CORP |
2448 |
- |
2024-03-31 |
112,910 |
$2,154,000 |
-3,758 |
|
Cambria Investment Management L.P. |
125 |
- |
2024-03-31 |
106,243 |
$2,027,000 |
-3,625 |
|
Ascendant Capital Management LLC |
13 |
*New |
2023-03-31 |
95,500 |
$1,759,000 |
95,500 |
|
OLD MISSION CAPITAL LLC |
266 |
- |
2024-03-31 |
85,822 |
$1,637,000 |
85,822 |
|
AMERIPRISE FINANCIAL INC |
2912 |
- |
2024-03-31 |
81,386 |
$1,551,000 |
12,258 |
|
MML INVESTORS SERVICES LLC |
1250 |
- |
2024-03-31 |
68,991 |
$1,316,000 |
3,551 |
|
UBS Group AG |
3402 |
- |
2024-03-31 |
63,566 |
$1,213,000 |
1,390 |
|
Resources Investment Advisors Inc. |
466 |
- |
2024-03-31 |
59,991 |
$1,145,000 |
-13,023 |
|
Whitcomb & Hess Inc. |
26 |
- |
2024-03-31 |
55,827 |
$1,065,000 |
-253 |
|
Eudaimonia Partners LLC |
93 |
- |
2024-03-31 |
53,950 |
$1,029,000 |
31,438 |
|
Seed Wealth Management Inc. |
30 |
- |
2024-03-31 |
53,895 |
$1,012,000 |
-17,500 |
|
HILLTOP HOLDINGS INC. |
233 |
- |
2024-03-31 |
50,203 |
$958,000 |
-7,114 |
|
GUGGENHEIM CAPITAL LLC |
1202 |
- |
2024-03-31 |
50,174 |
$957,000 |
-263 |
|
LexAurum Advisors LLC |
93 |
- |
2024-03-31 |
49,515 |
$945,000 |
4,547 |
|
Aspect Partners LLC |
28 |
- |
2024-03-31 |
49,138 |
$938,000 |
-1,284 |
|
Tidemark LLC |
39 |
- |
2024-03-31 |
47,279 |
$902,000 |
46,302 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
227 |
- |
2024-03-31 |
47,500 |
$892,000 |
8,580 |
|
Verde Capital Management |
32 |
- |
2024-03-31 |
45,258 |
$864,000 |
2,994 |
|
SAGE ADVISORY SERVICES, LTD.CO. |
33 |
- |
2024-03-31 |
44,310 |
$845,000 |
0 |
|
Orion Portfolio Solutions LLC |
1054 |
- |
2024-03-31 |
44,142 |
$842,000 |
-850 |
|
Geneos Wealth Management Inc. |
393 |
- |
2024-03-31 |
41,617 |
$794,000 |
-2,321 |
|
ENVESTNET ASSET MANAGEMENT INC |
3156 |
- |
2024-03-31 |
40,954 |
$781,000 |
-1,145 |
|
AXS Investments LLC |
177 |
- |
2024-03-31 |
36,000 |
$687,000 |
11,000 |
|
Toroso Investments LLC |
1050 |
- |
2024-03-31 |
34,729 |
$663,000 |
1,900 |
|
EUDAIMONIA ADVISORS LLC |
96 |
- |
2024-03-31 |
29,295 |
$559,000 |
13,916 |
|
Apollon Wealth Management LLC |
709 |
- |
2024-03-31 |
25,203 |
$481,000 |
2,160 |
|
Advisor Group Holdings Inc. |
3055 |
- |
2024-03-31 |
22,097 |
$422,000 |
-1,187 |
|
Joseph P. Lucia & Associates LLC |
89 |
- |
2024-03-31 |
17,287 |
$330,000 |
-1,365 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
2281 |
- |
2024-03-31 |
16,755 |
$320,000 |
-2,852 |
|
OPPENHEIMER & CO INC |
1160 |
*New |
2024-03-31 |
16,633 |
$317,000 |
16,633 |
|
Rockefeller Capital Management L.P. |
1573 |
- |
2024-03-31 |
16,326 |
$312,000 |
3,939 |
|
PRUDENTIAL FINANCIAL INC |
2352 |
*New |
2024-03-31 |
15,000 |
$286,000 |
15,000 |
|
Acorn Wealth Advisors LLC |
150 |
*New |
2024-03-31 |
14,698 |
$280,000 |
14,698 |
|
Ipsen Advisor Group LLC |
82 |
- |
2022-12-31 |
15,103 |
$275,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
736 |
- |
2023-12-31 |
14,787 |
$274,000 |
-415 |
|
AE Wealth Management LLC |
1013 |
- |
2024-03-31 |
13,021 |
$248,000 |
-2,813 |
|
Greytown Advisors Inc. |
66 |
- |
2024-03-31 |
12,821 |
$245,000 |
0 |
|
Strategic Blueprint LLC |
553 |
*New |
2024-03-31 |
11,273 |
$215,000 |
11,273 |
|
Waterloo Capital L.P. |
338 |
- |
2024-03-31 |
11,085 |
$212,000 |
-6,842 |
|
HILLSDALE INVESTMENT MANAGEMENT INC. |
387 |
- |
2024-03-31 |
9,190 |
$175,000 |
0 |
|
GOODMAN & COMPANY INVESTMENT COUNSEL LTD. |
638 |
- |
2024-03-31 |
8,400 |
$160,000 |
0 |
|
Qube Research & Technologies Ltd |
2918 |
- |
2024-03-31 |
3,786 |
$72,000 |
0 |
|
VAN ECK ASSOCIATES CORP |
1249 |
- |
2024-03-31 |
3,679 |
$70,000 |
1,540 |
|
Banque Cantonale Vaudoise |
757 |
- |
2024-03-31 |
3,020 |
$58,000 |
770 |
|
COMERICA BANK |
2781 |
- |
2024-03-31 |
2,321 |
$44,000 |
-62 |
|
FMR LLC |
3557 |
- |
2024-03-31 |
2,008 |
$38,000 |
1,927 |
|
Steward Partners Investment Advisory LLC |
2257 |
- |
2024-03-31 |
1,904 |
$36,000 |
0 |
|
Beacon Capital Management LLC |
410 |
- |
2024-03-31 |
1,377 |
$26,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
1886 |
- |
2024-03-31 |
1,317 |
$25,000 |
87 |
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank F |
900 |
- |
2024-03-31 |
620 |
$12,000 |
0 |
|
Parallel Advisors LLC |
2256 |
*New |
2024-03-31 |
600 |
$11,000 |
600 |
|
Castleview Partners LLC |
538 |
- |
2024-03-31 |
507 |
$10,000 |
0 |
|
PRIVATE TRUST CO NA |
1698 |
- |
2024-03-31 |
450 |
$9,000 |
0 |
|
Retirement Group LLC |
556 |
- |
2024-03-31 |
250 |
$5,000 |
0 |
|
TSFG LLC |
574 |
- |
2024-03-31 |
187 |
$4,000 |
0 |
|
TOWER RESEARCH CAPITAL LLC |
4732 |
- |
2024-03-31 |
200 |
$4,000 |
0 |
|
CWM LLC |
3845 |
*New |
2024-03-31 |
153 |
$3,000 |
153 |
|
GRADIENT INVESTMENTS LLC |
809 |
- |
2024-03-31 |
90 |
$2,000 |
0 |
|
TUCKER ASSET MANAGEMENT LLC |
771 |
- |
2023-12-31 |
82 |
$2,000 |
0 |
|
Rocky Mountain Advisers LLC |
293 |
*New |
2024-03-31 |
100 |
$2,000 |
100 |
|
Farther Finance Advisors LLC |
2581 |
- |
2024-03-31 |
83 |
$2,000 |
0 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
3037 |
*New |
2024-03-31 |
32 |
$1,000 |
32 |
|
SIMPLEX TRADING LLC |
2172 |
*New |
2024-03-31 |
99 |
$1,000 |
99 |
|
BLAIR WILLIAM & CO/IL |
1765 |
- |
2024-03-31 |
46 |
$1,000 |
1 |
|
LM Advisors LLC |
210 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,000 |
|
ACIMA PRIVATE WEALTH LLC |
208 |
*Closed |
2024-03-31 |
0 |
$0 |
-356,189 |
|
ADVISORY SERVICES NETWORK, LLC |
2641 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,258 |
|
IFP Advisors Inc |
3226 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,900 |
|
Koss-Olinger Consulting LLC |
303 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,156,278 |
|
PROEQUITIES INC. |
9424 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
Ronald Blue Trust Inc. |
2751 |
*Closed |
2024-03-31 |
0 |
$0 |
-26 |
|
MERRIMAN WEALTH MANAGEMENT, LLC |
202 |
*Closed |
2024-03-31 |
0 |
$0 |
-47,307 |
|
Kapitalo Investimentos Ltda |
554 |
*Closed |
2024-03-31 |
0 |
$0 |
-150,284 |
|
|
92 Records found
|
1
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