|
Institutional
Holders
Total
Institutions:
|
136 5 |
|
Total
shares held :
|
29,248,450 |
|
% of shares
held :
|
76.01% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
9 |
|
Amount
of shares held :
|
892,507 |
|
% of shares
held change :
|
2.32% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$12.63 |
|
Last
Quarter's Ending
Price :
|
$12.83 |
|
Last
Quarter's Average
Price :
|
$12.51 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.66 (5.28%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
MORGAN STANLEY |
951 |
- |
2024-03-31 |
10,941,974 |
$144,762,000 |
-383,092 |
|
UBS Group AG |
1098 |
- |
2024-03-31 |
1,804,032 |
$23,867,000 |
29,391 |
|
LPL FINANCIAL CORP |
899 |
- |
2024-03-31 |
1,670,573 |
$22,102,000 |
-28,458 |
|
WELLS FARGO & CO/MN |
1121 |
- |
2024-03-31 |
1,495,111 |
$19,780,000 |
-93,939 |
|
INVESCO LTD |
1491 |
- |
2024-03-31 |
1,351,073 |
$17,875,000 |
15,458 |
|
Cornerstone Advisors LLC |
41 |
- |
2024-03-31 |
1,017,567 |
$13,462,000 |
274,634 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
746 |
- |
2024-03-31 |
852,160 |
$11,274,000 |
43,980 |
|
BANK OF AMERICA CORP /DE/ |
2471 |
- |
2024-03-31 |
746,647 |
$9,878,000 |
70,287 |
|
ROYAL BANK OF CANADA |
1568 |
- |
2024-03-31 |
652,847 |
$8,637,000 |
-76,506 |
|
RAYMOND JAMES & ASSOCIATES |
1277 |
- |
2024-03-31 |
615,114 |
$8,138,000 |
6,135 |
|
GUGGENHEIM CAPITAL LLC |
405 |
- |
2024-03-31 |
576,684 |
$7,630,000 |
-34,248 |
|
SHAKER FINANCIAL SERVICES, LLC |
4 |
- |
2024-03-31 |
509,619 |
$6,863,000 |
116,048 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
611 |
- |
2024-03-31 |
498,188 |
$6,591,000 |
6,070 |
|
Lindbrook Capital LLC |
33 |
- |
2024-03-31 |
456,130 |
$6,035,000 |
5,866 |
|
Advisor Group Holdings Inc. |
1020 |
- |
2024-03-31 |
384,787 |
$5,092,000 |
-2,164 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1183 |
- |
2024-03-31 |
363,273 |
$4,806,000 |
-32,483 |
|
Allspring Global Investments Holdings LLC |
986 |
- |
2024-03-31 |
348,164 |
$4,606,000 |
0 |
|
LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
73 |
- |
2024-03-31 |
335,582 |
$4,440,000 |
95,604 |
|
AMERIPRISE FINANCIAL INC |
2384 |
- |
2024-03-31 |
324,319 |
$4,291,000 |
40,467 |
|
MONECO Advisors LLC |
41 |
- |
2024-03-31 |
266,278 |
$3,523,000 |
-5,071 |
|
WOLVERINE ASSET MANAGEMENT LLC |
73 |
- |
2024-03-31 |
265,268 |
$3,509,000 |
105,640 |
|
Focused Wealth Management Inc |
32 |
- |
2024-03-31 |
260,869 |
$3,451,000 |
-4,326 |
|
STIFEL FINANCIAL CORP |
1375 |
- |
2024-03-31 |
254,353 |
$3,365,000 |
17,902 |
|
Twelve Points Wealth Management LLC |
17 |
- |
2024-03-31 |
195,658 |
$2,589,000 |
20,788 |
|
FIXED INCOME SECURITIES INC |
493 |
- |
2024-03-31 |
180,917 |
$2,394,000 |
102,621 |
|
ENVESTNET ASSET MANAGEMENT INC |
2472 |
- |
2024-03-31 |
173,060 |
$2,290,000 |
160,685 |
|
CNH PARTNERS LLC |
165 |
- |
2024-03-31 |
163,084 |
$2,158,000 |
78,950 |
|
JANNEY MONTGOMERY SCOTT LLC |
1143 |
- |
2024-03-31 |
153,656 |
$2,033,000 |
-31,906 |
|
Moors & Cabot Inc. |
210 |
- |
2024-03-31 |
127,285 |
$1,684,000 |
-863 |
|
NATIONAL ASSET MANAGEMENT, INC. |
409 |
- |
2024-03-31 |
125,755 |
$1,621,000 |
-3,432 |
|
Hennion & Walsh Asset Management Inc. |
313 |
- |
2024-03-31 |
116,747 |
$1,545,000 |
-3,286 |
|
Prosperity Wealth Management Inc. |
23 |
- |
2024-03-31 |
116,262 |
$1,538,000 |
3,940 |
|
Cetera Investment Advisers |
1822 |
*New |
2024-03-31 |
103,159 |
$1,365,000 |
103,159 |
|
COMERICA BANK |
1365 |
- |
2024-03-31 |
102,249 |
$1,353,000 |
-9,320 |
|
Shulman DeMeo Asset Management LLC |
23 |
- |
2024-03-31 |
97,227 |
$1,286,000 |
-422 |
|
PROSPERA FINANCIAL SERVICES |
425 |
- |
2023-12-31 |
92,562 |
$1,188,000 |
1,471 |
|
ISLAY CAPITAL MANAGEMENT LLC |
40 |
- |
2024-03-31 |
82,278 |
$1,089,000 |
10,441 |
|
Patten Group Inc. |
105 |
- |
2024-03-31 |
80,898 |
$1,070,000 |
-467 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
983 |
- |
2024-03-31 |
80,154 |
$1,060,000 |
-21,663 |
|
FINANCIAL NETWORK |
1469 |
- |
2024-03-31 |
75,069 |
$993,000 |
4,216 |
|
HTLF Bank |
96 |
- |
2024-03-31 |
73,002 |
$966,000 |
0 |
|
Venture Visionary Partners LLC |
291 |
- |
2024-03-31 |
64,259 |
$850,000 |
4,230 |
|
Atomi Financial Group Inc. |
224 |
- |
2024-03-31 |
60,442 |
$800,000 |
-14,213 |
|
CITADEL ADVISORS LLC |
3336 |
*New |
2024-03-31 |
57,217 |
$757,000 |
57,217 |
|
BB&T CORP |
1736 |
- |
2024-03-31 |
54,959 |
$727,000 |
-5,534 |
|
DUBUQUE BANK & TRUST CO |
108 |
- |
2023-09-30 |
55,213 |
$699,000 |
0 |
|
DAVIDSON D A & CO |
857 |
- |
2024-03-31 |
52,617 |
$696,000 |
-11,884 |
|
INTL FCSTONE INC. |
189 |
- |
2024-03-31 |
50,158 |
$675,000 |
-97 |
|
Steward Partners Investment Advisory LLC |
960 |
- |
2024-03-31 |
47,238 |
$625,000 |
2,007 |
|
Claraphi Advisory Network LLC |
111 |
- |
2022-12-31 |
48,030 |
$608,000 |
-14,624 |
|
Investment Partners Asset Management Inc. |
60 |
- |
2024-03-31 |
43,254 |
$572,000 |
-1,000 |
|
Kestra Advisory Services LLC |
1579 |
- |
2024-03-31 |
42,466 |
$562,000 |
-2,151 |
|
Rockefeller Capital Management L.P. |
1442 |
- |
2024-03-31 |
41,326 |
$547,000 |
0 |
|
HIGHTOWER ADVISORS, LLC |
2188 |
- |
2024-03-31 |
40,880 |
$540,000 |
17,198 |
|
Atria Wealth Solutions Inc. |
1226 |
- |
2024-03-31 |
39,427 |
$528,000 |
0 |
|
Pflug Koory LLC |
90 |
- |
2024-03-31 |
37,617 |
$498,000 |
0 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
380 |
- |
2024-03-31 |
36,234 |
$480,000 |
390 |
|
BFT FINANCIAL GROUP LLC |
184 |
- |
2023-06-30 |
34,991 |
$468,000 |
0 |
|
Leo Wealth LLC |
221 |
- |
2024-03-31 |
34,991 |
$463,000 |
0 |
|
Baird Financial Group Inc. |
1418 |
- |
2024-03-31 |
34,186 |
$452,000 |
3,000 |
|
Stonebrook Private Inc. |
124 |
- |
2024-03-31 |
32,363 |
$428,000 |
-1,981 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1376 |
- |
2024-03-31 |
31,377 |
$415,000 |
6,557 |
|
Goss Wealth Management LLC |
1449 |
- |
2024-03-31 |
30,761 |
$407,000 |
5,546 |
|
CAPTRUST FINANCIAL ADVISORS |
1616 |
- |
2024-03-31 |
29,469 |
$390,000 |
-3,453 |
|
Jackson Grant Investment Advisers Inc. |
72 |
- |
2024-03-31 |
28,977 |
$383,000 |
381 |
|
NBC SECURITIES INC. |
520 |
- |
2024-03-31 |
28,584 |
$378,000 |
0 |
|
Patriot Financial Group Insurance Agency LLC |
314 |
- |
2024-03-31 |
28,573 |
$378,000 |
227 |
|
Tyche Wealth Partners LLC |
171 |
- |
2024-03-31 |
27,942 |
$370,000 |
-2,933 |
|
MARINER WEALTH ADVISORS, LLC |
2273 |
- |
2024-03-31 |
27,677 |
$366,000 |
-5,250 |
|
Capstone Financial Advisors Inc. |
104 |
- |
2024-03-31 |
26,423 |
$350,000 |
0 |
|
Armor Investment Advisors LLC |
83 |
- |
2024-03-31 |
25,187 |
$333,000 |
-6,816 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
993 |
- |
2024-03-31 |
23,465 |
$310,000 |
1,500 |
|
Palogic Value Management L.P. |
121 |
- |
2024-03-31 |
23,371 |
$309,000 |
-1,000 |
|
PNC FINANCIAL SERVICES GROUP INC |
1881 |
- |
2024-03-31 |
22,823 |
$302,000 |
-5,385 |
|
MULTIFINANCIAL SECURITIES CORP |
1933 |
- |
2024-03-31 |
22,637 |
$299,000 |
8,230 |
|
INSTRUMENTAL WEALTH LLC |
30 |
- |
2024-03-31 |
22,542 |
$297,000 |
702 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
526 |
- |
2024-03-31 |
22,430 |
$297,000 |
0 |
|
BANK OF NEW YORK MELLON CORP |
3677 |
- |
2024-03-31 |
22,144 |
$293,000 |
22,144 |
|
ENCOMPASS WEALTH ADVISORS LLC |
144 |
- |
2024-03-31 |
22,039 |
$292,000 |
0 |
|
GREAT VALLEY ADVISOR GROUP INC. |
618 |
- |
2024-03-31 |
21,553 |
$285,000 |
-1,600 |
|
Spire Wealth Management |
680 |
- |
2024-03-31 |
21,346 |
$282,000 |
0 |
|
MARCO INVESTMENT MANAGEMENT LLC |
179 |
- |
2024-03-31 |
20,300 |
$269,000 |
0 |
|
IWAMOTO KONG & CO INC |
143 |
- |
2024-03-31 |
19,675 |
$260,000 |
0 |
|
Maltin Wealth Management Inc. |
106 |
- |
2024-03-31 |
18,436 |
$244,000 |
0 |
|
COMMONS CAPITAL LLC |
43 |
- |
2024-03-31 |
18,366 |
$243,000 |
756 |
|
Kraft Davis & Associates LLC |
123 |
*New |
2024-03-31 |
18,535 |
$243,000 |
18,535 |
|
Pathstone Holdings LLC |
2057 |
- |
2024-03-31 |
17,537 |
$232,000 |
0 |
|
Triumph Capital Management |
196 |
- |
2024-03-31 |
17,032 |
$226,000 |
0 |
|
PATHSTONE FAMILY OFFICE, LLC |
1448 |
*New |
2023-09-30 |
17,537 |
$222,000 |
17,537 |
|
Integrated Advisors Network LLC |
659 |
- |
2024-03-31 |
16,201 |
$214,000 |
0 |
|
Apella Capital LLC |
289 |
- |
2024-03-31 |
15,035 |
$196,000 |
0 |
|
COMMERCE BANK N A/MO |
1149 |
- |
2024-03-31 |
14,819 |
$196,000 |
0 |
|
Centurion Wealth Management LLC |
183 |
- |
2024-03-31 |
14,696 |
$194,000 |
0 |
|
HANSON MCCLAIN, INC. |
795 |
- |
2024-03-31 |
14,531 |
$192,000 |
1,019 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4557 |
*New |
2024-03-31 |
13,950 |
$185,000 |
13,950 |
|
Koshinski Asset Management Inc. |
551 |
- |
2024-03-31 |
13,914 |
$184,000 |
-1,169 |
|
CENTAURUS FINANCIAL INC. |
637 |
- |
2024-03-31 |
13,907 |
$184,000 |
-11,402 |
|
DAVENPORT & CO LLC |
1042 |
- |
2024-03-31 |
13,927 |
$184,000 |
0 |
|
Wealth Dimensions Group Ltd. |
141 |
- |
2024-03-31 |
13,205 |
$175,000 |
-368 |
|
RAYMOND JAMES TRUST CO |
1203 |
- |
2024-03-31 |
12,966 |
$172,000 |
2,961 |
|
|
100 Records found
|
1
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