|
Institutional
Holders
Total
Institutions:
|
67 5 |
|
Total
shares held :
|
5,840,103 |
|
% of shares
held :
|
20.34% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
9 |
|
Amount
of shares held :
|
256,515 |
|
% of shares
held change :
|
0.89% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$6.65 |
|
Last
Quarter's Ending
Price :
|
$7.82 |
|
Last
Quarter's Average
Price :
|
$6.88 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.68 (9.88%) |
|
|
|
|
|
|
|
|
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 |
3408 |
- |
2024-03-31 |
1,101,510 |
$8,702,000 |
278,881 |
|
FIXED INCOME SECURITIES INC |
205 |
- |
2024-03-31 |
829,388 |
$6,552,000 |
85,823 |
|
Baird Financial Group Inc. |
790 |
- |
2024-03-31 |
433,131 |
$3,422,000 |
1,393 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1476 |
- |
2024-03-31 |
385,356 |
$3,044,000 |
-92,461 |
|
Pathstone Holdings LLC |
752 |
- |
2024-03-31 |
354,895 |
$2,805,000 |
46,559 |
|
Private Advisor Group LLC |
683 |
- |
2024-03-31 |
329,658 |
$2,604,000 |
18,092 |
|
CNH PARTNERS LLC |
152 |
- |
2024-03-31 |
293,720 |
$2,320,000 |
23,884 |
|
BANK OF AMERICA CORP /DE/ |
3617 |
- |
2024-03-31 |
255,795 |
$2,021,000 |
53,702 |
|
LPL FINANCIAL CORP |
2834 |
- |
2024-03-31 |
177,640 |
$1,403,000 |
-12,267 |
|
WELLS FARGO & CO/MN |
2852 |
- |
2024-03-31 |
159,463 |
$1,260,000 |
4,660 |
|
Cornerstone Advisors LLC |
263 |
- |
2024-03-31 |
142,644 |
$1,127,000 |
-226,479 |
|
ROYAL BANK OF CANADA |
3066 |
- |
2024-03-31 |
113,129 |
$894,000 |
17,142 |
|
Advisor Group Holdings Inc. |
2486 |
- |
2024-03-31 |
107,297 |
$848,000 |
27,088 |
|
AMERIPRISE FINANCIAL INC |
3176 |
- |
2024-03-31 |
102,596 |
$811,000 |
-8,827 |
|
1607 CAPITAL PARTNERS, LLC |
127 |
- |
2024-03-31 |
100,727 |
$796,000 |
0 |
|
COHEN & STEERS INC |
257 |
- |
2024-03-31 |
90,300 |
$713,000 |
0 |
|
FINANCIAL NETWORK |
1689 |
- |
2024-03-31 |
88,790 |
$701,000 |
2,296 |
|
LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
406 |
- |
2024-03-31 |
79,757 |
$630,000 |
6,282 |
|
Mutual Advisors LLC |
624 |
- |
2024-03-31 |
76,844 |
$607,000 |
8,969 |
|
UBS Group AG |
3997 |
- |
2024-03-31 |
70,083 |
$554,000 |
-12,716 |
|
ADVISOR PARTNERS II LLC |
761 |
*New |
2023-09-30 |
68,152 |
$457,000 |
68,152 |
|
GUGGENHEIM CAPITAL LLC |
1509 |
- |
2024-03-31 |
56,712 |
$448,000 |
19,488 |
|
Steward Partners Investment Advisory LLC |
1176 |
- |
2024-03-31 |
46,040 |
$364,000 |
0 |
|
INVESCO LTD |
3409 |
*New |
2024-03-31 |
37,678 |
$298,000 |
37,678 |
|
OPPENHEIMER & CO INC |
1213 |
- |
2024-03-31 |
35,561 |
$281,000 |
129 |
|
ENVESTNET ASSET MANAGEMENT INC |
3745 |
- |
2024-03-31 |
34,238 |
$270,000 |
570 |
|
Genesee Capital Advisors LLC |
113 |
- |
2024-03-31 |
24,206 |
$191,000 |
0 |
|
JANNEY MONTGOMERY SCOTT LLC |
2575 |
- |
2024-03-31 |
23,754 |
$188,000 |
-3,007 |
|
Fortitude Advisory Group L.L.C. |
199 |
- |
2024-03-31 |
22,775 |
$180,000 |
0 |
|
WETHERBY ASSET MANAGEMENT INC |
900 |
*New |
2024-03-31 |
21,329 |
$169,000 |
21,329 |
|
Kestra Advisory Services LLC |
2304 |
- |
2024-03-31 |
19,649 |
$155,000 |
-1 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
3131 |
- |
2024-03-31 |
18,959 |
$150,000 |
-500 |
|
STIFEL FINANCIAL CORP |
3123 |
- |
2024-03-31 |
18,442 |
$146,000 |
0 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
3076 |
- |
2024-03-31 |
18,391 |
$145,000 |
4,446 |
|
Flow State Investments L.P. |
97 |
- |
2024-03-31 |
18,107 |
$143,000 |
-4,758 |
|
DEUTSCHE BANK AG |
2992 |
*New |
2024-03-31 |
15,250 |
$120,000 |
15,250 |
|
RAYMOND JAMES & ASSOCIATES |
3665 |
- |
2024-03-31 |
12,805 |
$101,000 |
0 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
2265 |
- |
2024-03-31 |
12,700 |
$100,000 |
1,300 |
|
AXXCESS WEALTH MANAGEMENT LLC |
845 |
- |
2024-03-31 |
12,200 |
$96,000 |
-3,200 |
|
Commonwealth Financial Services LLC |
176 |
- |
2024-03-31 |
11,178 |
$87,000 |
0 |
|
H D Vest Advisory Services |
1587 |
*New |
2024-03-31 |
11,036 |
$87,000 |
11,036 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1858 |
- |
2024-03-31 |
10,943 |
$86,000 |
-1,321 |
|
Advisor Resource Council |
222 |
*New |
2024-03-31 |
10,745 |
$84,000 |
10,745 |
|
WEBSTER BANK |
315 |
- |
2024-03-31 |
7,973 |
$63,000 |
0 |
|
NBC SECURITIES INC. |
1177 |
- |
2024-03-31 |
5,317 |
$42,000 |
0 |
|
Able Wealth Management LLC |
157 |
- |
2023-12-31 |
4,474 |
$35,000 |
0 |
|
MANCHESTER CAPITAL MANAGEMENT LLC |
540 |
- |
2024-03-31 |
3,000 |
$24,000 |
0 |
|
Lindbrook Capital LLC |
1106 |
- |
2024-03-31 |
3,000 |
$24,000 |
0 |
|
FNY Investment Advisers LLC |
364 |
- |
2024-03-31 |
2,400 |
$18,000 |
2,400 |
|
HARBOUR INVESTMENTS INC. |
1897 |
- |
2023-12-31 |
2,275 |
$18,000 |
0 |
|
EverSource Wealth Advisors LLC |
1415 |
- |
2024-03-31 |
1,800 |
$14,000 |
0 |
|
Ahrens Investment Partners LLC |
622 |
*New |
2023-03-31 |
1,365 |
$10,000 |
1,365 |
|
PNC FINANCIAL SERVICES GROUP INC |
3706 |
*New |
2024-03-31 |
1,165 |
$9,000 |
1,165 |
|
HAZLETT BURT & WATSON INC. |
533 |
- |
2024-03-31 |
1,000 |
$8,000 |
0 |
|
BENJAMIN EDWARDS INC |
664 |
*New |
2024-03-31 |
600 |
$5,000 |
600 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
925 |
*New |
2023-12-31 |
510 |
$4,000 |
510 |
|
FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
740 |
- |
2024-03-31 |
298 |
$2,000 |
0 |
|
PEOPLES FINANCIAL SERVICES CORP. |
235 |
- |
2024-03-31 |
200 |
$2,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
2874 |
- |
2024-03-31 |
200 |
$2,000 |
-163 |
|
Global Retirement Partners LLC |
2781 |
- |
2024-03-31 |
246 |
$2,000 |
0 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
5278 |
*Closed |
2024-03-31 |
0 |
$0 |
-14,739 |
|
ADVISORY SERVICES NETWORK, LLC |
1534 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,803 |
|
PROEQUITIES INC. |
2605 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
Rockefeller Capital Management L.P. |
1669 |
*Closed |
2024-03-31 |
0 |
$0 |
-48,700 |
|
ANCORA ADVISORS, LLC |
1629 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,400 |
|
J P MORGAN CHASE & CO |
5768 |
*Closed |
2024-03-31 |
0 |
$0 |
-956 |
|
Independent Wealth Network Inc. |
61 |
*Closed |
2024-03-31 |
0 |
$0 |
-17,816 |
|
Atria Wealth Solutions Inc. |
1982 |
*Closed |
2024-03-31 |
0 |
$0 |
-11,600 |
|
FORTE CAPITAL LLC /ADV |
239 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,711 |
|
Goss Wealth Management LLC |
3832 |
- |
2024-03-31 |
37 |
$0 |
0 |
|
Walleye Trading Advisors LLC |
2582 |
*Closed |
2024-03-31 |
0 |
$0 |
-15,888 |
|
IFP Advisors Inc |
3200 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,314 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
719 |
- |
2024-03-31 |
0 |
$0 |
-1,200 |
|
Quantedge Capital Pte Ltd |
136 |
*Closed |
2024-03-31 |
0 |
$0 |
-17,800 |
|
GRADIENT INVESTMENTS LLC |
1861 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,232 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
2235 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,300 |
|
Cetera Investment Advisers |
2275 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,659 |
|
KARPUS MANAGEMENT INC |
265 |
*Closed |
2024-03-31 |
0 |
$0 |
-14,300 |
|
WOLVERINE ASSET MANAGEMENT LLC |
1213 |
*Closed |
2024-03-31 |
0 |
$0 |
-182,764 |
|
Clear Point Advisors Inc. |
556 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
|
80 Records found
|
1
|
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