| |
Institutional
Holders
Total
Institutions:
 |
37  5 |
|
|
Total
shares held :
|
4,228,553 |
|
|
% of shares
held :
|
21.95% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-1 |
|
|
Amount
of shares held :
|
-68,008 |
|
|
% of shares
held change :
|
-0.35% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$6.94 |
|
|
Last
Quarter's Ending
Price :
|
$7.53 |
|
|
Last
Quarter's Average
Price :
|
$7.04 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 0.22 (3.13%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Advisor Group Holdings Inc. |
940 |
- |
2024-03-31 |
798,702 |
$5,839,000 |
-5,217 |
|
| MORGAN STANLEY |
3993 |
- |
2024-03-31 |
553,401 |
$4,045,000 |
-108,452 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1311 |
- |
2024-03-31 |
495,968 |
$3,626,000 |
30,131 |
|
| UBS Group AG |
2648 |
- |
2024-03-31 |
398,751 |
$2,915,000 |
9,208 |
|
| LPL FINANCIAL CORP |
2616 |
- |
2024-03-31 |
238,004 |
$1,740,000 |
-59,430 |
|
| INVESCO LTD |
2673 |
- |
2024-03-31 |
220,274 |
$1,610,000 |
-40,767 |
|
| Centurion Wealth Management LLC |
38 |
- |
2024-03-31 |
192,957 |
$1,411,000 |
702 |
|
| Spire Wealth Management |
300 |
- |
2024-03-31 |
192,957 |
$1,411,000 |
702 |
|
| GUGGENHEIM CAPITAL LLC |
1234 |
- |
2024-03-31 |
122,124 |
$893,000 |
44,796 |
|
| WELLS FARGO & CO/MN |
3138 |
- |
2024-03-31 |
105,238 |
$769,000 |
639 |
|
| STIFEL FINANCIAL CORP |
2565 |
- |
2024-03-31 |
72,681 |
$531,000 |
-26,157 |
|
| IFP Advisors Inc |
572 |
- |
2023-12-31 |
63,605 |
$479,000 |
24,360 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2349 |
- |
2024-03-31 |
61,748 |
$451,000 |
-1,268 |
|
| ROYAL BANK OF CANADA |
3609 |
- |
2024-03-31 |
54,856 |
$401,000 |
-223 |
|
| COMERICA BANK |
2034 |
- |
2024-03-31 |
48,973 |
$358,000 |
0 |
|
| Private Advisor Group LLC |
1745 |
- |
2024-03-31 |
47,148 |
$345,000 |
-5,315 |
|
| Independent Wealth Network Inc. |
34 |
- |
2024-03-31 |
42,910 |
$314,000 |
2,318 |
|
| Procyon Private Wealth Partners LLC |
443 |
- |
2024-03-31 |
35,744 |
$261,000 |
-3,529 |
|
| Atria Wealth Solutions Inc. |
1731 |
- |
2024-03-31 |
30,601 |
$224,000 |
14,729 |
|
| RAYMOND JAMES TRUST CO |
1185 |
- |
2024-03-31 |
27,923 |
$204,000 |
0 |
|
| RAYMOND JAMES & ASSOCIATES |
3558 |
- |
2024-03-31 |
27,564 |
$201,000 |
1,641 |
|
| JANNEY MONTGOMERY SCOTT LLC |
2562 |
- |
2024-03-31 |
27,470 |
$201,000 |
15,556 |
|
| HILLTOP HOLDINGS INC. |
595 |
- |
2024-03-31 |
26,722 |
$195,000 |
-178 |
|
| ELCO Management Co. LLC |
146 |
- |
2024-03-31 |
23,223 |
$170,000 |
0 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
3659 |
- |
2024-03-31 |
20,723 |
$151,000 |
1,264 |
|
| Stratos Wealth Partners LTD. |
1294 |
- |
2024-03-31 |
20,487 |
$150,000 |
109 |
|
| L.M. KOHN & COMPANY |
262 |
- |
2024-03-31 |
17,009 |
$124,000 |
-116 |
|
| CITADEL ADVISORS LLC |
4812 |
*New |
2024-03-31 |
15,313 |
$112,000 |
15,313 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4799 |
*New |
2024-03-31 |
15,259 |
$112,000 |
15,259 |
|
| JANE STREET GROUP LLC |
4925 |
*New |
2024-03-31 |
14,921 |
$109,000 |
14,921 |
|
| Financial Advocates Investment Management |
733 |
- |
2024-03-31 |
12,063 |
$88,000 |
0 |
|
| VIRTU FINANCIAL LLC |
1068 |
*New |
2023-12-31 |
10,805 |
$81,000 |
10,805 |
|
| Stonebridge Capital Advisors LLC |
221 |
- |
2024-03-31 |
10,000 |
$73,000 |
0 |
|
| Goss Wealth Management LLC |
2303 |
- |
2024-03-31 |
6,666 |
$49,000 |
0 |
|
| BALDWIN BROTHERS INC/MA |
404 |
- |
2024-03-31 |
5,000 |
$37,000 |
0 |
|
| Parallel Advisors LLC |
1993 |
- |
2024-03-31 |
2,549 |
$19,000 |
45 |
|
| Transcendent Capital Group LLC |
280 |
- |
2024-03-31 |
2,393 |
$17,000 |
11 |
|
| BANK OF AMERICA CORP /DE/ |
5869 |
- |
2024-03-31 |
853 |
$6,000 |
0 |
|
| TOWER RESEARCH CAPITAL LLC |
5262 |
*New |
2024-03-31 |
135 |
$1,000 |
135 |
|
| BB&T CORP |
2615 |
*Closed |
2024-03-31 |
0 |
$0 |
-58,600 |
|
| LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
835 |
*Closed |
2024-03-31 |
0 |
$0 |
-15,251 |
|
| PUTNAM FL INVESTMENT MANAGEMENT CO |
489 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,512 |
|
| BNC WEALTH MANAGEMENT LLC |
105 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,484 |
|
|
43 Records found
|
1
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