|
Institutional
Holders
Total
Institutions:
|
46 6 |
|
Total
shares held :
|
6,222,129 |
|
% of shares
held :
|
29.6% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-17 |
|
Amount
of shares held :
|
-2,125,010 |
|
% of shares
held change :
|
-10.11% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$6.39 |
|
Last
Quarter's Ending
Price :
|
$6.95 |
|
Last
Quarter's Average
Price :
|
$6.51 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.62 (9.52%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Pathstone Holdings LLC |
405 |
- |
2024-03-31 |
990,055 |
$7,158,000 |
-36,039 |
|
ROYAL BANK OF CANADA |
1868 |
- |
2024-03-31 |
729,571 |
$5,275,000 |
42,257 |
|
Allspring Global Investments Holdings LLC |
1027 |
- |
2024-03-31 |
527,025 |
$3,810,000 |
0 |
|
Advisor Group Holdings Inc. |
1242 |
- |
2024-03-31 |
512,113 |
$3,703,000 |
2,785 |
|
WELLS FARGO & CO/MN |
2156 |
- |
2024-03-31 |
511,814 |
$3,700,000 |
-1,503 |
|
INVESCO LTD |
2542 |
- |
2024-03-31 |
300,106 |
$2,170,000 |
29,834 |
|
ADVISOR PARTNERS II LLC |
280 |
*New |
2023-09-30 |
295,770 |
$1,920,000 |
295,770 |
|
Integrated Wealth Concepts LLC |
547 |
- |
2024-03-31 |
253,119 |
$1,830,000 |
-3,193 |
|
BANK OF AMERICA CORP /DE/ |
3662 |
- |
2024-03-31 |
252,231 |
$1,824,000 |
-771 |
|
LPL FINANCIAL CORP |
2682 |
- |
2024-03-31 |
225,234 |
$1,628,000 |
25,625 |
|
FIERA SCEPTRE INC. |
350 |
- |
2024-03-31 |
112,001 |
$810,000 |
79 |
|
Wealthstar Advisors LLC |
72 |
- |
2024-03-31 |
76,709 |
$555,000 |
1,163 |
|
Capital Analysts Inc. |
308 |
- |
2024-03-31 |
73,601 |
$532,000 |
-1,960 |
|
SFI Advisors LLC |
50 |
*New |
2024-03-31 |
49,337 |
$357,000 |
49,337 |
|
IHT Wealth Management LLC |
748 |
- |
2024-03-31 |
47,900 |
$346,000 |
0 |
|
MORGAN STANLEY |
5316 |
- |
2024-03-31 |
46,093 |
$333,000 |
9 |
|
RAYMOND JAMES & ASSOCIATES |
3318 |
- |
2024-03-31 |
42,169 |
$305,000 |
0 |
|
Round Rock Advisors LLC |
164 |
- |
2024-03-31 |
36,324 |
$263,000 |
-7,495 |
|
Quad-Cities Investment Group LLC |
142 |
- |
2024-03-31 |
35,653 |
$258,000 |
-4,419 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2951 |
- |
2024-03-31 |
33,587 |
$243,000 |
-584 |
|
AMERIPRISE FINANCIAL INC |
3603 |
- |
2024-03-31 |
28,478 |
$206,000 |
7,491 |
|
Greytown Advisors Inc. |
72 |
- |
2024-03-31 |
24,731 |
$184,000 |
-1,959 |
|
Harbour Capital Advisors LLC |
275 |
- |
2024-03-31 |
21,273 |
$153,000 |
750 |
|
UBS Group AG |
4899 |
- |
2024-03-31 |
19,191 |
$139,000 |
-304 |
|
Seed Wealth Management Inc. |
151 |
- |
2024-03-31 |
14,500 |
$105,000 |
-9,526 |
|
Dynamic Advisors Solutions LLC |
901 |
- |
2024-03-31 |
14,041 |
$102,000 |
976 |
|
Fortitude Family Office LLC |
95 |
- |
2024-03-31 |
14,000 |
$101,000 |
0 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
988 |
*New |
2024-03-31 |
13,123 |
$95,000 |
13,123 |
|
Vanguard Capital Wealth Advisors |
142 |
- |
2024-03-31 |
12,715 |
$92,000 |
-1,651 |
|
MONECO Advisors LLC |
398 |
*New |
2024-03-31 |
12,214 |
$88,000 |
12,214 |
|
CULLEN FROST BANKERS INC |
583 |
- |
2024-03-31 |
12,000 |
$87,000 |
0 |
|
DAYMARK WEALTH PARTNERS LLC |
424 |
- |
2024-03-31 |
10,500 |
$76,000 |
-3,550 |
|
Ironsides Asset Advisors LLC |
91 |
- |
2024-03-31 |
10,254 |
$74,000 |
78 |
|
RATHBONE BROTHERS PLC |
586 |
- |
2024-03-31 |
10,000 |
$72,000 |
0 |
|
COMERICA BANK |
2900 |
- |
2024-03-31 |
4,000 |
$29,000 |
0 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2355 |
- |
2024-03-31 |
3,000 |
$22,000 |
0 |
|
JTC Employer Solutions Trusteee Ltd |
302 |
- |
2024-03-31 |
2,100 |
$15,000 |
0 |
|
PNC FINANCIAL SERVICES GROUP INC |
3800 |
- |
2024-03-31 |
918 |
$7,000 |
0 |
|
NATIONAL BANK OF CANADA /FI/ |
2167 |
- |
2024-03-31 |
600 |
$4,000 |
0 |
|
Integrated Capital Management Inc. |
82 |
*Closed |
2024-03-31 |
0 |
$0 |
-19,409 |
|
PROEQUITIES INC. |
3660 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
BROOKLYN CAPITAL MANAGEMENT LLC |
130 |
*Closed |
2024-03-31 |
0 |
$0 |
-175,052 |
|
LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
889 |
*Closed |
2024-03-31 |
0 |
$0 |
-19,377 |
|
Rockbridge Investment Management LCC |
424 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,085 |
|
Csenge Advisory Group |
734 |
*Closed |
2024-03-31 |
0 |
$0 |
-11,105 |
|
ENVESTNET ASSET MANAGEMENT INC |
4183 |
*Closed |
2024-03-31 |
0 |
$0 |
-111,550 |
|
J P MORGAN CHASE & CO |
6312 |
*Closed |
2024-03-31 |
0 |
$0 |
-15,720 |
|
PARK AVENUE SECURITIES LLC |
1397 |
*Closed |
2024-03-31 |
0 |
$0 |
-103,152 |
|
Tortoise Investment Management LLC |
887 |
*Closed |
2024-03-31 |
0 |
$0 |
-11,920 |
|
TOWER RESEARCH CAPITAL LLC |
6263 |
*Closed |
2024-03-31 |
0 |
$0 |
-1 |
|
|
50 Records found
|
1
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