|
Institutional
Holders
Total
Institutions:
|
61 7 |
|
Total
shares held :
|
5,935,556 |
|
% of shares
held :
|
12.51% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
15 |
|
Amount
of shares held :
|
112,083 |
|
% of shares
held change :
|
0.24% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$5.67 |
|
Last
Quarter's Ending
Price :
|
$6.35 |
|
Last
Quarter's Average
Price :
|
$5.85 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.46 (7.86%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
GUGGENHEIM CAPITAL LLC |
469 |
- |
2024-03-31 |
956,033 |
$6,243,000 |
46,475 |
|
BANK OF AMERICA CORP /DE/ |
2940 |
- |
2024-03-31 |
781,159 |
$5,101,000 |
33,953 |
|
AMERIPRISE FINANCIAL INC |
2355 |
- |
2024-03-31 |
694,895 |
$4,538,000 |
35,490 |
|
UBS Group AG |
2615 |
- |
2024-03-31 |
465,986 |
$3,043,000 |
10,980 |
|
MORGAN STANLEY |
4244 |
- |
2024-03-31 |
432,814 |
$2,826,000 |
67,469 |
|
Advisor Group Holdings Inc. |
1560 |
- |
2024-03-31 |
363,979 |
$2,377,000 |
3,813 |
|
VAN ECK ASSOCIATES CORP |
946 |
- |
2024-03-31 |
203,649 |
$1,330,000 |
-58,064 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2042 |
- |
2024-03-31 |
201,508 |
$1,316,000 |
-4,324 |
|
LPL FINANCIAL CORP |
3080 |
- |
2024-03-31 |
161,581 |
$1,055,000 |
-9,451 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2110 |
- |
2024-03-31 |
140,072 |
$915,000 |
797 |
|
MML INVESTORS SERVICES LLC |
1664 |
- |
2024-03-31 |
95,850 |
$626,000 |
3,905 |
|
RAYMOND JAMES & ASSOCIATES |
2925 |
- |
2024-03-31 |
90,751 |
$593,000 |
-1,075 |
|
INVESCO LTD |
3160 |
- |
2024-03-31 |
87,162 |
$569,000 |
-33,092 |
|
WELLS FARGO & CO/MN |
3334 |
- |
2024-03-31 |
83,252 |
$544,000 |
5,868 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1226 |
- |
2024-03-31 |
79,071 |
$516,000 |
47 |
|
IHT Wealth Management LLC |
628 |
- |
2024-03-31 |
78,396 |
$512,000 |
-2,880 |
|
MELFA WEALTH MANAGEMENT LLC |
72 |
- |
2024-03-31 |
75,679 |
$494,000 |
479 |
|
Farther Finance Advisors LLC |
422 |
- |
2024-03-31 |
69,455 |
$449,000 |
1,525 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2537 |
- |
2024-03-31 |
55,622 |
$363,000 |
10,433 |
|
Baird Financial Group Inc. |
1499 |
- |
2024-03-31 |
52,934 |
$346,000 |
-295 |
|
ROYAL BANK OF CANADA |
3705 |
- |
2024-03-31 |
52,607 |
$344,000 |
170 |
|
HIGHTOWER ADVISORS, LLC |
2567 |
- |
2024-03-31 |
49,856 |
$326,000 |
657 |
|
Rockefeller Capital Management L.P. |
1565 |
- |
2024-03-31 |
49,176 |
$321,000 |
-7,228 |
|
LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
542 |
- |
2024-03-31 |
44,184 |
$289,000 |
4,015 |
|
FINANCIAL COUNSELORS INC |
511 |
- |
2024-03-31 |
43,009 |
$281,000 |
0 |
|
Goss Wealth Management LLC |
1674 |
- |
2024-03-31 |
41,859 |
$273,000 |
-11,093 |
|
Moors & Cabot Inc. |
716 |
- |
2024-03-31 |
40,000 |
$261,000 |
0 |
|
Insight Wealth Strategies LLC |
152 |
- |
2024-03-31 |
37,961 |
$248,000 |
206 |
|
Burford Brothers Inc. |
135 |
- |
2024-03-31 |
36,720 |
$240,000 |
0 |
|
MARINER WEALTH ADVISORS, LLC |
2711 |
- |
2024-03-31 |
32,558 |
$213,000 |
0 |
|
BB&T CORP |
2471 |
- |
2024-03-31 |
27,536 |
$180,000 |
9,286 |
|
Providence First Trust Co |
102 |
- |
2024-03-31 |
26,000 |
$170,000 |
0 |
|
RFG Advisory Group LLC |
696 |
- |
2024-03-31 |
23,757 |
$155,000 |
5,811 |
|
NOMURA HOLDINGS INC |
800 |
- |
2024-03-31 |
22,333 |
$146,000 |
4,446 |
|
PROSPERA FINANCIAL SERVICES |
1012 |
- |
2023-12-31 |
22,154 |
$141,000 |
4,214 |
|
CAMELOT PORTFOLIOS, LLC |
130 |
- |
2024-03-31 |
20,000 |
$131,000 |
0 |
|
LINCOLN NATIONAL CORP |
1153 |
- |
2024-03-31 |
18,657 |
$122,000 |
245 |
|
FINANCIAL NETWORK |
2654 |
- |
2024-03-31 |
18,719 |
$122,000 |
0 |
|
Fairhaven Wealth Management LLC |
118 |
- |
2024-03-31 |
18,450 |
$120,000 |
0 |
|
PNC FINANCIAL SERVICES GROUP INC |
2501 |
- |
2024-03-31 |
18,358 |
$120,000 |
-1,647 |
|
Genesee Capital Advisors LLC |
117 |
- |
2024-03-31 |
17,830 |
$116,000 |
0 |
|
NATIONAL ASSET MANAGEMENT, INC. |
1342 |
- |
2024-03-31 |
19,557 |
$114,000 |
-33 |
|
H D Vest Advisory Services |
1574 |
*New |
2024-03-31 |
17,048 |
$111,000 |
17,048 |
|
SILVERLAKE WEALTH MANAGEMENT LLC |
233 |
- |
2024-03-31 |
16,994 |
$111,000 |
137 |
|
Atria Wealth Solutions Inc. |
1867 |
*New |
2024-03-31 |
15,850 |
$104,000 |
15,850 |
|
MODERA WEALTH MANAGEMENT, LLC |
559 |
- |
2024-03-31 |
15,763 |
$103,000 |
0 |
|
Fortitude Advisory Group L.L.C. |
212 |
- |
2024-03-31 |
13,468 |
$88,000 |
0 |
|
VIRTU FINANCIAL LLC |
1065 |
*New |
2023-12-31 |
12,987 |
$82,000 |
12,987 |
|
Phoenix Wealth Advisors |
112 |
*New |
2024-03-31 |
12,284 |
$80,000 |
12,284 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
1045 |
- |
2024-03-31 |
10,545 |
$69,000 |
0 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
1246 |
- |
2024-03-31 |
10,553 |
$69,000 |
37 |
|
Baldrige Asset Management LLC |
171 |
- |
2023-03-31 |
8,000 |
$53,000 |
0 |
|
KISTLERTIFFANY COMPANIES, LLC |
520 |
*New |
2023-06-30 |
6,273 |
$39,000 |
6,273 |
|
PRIVATE TRUST CO NA |
1720 |
- |
2024-03-31 |
1,200 |
$8,000 |
0 |
|
Key Financial Inc |
849 |
- |
2024-03-31 |
1,000 |
$7,000 |
0 |
|
CWM LLC |
3677 |
- |
2024-03-31 |
830 |
$5,000 |
0 |
|
FTB Advisors Inc. |
1973 |
- |
2024-03-31 |
500 |
$3,000 |
0 |
|
TOWER RESEARCH CAPITAL LLC |
5292 |
*New |
2024-03-31 |
172 |
$1,000 |
172 |
|
J P MORGAN CHASE & CO |
5373 |
*Closed |
2024-03-31 |
0 |
$0 |
-561 |
|
AE Wealth Management LLC |
1172 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,151 |
|
ADVISORY SERVICES NETWORK, LLC |
2251 |
*Closed |
2024-03-31 |
0 |
$0 |
-33 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
5667 |
*Closed |
2024-03-31 |
0 |
$0 |
-19,106 |
|
Arete Wealth Advisors LLC |
480 |
*Closed |
2024-03-31 |
0 |
$0 |
-25,220 |
|
NAPA WEALTH MANAGEMENT |
79 |
- |
2023-12-31 |
30,944 |
$0 |
0 |
|
CAPTRUST FINANCIAL ADVISORS |
2161 |
*Closed |
2024-03-31 |
0 |
$0 |
-14,090 |
|
CREATIVE PLANNING |
2880 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,697 |
|
PROEQUITIES INC. |
7791 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
ENDURANCE WEALTH MANAGEMENT, INC. |
667 |
- |
2023-06-30 |
28 |
$0 |
0 |
|
FIFTH THIRD BANCORP |
2490 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,201 |
|
Advisor Resource Council |
419 |
*Closed |
2024-03-31 |
0 |
$0 |
-69,162 |
|
AdvisorNet Financial Inc |
2530 |
- |
2024-03-31 |
0 |
$0 |
-5 |
|
|
71 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|