| |
Institutional
Holders
Total
Institutions:
 |
34  12 |
|
|
Total
shares held :
|
2,192,018 |
|
|
% of shares
held :
|
16.93% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
18 |
|
|
Amount
of shares held :
|
1,791,249 |
|
|
% of shares
held change :
|
13.83% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$5.40 |
|
|
Last
Quarter's Ending
Price :
|
$5.40 |
|
|
Last
Quarter's Average
Price :
|
$5.40 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
0.00 (0.00%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  HIGHTOWER ADVISORS, LLC |
494 |
- |
2024-03-31 |
577,091 |
$18,326,000 |
-36,969 |
|
| BANK OF AMERICA CORP /DE/ |
2396 |
- |
2024-03-31 |
345,936 |
$10,987,000 |
121,958 |
|
| MORGAN STANLEY |
3592 |
- |
2024-03-31 |
212,508 |
$6,749,000 |
-701,984 |
|
| LPL FINANCIAL CORP |
2017 |
- |
2024-03-31 |
113,763 |
$3,613,000 |
59,215 |
|
| UBS Group AG |
2663 |
- |
2024-03-31 |
90,381 |
$2,871,000 |
13,593 |
|
| RAYMOND JAMES & ASSOCIATES |
2056 |
*New |
2024-03-31 |
72,674 |
$2,308,000 |
72,674 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1720 |
*New |
2024-03-31 |
52,879 |
$1,679,000 |
52,879 |
|
| STIFEL FINANCIAL CORP |
1870 |
- |
2024-03-31 |
51,229 |
$1,627,000 |
-2,845 |
|
| Nilsine Partners LLC |
144 |
- |
2024-03-31 |
40,939 |
$1,300,000 |
1,564 |
|
| IHT Wealth Management LLC |
455 |
- |
2024-03-31 |
28,580 |
$908,000 |
556 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1962 |
- |
2024-03-31 |
22,459 |
$713,000 |
1,466 |
|
| SPROTT INC. |
97 |
- |
2024-03-31 |
17,250 |
$548,000 |
0 |
|
| Hennion & Walsh Asset Management Inc. |
610 |
- |
2024-03-31 |
13,260 |
$421,000 |
650 |
|
| CIBC WORLD MARKETS INC. |
969 |
- |
2024-03-31 |
12,788 |
$406,000 |
845 |
|
| Western Financial Corp/CA |
94 |
- |
2024-03-31 |
10,800 |
$343,000 |
-1,537 |
|
| PROSPERA FINANCIAL SERVICES |
803 |
*New |
2023-12-31 |
11,519 |
$330,000 |
11,519 |
|
| J P MORGAN CHASE & CO |
3980 |
- |
2024-03-31 |
9,755 |
$310,000 |
0 |
|
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1473 |
- |
2023-09-30 |
9,755 |
$301,000 |
-45,395 |
|
| Private Advisor Group LLC |
1861 |
- |
2024-03-31 |
8,996 |
$286,000 |
800 |
|
| KKM Financial LLC |
131 |
- |
2024-03-31 |
8,697 |
$276,000 |
0 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3749 |
*New |
2024-03-31 |
8,428 |
$268,000 |
8,428 |
|
| D E SHAW & CO INC |
2576 |
*New |
2024-03-31 |
7,096 |
$225,000 |
7,096 |
|
| COMERICA BANK |
2512 |
- |
2024-03-31 |
3,400 |
$108,000 |
-507 |
|
| HighMark Wealth Management LLC |
138 |
- |
2024-03-31 |
1,519 |
$48,000 |
2 |
|
| Advisor Group Holdings Inc. |
4779 |
- |
2024-03-31 |
1,383 |
$44,000 |
232 |
|
| Global Retirement Partners LLC |
2037 |
- |
2024-03-31 |
367 |
$12,000 |
-24 |
|
| BARCLAYS PLC |
3874 |
- |
2024-03-31 |
200 |
$6,000 |
0 |
|
| PRIVATE TRUST CO NA |
1871 |
- |
2024-03-31 |
183 |
$6,000 |
118 |
|
| ROYAL BANK OF CANADA |
5771 |
- |
2024-03-31 |
146 |
$5,000 |
-8,354 |
|
| Creekmur Asset Management LLC |
566 |
- |
2024-03-31 |
168 |
$5,000 |
-233 |
|
| TOTH FINANCIAL ADVISORY CORP |
631 |
- |
2024-03-31 |
50 |
$2,000 |
0 |
|
| MinichMacGregor Wealth Management LLC |
105 |
*Closed |
2024-03-31 |
0 |
$0 |
-11,421 |
|
| ADVISORY SERVICES NETWORK, LLC |
1690 |
*Closed |
2024-03-31 |
0 |
$0 |
-360 |
|
| CITIGROUP INC |
4480 |
*Closed |
2024-03-31 |
0 |
$0 |
-2 |
|
| WELLS FARGO & CO/MN |
5985 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| Atria Wealth Solutions Inc. |
2018 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,531 |
|
| GOLDMAN SACHS GROUP INC/ |
4807 |
*Closed |
2024-03-31 |
0 |
$0 |
-20,000 |
|
| PROEQUITIES INC. |
9117 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| TOWER RESEARCH CAPITAL LLC |
6026 |
- |
2024-03-31 |
4 |
$0 |
0 |
|
| TWO SIGMA INVESTMENTS LLC |
3303 |
*Closed |
2024-03-31 |
0 |
$0 |
-18,280 |
|
|
40 Records found
|
1
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