|
Institutional
Holders
Total
Institutions:
|
170 3 |
|
Total
shares held :
|
27,516,414 |
|
% of shares
held :
|
15.4% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-4 |
|
Amount
of shares held :
|
2,000,340 |
|
% of shares
held change :
|
1.12% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$5.89 |
|
Last
Quarter's Ending
Price :
|
$6.38 |
|
Last
Quarter's Average
Price :
|
$6.08 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.72 (11.84%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
18
|
1,333,792
|
4.85%
|
|
|
Increased
Positions : |
43
|
2,445,999
|
8.89%
|
|
|
Unchanged
Positions : |
59
|
1,634,856
|
5.94%
|
|
|
Decreased
Positions : |
50
|
-1,076,556
|
-3.91%
|
|
|
Closed
Positions : |
15
|
-702,895
|
-2.55%
|
|
|
Guru
Positions : |
1
|
62,202
|
0.23%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
LPL FINANCIAL CORP |
885 |
- |
2024-03-31 |
3,185,790 |
$22,778,000 |
176,039 |
|
MORGAN STANLEY |
2547 |
- |
2024-03-31 |
3,151,614 |
$22,534,000 |
-420,974 |
|
Penserra Capital Management LLC |
108 |
- |
2024-03-31 |
1,836,718 |
$13,132,000 |
644,001 |
|
ROYAL BANK OF CANADA |
1387 |
- |
2024-03-31 |
1,687,436 |
$12,065,000 |
11,164 |
|
Bensler LLC |
20 |
- |
2024-03-31 |
1,561,759 |
$11,167,000 |
162,052 |
|
AMERIPRISE FINANCIAL INC |
1835 |
- |
2024-03-31 |
1,252,948 |
$8,962,000 |
49,712 |
|
Advisor Group Holdings Inc. |
875 |
- |
2024-03-31 |
919,043 |
$6,571,000 |
83,101 |
|
JANNEY MONTGOMERY SCOTT LLC |
686 |
- |
2024-03-31 |
846,492 |
$6,052,000 |
122,205 |
|
GUGGENHEIM CAPITAL LLC |
486 |
- |
2024-03-31 |
836,904 |
$5,984,000 |
25,228 |
|
Cornerstone Advisors LLC |
106 |
- |
2024-03-31 |
825,501 |
$5,902,000 |
762,204 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
802 |
- |
2024-03-31 |
634,920 |
$4,540,000 |
15,178 |
|
FIXED INCOME SECURITIES INC |
302 |
- |
2024-03-31 |
607,970 |
$4,347,000 |
-193,578 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
706 |
- |
2024-03-31 |
592,157 |
$4,234,000 |
48,506 |
|
RAYMOND JAMES & ASSOCIATES |
1720 |
- |
2024-03-31 |
570,133 |
$4,076,000 |
110,017 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1244 |
- |
2024-03-31 |
568,252 |
$4,063,000 |
18,781 |
|
UBS Group AG |
2448 |
- |
2024-03-31 |
514,944 |
$3,682,000 |
-17,079 |
|
PNC FINANCIAL SERVICES GROUP INC |
817 |
- |
2024-03-31 |
374,025 |
$2,674,000 |
0 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1603 |
- |
2024-03-31 |
355,444 |
$2,541,000 |
-4,853 |
|
HIGHTOWER ADVISORS, LLC |
1303 |
- |
2024-03-31 |
347,614 |
$2,490,000 |
6,161 |
|
BANK OF AMERICA CORP /DE/ |
3560 |
- |
2024-03-31 |
304,611 |
$2,178,000 |
3,480 |
|
Private Advisor Group LLC |
806 |
- |
2024-03-31 |
281,498 |
$2,013,000 |
4,096 |
|
Sheaff Brock Investment Advisors LLC |
115 |
- |
2024-03-31 |
271,730 |
$1,943,000 |
-3,425 |
|
COHEN & STEERS INC |
216 |
- |
2024-03-31 |
270,000 |
$1,931,000 |
0 |
|
FINANCIAL NETWORK |
1136 |
- |
2024-03-31 |
227,942 |
$1,630,000 |
3,954 |
|
Bickling Financial Services Inc. |
26 |
- |
2022-12-31 |
263,503 |
$1,502,000 |
-1,418 |
|
REGENT INVESTMENT MANAGEMENT LLC |
82 |
- |
2022-12-31 |
222,500 |
$1,268,000 |
30,000 |
|
INVESCO LTD |
2793 |
- |
2024-03-31 |
174,130 |
$1,245,000 |
59,130 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
504 |
- |
2024-03-31 |
169,364 |
$1,211,000 |
3,546 |
|
WEDBUSH MORGAN SECURITIES INC |
324 |
- |
2024-03-31 |
166,793 |
$1,193,000 |
6,139 |
|
Lido Advisors LLC |
521 |
- |
2024-03-31 |
163,879 |
$1,172,000 |
7,844 |
|
Qube Research & Technologies Ltd |
1746 |
- |
2024-03-31 |
163,757 |
$1,171,000 |
0 |
|
Steward Partners Investment Advisory LLC |
735 |
- |
2024-03-31 |
161,002 |
$1,151,000 |
-631 |
|
DAVIDSON D A & CO |
690 |
- |
2024-03-31 |
158,864 |
$1,136,000 |
613 |
|
Live Oak Private Wealth LLC |
84 |
- |
2024-03-31 |
158,585 |
$1,134,000 |
0 |
|
BARTLETT & CO. WEALTH MANAGEMENT LLC |
254 |
- |
2024-03-31 |
155,558 |
$1,112,000 |
20,000 |
|
Goss Wealth Management LLC |
983 |
- |
2024-03-31 |
141,787 |
$1,014,000 |
3,100 |
|
RB Capital Management LLC |
74 |
- |
2024-03-31 |
140,010 |
$1,001,000 |
14,587 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
323 |
- |
2023-12-31 |
149,636 |
$977,000 |
0 |
|
MARINER WEALTH ADVISORS, LLC |
1513 |
- |
2024-03-31 |
135,533 |
$969,000 |
3,834 |
|
WELLS FARGO & CO/MN |
3027 |
- |
2024-03-31 |
131,721 |
$942,000 |
116,934 |
|
Atria Wealth Solutions Inc. |
930 |
- |
2024-03-31 |
131,298 |
$939,000 |
-5,422 |
|
Kestra Advisory Services LLC |
1275 |
- |
2024-03-31 |
130,727 |
$935,000 |
49,735 |
|
BARTLETT & CO. LLC |
282 |
- |
2023-12-31 |
135,558 |
$894,000 |
-14,000 |
|
Clear Creek Financial Management LLC |
167 |
- |
2024-03-31 |
123,487 |
$883,000 |
0 |
|
Flow State Investments L.P. |
58 |
- |
2024-03-31 |
119,431 |
$854,000 |
7,171 |
|
NATIONAL ASSET MANAGEMENT, INC. |
612 |
- |
2024-03-31 |
126,584 |
$749,000 |
159 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
353 |
- |
2024-03-31 |
103,577 |
$741,000 |
-362,000 |
|
Golden State Equity Partners |
130 |
- |
2023-12-31 |
114,775 |
$732,000 |
-235 |
|
Samalin Investment Counsel LLC |
100 |
- |
2024-03-31 |
89,646 |
$641,000 |
1,010 |
|
KARPUS MANAGEMENT INC |
212 |
- |
2024-03-31 |
88,070 |
$630,000 |
37,770 |
|
All Season Financial Advisors Inc. |
46 |
*New |
2024-03-31 |
87,462 |
$625,000 |
87,462 |
|
STIFEL FINANCIAL CORP |
2476 |
- |
2024-03-31 |
85,979 |
$615,000 |
-9,792 |
|
WealthTrust Asset Management LLC |
45 |
- |
2024-03-31 |
79,767 |
$570,000 |
5,465 |
|
LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
442 |
- |
2024-03-31 |
70,335 |
$503,000 |
-61,037 |
|
PRIVATE CAPITAL MANAGEMENT LLC |
101 |
- |
2024-03-31 |
69,989 |
$500,000 |
0 |
|
INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
288 |
- |
2024-03-31 |
69,890 |
$500,000 |
804 |
|
CREATIVE PLANNING |
1847 |
- |
2024-03-31 |
69,279 |
$495,000 |
2,159 |
|
FISHER ASSET MANAGEMENT LLC -- Notable Guru -- |
788 |
*New |
2024-03-31 |
62,202 |
$445,000 |
62,202 |
|
FLYNN ZITO CAPITAL MANAGEMENT LLC |
64 |
*New |
2024-03-31 |
60,009 |
$429,000 |
60,009 |
|
Sage Capital Advisorsllc |
101 |
- |
2024-03-31 |
58,165 |
$416,000 |
2,201 |
|
Whitcomb & Hess Inc. |
35 |
*New |
2024-03-31 |
57,501 |
$411,000 |
57,501 |
|
Quantum Private Wealth LLC |
124 |
- |
2024-03-31 |
54,715 |
$391,000 |
0 |
|
Eudaimonia Partners LLC |
172 |
- |
2024-03-31 |
53,237 |
$381,000 |
2,610 |
|
CoreCap Advisors LLC |
405 |
- |
2023-12-31 |
56,899 |
$363,000 |
5,525 |
|
Concurrent Investment Advisors LLC |
637 |
- |
2024-03-31 |
48,179 |
$344,000 |
17,000 |
|
LifePro Asset Management |
95 |
*New |
2024-03-31 |
43,850 |
$314,000 |
43,850 |
|
RAYMOND JAMES TRUST CO |
964 |
- |
2024-03-31 |
42,900 |
$307,000 |
12,205 |
|
BB&T CORP |
2252 |
- |
2024-03-31 |
42,635 |
$305,000 |
-2,845 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
778 |
- |
2024-03-31 |
41,825 |
$299,000 |
690 |
|
Quad-Cities Investment Group LLC |
138 |
- |
2024-03-31 |
36,377 |
$260,000 |
488 |
|
Altus Wealth Group LLC |
116 |
- |
2024-03-31 |
35,255 |
$252,000 |
0 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
597 |
- |
2024-03-31 |
35,125 |
$251,000 |
20,000 |
|
COMERICA BANK |
2235 |
- |
2024-03-31 |
33,393 |
$239,000 |
3,355 |
|
H D Vest Advisory Services |
1439 |
- |
2024-03-31 |
32,742 |
$234,000 |
-36,222 |
|
OPPENHEIMER & CO INC |
1280 |
- |
2024-03-31 |
32,733 |
$234,000 |
316 |
|
CENTAURUS FINANCIAL INC. |
579 |
- |
2024-03-31 |
32,225 |
$230,000 |
-25,761 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1700 |
- |
2024-03-31 |
31,990 |
$229,000 |
21,633 |
|
Stratos Wealth Partners LTD. |
1213 |
- |
2024-03-31 |
31,435 |
$225,000 |
598 |
|
Astoria Portfolio Advisors LLC. |
167 |
- |
2024-03-31 |
31,703 |
$217,000 |
-5,304 |
|
IHT Wealth Management LLC |
915 |
- |
2024-03-31 |
30,258 |
$216,000 |
1,441 |
|
ELCO Management Co. LLC |
133 |
- |
2024-03-31 |
30,084 |
$215,000 |
0 |
|
David J Yvars Group |
68 |
- |
2024-03-31 |
28,719 |
$205,000 |
672 |
|
STEPHENS INC /AR/ |
1163 |
- |
2024-03-31 |
28,082 |
$201,000 |
1,297 |
|
CITADEL ADVISORS LLC |
4590 |
*New |
2024-03-31 |
27,050 |
$193,000 |
27,050 |
|
ENVESTNET ASSET MANAGEMENT INC |
3924 |
- |
2024-03-31 |
25,572 |
$183,000 |
-25,518 |
|
Imprint Wealth LLC |
290 |
*New |
2024-03-31 |
25,470 |
$182,000 |
25,470 |
|
J.W. COLE ADVISORS INC. |
834 |
*New |
2024-03-31 |
24,315 |
$174,000 |
24,315 |
|
CALAMOS ADVISORS LLC |
551 |
*New |
2024-03-31 |
23,589 |
$169,000 |
23,589 |
|
ANCORA ADVISORS, LLC |
684 |
- |
2024-03-31 |
23,026 |
$165,000 |
0 |
|
Relative Value Partners Group LLC |
265 |
- |
2024-03-31 |
24,850 |
$163,000 |
0 |
|
OLIVER LAGORE VANVALIN INVESTMENT GROUP |
137 |
- |
2024-03-31 |
22,854 |
$163,000 |
228 |
|
MULTIFINANCIAL SECURITIES CORP |
2245 |
*New |
2024-03-31 |
22,604 |
$162,000 |
22,604 |
|
PROSPERA FINANCIAL SERVICES |
1010 |
- |
2023-12-31 |
24,998 |
$159,000 |
-597 |
|
PRIMORIS WEALTH ADVISORS LLC |
91 |
- |
2024-03-31 |
21,889 |
$157,000 |
62 |
|
Ameritas Advisory Services LLC |
839 |
- |
2024-03-31 |
21,575 |
$151,000 |
21,575 |
|
IFP Advisors Inc |
1091 |
- |
2023-12-31 |
22,342 |
$143,000 |
19,509 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
710 |
- |
2024-03-31 |
19,787 |
$141,000 |
949 |
|
NBC SECURITIES INC. |
854 |
- |
2024-03-31 |
19,744 |
$141,000 |
904 |
|
Consolidated Portfolio Review Corp |
269 |
- |
2024-03-31 |
19,491 |
$139,000 |
-376 |
|
PFG Investments LLC |
943 |
*New |
2024-03-31 |
19,491 |
$139,000 |
19,491 |
|
|
100 Records found
|
1
|
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