| |
Institutional
Holders
Total
Institutions:
 |
30  1 |
|
|
Total
shares held :
|
2,074,419 |
|
|
% of shares
held :
|
20.04% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
8 |
|
|
Amount
of shares held :
|
147,670 |
|
|
% of shares
held change :
|
1.43% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$18.65 |
|
|
Last
Quarter's Ending
Price :
|
$20.98 |
|
|
Last
Quarter's Average
Price :
|
$19.00 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
3.37 (17.74%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  WELLS FARGO & CO/MN |
1494 |
- |
2023-12-31 |
480,652 |
$10,084,000 |
25,116 |
|
| LPL FINANCIAL CORP |
1327 |
- |
2023-12-31 |
416,742 |
$8,743,000 |
38,796 |
|
| GUGGENHEIM CAPITAL LLC |
508 |
- |
2023-12-31 |
250,678 |
$5,259,000 |
12,405 |
|
| FIXED INCOME SECURITIES INC |
247 |
- |
2023-12-31 |
232,714 |
$4,882,000 |
62,265 |
|
| RAYMOND JAMES & ASSOCIATES |
1855 |
- |
2024-03-31 |
134,848 |
$3,230,000 |
22,301 |
|
| BANK OF AMERICA CORP /DE/ |
3433 |
- |
2023-12-31 |
106,880 |
$2,242,000 |
11,808 |
|
| MORGAN STANLEY |
4418 |
- |
2023-12-31 |
89,526 |
$1,878,000 |
17,330 |
|
| Advisor Group Holdings Inc. |
2294 |
- |
2023-12-31 |
58,708 |
$1,232,000 |
21,071 |
|
| ROYAL BANK OF CANADA |
2944 |
- |
2023-12-31 |
58,192 |
$1,221,000 |
2,314 |
|
| Cornerstone Advisors LLC |
262 |
- |
2023-12-31 |
43,477 |
$912,000 |
-52,793 |
|
| SHAKER FINANCIAL SERVICES, LLC |
95 |
- |
2023-12-31 |
32,456 |
$681,000 |
-2,009 |
|
| MCDONALD PARTNERS LLC |
152 |
- |
2024-03-31 |
24,700 |
$592,000 |
0 |
|
| DAVENPORT & CO LLC |
|
- |
2023-12-31 |
27,658 |
$580,000 |
-1,690 |
|
| STIFEL FINANCIAL CORP |
2483 |
- |
2023-12-31 |
27,083 |
$568,000 |
1,706 |
|
| Gilliland Jeter Wealth Management LLC |
102 |
- |
2023-12-31 |
25,081 |
$526,000 |
0 |
|
| NATIONAL ASSET MANAGEMENT, INC. |
788 |
- |
2023-12-31 |
24,621 |
$521,000 |
1,062 |
|
| INVESCO LTD |
3154 |
- |
2023-12-31 |
22,291 |
$468,000 |
10,787 |
|
| Hennion & Walsh Asset Management Inc. |
688 |
- |
2024-03-31 |
12,774 |
$306,000 |
-3,131 |
|
| RVW Wealth LLC |
119 |
- |
2024-03-31 |
12,100 |
$290,000 |
0 |
|
| UBS Group AG |
4499 |
- |
2023-12-31 |
10,729 |
$225,000 |
-3,445 |
|
| LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
673 |
*New |
2023-12-31 |
10,400 |
$218,000 |
10,400 |
|
| ADVISORY SERVICES NETWORK, LLC |
1674 |
*New |
2023-12-31 |
4,408 |
$92,000 |
4,408 |
|
| Goss Wealth Management LLC |
1978 |
- |
2023-12-31 |
4,264 |
$89,000 |
10 |
|
| Steward Partners Investment Advisory LLC |
1846 |
- |
2023-12-31 |
3,200 |
$67,000 |
0 |
|
| FNY Investment Advisers LLC |
237 |
- |
2023-12-31 |
1,200 |
$25,000 |
0 |
|
| Ahrens Investment Partners LLC |
496 |
*New |
2023-03-31 |
900 |
$17,000 |
900 |
|
| Sunbelt Securities Inc. |
1117 |
- |
2024-03-31 |
660 |
$16,000 |
0 |
|
| ICA Group Wealth Management LLC |
867 |
*New |
2023-12-31 |
500 |
$10,000 |
500 |
|
| PROEQUITIES INC. |
6261 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
| GRADIENT INVESTMENTS LLC |
1539 |
*Closed |
2024-03-31 |
0 |
$0 |
-167 |
|
| HUNTINGTON NATIONAL BANK |
2571 |
- |
2023-12-31 |
1 |
$0 |
0 |
|
| Glassman Wealth Services |
1954 |
- |
2023-12-31 |
0 |
$0 |
-1,477 |
|
| MEADOWBROOK INVESTMENT ADVISORS LLC |
390 |
*Closed |
2023-12-31 |
0 |
$0 |
-16,607 |
|
| J P MORGAN CHASE & CO |
6490 |
*Closed |
2023-12-31 |
0 |
$0 |
-5,107 |
|
| BALDWIN BROTHERS INC/MA |
730 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,000 |
|
|
35 Records found
|
1
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