| |
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 :
|
|
|
|
3.45 (18.16%) |
|
|
|
|
|
|
|
|
|
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 |
1457 |
- |
2024-03-31 |
471,088 |
$11,283,000 |
-9,564 |
|
| LPL FINANCIAL CORP |
1370 |
- |
2024-03-31 |
394,840 |
$9,456,000 |
-21,902 |
|
| Advisor Group Holdings Inc. |
2645 |
- |
2024-03-31 |
29,282 |
$701,000 |
-29,426 |
|
| SHAKER FINANCIAL SERVICES, LLC |
95 |
- |
2023-12-31 |
32,456 |
$681,000 |
-2,009 |
|
| Gilliland Jeter Wealth Management LLC |
103 |
- |
2024-03-31 |
24,651 |
$590,000 |
-430 |
|
| Hennion & Walsh Asset Management Inc. |
688 |
- |
2024-03-31 |
12,774 |
$306,000 |
-3,131 |
|
| UBS Group AG |
4499 |
- |
2023-12-31 |
10,729 |
$225,000 |
-3,445 |
|
| Cornerstone Advisors LLC |
314 |
- |
2024-03-31 |
352 |
$8,000 |
-43,125 |
|
|
8 Records found
|
1
|
Page 1 of 1 |
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0.17 (0.75%) 
