| |
Institutional
Holders
Total
Institutions:
 |
201  2 |
|
|
Total
shares held :
|
35,923,442 |
|
|
% of shares
held :
|
20.02% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -12 |
|
|
Amount
of shares held :
|
620,248 |
|
|
% of shares
held change :
|
0.35% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$7.54 |
|
|
Last
Quarter's Ending
Price :
|
$7.69 |
|
|
Last
Quarter's Average
Price :
|
$7.53 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
0.52 (6.91%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  WNY Asset Management LLC |
71 |
- |
2023-12-31 |
174,191 |
$1,340,000 |
0 |
|
| Sontag Advisory LLC |
466 |
- |
2023-12-31 |
48,787 |
$375,000 |
0 |
|
| DAVENPORT & CO LLC |
|
- |
2023-12-31 |
37,128 |
$286,000 |
0 |
|
| NATIONS FINANCIAL GROUP INC /IA/ /ADV |
575 |
- |
2024-03-31 |
27,552 |
$227,000 |
0 |
|
| EP WEALTH ADVISORS, INC. |
684 |
- |
2023-12-31 |
29,331 |
$226,000 |
0 |
|
| OAK HARBOR WEALTH PARTNERS LLC |
165 |
- |
2024-03-31 |
25,439 |
$210,000 |
0 |
|
| SHUFRO ROSE & CO LLC |
264 |
- |
2023-12-31 |
26,862 |
$204,000 |
0 |
|
| BECKER CAPITAL MANAGEMENT INC |
261 |
- |
2023-12-31 |
23,907 |
$184,000 |
0 |
|
| SRS Capital Advisors Inc. |
297 |
- |
2023-12-31 |
23,155 |
$178,000 |
0 |
|
| Kaydan Wealth Management Inc. |
106 |
- |
2024-03-31 |
21,513 |
$177,000 |
0 |
|
| Widmann Financial Services Inc. |
90 |
- |
2023-12-31 |
22,468 |
$173,000 |
0 |
|
| IOWA STATE BANK |
106 |
- |
2024-03-31 |
18,667 |
$154,000 |
0 |
|
| WHARTON BUSINESS GROUP, LLC |
132 |
- |
2023-12-31 |
19,004 |
$146,000 |
0 |
|
| Oakmont Partners LLC |
689 |
- |
2024-03-31 |
17,616 |
$145,000 |
0 |
|
| DAYMARK WEALTH PARTNERS LLC |
420 |
- |
2024-03-31 |
17,600 |
$145,000 |
0 |
|
| GILL CAPITAL PARTNERS LLC |
122 |
- |
2023-12-31 |
17,479 |
$134,000 |
0 |
|
| EAGLE WEALTH STRATEGIES LLC |
90 |
- |
2024-03-31 |
15,090 |
$124,000 |
0 |
|
| Cresset Asset Management LLC |
1722 |
- |
2023-12-31 |
16,105 |
$124,000 |
0 |
|
| Roble Belko & Company Inc |
127 |
- |
2024-03-31 |
14,421 |
$119,000 |
0 |
|
| CIBC WORLD MARKETS INC. |
1110 |
- |
2023-12-31 |
14,795 |
$114,000 |
0 |
|
| WARREN AVERETT ASSET MANAGEMENT, LLC |
443 |
- |
2023-12-31 |
13,298 |
$102,000 |
0 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
533 |
- |
2023-12-31 |
13,323 |
$102,000 |
0 |
|
| Fort Sheridan Advisors LLC |
194 |
- |
2023-12-31 |
13,100 |
$101,000 |
0 |
|
| KEYBANK NATIONAL ASSOCIATION/OH |
1061 |
- |
2023-12-31 |
13,104 |
$101,000 |
0 |
|
| DANA INVESTMENT ADVISORS INC |
420 |
- |
2023-12-31 |
12,962 |
$100,000 |
0 |
|
| Beacon Pointe Advisors LLC |
1250 |
- |
2023-12-31 |
11,300 |
$87,000 |
0 |
|
| Live Oak Private Wealth LLC |
168 |
- |
2024-03-31 |
10,525 |
$87,000 |
0 |
|
| DFPG INVESTMENTS INC. |
611 |
- |
2023-12-31 |
11,001 |
$85,000 |
0 |
|
| FIFTH THIRD BANCORP |
1177 |
- |
2024-03-31 |
10,000 |
$83,000 |
0 |
|
| Hexagon Capital Partners LLC |
377 |
- |
2024-03-31 |
7,763 |
$64,000 |
0 |
|
| US BANCORP |
2573 |
- |
2023-12-31 |
7,723 |
$59,000 |
0 |
|
| NORTH STAR INVESTMENT MANAGEMENT CORP. |
571 |
- |
2023-12-31 |
7,266 |
$56,000 |
0 |
|
| CITY HOLDING CO |
323 |
- |
2024-03-31 |
5,512 |
$45,000 |
0 |
|
| Northwest Capital Management Inc |
255 |
- |
2024-03-31 |
4,375 |
$36,000 |
0 |
|
| GPS Wealth Strategies Group LLC |
622 |
- |
2023-12-31 |
3,500 |
$27,000 |
0 |
|
| Transcendent Capital Group LLC |
212 |
- |
2024-03-31 |
2,685 |
$21,000 |
0 |
|
| Lumature Wealth Partners LLC |
282 |
- |
2023-06-30 |
2,350 |
$20,000 |
0 |
|
| Capital Advisors Ltd. LLC |
603 |
- |
2024-03-31 |
2,230 |
$18,000 |
0 |
|
| AdvisorNet Financial Inc |
1105 |
- |
2024-03-31 |
2,199 |
$18,000 |
0 |
|
| OPTIMUM INVESTMENT ADVISORS |
467 |
- |
2024-03-31 |
2,000 |
$17,000 |
0 |
|
| FinTrust Capital Advisors LLC |
714 |
- |
2023-12-31 |
2,024 |
$16,000 |
0 |
|
| Focused Wealth Management Inc |
479 |
- |
2023-12-31 |
1,789 |
$14,000 |
0 |
|
| Sugarloaf Wealth Management LLC |
464 |
- |
2024-03-31 |
1,416 |
$12,000 |
0 |
|
| CAMBRIDGE TRUST CO |
561 |
- |
2023-12-31 |
1,539 |
$12,000 |
0 |
|
| HOLLENCREST SECURITIES LLC |
718 |
- |
2023-12-31 |
1,271 |
$10,000 |
0 |
|
| CoreFirst Bank & Trust |
304 |
- |
2023-12-31 |
1,364 |
$10,000 |
0 |
|
| Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
1,202 |
$9,000 |
0 |
|
| PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP |
627 |
- |
2023-12-31 |
750 |
$6,000 |
0 |
|
| Global Wealth Management Investment Advisory Inc. |
318 |
- |
2023-12-31 |
750 |
$6,000 |
0 |
|
| MONTAG A & ASSOCIATES INC |
838 |
- |
2023-12-31 |
466 |
$4,000 |
0 |
|
| Global Retirement Partners LLC |
2509 |
- |
2024-03-31 |
512 |
$4,000 |
0 |
|
| Laurel Wealth Advisors LLC |
533 |
- |
2023-12-31 |
10 |
$0 |
0 |
|
| ATTICUS WEALTH MANAGEMENT LLC |
532 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| CARY STREET PARTNER INVESTMENT ADVISORY LLC |
1641 |
*Closed |
2023-12-31 |
0 |
$0 |
0 |
|
|
54 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
|
|
|
|
