|
Institutional
Holders
Total
Institutions:
|
84 9 |
|
Total
shares held :
|
11,362,226 |
|
% of shares
held :
|
30.71% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
Amount
of shares held :
|
13,331 |
|
% of shares
held change :
|
0.04% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$12.73 |
|
Last
Quarter's Ending
Price :
|
$13.98 |
|
Last
Quarter's Average
Price :
|
$13.02 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.50 (3.84%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
MORGAN STANLEY |
1514 |
- |
2023-12-31 |
4,413,620 |
$61,702,000 |
50,254 |
|
WELLS FARGO & CO/MN |
1369 |
- |
2023-12-31 |
862,725 |
$12,061,000 |
-47,405 |
|
GUGGENHEIM CAPITAL LLC |
360 |
- |
2023-12-31 |
602,835 |
$8,428,000 |
-2,343 |
|
UBS Group AG |
1598 |
- |
2023-12-31 |
570,640 |
$7,978,000 |
-22,898 |
|
Blue Zone Wealth Advisors LLC |
14 |
- |
2024-03-31 |
427,010 |
$5,991,000 |
14,917 |
|
INVESCO LTD |
2150 |
- |
2023-12-31 |
374,598 |
$5,237,000 |
2,151 |
|
COHEN & STEERS INC |
135 |
- |
2023-12-31 |
371,801 |
$5,198,000 |
0 |
|
Waterfront Wealth Inc. |
18 |
- |
2023-12-31 |
316,143 |
$4,420,000 |
-2,066 |
|
Bramshill Investments LLC |
22 |
- |
2023-12-31 |
275,935 |
$3,858,000 |
-265,053 |
|
BANK OF AMERICA CORP /DE/ |
3053 |
- |
2023-12-31 |
268,738 |
$3,757,000 |
2,293 |
|
ROYAL BANK OF CANADA |
2288 |
- |
2023-12-31 |
203,394 |
$2,843,000 |
-6,175 |
|
Capital Investment Advisors LLC |
163 |
- |
2024-03-31 |
188,878 |
$2,650,000 |
-3,693 |
|
LEUCADIA NATIONAL CORP -- Notable Guru -- |
349 |
- |
2023-12-31 |
188,233 |
$2,631,000 |
73,832 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1508 |
- |
2024-03-31 |
181,341 |
$2,544,000 |
-1,335 |
|
LPL FINANCIAL CORP |
2418 |
- |
2023-12-31 |
136,419 |
$1,907,000 |
39,013 |
|
Arete Wealth Advisors LLC |
147 |
- |
2023-12-31 |
135,761 |
$1,898,000 |
64 |
|
PRINCIPAL SECURITIES INC. |
272 |
- |
2023-12-31 |
125,211 |
$1,750,000 |
0 |
|
SHAKER FINANCIAL SERVICES, LLC |
55 |
- |
2023-12-31 |
123,586 |
$1,728,000 |
-27,174 |
|
GraniteShares Advisors LLC |
31 |
- |
2024-03-31 |
122,695 |
$1,721,000 |
15,610 |
|
FIERA SCEPTRE INC. |
310 |
- |
2023-12-31 |
120,854 |
$1,690,000 |
0 |
|
Baird Financial Group Inc. |
990 |
- |
2023-12-31 |
116,357 |
$1,627,000 |
5,055 |
|
Advisor Group Holdings Inc. |
2105 |
- |
2023-12-31 |
106,878 |
$1,494,000 |
-35,028 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1552 |
- |
2024-03-31 |
92,213 |
$1,294,000 |
11,918 |
|
FourThought Financial Partners LLC |
108 |
- |
2023-12-31 |
88,725 |
$1,240,000 |
-1,627 |
|
PEREGRINE ASSET ADVISERS, INC. |
66 |
- |
2023-12-31 |
63,272 |
$885,000 |
-875 |
|
Goss Wealth Management LLC |
1014 |
- |
2023-12-31 |
60,310 |
$838,000 |
13,650 |
|
Wealth Alliance |
189 |
- |
2023-12-31 |
54,112 |
$756,000 |
-708 |
|
Verity Asset Management Inc. |
54 |
*New |
2023-12-31 |
53,412 |
$747,000 |
53,412 |
|
Greytown Advisors Inc. |
37 |
- |
2023-12-31 |
51,381 |
$718,000 |
-3,594 |
|
Capital Financial Services LLC |
38 |
- |
2022-12-31 |
50,583 |
$661,000 |
-500 |
|
JANNEY MONTGOMERY SCOTT LLC |
1699 |
- |
2023-12-31 |
46,352 |
$648,000 |
1,175 |
|
LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
338 |
*New |
2023-12-31 |
45,328 |
$634,000 |
45,328 |
|
RAYMOND JAMES & ASSOCIATES |
2873 |
- |
2024-03-31 |
45,198 |
$634,000 |
1,625 |
|
FINANCIAL NETWORK |
1780 |
- |
2023-12-31 |
40,155 |
$561,000 |
3,722 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2550 |
- |
2023-12-31 |
39,961 |
$559,000 |
686 |
|
COMERICA BANK |
1876 |
- |
2023-12-31 |
33,963 |
$475,000 |
-2,243 |
|
Virtus ETF Advisers LLC |
152 |
- |
2023-12-31 |
33,405 |
$467,000 |
-12,661 |
|
NBC SECURITIES INC. |
468 |
- |
2024-03-31 |
31,820 |
$446,000 |
-143 |
|
Consolidated Portfolio Review Corp |
203 |
*New |
2023-12-31 |
27,366 |
$383,000 |
27,366 |
|
Pointe Capital Management LLC |
97 |
- |
2023-12-31 |
26,665 |
$373,000 |
700 |
|
PFG Investments LLC |
663 |
*New |
2024-03-31 |
25,703 |
$361,000 |
25,703 |
|
Kestra Advisory Services LLC |
1719 |
- |
2023-12-31 |
25,292 |
$354,000 |
25,292 |
|
STIFEL FINANCIAL CORP |
2855 |
- |
2023-12-31 |
20,909 |
$292,000 |
-1,021 |
|
US BANCORP |
1831 |
*New |
2023-12-31 |
19,900 |
$278,000 |
19,900 |
|
Cetera Investment Advisers |
1818 |
- |
2023-12-31 |
19,843 |
$277,000 |
-608 |
|
LM Advisors LLC |
167 |
- |
2023-12-31 |
18,327 |
$256,000 |
0 |
|
PROVISE MANAGEMENT GROUP LLC |
317 |
- |
2023-12-31 |
15,408 |
$215,000 |
-1,707 |
|
NOMURA HOLDINGS INC |
873 |
*New |
2023-12-31 |
15,082 |
$211,000 |
15,082 |
|
Beacon Pointe Advisors LLC |
1174 |
- |
2023-12-31 |
15,063 |
$211,000 |
0 |
|
Carmichael Hill & Associates Inc. |
160 |
- |
2024-03-31 |
14,980 |
$210,000 |
492 |
|
AMERIPRISE FINANCIAL INC |
3642 |
- |
2023-12-31 |
14,638 |
$205,000 |
-1,695 |
|
Atria Wealth Solutions Inc. |
1763 |
- |
2023-12-31 |
14,200 |
$199,000 |
-1,820 |
|
Pathstone Holdings LLC |
2065 |
- |
2023-12-31 |
13,794 |
$193,000 |
0 |
|
Fortitude Advisory Group L.L.C. |
204 |
- |
2023-12-31 |
12,704 |
$178,000 |
0 |
|
PATHSTONE FAMILY OFFICE, LLC |
1536 |
*New |
2023-09-30 |
13,686 |
$176,000 |
13,686 |
|
Venture Visionary Partners LLC |
483 |
- |
2023-12-31 |
11,574 |
$162,000 |
2 |
|
Altus Wealth Group LLC |
134 |
- |
2023-12-31 |
10,696 |
$150,000 |
-1,296 |
|
MML INVESTORS SERVICES LLC |
2342 |
- |
2023-12-31 |
10,735 |
$150,000 |
-918 |
|
RAYMOND JAMES TRUST CO |
1211 |
- |
2024-03-31 |
10,265 |
$144,000 |
0 |
|
Samalin Investment Counsel LLC |
260 |
- |
2023-12-31 |
10,174 |
$142,000 |
-96 |
|
ENVESTNET ASSET MANAGEMENT INC |
3873 |
*New |
2023-12-31 |
10,032 |
$140,000 |
10,032 |
|
J P MORGAN CHASE & CO |
4381 |
*New |
2023-12-31 |
9,361 |
$131,000 |
9,361 |
|
Steward Partners Investment Advisory LLC |
1866 |
- |
2023-12-31 |
4,486 |
$63,000 |
3,061 |
|
PNC FINANCIAL SERVICES GROUP INC |
2904 |
- |
2023-12-31 |
3,990 |
$56,000 |
0 |
|
CULLEN FROST BANKERS INC |
665 |
- |
2023-12-31 |
3,492 |
$49,000 |
0 |
|
HOLLENCREST SECURITIES LLC |
494 |
- |
2023-12-31 |
3,500 |
$49,000 |
0 |
|
OLIVER LAGORE VANVALIN INVESTMENT GROUP |
222 |
- |
2023-12-31 |
3,300 |
$46,000 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
2217 |
*New |
2023-12-31 |
2,352 |
$33,000 |
2,352 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2220 |
*New |
2023-12-31 |
2,203 |
$31,000 |
2,203 |
|
IFP Advisors Inc |
1727 |
- |
2023-12-31 |
2,159 |
$30,000 |
59 |
|
BARTLETT & CO. LLC |
807 |
- |
2023-12-31 |
1,900 |
$26,000 |
0 |
|
BARTLETT & CO. WEALTH MANAGEMENT LLC |
810 |
- |
2023-12-31 |
1,900 |
$26,000 |
0 |
|
Bogart Wealth LLC |
487 |
- |
2024-03-31 |
1,618 |
$23,000 |
0 |
|
GPS Wealth Strategies Group LLC |
679 |
- |
2023-12-31 |
1,500 |
$21,000 |
0 |
|
MONTAG A & ASSOCIATES INC |
688 |
- |
2023-12-31 |
1,410 |
$20,000 |
0 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
649 |
*New |
2023-12-31 |
1,016 |
$14,000 |
1,016 |
|
Raleigh Capital Management Inc. |
607 |
- |
2023-12-31 |
650 |
$9,000 |
-110 |
|
NORTH STAR INVESTMENT MANAGEMENT CORP. |
901 |
- |
2023-12-31 |
500 |
$7,000 |
0 |
|
FinTrust Capital Advisors LLC |
863 |
- |
2023-12-31 |
535 |
$7,000 |
0 |
|
Fortis Group Advisors LLC |
336 |
- |
2023-12-31 |
500 |
$7,000 |
250 |
|
HANSON MCCLAIN, INC. |
2272 |
- |
2024-03-31 |
524 |
$7,000 |
11 |
|
Moisand Fitzgerald Tamayo LLC |
360 |
- |
2024-03-31 |
500 |
$7,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
2663 |
- |
2023-12-31 |
120 |
$2,000 |
0 |
|
HOEY INVESTMENTS INC |
287 |
- |
2023-12-31 |
171 |
$2,000 |
0 |
|
PROEQUITIES INC. |
3157 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
HIGHTOWER ADVISORS, LLC |
3390 |
*Closed |
2023-12-31 |
0 |
$0 |
-14,215 |
|
GRADIENT INVESTMENTS LLC |
1599 |
*New |
2024-03-31 |
27 |
$0 |
27 |
|
VERITABLE LP |
607 |
*Closed |
2023-09-30 |
0 |
$0 |
-13,486 |
|
Oakworth Capital Inc. |
693 |
*Closed |
2024-03-31 |
0 |
$0 |
-685 |
|
ELEQUIN CAPITAL LP |
468 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,389 |
|
OPTIMUM INVESTMENT ADVISORS |
664 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,000 |
|
CWM LLC |
4587 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,000 |
|
|
92 Records found
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1
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