|
Institutional
Holders
Total
Institutions:
|
58 2 |
|
Total
shares held :
|
5,545,797 |
|
% of shares
held :
|
36.44% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-6 |
|
Amount
of shares held :
|
23,436 |
|
% of shares
held change :
|
0.15% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$13.12 |
|
Last
Quarter's Ending
Price :
|
$13.35 |
|
Last
Quarter's Average
Price :
|
$13.03 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.36 (10.44%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Integrated Wealth Concepts LLC |
295 |
- |
2023-12-31 |
275,359 |
$3,676,000 |
-59,678 |
|
UBS Group AG |
2699 |
- |
2023-12-31 |
171,007 |
$2,283,000 |
-24 |
|
LLBH Private Wealth Management LLC |
37 |
- |
2023-12-31 |
158,074 |
$2,110,000 |
-780 |
|
INVESCO LTD |
2620 |
- |
2023-12-31 |
117,035 |
$1,562,000 |
-3,601 |
|
Apollon Wealth Management LLC |
412 |
- |
2024-03-31 |
85,677 |
$1,228,000 |
-4,387 |
|
Merit Financial Group LLC |
360 |
- |
2024-03-31 |
82,761 |
$1,173,000 |
-3,824 |
|
LPL FINANCIAL CORP |
3031 |
- |
2024-03-31 |
77,059 |
$1,104,000 |
-91,857 |
|
SHAKER FINANCIAL SERVICES, LLC |
81 |
- |
2023-12-31 |
68,413 |
$921,000 |
-5,229 |
|
Atria Wealth Solutions Inc. |
1165 |
- |
2023-12-31 |
39,544 |
$528,000 |
-382 |
|
Virtus ETF Advisers LLC |
171 |
- |
2023-12-31 |
29,655 |
$396,000 |
-8,401 |
|
Beacon Pointe Advisors LLC |
1028 |
- |
2023-12-31 |
24,705 |
$330,000 |
-975 |
|
WEDBUSH MORGAN SECURITIES INC |
830 |
- |
2023-12-31 |
19,661 |
$262,000 |
-500 |
|
ROYAL BANK OF CANADA |
4483 |
- |
2023-12-31 |
14,456 |
$194,000 |
-10,511 |
|
WELLS FARGO & CO/MN |
4088 |
- |
2024-03-31 |
10,594 |
$152,000 |
-2,266 |
|
Gilliland Jeter Wealth Management LLC |
213 |
- |
2024-03-31 |
7,237 |
$104,000 |
-3,666 |
|
Spire Wealth Management |
1094 |
- |
2024-03-31 |
5,000 |
$72,000 |
-1,009 |
|
|
16 Records found
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1
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Page 1 of 1 |
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