|
Institutional
Holders
Total
Institutions:
|
105 1 |
|
Total
shares held :
|
13,955,861 |
|
% of shares
held :
|
19.84% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
2 |
|
Amount
of shares held :
|
-120,630 |
|
% of shares
held change :
|
-0.17% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$10.47 |
|
Last
Quarter's Ending
Price :
|
$10.36 |
|
Last
Quarter's Average
Price :
|
$10.30 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.25 (2.43%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
UBS Group AG |
1206 |
- |
2023-12-31 |
1,532,465 |
$15,876,000 |
31,556 |
|
WELLS FARGO & CO/MN |
1253 |
- |
2023-12-31 |
1,415,190 |
$14,661,000 |
170,398 |
|
MORGAN STANLEY |
2989 |
- |
2023-12-31 |
1,403,798 |
$14,543,000 |
-96,977 |
|
BANK OF AMERICA CORP /DE/ |
2388 |
- |
2023-12-31 |
950,795 |
$9,850,000 |
48,531 |
|
DAVIDSON D A & CO |
209 |
- |
2023-12-31 |
730,943 |
$7,573,000 |
77,211 |
|
GUGGENHEIM CAPITAL LLC |
398 |
- |
2023-12-31 |
726,535 |
$7,527,000 |
56,206 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
976 |
- |
2023-12-31 |
587,814 |
$6,090,000 |
20,310 |
|
LPL FINANCIAL CORP |
1619 |
- |
2023-12-31 |
531,477 |
$5,506,000 |
-55,226 |
|
AMERIPRISE FINANCIAL INC |
2365 |
- |
2023-12-31 |
431,199 |
$4,467,000 |
-51,199 |
|
Baird Financial Group Inc. |
687 |
- |
2023-12-31 |
429,360 |
$4,448,000 |
48,937 |
|
COHEN & STEERS INC |
156 |
- |
2023-12-31 |
372,278 |
$3,857,000 |
0 |
|
FIXED INCOME SECURITIES INC |
325 |
- |
2023-12-31 |
365,943 |
$3,791,000 |
-194,643 |
|
Lindbrook Capital LLC |
46 |
- |
2023-12-31 |
362,946 |
$3,760,000 |
-29,368 |
|
H D Vest Advisory Services |
408 |
- |
2023-12-31 |
274,420 |
$2,843,000 |
3,602 |
|
ROYAL BANK OF CANADA |
2319 |
- |
2023-12-31 |
261,549 |
$2,710,000 |
-23,185 |
|
Advisor Group Holdings Inc. |
1649 |
- |
2023-12-31 |
252,512 |
$2,616,000 |
-16,926 |
|
Apollon Wealth Management LLC |
224 |
- |
2023-12-31 |
228,964 |
$2,372,000 |
27,470 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1513 |
- |
2023-12-31 |
208,977 |
$2,165,000 |
-1,063 |
|
HARBOUR INVESTMENTS INC. |
235 |
- |
2023-12-31 |
179,486 |
$1,859,000 |
5,484 |
|
Connectus Wealth LLC |
289 |
- |
2023-12-31 |
149,675 |
$1,551,000 |
0 |
|
OPPENHEIMER & CO INC |
581 |
- |
2023-12-31 |
145,410 |
$1,506,000 |
93 |
|
RAYMOND JAMES & ASSOCIATES |
2263 |
- |
2023-12-31 |
142,223 |
$1,473,000 |
-4,242 |
|
Granite Bay Wealth Management LLC |
184 |
- |
2023-12-31 |
128,205 |
$1,320,000 |
0 |
|
LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
192 |
*New |
2023-12-31 |
113,567 |
$1,177,000 |
113,567 |
|
Samalin Investment Counsel LLC |
41 |
- |
2023-12-31 |
110,786 |
$1,148,000 |
-23,656 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1592 |
- |
2023-12-31 |
102,913 |
$1,066,000 |
-8,412 |
|
BB&T CORP |
1549 |
- |
2023-12-31 |
98,433 |
$1,020,000 |
1,458 |
|
Marks Group Wealth Management Inc |
168 |
- |
2023-12-31 |
93,898 |
$973,000 |
0 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1004 |
- |
2023-12-31 |
86,514 |
$896,000 |
-803 |
|
CAPTRUST FINANCIAL ADVISORS |
1382 |
- |
2023-12-31 |
80,571 |
$835,000 |
-15,625 |
|
FINANCIAL NETWORK |
1634 |
- |
2023-12-31 |
65,827 |
$682,000 |
11,908 |
|
GUARANTY TRUST CO OF MISSOURI /MO/ |
|
- |
2023-12-31 |
58,283 |
$604,000 |
-2,600 |
|
Beacon Pointe Advisors LLC |
822 |
- |
2023-12-31 |
57,945 |
$600,000 |
-2,425 |
|
Semus Wealth Partners LLC |
|
- |
2023-12-31 |
50,222 |
$520,000 |
-8,819 |
|
Rockefeller Capital Management L.P. |
1338 |
- |
2023-12-31 |
48,635 |
$504,000 |
18,312 |
|
HIGHTOWER ADVISORS, LLC |
2299 |
- |
2023-12-31 |
46,313 |
$480,000 |
9,752 |
|
INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
277 |
- |
2023-12-31 |
46,052 |
$477,000 |
-1,276 |
|
Goss Wealth Management LLC |
1339 |
- |
2023-12-31 |
42,001 |
$439,000 |
9,398 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1590 |
- |
2023-12-31 |
41,630 |
$431,000 |
-1,554 |
|
WOLVERINE ASSET MANAGEMENT LLC |
457 |
*New |
2023-12-31 |
40,329 |
$418,000 |
40,329 |
|
E&G Advisors LP |
|
- |
2023-12-31 |
37,377 |
$388,000 |
-600 |
|
STEPHENS INC /AR/ |
848 |
- |
2023-12-31 |
36,562 |
$379,000 |
0 |
|
Atria Wealth Solutions Inc. |
1340 |
- |
2023-12-31 |
35,626 |
$369,000 |
1,530 |
|
Steward Partners Investment Advisory LLC |
1157 |
- |
2023-12-31 |
33,185 |
$344,000 |
1,610 |
|
JANNEY MONTGOMERY SCOTT LLC |
2122 |
- |
2023-12-31 |
33,002 |
$342,000 |
285 |
|
Founders Financial Alliance LLC |
171 |
- |
2023-12-31 |
31,685 |
$328,000 |
-2,561 |
|
DUMONT & BLAKE INVESTMENT ADVISORS LLC |
|
- |
2023-12-31 |
31,370 |
$325,000 |
0 |
|
DF DENT & CO INC |
217 |
- |
2023-12-31 |
30,161 |
$312,000 |
0 |
|
Private Advisor Group LLC |
1775 |
- |
2023-12-31 |
28,870 |
$299,000 |
2,786 |
|
SAM Advisors LLC |
30 |
- |
2023-12-31 |
28,628 |
$297,000 |
8,731 |
|
L.M. KOHN & COMPANY |
182 |
- |
2023-12-31 |
28,591 |
$296,000 |
83 |
|
Game Plan Financial Advisors LLC |
70 |
- |
2024-03-31 |
26,075 |
$296,000 |
0 |
|
STIFEL FINANCIAL CORP |
2848 |
- |
2023-12-31 |
28,501 |
$295,000 |
-4,719 |
|
Capital CS Group LLC |
55 |
- |
2024-03-31 |
25,224 |
$286,000 |
0 |
|
MISSION WEALTH MANAGEMENT LLC |
466 |
- |
2023-12-31 |
26,175 |
$271,000 |
-4,600 |
|
Sonora Investment Management Group LLC |
191 |
- |
2023-12-31 |
26,150 |
$271,000 |
2,500 |
|
TFG Advisers LLC |
163 |
- |
2023-12-31 |
25,824 |
$268,000 |
-710 |
|
Claraphi Advisory Network LLC |
153 |
- |
2022-12-31 |
24,864 |
$261,000 |
12,938 |
|
HOLLENCREST SECURITIES LLC |
264 |
- |
2023-12-31 |
24,293 |
$252,000 |
0 |
|
PNC FINANCIAL SERVICES GROUP INC |
2029 |
- |
2023-12-31 |
23,059 |
$239,000 |
0 |
|
Financial Advocates Investment Management |
644 |
- |
2023-12-31 |
22,622 |
$234,000 |
153 |
|
Gateway Wealth Partners LLC |
205 |
*New |
2023-12-31 |
21,261 |
$220,000 |
21,261 |
|
CX Institutional |
483 |
- |
2023-12-31 |
20,502 |
$212,000 |
0 |
|
Cetera Investment Advisers |
2001 |
- |
2023-12-31 |
20,280 |
$210,000 |
88 |
|
WEALTH EFFECTS LLC |
200 |
- |
2023-12-31 |
20,086 |
$208,000 |
-4,172 |
|
CoreCap Advisors LLC |
558 |
- |
2023-12-31 |
19,435 |
$201,000 |
3,095 |
|
CITADEL ADVISORS LLC |
4454 |
- |
2023-12-31 |
18,186 |
$188,000 |
5,694 |
|
ELEQUIN CAPITAL LP |
121 |
*New |
2023-12-31 |
17,553 |
$182,000 |
17,553 |
|
PINNACLE ASSOCIATES LTD |
782 |
- |
2023-12-31 |
17,132 |
$177,000 |
20 |
|
WEDBUSH MORGAN SECURITIES INC |
982 |
- |
2023-12-31 |
17,010 |
$176,000 |
0 |
|
EP WEALTH ADVISORS, INC. |
737 |
- |
2023-12-31 |
15,500 |
$161,000 |
0 |
|
Perennial Investment Advisors LLC |
315 |
- |
2023-12-31 |
15,041 |
$156,000 |
41 |
|
INVESCO LTD |
3484 |
- |
2023-12-31 |
14,856 |
$154,000 |
-7,376 |
|
AE Wealth Management LLC |
1901 |
*New |
2023-12-31 |
14,217 |
$150,000 |
14,217 |
|
MELFA WEALTH MANAGEMENT LLC |
|
- |
2023-12-31 |
13,923 |
$144,000 |
73 |
|
Creekmur Asset Management LLC |
|
- |
2023-12-31 |
12,855 |
$133,000 |
0 |
|
MARINER WEALTH ADVISORS, LLC |
2793 |
*New |
2023-12-31 |
12,716 |
$132,000 |
12,716 |
|
Alpha Cubed Investments LLC |
266 |
*New |
2023-12-31 |
12,300 |
$127,000 |
12,300 |
|
Palogic Value Management L.P. |
157 |
- |
2023-12-31 |
12,000 |
$124,000 |
0 |
|
Kestra Advisory Services LLC |
2164 |
- |
2023-12-31 |
11,342 |
$118,000 |
-237 |
|
Gray Wealth Management Inc. |
129 |
- |
2023-12-31 |
11,226 |
$116,000 |
112 |
|
HYMAN CHARLES D |
240 |
- |
2023-12-31 |
11,050 |
$114,000 |
0 |
|
MML INVESTORS SERVICES LLC |
2367 |
- |
2023-12-31 |
11,041 |
$114,000 |
151 |
|
NBC SECURITIES INC. |
932 |
- |
2024-03-31 |
9,043 |
$112,000 |
0 |
|
Kovack Advisors Inc. |
553 |
*New |
2023-12-31 |
10,380 |
$108,000 |
10,380 |
|
NWAM LLC |
538 |
*New |
2023-12-31 |
10,283 |
$107,000 |
10,283 |
|
BARRETT & COMPANY INC. |
|
- |
2023-12-31 |
10,250 |
$106,000 |
0 |
|
Capital Investment Advisors LLC |
582 |
- |
2023-12-31 |
10,090 |
$105,000 |
0 |
|
Johnson Midwest Financial LLC |
56 |
- |
2023-09-30 |
9,022 |
$95,000 |
3,000 |
|
COMERICA BANK |
2633 |
- |
2023-12-31 |
6,290 |
$65,000 |
0 |
|
HANSON MCCLAIN, INC. |
|
- |
2023-12-31 |
5,300 |
$55,000 |
-300 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
5,140 |
$53,000 |
0 |
|
Capital Analysts Inc. |
684 |
- |
2023-12-31 |
4,000 |
$41,000 |
0 |
|
PROEQUITIES INC. |
1304 |
- |
2023-12-31 |
3,135 |
$33,000 |
0 |
|
INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC |
276 |
- |
2023-12-31 |
3,000 |
$31,000 |
0 |
|
PRIVATE TRUST CO NA |
|
- |
2023-12-31 |
3,000 |
$31,000 |
0 |
|
MEADOWBROOK INVESTMENT ADVISORS LLC |
198 |
*New |
2023-12-31 |
2,645 |
$27,000 |
2,645 |
|
Global Retirement Partners LLC |
1660 |
- |
2023-12-31 |
2,288 |
$24,000 |
-1,022 |
|
Ahrens Investment Partners LLC |
448 |
*New |
2023-03-31 |
2,219 |
$23,000 |
2,219 |
|
ENDURANCE WEALTH MANAGEMENT, INC. |
444 |
- |
2023-06-30 |
1,500 |
$17,000 |
0 |
|
|
100 Records found
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1
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