| |
Institutional
Holders
Total
Institutions:
 |
104  6 |
|
|
Total
shares held :
|
12,536,617 |
|
|
% of shares
held :
|
17.25% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-17 |
|
|
Amount
of shares held :
|
-367,464 |
|
|
% of shares
held change :
|
-0.51% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$11.02 |
|
|
Last
Quarter's Ending
Price :
|
$11.47 |
|
|
Last
Quarter's Average
Price :
|
$11.31 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
0.21 (1.86%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  LPL FINANCIAL CORP |
1190 |
- |
2024-03-31 |
1,038,289 |
$12,262,000 |
18,899 |
|
| GUGGENHEIM CAPITAL LLC |
370 |
- |
2023-12-31 |
713,071 |
$8,179,000 |
50,948 |
|
| Pacific Wealth Strategies Group Inc. |
5 |
- |
2024-03-31 |
623,405 |
$7,362,000 |
20,903 |
|
| ROYAL BANK OF CANADA |
1681 |
- |
2023-12-31 |
608,637 |
$6,981,000 |
46,759 |
|
| WELLS FARGO & CO/MN |
1810 |
- |
2024-03-31 |
549,041 |
$6,484,000 |
43,262 |
|
| Advisor Group Holdings Inc. |
1097 |
- |
2024-03-31 |
382,724 |
$4,520,000 |
11,483 |
|
| MARINER WEALTH ADVISORS, LLC |
882 |
- |
2023-12-31 |
259,638 |
$2,978,000 |
23,680 |
|
| AE Wealth Management LLC |
773 |
- |
2023-12-31 |
248,844 |
$2,884,000 |
18,294 |
|
| BURNS J W & CO INC/NY |
74 |
- |
2024-03-31 |
146,808 |
$1,734,000 |
41,743 |
|
| KESTRA PRIVATE WEALTH SERVICES LLC |
450 |
- |
2024-03-31 |
126,732 |
$1,497,000 |
18,819 |
|
| ICA Group Wealth Management LLC |
67 |
- |
2023-12-31 |
124,382 |
$1,427,000 |
11,757 |
|
| Samalin Investment Counsel LLC |
37 |
- |
2023-12-31 |
106,027 |
$1,216,000 |
7,662 |
|
| Apollon Wealth Management LLC |
447 |
- |
2024-03-31 |
91,621 |
$1,082,000 |
1,552 |
|
| Goss Wealth Management LLC |
921 |
- |
2023-12-31 |
85,338 |
$990,000 |
4,006 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1767 |
- |
2024-03-31 |
79,459 |
$938,000 |
9,595 |
|
| Kestra Advisory Services LLC |
1419 |
- |
2023-12-31 |
50,736 |
$582,000 |
28,777 |
|
| MKT Advisors LLC |
64 |
- |
2024-03-31 |
47,031 |
$536,000 |
3,506 |
|
| Connectus Wealth LLC |
430 |
- |
2023-12-31 |
31,960 |
$367,000 |
1,650 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3842 |
- |
2024-03-31 |
29,927 |
$353,000 |
9,184 |
|
| Lakeview Capital Partners LLC |
325 |
- |
2024-03-31 |
26,473 |
$313,000 |
266 |
|
| Atria Wealth Solutions Inc. |
1577 |
- |
2023-12-31 |
22,735 |
$262,000 |
641 |
|
| Financial Advocates Investment Management |
650 |
- |
2024-03-31 |
21,729 |
$257,000 |
144 |
|
| RAYMOND JAMES TRUST CO |
1081 |
- |
2024-03-31 |
20,887 |
$247,000 |
6,753 |
|
| Spire Wealth Management |
725 |
- |
2024-03-31 |
20,495 |
$242,000 |
323 |
|
| Chicago Partners Investment Group LLC |
636 |
- |
2024-03-31 |
20,823 |
$238,000 |
362 |
|
| TNF LLC |
102 |
- |
2024-03-31 |
20,291 |
$231,000 |
109 |
|
| TFG Advisers LLC |
190 |
- |
2024-03-31 |
19,254 |
$227,000 |
324 |
|
| COOK WEALTH MANAGEMENT GROUP LLC |
52 |
- |
2024-03-31 |
19,095 |
$213,000 |
4,693 |
|
| NATIONAL ASSET MANAGEMENT, INC. |
1265 |
- |
2023-12-31 |
16,991 |
$197,000 |
655 |
|
| OPPENHEIMER & CO INC |
1347 |
- |
2024-03-31 |
16,375 |
$193,000 |
4,629 |
|
| L.M. KOHN & COMPANY |
253 |
- |
2024-03-31 |
16,374 |
$193,000 |
1,900 |
|
| H D Vest Advisory Services |
1555 |
- |
2024-03-31 |
13,132 |
$155,000 |
483 |
|
| DAVIDSON D A & CO |
1276 |
- |
2023-12-31 |
13,465 |
$154,000 |
2,000 |
|
| VERUS CAPITAL PARTNERS LLC |
338 |
- |
2024-03-31 |
12,979 |
$153,000 |
29 |
|
| Stonebrook Private Inc. |
199 |
- |
2024-03-31 |
12,074 |
$143,000 |
221 |
|
| Semus Wealth Partners LLC |
125 |
- |
2024-03-31 |
10,760 |
$127,000 |
11 |
|
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC |
228 |
- |
2024-03-31 |
4,680 |
$55,000 |
43 |
|
| Steward Partners Investment Advisory LLC |
2009 |
- |
2023-12-31 |
4,183 |
$48,000 |
1,789 |
|
| TD Waterhouse Canada Inc. |
1139 |
- |
2024-03-31 |
2,243 |
$35,000 |
55 |
|
| AdvisorNet Financial Inc |
1222 |
- |
2024-03-31 |
1,017 |
$12,000 |
17 |
|
| Tortoise Investment Management LLC |
607 |
- |
2024-03-31 |
915 |
$11,000 |
24 |
|
| J P MORGAN CHASE & CO |
5028 |
- |
2024-03-31 |
836 |
$10,000 |
836 |
|
| Nelson Van Denburg & Campbell Wealth Management Gr |
2037 |
- |
2024-03-31 |
493 |
$6,000 |
13 |
|
|
43 Records found
|
1
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