| |
Institutional
Holders
Total
Institutions:
 |
40  2 |
|
|
Total
shares held :
|
695,201 |
|
|
% of shares
held :
|
11.05% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -1 |
|
|
Amount
of shares held :
|
58,364 |
|
|
% of shares
held change :
|
0.93% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$21.50 |
|
|
Last
Quarter's Ending
Price :
|
$23.76 |
|
|
Last
Quarter's Average
Price :
|
$22.28 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
2.89 (12.97%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  HBK SORCE ADVISORY LLC |
|
- |
2023-12-31 |
105,723 |
$2,512,000 |
-2,792 |
|
| MORGAN STANLEY |
4280 |
- |
2023-12-31 |
103,236 |
$2,453,000 |
-5,548 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1606 |
- |
2023-12-31 |
91,473 |
$2,173,000 |
25 |
|
| AMERIPRISE FINANCIAL INC |
2823 |
*New |
2023-12-31 |
79,788 |
$1,896,000 |
79,788 |
|
| Advisor Group Holdings Inc. |
2490 |
- |
2023-12-31 |
42,464 |
$1,009,000 |
-9,601 |
|
| LPL FINANCIAL CORP |
3060 |
- |
2023-12-31 |
39,134 |
$930,000 |
4,324 |
|
| WELLS FARGO & CO/MN |
3044 |
- |
2023-12-31 |
36,343 |
$863,000 |
-187 |
|
| BANK OF AMERICA CORP /DE/ |
4323 |
- |
2023-12-31 |
26,362 |
$626,000 |
-958 |
|
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT |
183 |
- |
2023-12-31 |
22,340 |
$531,000 |
0 |
|
| Sequoia Financial Advisors LLC |
|
- |
2023-12-31 |
19,975 |
$475,000 |
0 |
|
| COMERICA BANK |
1931 |
- |
2023-12-31 |
17,781 |
$422,000 |
-69 |
|
| RAYMOND JAMES & ASSOCIATES |
3136 |
- |
2023-12-31 |
14,779 |
$351,000 |
-1,576 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2457 |
- |
2023-12-31 |
14,565 |
$346,000 |
1,073 |
|
| Atria Wealth Solutions Inc. |
1467 |
- |
2023-12-31 |
12,972 |
$308,000 |
492 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2697 |
- |
2023-12-31 |
12,887 |
$306,000 |
-656 |
|
| FOCUS FINANCIAL NETWORK INC /ADV |
575 |
- |
2023-12-31 |
12,763 |
$303,000 |
0 |
|
| High Falls Advisors Inc |
92 |
- |
2023-12-31 |
11,083 |
$263,000 |
0 |
|
| MARINER WEALTH ADVISORS, LLC |
2578 |
*New |
2023-12-31 |
9,583 |
$228,000 |
9,583 |
|
| UBS Group AG |
4705 |
- |
2023-12-31 |
6,467 |
$154,000 |
-1,774 |
|
| Castleview Partners LLC |
241 |
*New |
2023-12-31 |
3,060 |
$73,000 |
3,060 |
|
| DEUTSCHE BANK AG |
3338 |
- |
2023-12-31 |
1,625 |
$39,000 |
0 |
|
| ROYAL BANK OF CANADA |
5429 |
- |
2023-12-31 |
1,471 |
$35,000 |
531 |
|
| HARBOUR INVESTMENTS INC. |
1717 |
- |
2023-12-31 |
1,132 |
$27,000 |
-361 |
|
| Independence Bank of Kentucky |
374 |
- |
2024-03-31 |
1,000 |
$26,000 |
0 |
|
| EverSource Wealth Advisors LLC |
1147 |
- |
2023-12-31 |
1,040 |
$25,000 |
0 |
|
| PRIVATE TRUST CO NA |
|
- |
2023-12-31 |
1,000 |
$24,000 |
0 |
|
| PNC FINANCIAL SERVICES GROUP INC |
3316 |
- |
2023-12-31 |
996 |
$24,000 |
0 |
|
| FMR LLC |
3800 |
- |
2023-12-31 |
825 |
$20,000 |
247 |
|
| Steward Partners Investment Advisory LLC |
2421 |
- |
2023-12-31 |
812 |
$19,000 |
-255 |
|
| Capital Advisors Ltd. LLC |
612 |
- |
2024-03-31 |
647 |
$17,000 |
0 |
|
| Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
663 |
$16,000 |
0 |
|
| Financial Perspectives Inc |
458 |
- |
2024-03-31 |
401 |
$10,000 |
3 |
|
| SUMMIT INVESTMENT ADVISORS INC |
2907 |
- |
2023-12-31 |
305 |
$7,000 |
-25 |
|
| CoreFirst Bank & Trust |
326 |
- |
2023-12-31 |
300 |
$7,000 |
0 |
|
| Qube Research & Technologies Ltd |
3259 |
- |
2023-12-31 |
235 |
$6,000 |
0 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2924 |
*New |
2023-12-31 |
100 |
$2,000 |
100 |
|
| Ahrens Investment Partners LLC |
872 |
*New |
2023-03-31 |
106 |
$2,000 |
106 |
|
| Goss Wealth Management LLC |
3514 |
*Closed |
2023-12-31 |
0 |
$0 |
-323 |
|
| CWM LLC |
4333 |
*Closed |
2024-03-31 |
0 |
$0 |
-144 |
|
| PROEQUITIES INC. |
3463 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6002 |
*Closed |
2023-12-31 |
0 |
$0 |
-16,854 |
|
| DHJJ Financial Advisors Ltd. |
693 |
- |
2024-03-31 |
18 |
$0 |
0 |
|
| IFP Advisors Inc |
3181 |
*Closed |
2023-12-31 |
0 |
$0 |
-897 |
|
| Core Wealth Advisors Inc. |
273 |
- |
2023-12-31 |
2 |
$0 |
0 |
|
| Private Ocean LLC |
557 |
*Closed |
2024-03-31 |
0 |
$0 |
-10 |
|
| Raleigh Capital Management Inc. |
1163 |
- |
2023-12-31 |
20 |
$0 |
0 |
|
|
46 Records found
|
1
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