|
Institutional
Holders
Total
Institutions:
|
39 1 |
|
Total
shares held :
|
2,286,338 |
|
% of shares
held :
|
53.8% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
3 |
|
Amount
of shares held :
|
137,398 |
|
% of shares
held change :
|
3.23% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$21.90 |
|
Last
Quarter's Ending
Price :
|
$23.07 |
|
Last
Quarter's Average
Price :
|
$22.22 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
2.54 (11.43%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
KESTRA PRIVATE WEALTH SERVICES LLC |
137 |
- |
2024-03-31 |
332,698 |
$7,960,000 |
11,003 |
|
CENTAURUS FINANCIAL INC. |
45 |
- |
2023-12-31 |
260,093 |
$6,000,000 |
14,765 |
|
Drake & Associates LLC |
16 |
- |
2024-03-31 |
250,573 |
$5,995,000 |
22,362 |
|
Tower Wealth Partners Inc. |
10 |
- |
2024-03-31 |
210,132 |
$5,027,000 |
3,606 |
|
Ameritas Advisory Services LLC |
91 |
- |
2023-12-31 |
187,861 |
$4,333,000 |
-104,128 |
|
BANK OF AMERICA CORP /DE/ |
3324 |
- |
2023-12-31 |
113,917 |
$2,628,000 |
-12,135 |
|
WELLS FARGO & CO/MN |
2423 |
- |
2024-03-31 |
104,298 |
$2,495,000 |
-31,530 |
|
USAdvisors Wealth Management LLC |
40 |
- |
2024-03-31 |
88,340 |
$2,102,000 |
-3,762 |
|
AMERIPRISE FINANCIAL INC |
2793 |
- |
2023-12-31 |
87,542 |
$2,020,000 |
13,569 |
|
Kestra Advisory Services LLC |
788 |
- |
2023-12-31 |
86,044 |
$1,985,000 |
2,109 |
|
SILVER OAK SECURITIES Inc |
86 |
- |
2024-03-31 |
72,225 |
$1,728,000 |
-3,032 |
|
ATRIA INVESTMENTS LLC |
658 |
*New |
2023-12-31 |
74,229 |
$1,712,000 |
74,229 |
|
Empirical Asset Management LLC |
24 |
- |
2024-03-31 |
71,012 |
$1,699,000 |
-2,936 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1390 |
- |
2024-03-31 |
68,220 |
$1,632,000 |
-2,315 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1956 |
- |
2024-03-31 |
62,050 |
$1,485,000 |
-10,095 |
|
Sachetta LLC |
24 |
- |
2024-03-31 |
60,942 |
$1,406,000 |
0 |
|
LPL FINANCIAL CORP |
2858 |
- |
2024-03-31 |
57,617 |
$1,378,000 |
7,165 |
|
UBS Group AG |
3265 |
- |
2023-12-31 |
52,820 |
$1,219,000 |
-918 |
|
RDA Financial Network |
69 |
- |
2024-03-31 |
50,447 |
$1,207,000 |
1,602 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
50,380 |
$1,162,000 |
50,380 |
|
Advisor Group Holdings Inc. |
2297 |
- |
2024-03-31 |
42,602 |
$1,019,000 |
-144 |
|
Cetera Investment Advisers |
1277 |
- |
2023-12-31 |
31,908 |
$736,000 |
11,328 |
|
MORGAN STANLEY |
5089 |
- |
2023-12-31 |
22,934 |
$529,000 |
-8,387 |
|
OxenFree Capital LLC |
31 |
- |
2024-03-31 |
19,266 |
$461,000 |
1,346 |
|
ENVESTNET ASSET MANAGEMENT INC |
3396 |
- |
2023-12-31 |
18,383 |
$424,000 |
-110 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2622 |
- |
2024-03-31 |
17,327 |
$415,000 |
-1,456 |
|
MARINER WEALTH ADVISORS, LLC |
2464 |
- |
2023-12-31 |
11,232 |
$259,000 |
-385 |
|
J P MORGAN CHASE & CO |
4121 |
- |
2024-03-31 |
9,954 |
$238,000 |
0 |
|
Curtis Advisory Group LLC |
90 |
*New |
2024-03-31 |
9,236 |
$221,000 |
9,236 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1599 |
- |
2023-09-30 |
10,053 |
$220,000 |
0 |
|
Hilltop National Bank |
429 |
- |
2024-03-31 |
2,318 |
$55,000 |
0 |
|
PROVENCE WEALTH MANAGEMENT GROUP |
233 |
- |
2023-12-31 |
1,531 |
$35,000 |
-421 |
|
Sugarloaf Wealth Management LLC |
351 |
- |
2024-03-31 |
1,280 |
$31,000 |
0 |
|
Atlantic Edge Private Wealth Management LLC |
252 |
- |
2024-03-31 |
838 |
$20,000 |
0 |
|
BDO Wealth Advisors LLC |
575 |
- |
2023-06-30 |
838 |
$19,000 |
0 |
|
US BANCORP |
3138 |
- |
2024-03-31 |
649 |
$16,000 |
0 |
|
Bell Investment Advisors Inc |
466 |
- |
2024-03-31 |
575 |
$14,000 |
179 |
|
Ronald Blue Trust Inc. |
1398 |
*New |
2024-03-31 |
485 |
$12,000 |
485 |
|
ROYAL BANK OF CANADA |
5821 |
- |
2023-12-31 |
350 |
$8,000 |
0 |
|
TRUST CO OF VERMONT |
708 |
*New |
2024-03-31 |
329 |
$8,000 |
329 |
|
FIRST MANHATTAN CO |
1152 |
- |
2023-12-31 |
293 |
$7,000 |
-4 |
|
IFP Advisors Inc |
2318 |
- |
2023-12-31 |
274 |
$6,000 |
3 |
|
NATIONAL BANK OF CANADA /FI/ |
2168 |
- |
2023-12-31 |
162 |
$4,000 |
-39 |
|
JANE STREET GROUP LLC |
5428 |
*Closed |
2023-12-31 |
0 |
$0 |
-41,909 |
|
PROEQUITIES INC. |
4699 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
OLD MISSION CAPITAL LLC |
989 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,105 |
|
Sound Income Strategies LLC |
1314 |
*Closed |
2024-03-31 |
0 |
$0 |
-526 |
|
Scarborough Advisors LLC |
641 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,471 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6424 |
*Closed |
2024-03-31 |
0 |
$0 |
-16,900 |
|
FLOW TRADERS U.S. LLC |
1172 |
*Closed |
2023-12-31 |
0 |
$0 |
-21,724 |
|
|
50 Records found
|
1
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