|
Institutional
Holders
Total
Institutions:
|
291 9 |
|
Total
shares held :
|
30,908,314 |
|
% of shares
held :
|
10.75% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-20 |
|
Amount
of shares held :
|
-704,988 |
|
% of shares
held change :
|
-0.25% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$9.14 |
|
Last
Quarter's Ending
Price :
|
$8.48 |
|
Last
Quarter's Average
Price :
|
$9.03 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.01 (0.11%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
MORGAN STANLEY |
1940 |
- |
2023-12-31 |
4,797,087 |
$40,679,000 |
-534,454 |
|
American Financial Advisors LLC |
16 |
- |
2024-03-31 |
1,963,185 |
$17,806,000 |
-64,390 |
|
LPL FINANCIAL CORP |
1044 |
- |
2024-03-31 |
1,771,146 |
$16,064,000 |
116,457 |
|
ROYAL BANK OF CANADA |
1242 |
- |
2023-12-31 |
1,770,587 |
$15,014,000 |
-252,907 |
|
Baird Financial Group Inc. |
422 |
- |
2023-12-31 |
1,375,597 |
$11,665,000 |
25,355 |
|
Bay Colony Advisory Group Inc d/b/a Bay Colony Adv |
11 |
- |
2024-03-31 |
1,169,092 |
$10,604,000 |
142,074 |
|
HARTLINE INVESTMENT CORP/ |
11 |
*New |
2024-03-31 |
1,169,092 |
$10,604,000 |
1,169,092 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
846 |
- |
2024-03-31 |
962,646 |
$8,731,000 |
69,301 |
|
BANK OF AMERICA CORP /DE/ |
2519 |
- |
2023-12-31 |
994,910 |
$8,437,000 |
78,820 |
|
Advisor Group Holdings Inc. |
772 |
- |
2024-03-31 |
905,898 |
$8,217,000 |
-56,208 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
539 |
- |
2024-03-31 |
866,828 |
$7,862,000 |
-84,249 |
|
Apollon Wealth Management LLC |
80 |
- |
2024-03-31 |
813,415 |
$7,378,000 |
74,705 |
|
UBS Group AG |
1999 |
- |
2023-12-31 |
588,337 |
$4,989,000 |
-64,155 |
|
RAYMOND JAMES & ASSOCIATES |
1664 |
- |
2024-03-31 |
490,187 |
$4,446,000 |
-2,858 |
|
JANNEY MONTGOMERY SCOTT LLC |
805 |
- |
2024-03-31 |
489,877 |
$4,443,000 |
49,111 |
|
MULTIFINANCIAL SECURITIES CORP |
325 |
- |
2023-12-31 |
483,617 |
$4,101,000 |
-245,374 |
|
N.E.W. Advisory Services LLC |
37 |
- |
2024-03-31 |
446,233 |
$4,047,000 |
1,383 |
|
J.W. COLE ADVISORS INC. |
121 |
- |
2024-03-31 |
418,213 |
$3,793,000 |
21,371 |
|
Ahrens Investment Partners LLC |
14 |
- |
2023-03-31 |
329,290 |
$3,629,000 |
-67,400 |
|
ADVISORY SERVICES NETWORK, LLC |
290 |
- |
2024-03-31 |
399,305 |
$3,622,000 |
-24,963 |
|
FINANCIAL NETWORK |
729 |
- |
2023-12-31 |
415,454 |
$3,523,000 |
-16,213 |
|
Global Assets Advisory LLC |
117 |
*New |
2024-03-31 |
29,733 |
$3,293,000 |
29,733 |
|
GSB Wealth Management LLC |
42 |
- |
2024-03-31 |
300,379 |
$2,724,000 |
-2,851 |
|
Foundations Investment Advisors LLC |
202 |
- |
2023-12-31 |
284,936 |
$2,582,000 |
191,663 |
|
FIRST HEARTLAND CONSULTANTS INC |
92 |
- |
2024-03-31 |
280,752 |
$2,546,000 |
22,577 |
|
Sound View Wealth Advisors Group LLC |
89 |
- |
2024-03-31 |
274,344 |
$2,488,000 |
-6,919 |
|
Sowell Financial Services LLC |
200 |
- |
2024-03-31 |
250,000 |
$2,284,000 |
137,200 |
|
Stratos Wealth Advisors LLC |
208 |
- |
2024-03-31 |
204,237 |
$1,852,000 |
16,490 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1714 |
- |
2024-03-31 |
186,146 |
$1,688,000 |
-79 |
|
WELLS FARGO & CO/MN |
2721 |
- |
2024-03-31 |
176,412 |
$1,600,000 |
106,067 |
|
Private Advisor Group LLC |
919 |
- |
2024-03-31 |
174,599 |
$1,584,000 |
-8,867 |
|
Cetera Investment Advisers |
893 |
- |
2023-12-31 |
182,971 |
$1,552,000 |
-190,478 |
|
BARTLETT & CO. WEALTH MANAGEMENT LLC |
225 |
- |
2024-03-31 |
160,656 |
$1,468,000 |
0 |
|
WOLVERINE ASSET MANAGEMENT LLC |
218 |
*New |
2023-12-31 |
165,186 |
$1,401,000 |
165,186 |
|
BARTLETT & CO. LLC |
241 |
- |
2023-12-31 |
160,656 |
$1,373,000 |
0 |
|
Rockefeller Capital Management L.P. |
1041 |
- |
2023-12-31 |
160,250 |
$1,359,000 |
19,992 |
|
Kestra Advisory Services LLC |
979 |
- |
2023-12-31 |
156,088 |
$1,324,000 |
51,698 |
|
DAVIDSON D A & CO |
618 |
- |
2023-12-31 |
155,643 |
$1,320,000 |
-2,662 |
|
Vivaldi Capital Management LLC |
72 |
- |
2023-12-31 |
152,219 |
$1,317,000 |
-62,612 |
|
Truadvice LLC |
60 |
- |
2023-09-30 |
142,631 |
$1,287,000 |
-770 |
|
MML INVESTORS SERVICES LLC |
1261 |
- |
2023-12-31 |
135,980 |
$1,153,000 |
1,023 |
|
Owen LaRue LLC |
25 |
- |
2023-12-31 |
132,386 |
$1,123,000 |
-34,553 |
|
IHT Wealth Management LLC |
367 |
- |
2023-12-31 |
126,338 |
$1,071,000 |
-177,286 |
|
STOCK YARDS BANK & TRUST CO |
218 |
- |
2024-03-31 |
117,075 |
$1,062,000 |
83,686 |
|
Atria Wealth Solutions Inc. |
828 |
- |
2023-12-31 |
124,370 |
$1,056,000 |
8,048 |
|
SCOTIA CAPITAL INC. |
446 |
- |
2023-12-31 |
121,962 |
$1,034,000 |
8,216 |
|
Foguth Wealth Management LLC. |
43 |
- |
2024-03-31 |
110,789 |
$1,005,000 |
0 |
|
Signal Advisors Wealth LLC |
90 |
- |
2024-03-31 |
110,790 |
$1,005,000 |
3,461 |
|
Carl P. Sherr & Co. LLC |
45 |
- |
2024-03-31 |
109,530 |
$993,000 |
-3,198 |
|
Shulman DeMeo Asset Management LLC |
32 |
- |
2024-03-31 |
107,332 |
$973,000 |
-547 |
|
AMERIPRISE FINANCIAL INC |
3135 |
- |
2023-12-31 |
110,626 |
$938,000 |
22,536 |
|
CREATIVE PLANNING |
1261 |
- |
2023-12-31 |
110,407 |
$936,000 |
-35,006 |
|
Koshinski Asset Management Inc. |
215 |
- |
2024-03-31 |
102,120 |
$926,000 |
34,363 |
|
DAVENPORT & CO LLC |
624 |
- |
2024-03-31 |
100,284 |
$910,000 |
-14,247 |
|
MAS Advisors LLC |
27 |
- |
2024-03-31 |
97,350 |
$883,000 |
23,858 |
|
ROTHSCHILD INVESTMENT CORP /IL |
210 |
- |
2023-09-30 |
89,289 |
$850,000 |
0 |
|
Clear Creek Financial Management LLC |
174 |
- |
2024-03-31 |
92,733 |
$841,000 |
-9,800 |
|
ENVESTNET ASSET MANAGEMENT INC |
3049 |
- |
2023-12-31 |
94,553 |
$802,000 |
-13,874 |
|
Cresset Asset Management LLC |
978 |
- |
2023-12-31 |
92,372 |
$787,000 |
36,719 |
|
OPPENHEIMER & CO INC |
831 |
- |
2024-03-31 |
86,755 |
$787,000 |
-6,317 |
|
CAPTRUST FINANCIAL ADVISORS |
1432 |
- |
2023-12-31 |
91,262 |
$774,000 |
7,512 |
|
RIVERNORTH CAPITAL MANAGEMENT, INC. |
213 |
*New |
2023-12-31 |
90,413 |
$767,000 |
90,413 |
|
US BANCORP |
1250 |
- |
2024-03-31 |
84,231 |
$764,000 |
1,000 |
|
GEORGIA BENNICAS DBA BENNICAS & ASSOCIATES |
61 |
- |
2022-12-31 |
64,133 |
$721,000 |
-3,062 |
|
Cherry Tree Wealth Management LLC |
72 |
- |
2024-03-31 |
79,355 |
$720,000 |
0 |
|
MARINER WEALTH ADVISORS, LLC |
1722 |
- |
2023-12-31 |
79,708 |
$676,000 |
-12,767 |
|
CI Private Wealth LLC |
1476 |
- |
2024-03-31 |
73,858 |
$670,000 |
16,351 |
|
Legacy Capital Wealth Partners LLC |
54 |
*New |
2024-03-31 |
61,898 |
$654,000 |
61,898 |
|
MONETARY MANAGEMENT GROUP INC |
110 |
- |
2023-12-31 |
76,200 |
$646,000 |
0 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1448 |
- |
2024-03-31 |
69,610 |
$631,000 |
-3,945 |
|
Keystone Financial Group |
147 |
- |
2024-03-31 |
69,045 |
$626,000 |
-1,514 |
|
Goss Wealth Management LLC |
1160 |
- |
2023-12-31 |
72,057 |
$616,000 |
711 |
|
REGIONS FINANCIAL CORP |
562 |
- |
2024-03-31 |
67,539 |
$613,000 |
41,461 |
|
VERUS CAPITAL PARTNERS LLC |
169 |
- |
2024-03-31 |
65,217 |
$592,000 |
4,024 |
|
AVIANCE CAPITAL PARTNERS, LLC |
198 |
- |
2024-03-31 |
63,829 |
$579,000 |
-345 |
|
BROWN ADVISORY HOLDINGS INC |
905 |
*New |
2024-03-31 |
62,652 |
$568,000 |
62,652 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
65,756 |
$558,000 |
20,724 |
|
Alterity Financial Group LLC |
36 |
- |
2023-12-31 |
65,680 |
$557,000 |
1,130 |
|
STIFEL FINANCIAL CORP |
2503 |
- |
2023-12-31 |
65,364 |
$554,000 |
-5,842 |
|
Beacon Pointe Advisors LLC |
846 |
- |
2023-12-31 |
65,114 |
$552,000 |
-7,280 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
763 |
- |
2024-03-31 |
59,307 |
$538,000 |
15,648 |
|
Tortoise Investment Management LLC |
148 |
- |
2024-03-31 |
57,879 |
$525,000 |
-1,163 |
|
ARGI INVESTMENT SERVICES, LLC |
308 |
- |
2022-12-31 |
45,976 |
$517,000 |
41 |
|
PNC FINANCIAL SERVICES GROUP INC |
1518 |
- |
2024-03-31 |
56,535 |
$513,000 |
369 |
|
BB&T CORP |
1922 |
- |
2023-12-31 |
59,464 |
$504,000 |
299 |
|
RDA Financial Network |
129 |
- |
2024-03-31 |
54,463 |
$494,000 |
3,500 |
|
Indie Asset Partners LLC |
38 |
- |
2024-03-31 |
54,112 |
$491,000 |
1,250 |
|
AXXCESS WEALTH MANAGEMENT LLC |
518 |
- |
2023-12-31 |
56,644 |
$480,000 |
-46,233 |
|
Kovack Advisors Inc. |
260 |
- |
2024-03-31 |
52,871 |
$480,000 |
2,177 |
|
Snowden Capital Advisors LLC |
698 |
*New |
2023-12-31 |
56,278 |
$477,000 |
56,278 |
|
Capital Investment Advisory Services LLC |
314 |
- |
2024-03-31 |
50,391 |
$457,000 |
8,513 |
|
Providence First Trust Co |
74 |
- |
2023-12-31 |
52,392 |
$444,000 |
-6,155 |
|
Essex Private Wealth Management LLC |
20 |
- |
2024-03-31 |
48,840 |
$443,000 |
0 |
|
Brookstone Capital Management |
650 |
- |
2024-03-31 |
47,952 |
$435,000 |
11,206 |
|
Novak & Powell Financial Services Inc. |
82 |
- |
2023-12-31 |
51,042 |
$433,000 |
0 |
|
INVESTMENT PARTNERS LTD /OH/ /ADV |
100 |
- |
2024-03-31 |
47,015 |
$426,000 |
443 |
|
WADE G W & INC |
312 |
- |
2023-12-31 |
50,080 |
$425,000 |
-6,379 |
|
Patten Group Inc. |
182 |
- |
2024-03-31 |
46,778 |
$424,000 |
2,921 |
|
FINANCIAL ENGINES ADVISORS L.L.C. |
237 |
- |
2023-12-31 |
49,158 |
$420,000 |
2,789 |
|
PFG Investments LLC |
615 |
*New |
2024-03-31 |
44,818 |
$406,000 |
44,818 |
|
|
100 Records found
|
1
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