|
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 |
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 |
|
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 |
|
Apollon Wealth Management LLC |
80 |
- |
2024-03-31 |
813,415 |
$7,378,000 |
74,705 |
|
JANNEY MONTGOMERY SCOTT LLC |
805 |
- |
2024-03-31 |
489,877 |
$4,443,000 |
49,111 |
|
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 |
|
Foundations Investment Advisors LLC |
202 |
- |
2023-12-31 |
284,936 |
$2,582,000 |
191,663 |
|
Sowell Financial Services LLC |
200 |
- |
2024-03-31 |
250,000 |
$2,284,000 |
137,200 |
|
FIRST HEARTLAND CONSULTANTS INC |
88 |
- |
2023-12-31 |
258,175 |
$2,189,000 |
2,107 |
|
Stratos Wealth Advisors LLC |
208 |
- |
2024-03-31 |
204,237 |
$1,852,000 |
16,490 |
|
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 |
|
MML INVESTORS SERVICES LLC |
1261 |
- |
2023-12-31 |
135,980 |
$1,153,000 |
1,023 |
|
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 |
|
Signal Advisors Wealth LLC |
90 |
- |
2024-03-31 |
110,790 |
$1,005,000 |
3,461 |
|
AMERIPRISE FINANCIAL INC |
3135 |
- |
2023-12-31 |
110,626 |
$938,000 |
22,536 |
|
Cresset Asset Management LLC |
978 |
- |
2023-12-31 |
92,372 |
$787,000 |
36,719 |
|
CAPTRUST FINANCIAL ADVISORS |
1432 |
- |
2023-12-31 |
91,262 |
$774,000 |
7,512 |
|
US BANCORP |
1296 |
- |
2023-12-31 |
83,231 |
$706,000 |
25,990 |
|
MAS Advisors LLC |
29 |
- |
2023-12-31 |
73,492 |
$623,000 |
4,240 |
|
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 |
|
WELLS FARGO & CO/MN |
3233 |
- |
2023-12-31 |
70,345 |
$597,000 |
15,256 |
|
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 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
763 |
- |
2024-03-31 |
59,307 |
$538,000 |
15,648 |
|
ARGI INVESTMENT SERVICES, LLC |
308 |
- |
2022-12-31 |
45,976 |
$517,000 |
41 |
|
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 |
|
CI Private Wealth LLC |
1607 |
- |
2023-12-31 |
57,507 |
$488,000 |
5,979 |
|
Kovack Advisors Inc. |
260 |
- |
2024-03-31 |
52,871 |
$480,000 |
2,177 |
|
Capital Investment Advisory Services LLC |
314 |
- |
2024-03-31 |
50,391 |
$457,000 |
8,513 |
|
Brookstone Capital Management |
650 |
- |
2024-03-31 |
47,952 |
$435,000 |
11,206 |
|
INVESTMENT PARTNERS LTD /OH/ /ADV |
100 |
- |
2024-03-31 |
47,015 |
$426,000 |
443 |
|
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 |
|
Sigma Planning Corp |
844 |
- |
2024-03-31 |
44,364 |
$402,000 |
24,347 |
|
Steward Partners Investment Advisory LLC |
1109 |
- |
2023-12-31 |
45,224 |
$384,000 |
2,653 |
|
Strategic Blueprint LLC |
433 |
- |
2024-03-31 |
41,444 |
$376,000 |
500 |
|
Wealthcare Advisory Partners LLC |
607 |
- |
2024-03-31 |
41,183 |
$374,000 |
4,059 |
|
Equitable Holdings Inc. |
868 |
- |
2023-12-31 |
43,482 |
$369,000 |
1,009 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
2264 |
- |
2023-12-31 |
38,241 |
$324,000 |
38,241 |
|
Resolute Wealth Strategies LLC |
66 |
- |
2023-12-31 |
36,732 |
$311,000 |
798 |
|
Royal Fund Management LLC |
220 |
- |
2024-03-31 |
33,808 |
$307,000 |
897 |
|
WESBANCO BANK INC |
492 |
- |
2024-03-31 |
32,545 |
$295,000 |
2,665 |
|
Gladstone Institutional Advisory LLC |
531 |
- |
2023-12-31 |
34,080 |
$289,000 |
22,320 |
|
VIRTU FINANCIAL LLC |
642 |
- |
2023-12-31 |
32,338 |
$274,000 |
32,338 |
|
HARBOUR INVESTMENTS INC. |
741 |
- |
2023-12-31 |
31,819 |
$270,000 |
1,136 |
|
GILL CAPITAL PARTNERS LLC |
94 |
- |
2023-12-31 |
30,300 |
$257,000 |
2,595 |
|
BANK OF MONTREAL /CAN/ |
2493 |
- |
2023-12-31 |
28,509 |
$242,000 |
6,559 |
|
Ausdal Financial Partners Inc. |
409 |
- |
2024-03-31 |
26,631 |
$242,000 |
158 |
|
Imprint Wealth LLC |
137 |
- |
2023-12-31 |
28,074 |
$240,000 |
799 |
|
HOERTKORN RICHARD CHARLES |
39 |
- |
2024-03-31 |
25,650 |
$233,000 |
1,500 |
|
SUNCOAST EQUITY MANAGEMENT |
66 |
- |
2024-03-31 |
25,290 |
$229,000 |
174 |
|
CWM LLC |
1443 |
- |
2024-03-31 |
24,895 |
$226,000 |
15,090 |
|
CRA Financial Services LLC |
229 |
- |
2024-03-31 |
23,001 |
$209,000 |
69 |
|
DONALDSON CAPITAL MANAGEMENT LLC |
205 |
- |
2024-03-31 |
20,777 |
$188,000 |
449 |
|
Sontag Advisory LLC |
620 |
- |
2023-12-31 |
20,954 |
$178,000 |
90 |
|
Accurate Wealth Management LLC |
281 |
- |
2024-03-31 |
19,035 |
$168,000 |
211 |
|
HBK SORCE ADVISORY LLC |
|
- |
2023-12-31 |
18,439 |
$156,000 |
369 |
|
Colonial Trust Co / SC |
320 |
- |
2023-12-31 |
17,497 |
$148,000 |
5,000 |
|
Iron Financial LLC |
96 |
- |
2024-03-31 |
15,413 |
$140,000 |
334 |
|
SMI Advisory Services LLC |
52 |
- |
2024-03-31 |
14,634 |
$132,000 |
213 |
|
Horst & Graben Wealth Management LLC |
143 |
- |
2024-03-31 |
14,091 |
$128,000 |
305 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1675 |
- |
2023-12-31 |
15,078 |
$128,000 |
1,050 |
|
ANNEX ADVISORY SERVICES, LLC |
280 |
- |
2024-03-31 |
14,162 |
$128,000 |
2 |
|
PARSEC FINANCIAL MANAGEMENT, INC. |
291 |
- |
2023-03-31 |
11,438 |
$126,000 |
21 |
|
FISHER ASSET MANAGEMENT LLC -- Notable Guru -- |
968 |
- |
2023-12-31 |
14,616 |
$124,000 |
4,189 |
|
RFG Advisory Group LLC |
700 |
- |
2024-03-31 |
13,167 |
$119,000 |
14 |
|
PROEQUITIES INC. |
870 |
- |
2024-03-31 |
12,331 |
$113,000 |
53 |
|
Allied Investment Advisors LLC |
68 |
- |
2024-03-31 |
11,650 |
$106,000 |
11,650 |
|
Vivid Wealth Management LLC |
71 |
- |
2024-03-31 |
10,483 |
$95,000 |
91 |
|
Sheaff Brock Investment Advisors LLC |
453 |
- |
2023-12-31 |
10,851 |
$92,000 |
5 |
|
HANSON MCCLAIN, INC. |
1046 |
- |
2024-03-31 |
9,990 |
$91,000 |
600 |
|
Integrated Advisors Network LLC |
643 |
- |
2023-12-31 |
10,526 |
$89,000 |
19 |
|
Global Retirement Partners LLC |
1344 |
- |
2024-03-31 |
6,310 |
$57,000 |
30 |
|
Koesten Hirschmann & Crabtree INC. |
63 |
- |
2023-12-31 |
6,300 |
$53,000 |
1,000 |
|
AdvisorNet Financial Inc |
1006 |
- |
2024-03-31 |
2,733 |
$25,000 |
33 |
|
IAG Wealth Partners LLC |
278 |
- |
2024-03-31 |
1,570 |
$14,000 |
700 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
797 |
- |
2023-12-31 |
772 |
$7,000 |
17 |
|
SIGNATUREFD, LLC |
2599 |
- |
2024-03-31 |
410 |
$4,000 |
204 |
|
TFC Financial Management |
466 |
- |
2024-03-31 |
274 |
$2,000 |
3 |
|
FMR LLC |
5585 |
- |
2023-12-31 |
4 |
$0 |
2 |
|
|
87 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|