|
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 |
|
ROYAL BANK OF CANADA |
1242 |
- |
2023-12-31 |
1,770,587 |
$15,014,000 |
-252,907 |
|
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 |
|
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 |
|
MULTIFINANCIAL SECURITIES CORP |
325 |
- |
2023-12-31 |
483,617 |
$4,101,000 |
-245,374 |
|
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 |
|
GSB Wealth Management LLC |
42 |
- |
2024-03-31 |
300,379 |
$2,724,000 |
-2,851 |
|
Sound View Wealth Advisors Group LLC |
89 |
- |
2024-03-31 |
274,344 |
$2,488,000 |
-6,919 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1714 |
- |
2024-03-31 |
186,146 |
$1,688,000 |
-79 |
|
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 |
|
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 |
|
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 |
|
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 |
|
CREATIVE PLANNING |
1261 |
- |
2023-12-31 |
110,407 |
$936,000 |
-35,006 |
|
DAVENPORT & CO LLC |
624 |
- |
2024-03-31 |
100,284 |
$910,000 |
-14,247 |
|
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 |
|
OPPENHEIMER & CO INC |
831 |
- |
2024-03-31 |
86,755 |
$787,000 |
-6,317 |
|
GEORGIA BENNICAS DBA BENNICAS & ASSOCIATES |
61 |
- |
2022-12-31 |
64,133 |
$721,000 |
-3,062 |
|
MARINER WEALTH ADVISORS, LLC |
1722 |
- |
2023-12-31 |
79,708 |
$676,000 |
-12,767 |
|
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 |
|
AVIANCE CAPITAL PARTNERS, LLC |
198 |
- |
2024-03-31 |
63,829 |
$579,000 |
-345 |
|
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 |
|
Tortoise Investment Management LLC |
148 |
- |
2024-03-31 |
57,879 |
$525,000 |
-1,163 |
|
AXXCESS WEALTH MANAGEMENT LLC |
518 |
- |
2023-12-31 |
56,644 |
$480,000 |
-46,233 |
|
Providence First Trust Co |
74 |
- |
2023-12-31 |
52,392 |
$444,000 |
-6,155 |
|
WADE G W & INC |
312 |
- |
2023-12-31 |
50,080 |
$425,000 |
-6,379 |
|
INTL FCSTONE INC. |
233 |
- |
2024-03-31 |
38,982 |
$356,000 |
-1,609 |
|
AE Wealth Management LLC |
1638 |
- |
2023-12-31 |
38,179 |
$337,000 |
-3,036 |
|
DANA INVESTMENT ADVISORS INC |
371 |
- |
2023-12-31 |
37,557 |
$318,000 |
-599 |
|
COHEN & STEERS INC |
306 |
- |
2023-12-31 |
36,894 |
$313,000 |
-41,000 |
|
COMERICA BANK |
2092 |
- |
2023-12-31 |
35,470 |
$301,000 |
-5,098 |
|
Semus Wealth Partners LLC |
99 |
- |
2024-03-31 |
28,784 |
$261,000 |
-3,626 |
|
Stratos Wealth Partners LTD. |
1148 |
- |
2024-03-31 |
28,243 |
$256,000 |
-2,300 |
|
GILL CAPITAL PARTNERS LLC |
102 |
- |
2024-03-31 |
27,949 |
$243,000 |
-2,351 |
|
AFFINIA FINANCIAL GROUP LLC |
33 |
- |
2023-06-30 |
22,000 |
$223,000 |
-19,000 |
|
CUTTER & CO BROKERAGE INC |
184 |
- |
2024-03-31 |
20,900 |
$190,000 |
-4,000 |
|
HERON FINANCIAL GROUP LLC |
142 |
- |
2023-06-30 |
16,171 |
$169,000 |
-47 |
|
TrueWealth Advisors LLC |
208 |
- |
2024-03-31 |
18,307 |
$166,000 |
-2,833 |
|
Orion Portfolio Solutions LLC |
1622 |
- |
2024-03-31 |
17,694 |
$160,000 |
-1,614 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
484 |
- |
2024-03-31 |
16,631 |
$151,000 |
-24,327 |
|
MISSION CREEK CAPITAL PARTNERS INC |
221 |
- |
2023-12-31 |
17,415 |
$148,000 |
-3,530 |
|
NICOLET ADVISORY SERVICES LLC |
340 |
- |
2024-03-31 |
16,364 |
$147,000 |
-282 |
|
CoreCap Advisors LLC |
570 |
- |
2023-12-31 |
16,991 |
$144,000 |
-960 |
|
DUBUQUE BANK & TRUST CO |
219 |
- |
2023-09-30 |
14,699 |
$140,000 |
-177 |
|
Merit Financial Group LLC |
832 |
- |
2024-03-31 |
15,792 |
$138,000 |
-11,696 |
|
NorthCrest Asset Manangement LLC |
494 |
- |
2024-03-31 |
13,295 |
$121,000 |
-18,400 |
|
XML Financial LLC |
322 |
- |
2023-12-31 |
14,001 |
$119,000 |
-1,097 |
|
CWA Asset Management Group LLC |
407 |
- |
2023-12-31 |
13,423 |
$114,000 |
-3,080 |
|
FISHER ASSET MANAGEMENT LLC -- Notable Guru -- |
957 |
- |
2024-03-31 |
12,027 |
$109,000 |
-2,589 |
|
Mutual Advisors LLC |
1050 |
- |
2024-03-31 |
11,364 |
$103,000 |
-100 |
|
BLB&B ADVISORS LLC |
275 |
- |
2024-03-31 |
11,212 |
$102,000 |
-4,500 |
|
Integrated Wealth Concepts LLC |
1504 |
- |
2023-12-31 |
11,494 |
$97,000 |
-2,072 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1911 |
- |
2023-12-31 |
11,175 |
$95,000 |
-3,671 |
|
EverSource Wealth Advisors LLC |
668 |
- |
2023-12-31 |
10,885 |
$92,000 |
-15 |
|
COLONIAL ASSET MANAGEMENT, INC. |
300 |
- |
2023-12-31 |
7,025 |
$60,000 |
-5,000 |
|
FIFTH THIRD BANCORP |
1348 |
- |
2024-03-31 |
5,433 |
$49,000 |
-567 |
|
ANCORA ADVISORS, LLC |
907 |
- |
2023-12-31 |
5,500 |
$47,000 |
-199 |
|
PRINCIPAL SECURITIES INC. |
1677 |
- |
2024-03-31 |
4,313 |
$39,000 |
-833 |
|
Geneos Wealth Management Inc. |
1199 |
- |
2024-03-31 |
3,700 |
$34,000 |
-4,712 |
|
Hartland & Co. LLC |
883 |
- |
2023-12-31 |
3,206 |
$27,000 |
-3,258 |
|
IFP Advisors Inc |
1927 |
- |
2023-12-31 |
2,133 |
$18,000 |
-47,461 |
|
First PREMIER Bank |
290 |
- |
2024-03-31 |
2,020 |
$18,000 |
-18,053 |
|
McClarren Financial Advisors Inc. |
173 |
- |
2024-03-31 |
10 |
$16,000 |
-1,647 |
|
Fortis Group Advisors LLC |
293 |
- |
2024-03-31 |
1,500 |
$14,000 |
-1,500 |
|
NBC SECURITIES INC. |
1560 |
- |
2024-03-31 |
1,643 |
$14,000 |
-5,250 |
|
ARCADIA INVESTMENT MANAGEMENT CORP/MI |
281 |
- |
2024-03-31 |
883 |
$8,000 |
-883 |
|
GRADIENT INVESTMENTS LLC |
1033 |
- |
2024-03-31 |
1 |
$0 |
-562 |
|
Winch Advisory Services LLC |
426 |
- |
2023-12-31 |
7 |
$0 |
-927 |
|
|
81 Records found
|
1
|
Page 1 of 1 |
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