| |
Institutional
Holders
Total
Institutions:
 |
165  3 |
|
|
Total
shares held :
|
21,319,661 |
|
|
% of shares
held :
|
21.04% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -3 |
|
|
Amount
of shares held :
|
-118,151 |
|
|
% of shares
held change :
|
-0.12% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$11.71 |
|
|
Last
Quarter's Ending
Price :
|
$12.24 |
|
|
Last
Quarter's Average
Price :
|
$11.51 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
1.05 (9.12%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  COHEN & STEERS INC |
146 |
- |
2023-12-31 |
348,993 |
$4,272,000 |
0 |
|
| FIERA SCEPTRE INC. |
364 |
- |
2023-12-31 |
83,707 |
$1,025,000 |
0 |
|
| HPM Partners LLC |
|
- |
2023-12-31 |
51,400 |
$629,000 |
0 |
|
| PIN OAK INVESTMENT ADVISORS INC |
39 |
- |
2023-12-31 |
42,565 |
$521,000 |
0 |
|
| Capstone Financial Advisors Inc. |
91 |
- |
2023-12-31 |
34,224 |
$419,000 |
0 |
|
| TIEDEMANN WEALTH MANAGEMENT, LLC |
185 |
- |
2023-09-30 |
35,329 |
$414,000 |
0 |
|
| PARSONS CAPITAL MANAGEMENT INC/RI |
342 |
- |
2024-03-31 |
31,200 |
$396,000 |
0 |
|
| GHE LLC |
45 |
- |
2023-12-31 |
21,600 |
$264,000 |
0 |
|
| Capital Investment Advisors LLC |
511 |
- |
2024-03-31 |
20,750 |
$264,000 |
0 |
|
| COMERICA BANK |
2168 |
- |
2023-12-31 |
20,252 |
$248,000 |
0 |
|
| WETHERBY ASSET MANAGEMENT INC |
791 |
- |
2023-12-31 |
20,000 |
$245,000 |
0 |
|
| Next Level Private LLC |
112 |
- |
2024-03-31 |
18,550 |
$236,000 |
0 |
|
| RFG Advisory Group LLC |
669 |
- |
2024-03-31 |
17,355 |
$220,000 |
0 |
|
| Future Financial Wealth Managment LLC |
107 |
- |
2024-03-31 |
16,650 |
$211,000 |
0 |
|
| Streettalk Advisors LLC |
402 |
- |
2023-12-31 |
16,000 |
$196,000 |
0 |
|
| InterOcean Capital Group LLC |
435 |
- |
2023-12-31 |
14,200 |
$174,000 |
0 |
|
| Parkside Investments LLC |
90 |
- |
2024-03-31 |
12,000 |
$152,000 |
0 |
|
| DORSEY & WHITNEY TRUST CO LLC |
589 |
- |
2023-12-31 |
11,250 |
$138,000 |
0 |
|
| Feltz Wealth PLAN Inc. |
304 |
- |
2023-12-31 |
10,899 |
$133,000 |
0 |
|
| IWAMOTO KONG & CO INC |
148 |
- |
2023-12-31 |
10,800 |
$132,000 |
0 |
|
| Vivaldi Capital Management LLC |
216 |
- |
2023-12-31 |
10,100 |
$127,000 |
0 |
|
| MILESTONE GROUP INC |
213 |
- |
2023-12-31 |
6,056 |
$74,000 |
0 |
|
| PNC FINANCIAL SERVICES GROUP INC |
2832 |
- |
2023-12-31 |
5,204 |
$64,000 |
0 |
|
| HIGHLANDER CAPITAL MANAGEMENT, LLC |
|
- |
2023-12-31 |
4,800 |
$59,000 |
0 |
|
| Spire Wealth Management |
1209 |
- |
2024-03-31 |
4,000 |
$51,000 |
0 |
|
| Lindbrook Capital LLC |
825 |
- |
2024-03-31 |
3,500 |
$44,000 |
0 |
|
| PROEQUITIES INC. |
1417 |
- |
2023-12-31 |
2,000 |
$24,000 |
0 |
|
| Carmichael Hill & Associates Inc. |
409 |
- |
2024-03-31 |
1,650 |
$21,000 |
0 |
|
| BENJAMIN EDWARDS INC |
537 |
- |
2023-12-31 |
1,375 |
$17,000 |
0 |
|
| Beacon Capital Management LLC |
468 |
- |
2023-12-31 |
1,000 |
$12,000 |
0 |
|
| RFP Financial Group LLC |
364 |
- |
2023-12-31 |
1,000 |
$12,000 |
0 |
|
| ARMSTRONG ADVISORY GROUP INC |
570 |
- |
2024-03-31 |
782 |
$10,000 |
0 |
|
| Global Retirement Partners LLC |
2267 |
- |
2024-03-31 |
556 |
$7,000 |
0 |
|
| ANCORA ADVISORS, LLC |
1306 |
- |
2023-12-31 |
500 |
$6,000 |
0 |
|
| ST GERMAIN D J CO INC |
647 |
- |
2024-03-31 |
245 |
$3,000 |
0 |
|
| Efficient Wealth Management LLC |
|
- |
2023-12-31 |
112 |
$1,000 |
0 |
|
| Sound Income Strategies LLC |
1167 |
- |
2024-03-31 |
100 |
$1,000 |
0 |
|
|
37 Records found
|
1
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