| |
Institutional
Holders
Total
Institutions:
 |
 0 |
|
|
Total
shares held :
|
0 |
|
|
% of shares
held :
|
0% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
|
Amount
of shares held :
|
0 |
|
|
% of shares
held change :
|
0% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$7.91 |
|
|
Last
Quarter's Ending
Price :
|
$9.52 |
|
|
Last
Quarter's Average
Price :
|
$8.66 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 0.52 (6%) |
|
|
|
|
|
|
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|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  VANGUARD GROUP INC |
3239 |
- |
2024-03-31 |
631,786 |
$5,844,000 |
-8,120 |
|
| NORTHERN TRUST CORP |
2691 |
- |
2023-12-31 |
370,457 |
$3,527,000 |
89,752 |
|
| MORGAN STANLEY |
4139 |
- |
2023-12-31 |
326,759 |
$3,111,000 |
44,599 |
|
| STATE STREET CORP |
3166 |
- |
2023-12-31 |
175,112 |
$1,667,000 |
0 |
|
| LEGAL & GENERAL GROUP PLC |
2242 |
- |
2023-12-31 |
96,700 |
$921,000 |
47,200 |
|
| THORNBURG INVESTMENT MANAGEMENT INC |
177 |
- |
2023-12-31 |
95,092 |
$899,000 |
7,608 |
|
| RAYMOND JAMES & ASSOCIATES |
2683 |
- |
2024-03-31 |
90,975 |
$842,000 |
-2,757 |
|
| Crossmark Global Holdings Inc. |
945 |
- |
2023-12-31 |
40,819 |
$389,000 |
-9,033 |
|
| Congress Wealth Management LLC / DE / |
488 |
- |
2024-03-31 |
37,570 |
$348,000 |
1,728 |
|
| NATIXIS ASSET MANAGEMENT ADVISORS LP |
1473 |
- |
2024-03-31 |
33,458 |
$309,000 |
4,451 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4107 |
- |
2024-03-31 |
30,343 |
$281,000 |
0 |
|
| DIMENSIONAL FUND ADVISORS INC |
3177 |
- |
2024-03-31 |
24,031 |
$222,000 |
0 |
|
| NewEdge Wealth LLC |
772 |
- |
2024-03-31 |
23,357 |
$186,000 |
5,694 |
|
| CLEARBRIDGE ADVISORS LLC |
743 |
*New |
2023-12-31 |
17,873 |
$170,000 |
17,873 |
|
| Vestmark Advisory Solutions Inc. |
498 |
- |
2023-12-31 |
17,663 |
$168,000 |
249 |
|
| BANK OF AMERICA CORP /DE/ |
5100 |
- |
2023-12-31 |
17,352 |
$165,000 |
323 |
|
| ADVISOR PARTNERS II LLC |
1202 |
- |
2023-09-30 |
19,280 |
$158,000 |
985 |
|
| LPL FINANCIAL CORP |
4505 |
- |
2024-03-31 |
14,725 |
$136,000 |
112 |
|
| Pathstone Holdings LLC |
2118 |
- |
2023-12-31 |
13,468 |
$128,000 |
0 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3891 |
- |
2023-12-31 |
13,155 |
$125,000 |
303 |
|
| Veriti Management LLC |
778 |
- |
2024-03-31 |
11,257 |
$104,000 |
680 |
|
| Retirement Planning Co of New England Inc. |
214 |
- |
2024-03-31 |
11,795 |
$98,000 |
-561 |
|
| PNC FINANCIAL SERVICES GROUP INC |
2830 |
- |
2024-03-31 |
7,395 |
$68,000 |
39 |
|
| SPX Equities Gestao de Recursos Ltda |
61 |
- |
2023-12-31 |
4,189 |
$40,000 |
100 |
|
| FMR LLC |
3496 |
- |
2023-12-31 |
3,852 |
$37,000 |
1,467 |
|
| BLACKROCK INC. |
4645 |
- |
2024-03-31 |
3,385 |
$31,000 |
392 |
|
| RHUMBLINE ADVISERS |
3701 |
- |
2024-03-31 |
2,385 |
$22,000 |
-159 |
|
| ROYAL BANK OF CANADA |
5627 |
- |
2023-12-31 |
1,959 |
$19,000 |
4 |
|
| CWM LLC |
3452 |
- |
2024-03-31 |
886 |
$8,000 |
84 |
|
| US BANCORP |
3573 |
- |
2024-03-31 |
316 |
$3,000 |
0 |
|
| QUADRANT CAPITAL GROUP LLC |
2433 |
- |
2023-12-31 |
240 |
$2,000 |
0 |
|
| Spire Wealth Management |
2069 |
- |
2024-03-31 |
229 |
$2,000 |
0 |
|
| GAMMA Investing LLC |
2773 |
- |
2024-03-31 |
192 |
$2,000 |
90 |
|
| J P MORGAN CHASE & CO |
5258 |
- |
2024-03-31 |
181 |
$2,000 |
-3 |
|
| FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
857 |
*New |
2024-03-31 |
102 |
$1,000 |
102 |
|
| FIFTH THIRD BANCORP |
2298 |
- |
2024-03-31 |
132 |
$1,000 |
0 |
|
| Qube Research & Technologies Ltd |
3483 |
- |
2023-12-31 |
59 |
$1,000 |
0 |
|
| Farther Finance Advisors LLC |
2973 |
- |
2023-12-31 |
87 |
$1,000 |
0 |
|
| ADVISORY SERVICES NETWORK, LLC |
1705 |
*Closed |
2024-03-31 |
0 |
$0 |
-47 |
|
| O SHAUGHNESSY ASSET MANAGEMENT LLC |
1710 |
*New |
2023-12-31 |
38 |
$0 |
38 |
|
| PROEQUITIES INC. |
3121 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| Arden Trust Co |
255 |
*Closed |
2024-03-31 |
0 |
$0 |
-13,765 |
|
| JANE STREET GROUP LLC |
5468 |
*Closed |
2023-12-31 |
0 |
$0 |
-59,396 |
|
| Glassman Wealth Services |
1352 |
*Closed |
2024-03-31 |
0 |
$0 |
-48 |
|
| PRINCIPAL SECURITIES INC. |
3244 |
- |
2024-03-31 |
15 |
$0 |
0 |
|
| WELLS FARGO & CO/MN |
6794 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| MONTAG A & ASSOCIATES INC |
996 |
*Closed |
2024-03-31 |
0 |
$0 |
-124 |
|
| Balentine LLC |
618 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,350 |
|
| Ronald Blue Trust Inc. |
2761 |
*Closed |
2024-03-31 |
0 |
$0 |
-109 |
|
| UBS Group AG |
8598 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,455 |
|
|
50 Records found
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1
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