|
Institutional
Holders
Total
Institutions:
|
155 1 |
|
Total
shares held :
|
17,887,958 |
|
% of shares
held :
|
28% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-1 |
|
Amount
of shares held :
|
1,708,219 |
|
% of shares
held change :
|
2.67% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$12.02 |
|
Last
Quarter's Ending
Price :
|
$12.33 |
|
Last
Quarter's Average
Price :
|
$12.10 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.91 (7.52%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Cornerstone Advisors LLC |
16 |
- |
2024-03-31 |
2,064,948 |
$26,700,000 |
437,703 |
|
MORGAN STANLEY |
2625 |
- |
2023-12-31 |
1,706,999 |
$21,047,000 |
40,877 |
|
LPL FINANCIAL CORP |
936 |
- |
2024-03-31 |
1,581,327 |
$20,447,000 |
66,809 |
|
INVESCO LTD |
1557 |
- |
2023-12-31 |
1,205,540 |
$14,864,000 |
141,042 |
|
GUGGENHEIM CAPITAL LLC |
244 |
- |
2023-12-31 |
974,713 |
$12,018,000 |
61,955 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
847 |
- |
2024-03-31 |
691,886 |
$8,946,000 |
23,281 |
|
BANK OF AMERICA CORP /DE/ |
2524 |
- |
2023-12-31 |
675,610 |
$8,330,000 |
30,832 |
|
UBS Group AG |
1640 |
- |
2023-12-31 |
611,563 |
$7,541,000 |
-16,161 |
|
PRINCIPAL SECURITIES INC. |
103 |
- |
2024-03-31 |
490,307 |
$6,340,000 |
47,406 |
|
Advisor Group Holdings Inc. |
982 |
- |
2024-03-31 |
420,220 |
$5,434,000 |
-540 |
|
BALANCED WEALTH GROUP LLC |
11 |
- |
2023-12-31 |
424,045 |
$5,228,000 |
0 |
|
ROYAL BANK OF CANADA |
1865 |
- |
2023-12-31 |
410,334 |
$5,060,000 |
-26,862 |
|
RAYMOND JAMES & ASSOCIATES |
1581 |
- |
2024-03-31 |
383,923 |
$4,964,000 |
5,005 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1318 |
- |
2024-03-31 |
305,854 |
$3,955,000 |
-21,745 |
|
FRANKLIN RESOURCES INC |
1120 |
- |
2023-12-31 |
313,032 |
$3,860,000 |
-17,813 |
|
WELLS FARGO & CO/MN |
2129 |
- |
2024-03-31 |
297,931 |
$3,852,000 |
15,676 |
|
LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
98 |
- |
2024-03-31 |
270,591 |
$3,499,000 |
66,705 |
|
SHAKER FINANCIAL SERVICES, LLC |
18 |
- |
2023-12-31 |
281,978 |
$3,477,000 |
135,463 |
|
ENVESTNET ASSET MANAGEMENT INC |
2134 |
- |
2023-12-31 |
278,752 |
$3,437,000 |
10,619 |
|
KARPUS MANAGEMENT INC |
135 |
- |
2023-12-31 |
273,432 |
$3,371,000 |
58,462 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
968 |
- |
2024-03-31 |
258,989 |
$3,349,000 |
5,692 |
|
BB&T CORP |
1009 |
- |
2023-12-31 |
270,457 |
$3,335,000 |
3,178 |
|
MARINER WEALTH ADVISORS, LLC |
879 |
- |
2023-12-31 |
241,796 |
$2,981,000 |
-25,557 |
|
NAPLES GLOBAL ADVISORS LLC |
98 |
- |
2024-03-31 |
222,013 |
$2,871,000 |
-4,350 |
|
AMERIPRISE FINANCIAL INC |
2630 |
- |
2023-12-31 |
227,566 |
$2,806,000 |
-12,217 |
|
SIT INVESTMENT ASSOCIATES INC |
274 |
- |
2023-12-31 |
220,915 |
$2,724,000 |
-102,549 |
|
MML INVESTORS SERVICES LLC |
865 |
- |
2023-12-31 |
217,707 |
$2,684,000 |
15,409 |
|
Beacon Pointe Advisors LLC |
446 |
- |
2023-12-31 |
183,915 |
$2,268,000 |
-11,712 |
|
IEQ CAPITAL LLC |
345 |
- |
2024-03-31 |
137,052 |
$1,772,000 |
-63,629 |
|
Mutual Advisors LLC |
330 |
- |
2024-03-31 |
121,383 |
$1,569,000 |
1,548 |
|
FIXED INCOME SECURITIES INC |
625 |
- |
2023-12-31 |
116,637 |
$1,438,000 |
18,279 |
|
COHEN & STEERS INC |
229 |
- |
2023-12-31 |
114,431 |
$1,411,000 |
0 |
|
OBERMEYER ASSET MANAGEMENT CO |
96 |
- |
2024-03-31 |
80,012 |
$1,035,000 |
12,182 |
|
Cresset Asset Management LLC |
904 |
- |
2023-12-31 |
74,844 |
$923,000 |
1,714 |
|
OPPENHEIMER & CO INC |
778 |
- |
2024-03-31 |
69,611 |
$900,000 |
-1,416 |
|
RMB CAPITAL MANAGEMENT LLC |
306 |
- |
2023-12-31 |
72,871 |
$898,000 |
-6,296 |
|
CLS INVESTMENT FIRM LLC |
779 |
- |
2022-12-31 |
69,882 |
$858,000 |
0 |
|
JANNEY MONTGOMERY SCOTT LLC |
1610 |
- |
2024-03-31 |
64,922 |
$839,000 |
2,480 |
|
Kestra Advisory Services LLC |
1223 |
- |
2023-12-31 |
66,326 |
$818,000 |
6,619 |
|
WEDBUSH MORGAN SECURITIES INC |
406 |
- |
2023-12-31 |
62,688 |
$773,000 |
-14,086 |
|
NATIONAL ASSET MANAGEMENT, INC. |
614 |
- |
2023-12-31 |
62,346 |
$770,000 |
8,600 |
|
Private Advisor Group LLC |
1299 |
- |
2024-03-31 |
58,291 |
$754,000 |
18,847 |
|
HIGHTOWER ADVISORS, LLC |
1976 |
- |
2024-03-31 |
56,157 |
$728,000 |
19,172 |
|
STIFEL FINANCIAL CORP |
2434 |
- |
2023-12-31 |
50,827 |
$627,000 |
-6,978 |
|
Focus Financial Network Inc. |
332 |
- |
2024-03-31 |
48,994 |
$620,000 |
0 |
|
Wealth Alliance Advisory Group LLC |
91 |
- |
2024-03-31 |
47,271 |
$611,000 |
-231 |
|
FINANCIAL NETWORK |
1721 |
- |
2023-12-31 |
48,595 |
$599,000 |
-7,178 |
|
CREATIVE PLANNING |
1627 |
- |
2023-12-31 |
45,829 |
$565,000 |
14,885 |
|
Steel Peak Wealth Management LLC |
271 |
- |
2024-03-31 |
43,135 |
$558,000 |
3,542 |
|
WEALTH EFFECTS LLC |
98 |
- |
2024-03-31 |
43,026 |
$556,000 |
-986 |
|
Outlook Wealth Advisors LLC |
129 |
- |
2024-03-31 |
42,648 |
$551,000 |
347 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1270 |
- |
2023-12-31 |
43,927 |
$542,000 |
3,085 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
443 |
- |
2023-12-31 |
43,640 |
$538,000 |
0 |
|
Rockefeller Capital Management L.P. |
1319 |
- |
2023-12-31 |
43,167 |
$532,000 |
-3,986 |
|
HBK SORCE ADVISORY LLC |
328 |
- |
2024-03-31 |
40,330 |
$521,000 |
-400 |
|
Arkadios Wealth Advisors |
373 |
- |
2024-03-31 |
39,272 |
$508,000 |
-176 |
|
Triumph Capital Management |
119 |
- |
2024-03-31 |
36,292 |
$469,000 |
952 |
|
STABLEFORD CAPITAL II LLC |
111 |
- |
2024-03-31 |
35,053 |
$453,000 |
0 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
397 |
- |
2024-03-31 |
34,864 |
$450,000 |
2,300 |
|
Dynamic Advisors Solutions LLC |
632 |
- |
2024-03-31 |
34,131 |
$441,000 |
1,930 |
|
GPS Wealth Strategies Group LLC |
170 |
- |
2024-03-31 |
33,845 |
$438,000 |
375 |
|
IFG Advisory LLC |
319 |
- |
2024-03-31 |
33,785 |
$437,000 |
0 |
|
Keeley-Teton Advisors LLC |
299 |
- |
2023-12-31 |
32,815 |
$405,000 |
-1,200 |
|
KISTLERTIFFANY COMPANIES, LLC |
236 |
- |
2023-06-30 |
30,931 |
$395,000 |
12 |
|
Avory & Company LLC |
21 |
- |
2024-03-31 |
30,308 |
$392,000 |
0 |
|
Cetera Investment Advisers |
1652 |
- |
2023-12-31 |
30,028 |
$370,000 |
506 |
|
Laurel Wealth Advisors Inc. |
444 |
- |
2022-12-31 |
29,223 |
$359,000 |
-156 |
|
Gladstone Institutional Advisory LLC |
489 |
- |
2023-12-31 |
28,875 |
$356,000 |
-459 |
|
ESSEX FINANCIAL SERVICES INC |
391 |
- |
2024-03-31 |
26,574 |
$344,000 |
494 |
|
TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC |
137 |
- |
2023-12-31 |
27,530 |
$339,000 |
-4,633 |
|
ICA Group Wealth Management LLC |
192 |
- |
2023-12-31 |
26,733 |
$330,000 |
-37,150 |
|
PROSPERA FINANCIAL SERVICES |
805 |
- |
2023-12-31 |
26,652 |
$329,000 |
623 |
|
Goss Wealth Management LLC |
1496 |
- |
2023-12-31 |
26,214 |
$324,000 |
-6,553 |
|
Atria Wealth Solutions Inc. |
1440 |
- |
2023-12-31 |
25,894 |
$319,000 |
9,125 |
|
NBC SECURITIES INC. |
579 |
- |
2024-03-31 |
24,549 |
$317,000 |
24 |
|
American Institute for Advanced Investment Managem |
99 |
- |
2024-03-31 |
24,395 |
$315,000 |
-2,955 |
|
WOLVERINE ASSET MANAGEMENT LLC |
500 |
- |
2023-12-31 |
25,015 |
$308,000 |
-31,686 |
|
PUTNAM FL INVESTMENT MANAGEMENT CO |
420 |
- |
2024-03-31 |
23,575 |
$305,000 |
-2,200 |
|
ELEQUIN CAPITAL LP |
79 |
- |
2023-12-31 |
24,191 |
$298,000 |
-33,510 |
|
WILEY BROS.-AINTREE CAPITAL LLC |
375 |
- |
2024-03-31 |
22,219 |
$287,000 |
0 |
|
DAVIDSON D A & CO |
1149 |
- |
2023-12-31 |
22,424 |
$276,000 |
2,084 |
|
Stratos Wealth Advisors LLC |
583 |
- |
2024-03-31 |
19,580 |
$253,000 |
5,539 |
|
Imprint Wealth LLC |
253 |
*New |
2024-03-31 |
19,425 |
$251,000 |
19,425 |
|
COLONY GROUP LLC |
682 |
- |
2023-09-30 |
20,757 |
$248,000 |
-610 |
|
COLONY GROUP, LLC |
712 |
*New |
2023-12-31 |
19,625 |
$242,000 |
19,625 |
|
Atlantic Trust Group LLC |
1047 |
- |
2024-03-31 |
18,708 |
$242,000 |
1,546 |
|
Diversified LLC |
149 |
- |
2024-03-31 |
18,168 |
$235,000 |
79 |
|
HPM Partners LLC |
|
*New |
2023-12-31 |
18,999 |
$234,000 |
18,999 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
2069 |
- |
2024-03-31 |
18,008 |
$233,000 |
3,973 |
|
Baird Financial Group Inc. |
1596 |
*New |
2023-12-31 |
18,589 |
$229,000 |
18,589 |
|
CI Private Wealth LLC |
2028 |
- |
2024-03-31 |
17,475 |
$226,000 |
-125 |
|
Arete Wealth Advisors LLC |
638 |
- |
2023-12-31 |
18,199 |
$224,000 |
-9,342 |
|
J.W. COLE ADVISORS INC. |
793 |
- |
2024-03-31 |
17,279 |
$223,000 |
-4,241 |
|
SILVERLAKE WEALTH MANAGEMENT LLC |
211 |
- |
2024-03-31 |
17,242 |
$223,000 |
0 |
|
Turtle Creek Wealth Advisors LLC |
142 |
- |
2024-03-31 |
16,939 |
$219,000 |
-4,082 |
|
Abbrea Capital LLC |
238 |
- |
2024-03-31 |
16,875 |
$218,000 |
0 |
|
Summit Investment Advisory Services LLC |
66 |
- |
2024-03-31 |
15,555 |
$201,000 |
340 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1501 |
- |
2023-12-31 |
15,876 |
$196,000 |
-7,531 |
|
Cornerstone Wealth Management LLC |
516 |
- |
2024-03-31 |
14,372 |
$186,000 |
84 |
|
AlphaStar Capital Management LLC |
281 |
*New |
2024-03-31 |
14,314 |
$185,000 |
14,314 |
|
|
100 Records found
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1
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