| |
Institutional
Holders
Total
Institutions:
 |
140  5 |
|
|
Total
shares held :
|
26,696,590 |
|
|
% of shares
held :
|
25.08% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 12 |
|
|
Amount
of shares held :
|
1,364,239 |
|
|
% of shares
held change :
|
1.28% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$7.59 |
|
|
Last
Quarter's Ending
Price :
|
$7.77 |
|
|
Last
Quarter's Average
Price :
|
$7.57 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
0.47 (6.21%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  COHEN KLINGENSTEIN, LLC |
157 |
- |
2024-03-31 |
145,960 |
$1,197,000 |
0 |
|
| FRANKLIN STREET ADVISORS INC /NC |
80 |
- |
2024-03-31 |
110,310 |
$905,000 |
0 |
|
| Lido Advisors LLC |
704 |
- |
2023-12-31 |
74,900 |
$582,000 |
0 |
|
| BANK OF MONTREAL /CAN/ |
1947 |
- |
2023-12-31 |
62,500 |
$565,000 |
0 |
|
| Oakmont Partners LLC |
526 |
- |
2024-03-31 |
52,830 |
$433,000 |
0 |
|
| Spire Wealth Management |
564 |
- |
2024-03-31 |
51,810 |
$425,000 |
0 |
|
| PUTNAM FL INVESTMENT MANAGEMENT CO |
396 |
- |
2023-12-31 |
45,100 |
$350,000 |
0 |
|
| Steward Partners Investment Advisory LLC |
1238 |
- |
2023-12-31 |
36,135 |
$281,000 |
0 |
|
| Sheaff Brock Investment Advisors LLC |
363 |
- |
2023-12-31 |
34,359 |
$267,000 |
0 |
|
| GOFEN & GLOSSBERG LLC /IL/ |
489 |
- |
2022-12-31 |
21,000 |
$163,000 |
0 |
|
| COMMERCE BANK N A/MO |
1147 |
- |
2023-12-31 |
18,115 |
$141,000 |
0 |
|
| Cyndeo Wealth Partners LLC |
374 |
- |
2024-03-31 |
17,000 |
$139,000 |
0 |
|
| DAVENPORT & CO LLC |
|
- |
2023-12-31 |
17,820 |
$138,000 |
0 |
|
| REGAL INVESTMENT ADVISORS, LLC |
520 |
- |
2023-12-31 |
17,250 |
$134,000 |
0 |
|
| Worth Asset Management LLC |
113 |
- |
2024-03-31 |
15,870 |
$130,000 |
0 |
|
| Financial Alternatives Inc |
79 |
- |
2023-12-31 |
15,091 |
$117,000 |
0 |
|
| RAYMOND JAMES TRUST CO |
1220 |
- |
2024-03-31 |
13,700 |
$112,000 |
0 |
|
| MULTIFINANCIAL SECURITIES CORP |
1698 |
- |
2023-12-31 |
11,523 |
$90,000 |
0 |
|
| EDGE WEALTH MANAGEMENT LLC |
75 |
- |
2024-03-31 |
11,000 |
$90,000 |
0 |
|
| CI Private Wealth LLC |
2157 |
- |
2023-12-31 |
10,905 |
$85,000 |
0 |
|
| Kapstone Financial Advisors LLC |
97 |
- |
2023-12-31 |
10,035 |
$78,000 |
0 |
|
| GPS Wealth Strategies Group LLC |
435 |
- |
2023-12-31 |
8,493 |
$66,000 |
0 |
|
| CAROLINAS WEALTH CONSULTING LLC |
346 |
- |
2023-12-31 |
5,993 |
$47,000 |
0 |
|
| NBC SECURITIES INC. |
1198 |
- |
2024-03-31 |
5,069 |
$41,000 |
0 |
|
| US BANCORP |
2810 |
- |
2023-12-31 |
4,429 |
$34,000 |
0 |
|
| BENJAMIN F. EDWARDS & COMPANY INC. |
1425 |
- |
2023-12-31 |
2,922 |
$23,000 |
0 |
|
| Householder Group Estate & Retirement Specialist L |
|
- |
2023-12-31 |
2,867 |
$22,000 |
0 |
|
| HARBOR INVESTMENT ADVISORY LLC |
767 |
- |
2024-03-31 |
1,925 |
$16,000 |
0 |
|
| Focused Wealth Management Inc |
618 |
- |
2023-12-31 |
784 |
$6,000 |
0 |
|
| VisionPoint Advisory Group LLC |
510 |
- |
2023-12-31 |
550 |
$4,000 |
0 |
|
| BELLEVUE ASSET MANAGEMENT LLC |
350 |
- |
2024-03-31 |
465 |
$4,000 |
0 |
|
| Cape Investment Advisory Inc. |
850 |
- |
2023-12-31 |
400 |
$3,000 |
0 |
|
| HARBOUR INVESTMENTS INC. |
2626 |
- |
2023-12-31 |
275 |
$2,000 |
0 |
|
| Retirement Group LLC |
626 |
- |
2023-12-31 |
310 |
$2,000 |
0 |
|
| Global Wealth Management Investment Advisory Inc. |
398 |
- |
2023-12-31 |
205 |
$2,000 |
0 |
|
| PROEQUITIES INC. |
4721 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
|
36 Records found
|
1
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