| |
Institutional
Holders
Total
Institutions:
 |
166  4 |
|
|
Total
shares held :
|
33,755,692 |
|
|
% of shares
held :
|
22.59% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 14 |
|
|
Amount
of shares held :
|
1,076,866 |
|
|
% of shares
held change :
|
0.72% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$11.65 |
|
|
Last
Quarter's Ending
Price :
|
$12.19 |
|
|
Last
Quarter's Average
Price :
|
$11.57 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
1.83 (15.82%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  C2C Wealth Management LLC |
9 |
- |
2024-03-31 |
247,394 |
$3,305,000 |
0 |
|
| GOLDMAN SACHS GROUP INC/ |
3418 |
- |
2023-12-31 |
100,000 |
$1,219,000 |
0 |
|
| Cornerstone Advisory LLP |
111 |
- |
2023-12-31 |
56,845 |
$693,000 |
0 |
|
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
307 |
- |
2024-03-31 |
48,227 |
$639,000 |
0 |
|
| New Legacy Group LLC |
17 |
- |
2023-09-30 |
37,500 |
$433,000 |
0 |
|
| Beacon Pointe Advisors LLC |
1048 |
- |
2023-12-31 |
25,200 |
$307,000 |
0 |
|
| Quantum Private Wealth LLC |
159 |
- |
2023-12-31 |
20,000 |
$244,000 |
0 |
|
| Syverson Strege & Co |
64 |
- |
2023-12-31 |
17,665 |
$215,000 |
0 |
|
| Blue Chip Partners Inc. |
130 |
- |
2024-03-31 |
15,447 |
$206,000 |
0 |
|
| NEUBERGER BERMAN GROUP LLC |
1733 |
- |
2023-12-31 |
16,857 |
$205,000 |
0 |
|
| MISSION WEALTH MANAGEMENT LLC |
532 |
- |
2023-12-31 |
16,499 |
$201,000 |
0 |
|
| OLIVER LAGORE VANVALIN INVESTMENT GROUP |
120 |
- |
2023-12-31 |
13,200 |
$161,000 |
0 |
|
| Inscription Capital LLC |
178 |
- |
2024-03-31 |
11,700 |
$156,000 |
0 |
|
| PINNACLE FINANCIAL PARTNERS INC |
|
- |
2023-12-31 |
12,434 |
$152,000 |
0 |
|
| L.M. KOHN & COMPANY |
258 |
- |
2024-03-31 |
11,104 |
$148,000 |
0 |
|
| Oakmont Partners LLC |
691 |
- |
2024-03-31 |
10,600 |
$142,000 |
0 |
|
| US BANCORP |
2195 |
- |
2023-12-31 |
11,049 |
$135,000 |
0 |
|
| LVZ Advisors Inc. |
140 |
- |
2024-03-31 |
10,023 |
$134,000 |
0 |
|
| Relative Value Partners Group LLC |
270 |
- |
2023-12-31 |
10,000 |
$122,000 |
0 |
|
| INSIGNEO ADVISORY SERVICES LLC |
423 |
- |
2023-12-31 |
10,038 |
$122,000 |
0 |
|
| PROEQUITIES INC. |
866 |
- |
2023-12-31 |
8,978 |
$109,000 |
0 |
|
| HANSON MCCLAIN, INC. |
1009 |
- |
2024-03-31 |
7,617 |
$102,000 |
0 |
|
| WEBSTER BANK |
314 |
- |
2024-03-31 |
4,825 |
$64,000 |
0 |
|
| Hexagon Capital Partners LLC |
382 |
- |
2024-03-31 |
4,750 |
$63,000 |
0 |
|
| HARBOR INVESTMENT ADVISORY LLC |
546 |
- |
2024-03-31 |
4,556 |
$61,000 |
0 |
|
| PRIVATE TRUST CO NA |
1084 |
- |
2024-03-31 |
4,035 |
$54,000 |
0 |
|
| Cypress Capital Management LLC (WY) |
77 |
- |
2023-12-31 |
3,800 |
$46,000 |
0 |
|
| CoreFirst Bank & Trust |
230 |
- |
2023-12-31 |
3,625 |
$44,000 |
0 |
|
| Bogart Wealth LLC |
406 |
- |
2024-03-31 |
3,231 |
$43,000 |
0 |
|
| IFP Advisors Inc |
1583 |
- |
2023-12-31 |
3,400 |
$41,000 |
0 |
|
| PARKSIDE FINANCIAL BANK & TRUST |
823 |
- |
2023-12-31 |
2,683 |
$33,000 |
0 |
|
| CAROLINAS WEALTH CONSULTING LLC |
404 |
- |
2023-12-31 |
2,300 |
$28,000 |
0 |
|
| BARRETT & COMPANY INC. |
352 |
- |
2024-03-31 |
1,750 |
$23,000 |
0 |
|
| MCF Advisors LLC |
506 |
- |
2024-03-31 |
1,744 |
$23,000 |
0 |
|
| Key Financial Inc |
598 |
- |
2024-03-31 |
1,599 |
$19,000 |
0 |
|
| Johnson Midwest Financial LLC |
153 |
- |
2023-09-30 |
1,500 |
$17,000 |
0 |
|
| Stephens Consulting LLC |
269 |
- |
2024-03-31 |
1,270 |
$17,000 |
0 |
|
| FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
492 |
- |
2024-03-31 |
1,000 |
$13,000 |
0 |
|
| SCBT FINANCIAL CORP |
449 |
- |
2023-12-31 |
1,000 |
$12,000 |
0 |
|
| Tradewinds Capital Management LLC |
293 |
- |
2024-03-31 |
919 |
$12,000 |
0 |
|
| Salomon & Ludwin LLC |
474 |
- |
2023-12-31 |
992 |
$11,000 |
0 |
|
| Cedar Mountain Advisors LLC |
186 |
- |
2024-03-31 |
768 |
$10,000 |
0 |
|
| Sound Income Strategies LLC |
778 |
- |
2024-03-31 |
700 |
$9,000 |
0 |
|
| CITY HOLDING CO |
422 |
- |
2024-03-31 |
506 |
$7,000 |
0 |
|
| Byrne Asset Management LLC |
345 |
- |
2024-03-31 |
500 |
$7,000 |
0 |
|
| M&R CAPITAL MANAGEMENT INC |
461 |
- |
2024-03-31 |
333 |
$4,000 |
0 |
|
| ST GERMAIN D J CO INC |
649 |
- |
2024-03-31 |
190 |
$3,000 |
0 |
|
|
47 Records found
|
1
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