|
Institutional
Holders
Total
Institutions:
|
41 14 |
|
Total
shares held :
|
1,980,531 |
|
% of shares
held :
|
5.23% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-25 |
|
Amount
of shares held :
|
-834,503 |
|
% of shares
held change :
|
-2.2% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$5.85 |
|
Last
Quarter's Ending
Price :
|
$6.31 |
|
Last
Quarter's Average
Price :
|
$6.01 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.32 (5.32%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
UBS Group AG |
2810 |
- |
2023-12-31 |
324,717 |
$2,049,000 |
-90,227 |
|
GUGGENHEIM CAPITAL LLC |
843 |
- |
2023-12-31 |
320,644 |
$2,023,000 |
110,396 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1343 |
- |
2024-03-31 |
277,370 |
$1,764,000 |
-1,340 |
|
MORGAN STANLEY |
4844 |
- |
2023-12-31 |
136,645 |
$862,000 |
-138,947 |
|
INVESCO LTD |
2902 |
- |
2023-12-31 |
124,499 |
$786,000 |
-75,077 |
|
AMERIPRISE FINANCIAL INC |
3279 |
- |
2023-12-31 |
103,249 |
$652,000 |
1,638 |
|
WELLS FARGO & CO/MN |
3371 |
- |
2023-12-31 |
75,979 |
$479,000 |
-785 |
|
Virtus ETF Advisers LLC |
168 |
- |
2023-12-31 |
64,272 |
$406,000 |
-31,684 |
|
LPL FINANCIAL CORP |
3831 |
- |
2023-12-31 |
59,498 |
$375,000 |
-12,123 |
|
BANK OF AMERICA CORP /DE/ |
4774 |
- |
2023-12-31 |
48,710 |
$307,000 |
-6,531 |
|
RAYMOND JAMES & ASSOCIATES |
3506 |
- |
2024-03-31 |
35,007 |
$223,000 |
-4,652 |
|
Advisor Group Holdings Inc. |
3839 |
- |
2023-12-31 |
34,247 |
$216,000 |
-35,908 |
|
Eudaimonia Partners LLC |
250 |
- |
2024-03-31 |
29,493 |
$188,000 |
0 |
|
Arete Wealth Advisors LLC |
685 |
- |
2023-12-31 |
28,497 |
$180,000 |
-1,504 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
3127 |
- |
2024-03-31 |
24,593 |
$156,000 |
649 |
|
H D Vest Advisory Services |
1485 |
- |
2023-12-31 |
24,495 |
$155,000 |
4,562 |
|
HORIZON ASSET MANAGEMENT INC/NY |
283 |
- |
2023-12-31 |
21,730 |
$137,000 |
0 |
|
STIFEL FINANCIAL CORP |
3110 |
- |
2023-12-31 |
21,551 |
$136,000 |
0 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
5090 |
*New |
2023-12-31 |
21,169 |
$134,000 |
21,169 |
|
PNC FINANCIAL SERVICES GROUP INC |
2446 |
- |
2023-12-31 |
20,006 |
$126,000 |
-994 |
|
MELFA WEALTH MANAGEMENT LLC |
182 |
- |
2024-03-31 |
19,797 |
$126,000 |
0 |
|
AlTi Global Inc. |
347 |
- |
2023-12-31 |
18,549 |
$118,000 |
0 |
|
TIEDEMANN WEALTH MANAGEMENT, LLC |
266 |
- |
2023-09-30 |
18,549 |
$109,000 |
0 |
|
JANNEY MONTGOMERY SCOTT LLC |
2527 |
- |
2023-12-31 |
15,376 |
$97,000 |
0 |
|
CWM LLC |
1886 |
- |
2024-03-31 |
15,300 |
$97,000 |
0 |
|
MULTIFINANCIAL SECURITIES CORP |
1697 |
- |
2023-12-31 |
14,500 |
$91,000 |
-200 |
|
Element Wealth LLC |
154 |
- |
2023-12-31 |
12,943 |
$82,000 |
181 |
|
WEALTHTRUST AXIOM LLC |
237 |
- |
2023-12-31 |
12,797 |
$81,000 |
0 |
|
Kestra Advisory Services LLC |
2185 |
*New |
2023-12-31 |
12,383 |
$78,000 |
12,383 |
|
Bedel Financial Consulting Inc. |
240 |
- |
2023-12-31 |
11,962 |
$75,000 |
0 |
|
BEDEL FINANCIAL CONSULTING INC |
231 |
- |
2023-09-30 |
11,962 |
$71,000 |
0 |
|
Wagner Wealth Management LLC |
153 |
- |
2024-03-31 |
10,817 |
$69,000 |
0 |
|
Steward Partners Investment Advisory LLC |
1949 |
- |
2023-12-31 |
8,500 |
$54,000 |
0 |
|
Hexagon Capital Partners LLC |
428 |
- |
2024-03-31 |
8,000 |
$51,000 |
0 |
|
NORTH STAR INVESTMENT MANAGEMENT CORP. |
622 |
- |
2023-12-31 |
6,310 |
$40,000 |
0 |
|
HIGHLANDER CAPITAL MANAGEMENT, LLC |
|
- |
2023-12-31 |
4,000 |
$25,000 |
0 |
|
Concord Wealth Partners |
485 |
- |
2023-12-31 |
3,000 |
$19,000 |
0 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2457 |
- |
2023-12-31 |
2,322 |
$15,000 |
0 |
|
ROYAL BANK OF CANADA |
5833 |
- |
2023-12-31 |
1,253 |
$8,000 |
-6,551 |
|
WFA of San Diego LLC |
296 |
- |
2023-09-30 |
1,175 |
$7,000 |
25 |
|
VisionPoint Advisory Group LLC |
483 |
- |
2023-12-31 |
750 |
$5,000 |
0 |
|
J P MORGAN CHASE & CO |
5345 |
- |
2023-12-31 |
254 |
$2,000 |
-1,505 |
|
SageView Advisory Group LLC |
602 |
*Closed |
2023-12-31 |
0 |
$0 |
-11,500 |
|
CREATIVE PLANNING |
2775 |
*Closed |
2023-12-31 |
0 |
$0 |
-39,250 |
|
HIGHTOWER ADVISORS, LLC |
3350 |
*Closed |
2023-12-31 |
0 |
$0 |
-37,336 |
|
MARBLE HARBOR INVESTMENT COUNSEL LLC |
198 |
*Closed |
2023-12-31 |
0 |
$0 |
-21,500 |
|
US BANCORP |
3869 |
- |
2023-12-31 |
4 |
$0 |
-696 |
|
PROEQUITIES INC. |
4704 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
3726 |
*Closed |
2023-12-31 |
0 |
$0 |
-20,957 |
|
CSS LLC/IL |
467 |
*Closed |
2023-12-31 |
0 |
$0 |
-18,084 |
|
INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
483 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,500 |
|
Goss Wealth Management LLC |
3756 |
*Closed |
2023-12-31 |
0 |
$0 |
-12,300 |
|
XTX Topco Ltd |
1849 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,546 |
|
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ |
457 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,000 |
|
MERIDIAN INVESTMENT COUNSEL INC. |
210 |
*Closed |
2023-12-31 |
0 |
$0 |
-73,699 |
|
CITADEL ADVISORS LLC |
6564 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,268 |
|
|
56 Records found
|
1
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