|
Institutional
Holders
Total
Institutions:
|
231 4 |
|
Total
shares held :
|
63,231,708 |
|
% of shares
held :
|
20.97% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
23 |
|
Amount
of shares held :
|
4,734,323 |
|
% of shares
held change :
|
1.57% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$7.29 |
|
Last
Quarter's Ending
Price :
|
$7.72 |
|
Last
Quarter's Average
Price :
|
$7.43 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.85 (11.44%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
27
|
1,394,726
|
2.21%
|
|
|
Increased
Positions : |
75
|
5,982,439
|
9.46%
|
|
|
Unchanged
Positions : |
73
|
1,225,276
|
1.94%
|
|
|
Decreased
Positions : |
56
|
-2,301,962
|
-3.64%
|
|
|
Closed
Positions : |
23
|
-340,880
|
-0.54%
|
|
|
Guru
Positions : |
1
|
28,552
|
0.05%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
INVESCO LTD |
1208 |
- |
2023-12-31 |
3,847,003 |
$29,699,000 |
189,208 |
|
Cornerstone Advisors LLC |
24 |
- |
2024-03-31 |
2,714,928 |
$22,154,000 |
827,496 |
|
KARPUS MANAGEMENT INC |
35 |
- |
2023-12-31 |
2,768,656 |
$21,374,000 |
181,301 |
|
BANK OF AMERICA CORP /DE/ |
1824 |
- |
2023-12-31 |
2,483,063 |
$19,169,000 |
66,621 |
|
Global Assets Advisory LLC |
41 |
- |
2024-03-31 |
105,300 |
$13,000,000 |
90,800 |
|
WELLS FARGO & CO/MN |
1473 |
- |
2024-03-31 |
1,341,845 |
$10,949,000 |
323,649 |
|
CNH PARTNERS LLC |
31 |
- |
2023-12-31 |
1,204,395 |
$9,298,000 |
694,551 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
823 |
- |
2024-03-31 |
1,125,194 |
$9,182,000 |
37,309 |
|
FIXED INCOME SECURITIES INC |
119 |
- |
2023-12-31 |
1,183,729 |
$9,138,000 |
205,861 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
854 |
- |
2024-03-31 |
1,083,297 |
$8,840,000 |
48,152 |
|
COHEN & STEERS INC |
107 |
- |
2023-12-31 |
1,077,690 |
$8,320,000 |
25,000 |
|
1607 CAPITAL PARTNERS, LLC |
49 |
- |
2023-12-31 |
1,076,042 |
$8,307,000 |
784,331 |
|
AMERIPRISE FINANCIAL INC |
2090 |
- |
2023-12-31 |
824,214 |
$6,450,000 |
14,987 |
|
LPL FINANCIAL CORP |
1617 |
- |
2024-03-31 |
764,206 |
$6,236,000 |
3,217 |
|
STIFEL FINANCIAL CORP |
992 |
- |
2023-12-31 |
802,102 |
$6,192,000 |
138,962 |
|
LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
56 |
- |
2024-03-31 |
661,378 |
$5,397,000 |
31,089 |
|
HIGHTOWER ADVISORS, LLC |
1042 |
- |
2024-03-31 |
494,189 |
$4,033,000 |
8,543 |
|
H D Vest Advisory Services |
364 |
- |
2024-03-31 |
481,428 |
$3,928,000 |
5,733 |
|
Rockefeller Capital Management L.P. |
785 |
- |
2023-12-31 |
386,310 |
$2,982,000 |
5,189 |
|
CoreCap Advisors LLC |
115 |
- |
2023-12-31 |
361,368 |
$2,790,000 |
5,785 |
|
ENVESTNET ASSET MANAGEMENT INC |
2526 |
- |
2023-12-31 |
234,140 |
$1,808,000 |
220,850 |
|
Flow State Investments L.P. |
24 |
- |
2023-12-31 |
211,291 |
$1,631,000 |
191,758 |
|
Steward Partners Investment Advisory LLC |
614 |
- |
2023-12-31 |
179,364 |
$1,385,000 |
3,113 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
873 |
- |
2023-12-31 |
173,932 |
$1,343,000 |
6,513 |
|
FINANCIAL NETWORK |
1250 |
- |
2023-12-31 |
158,691 |
$1,225,000 |
2,622 |
|
High Net Worth Advisory Group LLC |
66 |
- |
2024-03-31 |
137,339 |
$1,121,000 |
200 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2411 |
- |
2024-03-31 |
137,301 |
$1,120,000 |
106,543 |
|
Kestra Advisory Services LLC |
1111 |
- |
2023-12-31 |
129,241 |
$998,000 |
81,052 |
|
PRINCIPAL SECURITIES INC. |
466 |
- |
2024-03-31 |
116,008 |
$947,000 |
536 |
|
CONNING ASSET MANAGEMENT CO. |
160 |
- |
2024-03-31 |
113,794 |
$929,000 |
2,359 |
|
Integrated Wealth Concepts LLC |
763 |
- |
2023-12-31 |
115,815 |
$894,000 |
912 |
|
Northstar Advisory Group LLC |
43 |
- |
2023-12-31 |
101,841 |
$786,000 |
22,914 |
|
PREVAIL INNOVATIVE WEALTH ADVISORS LLC |
106 |
- |
2024-03-31 |
82,146 |
$670,000 |
55,753 |
|
RAYMOND JAMES TRUST CO |
626 |
- |
2024-03-31 |
76,397 |
$623,000 |
7,915 |
|
MULTIFINANCIAL SECURITIES CORP |
1013 |
- |
2023-12-31 |
79,200 |
$611,000 |
68,622 |
|
Sheaff Brock Investment Advisors LLC |
261 |
- |
2023-12-31 |
68,262 |
$527,000 |
353 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
372 |
- |
2024-03-31 |
60,842 |
$493,000 |
766 |
|
Cooper Financial Group |
224 |
- |
2024-03-31 |
58,533 |
$478,000 |
6,335 |
|
J.W. COLE ADVISORS INC. |
565 |
- |
2024-03-31 |
54,384 |
$444,000 |
17,844 |
|
WEALTH EFFECTS LLC |
118 |
- |
2024-03-31 |
54,170 |
$442,000 |
313 |
|
David J Yvars Group |
48 |
- |
2024-03-31 |
49,605 |
$403,000 |
166 |
|
Investmark Advisory Group LLC |
85 |
- |
2023-12-31 |
44,891 |
$347,000 |
1,857 |
|
OPPENHEIMER & CO INC |
1146 |
- |
2024-03-31 |
40,276 |
$329,000 |
555 |
|
Private Advisor Group LLC |
1770 |
- |
2024-03-31 |
40,237 |
$328,000 |
1,326 |
|
Atomi Financial Group Inc. |
517 |
- |
2024-03-31 |
38,438 |
$314,000 |
1,600 |
|
Garden State Investment Advisory Services LLC |
154 |
- |
2023-12-31 |
39,417 |
$304,000 |
2,518 |
|
MML INVESTORS SERVICES LLC |
2045 |
- |
2023-12-31 |
38,209 |
$295,000 |
6,865 |
|
Gratus Capital LLC |
214 |
- |
2023-12-31 |
36,744 |
$284,000 |
39 |
|
MKT Advisors LLC |
112 |
- |
2024-03-31 |
33,108 |
$269,000 |
1,986 |
|
M HOLDINGS SECURITIES, INC. |
174 |
- |
2023-12-31 |
34,107 |
$263,000 |
56 |
|
Semus Wealth Partners LLC |
100 |
- |
2024-03-31 |
31,969 |
$261,000 |
879 |
|
Integrated Capital Management Inc. |
29 |
- |
2024-03-31 |
31,727 |
$259,000 |
2,006 |
|
Diligent Investors LLC |
284 |
- |
2024-03-31 |
29,990 |
$245,000 |
1,677 |
|
WEDBUSH MORGAN SECURITIES INC |
876 |
- |
2023-12-31 |
30,683 |
$237,000 |
1,555 |
|
Arkadios Wealth Advisors |
610 |
- |
2024-03-31 |
28,684 |
$234,000 |
31 |
|
FISHER ASSET MANAGEMENT LLC -- Notable Guru -- |
911 |
- |
2024-03-31 |
28,552 |
$233,000 |
28,552 |
|
CREATIVE PLANNING |
2295 |
- |
2023-12-31 |
29,511 |
$228,000 |
13,125 |
|
Main Street Financial Solutions LLC |
463 |
- |
2024-03-31 |
27,618 |
$225,000 |
1,554 |
|
Lane & Associates LLC |
108 |
- |
2024-03-31 |
26,929 |
$220,000 |
522 |
|
Goss Wealth Management LLC |
1665 |
- |
2023-12-31 |
28,097 |
$217,000 |
10,367 |
|
Stonebridge Financial Planning Group LLC |
143 |
- |
2023-12-31 |
27,509 |
$212,000 |
56 |
|
HBK SORCE ADVISORY LLC |
564 |
- |
2024-03-31 |
23,220 |
$189,000 |
3,425 |
|
Syverson Strege & Co |
71 |
- |
2024-03-31 |
21,054 |
$172,000 |
23 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
21,751 |
$168,000 |
4 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
2216 |
- |
2024-03-31 |
19,617 |
$160,000 |
4,628 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
1208 |
- |
2024-03-31 |
18,365 |
$150,000 |
107 |
|
Gladstone Institutional Advisory LLC |
638 |
- |
2023-12-31 |
18,163 |
$140,000 |
2,312 |
|
WealthBridge Capital Management LLC |
189 |
- |
2024-03-31 |
16,850 |
$137,000 |
464 |
|
CIC Wealth LLC |
159 |
- |
2024-03-31 |
13,746 |
$112,000 |
337 |
|
Summit Investment Advisory Services LLC |
68 |
- |
2024-03-31 |
13,293 |
$108,000 |
273 |
|
Wealth Alliance |
506 |
- |
2024-03-31 |
11,065 |
$90,000 |
82 |
|
LINCOLN NATIONAL CORP |
1160 |
- |
2024-03-31 |
10,792 |
$88,000 |
12 |
|
9258 Wealth Management LLC |
344 |
- |
2024-03-31 |
10,425 |
$85,000 |
10,425 |
|
Cetera Investment Advisers |
2140 |
- |
2023-12-31 |
10,632 |
$82,000 |
10,632 |
|
CITIGROUP INC |
3537 |
- |
2024-03-31 |
8,671 |
$71,000 |
1,114 |
|
Register Financial Advisors LLC |
313 |
- |
2024-03-31 |
8,211 |
$67,000 |
8,211 |
|
NBC SECURITIES INC. |
1061 |
- |
2024-03-31 |
7,901 |
$64,000 |
16 |
|
PFS Partners LLC |
108 |
- |
2024-03-31 |
7,658 |
$62,000 |
158 |
|
ORG Partners LLC |
133 |
- |
2024-03-31 |
6,236 |
$51,000 |
6,236 |
|
NORTH STAR INVESTMENT MANAGEMENT CORP. |
626 |
- |
2024-03-31 |
5,501 |
$45,000 |
114 |
|
Parallel Advisors LLC |
1547 |
- |
2024-03-31 |
5,571 |
$45,000 |
5,571 |
|
SOA Wealth Advisors LLC. |
385 |
- |
2024-03-31 |
3,549 |
$29,000 |
98 |
|
TOWER RESEARCH CAPITAL LLC |
3570 |
- |
2023-12-31 |
2,801 |
$22,000 |
868 |
|
HANSON MCCLAIN, INC. |
1708 |
- |
2024-03-31 |
2,697 |
$22,000 |
314 |
|
ICA Group Wealth Management LLC |
785 |
- |
2023-12-31 |
2,067 |
$16,000 |
2,067 |
|
Geneos Wealth Management Inc. |
1463 |
- |
2024-03-31 |
1,676 |
$14,000 |
32 |
|
Tradition Wealth Management LLC |
1003 |
- |
2023-12-31 |
1,185 |
$9,000 |
26 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
780 |
- |
2023-12-31 |
1,088 |
$8,000 |
24 |
|
|
88 Records found
|
1
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