|
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 |
Allspring Global Investments Holdings LLC |
591 |
- |
2024-03-31 |
2,159,924 |
$17,625,000 |
0 |
|
Marks Group Wealth Management Inc |
130 |
- |
2024-03-31 |
223,406 |
$1,823,000 |
0 |
|
Pointe Capital Management LLC |
23 |
- |
2024-03-31 |
176,092 |
$1,437,000 |
0 |
|
Leo Wealth LLC |
175 |
- |
2024-03-31 |
88,886 |
$725,000 |
0 |
|
BFT FINANCIAL GROUP LLC |
149 |
- |
2023-06-30 |
88,886 |
$704,000 |
0 |
|
Oakmont Partners LLC |
474 |
- |
2024-03-31 |
75,060 |
$612,000 |
0 |
|
MGB Wealth Management LLC |
115 |
- |
2024-03-31 |
58,423 |
$477,000 |
0 |
|
Avory & Company LLC |
22 |
- |
2024-03-31 |
47,060 |
$384,000 |
0 |
|
NATIXIS ASSET MANAGEMENT ADVISORS LP |
1462 |
- |
2024-03-31 |
40,923 |
$334,000 |
0 |
|
Cranbrook Wealth Management LLC |
82 |
- |
2024-03-31 |
36,924 |
$301,000 |
0 |
|
SILVERLAKE WEALTH MANAGEMENT LLC |
177 |
- |
2024-03-31 |
36,129 |
$295,000 |
0 |
|
COMMERCE BANK N A/MO |
1054 |
- |
2024-03-31 |
33,531 |
$274,000 |
0 |
|
PATHSTONE FAMILY OFFICE, LLC |
1414 |
- |
2023-09-30 |
32,000 |
$236,000 |
0 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
2334 |
- |
2023-12-31 |
29,454 |
$227,000 |
0 |
|
MISSION WEALTH MANAGEMENT LLC |
585 |
- |
2024-03-31 |
27,214 |
$222,000 |
0 |
|
MATRIX PRIVATE CAPITAL GROUP LLC |
94 |
- |
2023-12-31 |
27,219 |
$210,000 |
0 |
|
COLONY GROUP LLC |
722 |
- |
2023-09-30 |
27,740 |
$204,000 |
0 |
|
Successful Portfolios LLC |
159 |
- |
2024-03-31 |
24,794 |
$202,000 |
0 |
|
Stratos Wealth Advisors LLC |
638 |
- |
2024-03-31 |
22,024 |
$180,000 |
0 |
|
BANK OF STOCKTON |
127 |
- |
2024-03-31 |
21,292 |
$174,000 |
0 |
|
WealthSpring Partners LLC |
70 |
- |
2023-09-30 |
23,090 |
$170,000 |
0 |
|
Atria Wealth Solutions Inc. |
1789 |
- |
2023-12-31 |
21,466 |
$166,000 |
0 |
|
Retirement Group LLC |
129 |
- |
2024-03-31 |
19,887 |
$162,000 |
0 |
|
CAROLINAS WEALTH CONSULTING LLC |
182 |
- |
2023-12-31 |
20,402 |
$158,000 |
0 |
|
Empower Advisory Group LLC |
491 |
- |
2024-03-31 |
19,000 |
$155,000 |
0 |
|
FRANKLIN RESOURCES INC |
2340 |
- |
2023-12-31 |
19,133 |
$148,000 |
0 |
|
Meridian Wealth Advisors LLC |
173 |
- |
2024-03-31 |
17,936 |
$146,000 |
0 |
|
Strait & Sound Wealth Management LLC |
126 |
- |
2024-03-31 |
17,200 |
$140,000 |
0 |
|
Spire Wealth Management |
916 |
- |
2024-03-31 |
16,039 |
$131,000 |
0 |
|
ALPHAMARK ADVISORS LLC |
246 |
- |
2024-03-31 |
16,000 |
$131,000 |
0 |
|
Parisi Gray Wealth Management |
105 |
- |
2024-03-31 |
15,962 |
$130,000 |
0 |
|
Venture Visionary Partners LLC |
485 |
- |
2023-12-31 |
16,300 |
$126,000 |
0 |
|
BROWN ADVISORY HOLDINGS INC |
1203 |
- |
2024-03-31 |
14,846 |
$121,000 |
0 |
|
Van Hulzen Asset Management LLC |
313 |
- |
2024-03-31 |
14,555 |
$119,000 |
0 |
|
LVZ Advisors Inc. |
142 |
- |
2024-03-31 |
14,258 |
$116,000 |
0 |
|
Catalina Capital Group LLC |
281 |
- |
2024-03-31 |
13,995 |
$114,000 |
0 |
|
Centurion Wealth Management LLC |
188 |
- |
2024-03-31 |
13,869 |
$113,000 |
0 |
|
PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP |
237 |
- |
2024-03-31 |
13,417 |
$109,000 |
0 |
|
Waterfront Wealth Inc. |
244 |
- |
2023-12-31 |
13,358 |
$103,000 |
0 |
|
Kovitz Investment Group Partners LLC |
400 |
- |
2023-12-31 |
13,200 |
$102,000 |
0 |
|
Newman & Schimel LLC |
50 |
- |
2022-12-31 |
13,200 |
$100,000 |
0 |
|
Investment Partners Asset Management Inc. |
136 |
- |
2024-03-31 |
12,184 |
$99,000 |
0 |
|
Perennial Investment Advisors LLC |
322 |
- |
2023-12-31 |
12,259 |
$95,000 |
0 |
|
WELCH & FORBES LLC |
378 |
- |
2024-03-31 |
11,500 |
$94,000 |
0 |
|
Insight Advisors LLC/ PA |
289 |
- |
2024-03-31 |
11,500 |
$94,000 |
0 |
|
Quad-Cities Investment Group LLC |
173 |
- |
2024-03-31 |
11,155 |
$91,000 |
0 |
|
Apollon Wealth Management LLC |
1061 |
- |
2024-03-31 |
11,000 |
$90,000 |
0 |
|
Wealth Management Solutions LLC |
81 |
- |
2023-09-30 |
11,602 |
$86,000 |
0 |
|
SAX WEALTH ADVISORS LLC |
188 |
- |
2023-12-31 |
11,142 |
$86,000 |
0 |
|
Robertson Stephens Wealth Management LLC |
431 |
- |
2023-12-31 |
11,056 |
$85,000 |
0 |
|
OPTIMUM INVESTMENT ADVISORS |
289 |
- |
2024-03-31 |
10,352 |
$84,000 |
0 |
|
Alpha Cubed Investments LLC |
287 |
- |
2024-03-31 |
10,005 |
$82,000 |
0 |
|
Ronald Blue Trust Inc. |
768 |
- |
2024-03-31 |
10,000 |
$82,000 |
0 |
|
Plancorp LLC |
275 |
- |
2023-12-31 |
10,398 |
$80,000 |
0 |
|
ADVISOR PARTNERS II LLC |
1240 |
- |
2023-09-30 |
10,302 |
$76,000 |
0 |
|
SANDY SPRING BANK |
514 |
- |
2024-03-31 |
8,443 |
$69,000 |
0 |
|
BARTLETT & CO. WEALTH MANAGEMENT LLC |
676 |
- |
2024-03-31 |
5,750 |
$47,000 |
0 |
|
BARTLETT & CO. LLC |
710 |
- |
2023-12-31 |
5,750 |
$45,000 |
0 |
|
Cypress Capital Management LLC (WY) |
81 |
- |
2024-03-31 |
5,000 |
$41,000 |
0 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
1336 |
- |
2024-03-31 |
4,701 |
$38,000 |
0 |
|
Princeton Global Asset Management LLC |
297 |
- |
2024-03-31 |
4,609 |
$38,000 |
0 |
|
Bogart Wealth LLC |
440 |
- |
2024-03-31 |
3,953 |
$32,000 |
0 |
|
CoreFirst Bank & Trust |
248 |
- |
2023-12-31 |
4,000 |
$31,000 |
0 |
|
HARBOR INVESTMENT ADVISORY LLC |
687 |
- |
2024-03-31 |
3,350 |
$27,000 |
0 |
|
FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
382 |
- |
2024-03-31 |
2,828 |
$23,000 |
0 |
|
Cowen Prime Advisors LLC |
156 |
- |
2023-06-30 |
2,700 |
$21,000 |
0 |
|
American Capital Advisory LLC |
195 |
- |
2024-03-31 |
2,650 |
$21,000 |
0 |
|
PRIVATE TRUST CO NA |
1432 |
- |
2024-03-31 |
2,500 |
$20,000 |
0 |
|
HM PAYSON & CO |
742 |
- |
2023-12-31 |
2,436 |
$19,000 |
0 |
|
EverSource Wealth Advisors LLC |
1306 |
- |
2023-12-31 |
2,253 |
$17,000 |
0 |
|
BARRETT & COMPANY INC. |
383 |
- |
2024-03-31 |
1,950 |
$16,000 |
0 |
|
Venturi Wealth Management LLC |
846 |
- |
2024-03-31 |
1,754 |
$14,000 |
0 |
|
CAMBRIDGE TRUST CO |
544 |
- |
2023-12-31 |
1,780 |
$14,000 |
0 |
|
IFP Advisors Inc |
2055 |
- |
2023-12-31 |
1,700 |
$13,000 |
0 |
|
Salomon & Ludwin LLC |
523 |
- |
2024-03-31 |
1,605 |
$13,000 |
0 |
|
BANK OF MONTREAL /CAN/ |
3211 |
- |
2023-12-31 |
1,180 |
$10,000 |
0 |
|
Efficient Wealth Management LLC |
330 |
- |
2024-03-31 |
1,000 |
$9,000 |
0 |
|
OLIVER LAGORE VANVALIN INVESTMENT GROUP |
441 |
- |
2023-12-31 |
1,000 |
$8,000 |
0 |
|
WEBSTER BANK |
491 |
- |
2024-03-31 |
1,000 |
$8,000 |
0 |
|
Sachetta LLC |
454 |
- |
2024-03-31 |
1,055 |
$8,000 |
0 |
|
NBT BANK N A /NY |
485 |
- |
2024-03-31 |
800 |
$7,000 |
0 |
|
Atlantic Edge Private Wealth Management LLC |
356 |
- |
2024-03-31 |
900 |
$7,000 |
0 |
|
BDO Wealth Advisors LLC |
747 |
- |
2023-06-30 |
900 |
$7,000 |
0 |
|
Addison Advisors LLC |
572 |
- |
2024-03-31 |
467 |
$4,000 |
0 |
|
Byrne Asset Management LLC |
388 |
- |
2024-03-31 |
500 |
$4,000 |
0 |
|
Key Financial Inc |
1031 |
- |
2024-03-31 |
349 |
$3,000 |
0 |
|
CALDWELL SUTTER CAPITAL INC. |
767 |
- |
2024-03-31 |
296 |
$2,000 |
0 |
|
PROEQUITIES INC. |
9613 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
88 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
|