| |
Institutional
Holders
Total
Institutions:
 |
111  0 |
|
|
Total
shares held :
|
13,468,815 |
|
|
% of shares
held :
|
77.19% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -10 |
|
|
Amount
of shares held :
|
-832,817 |
|
|
% of shares
held change :
|
-4.77% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$20.79 |
|
|
Last
Quarter's Ending
Price :
|
$22.13 |
|
|
Last
Quarter's Average
Price :
|
$20.89 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
4.02 (19.24%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  WELLS FARGO & CO/MN |
857 |
- |
2024-03-31 |
1,507,569 |
$34,478,000 |
13,714 |
|
| LPL FINANCIAL CORP |
851 |
- |
2024-03-31 |
1,082,026 |
$24,746,000 |
180,865 |
|
| BANK OF AMERICA CORP /DE/ |
2039 |
- |
2023-12-31 |
655,231 |
$14,500,000 |
16,773 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1351 |
- |
2023-12-31 |
516,836 |
$11,438,000 |
5,957 |
|
| Cetera Investment Advisers |
255 |
- |
2023-12-31 |
394,841 |
$8,738,000 |
27,736 |
|
| Kingsview Wealth Management LLC |
111 |
- |
2024-03-31 |
358,555 |
$8,200,000 |
32,466 |
|
| BANK OF NEW YORK MELLON CORP |
2203 |
- |
2024-03-31 |
274,811 |
$6,285,000 |
10,000 |
|
| CITADEL ADVISORS LLC |
1459 |
- |
2023-12-31 |
277,052 |
$6,131,000 |
258,631 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
908 |
- |
2024-03-31 |
163,914 |
$3,749,000 |
33,820 |
|
| Feltz Wealth PLAN Inc. |
89 |
- |
2024-03-31 |
141,099 |
$3,227,000 |
4,302 |
|
| FIRST TRUST ADVISORS LP |
1546 |
- |
2023-12-31 |
136,428 |
$3,019,000 |
108,522 |
|
| Coppell Advisory Solutions LLC |
39 |
- |
2023-12-31 |
120,416 |
$2,665,000 |
87,929 |
|
| GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
536 |
- |
2024-03-31 |
106,946 |
$2,446,000 |
30,622 |
|
| Midwest Financial Group LLC |
19 |
- |
2024-03-31 |
90,684 |
$2,074,000 |
1,057 |
|
| Integrated Wealth Concepts LLC |
580 |
- |
2023-12-31 |
66,934 |
$1,481,000 |
4,922 |
|
| PRINCIPAL SECURITIES INC. |
390 |
- |
2024-03-31 |
54,614 |
$1,249,000 |
10,746 |
|
| Snowden Capital Advisors LLC |
390 |
- |
2023-12-31 |
54,394 |
$1,204,000 |
1,330 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2109 |
- |
2024-03-31 |
51,642 |
$1,181,000 |
338 |
|
| Coppell Advisory Solutions Corp. |
79 |
- |
2023-03-31 |
49,922 |
$1,063,000 |
14,896 |
|
| Envestnet Portfolio Solutions Inc. |
856 |
- |
2024-03-31 |
41,172 |
$942,000 |
4,351 |
|
| STIFEL FINANCIAL CORP |
2217 |
- |
2023-12-31 |
39,441 |
$873,000 |
6,962 |
|
| IFP Advisors Inc |
420 |
- |
2023-12-31 |
37,141 |
$822,000 |
12,809 |
|
| PARK AVENUE SECURITIES LLC |
786 |
- |
2024-03-31 |
32,970 |
$754,000 |
822 |
|
| Aprio Wealth Management LLC |
85 |
- |
2024-03-31 |
31,100 |
$711,000 |
74 |
|
| OPPENHEIMER & CO INC |
875 |
- |
2024-03-31 |
31,017 |
$709,000 |
569 |
|
| IAMS WEALTH MANAGEMENT LLC |
68 |
- |
2024-03-31 |
30,725 |
$704,000 |
847 |
|
| HIGHTOWER ADVISORS, LLC |
2030 |
- |
2024-03-31 |
29,282 |
$673,000 |
31 |
|
| OneAscent Financial Services LLC |
170 |
- |
2024-03-31 |
27,894 |
$638,000 |
4,497 |
|
| Gateway Wealth Partners LLC |
84 |
- |
2023-12-31 |
27,981 |
$619,000 |
4,155 |
|
| Orion Portfolio Solutions LLC |
1210 |
- |
2024-03-31 |
24,840 |
$568,000 |
2,454 |
|
| BENJAMIN F. EDWARDS & COMPANY INC. |
643 |
- |
2024-03-31 |
23,212 |
$531,000 |
395 |
|
| NewEdge Wealth LLC |
558 |
- |
2024-03-31 |
21,262 |
$512,000 |
14 |
|
| PROEQUITIES INC. |
444 |
- |
2024-03-31 |
21,415 |
$490,000 |
1,724 |
|
| Atria Wealth Solutions Inc. |
1242 |
- |
2023-12-31 |
20,833 |
$461,000 |
714 |
|
| MULTIFINANCIAL SECURITIES CORP |
1350 |
- |
2023-12-31 |
15,317 |
$339,000 |
1,115 |
|
| Patriot Financial Group Insurance Agency LLC |
346 |
- |
2024-03-31 |
14,150 |
$324,000 |
2,250 |
|
| FSB PREMIER WEALTH MANAGEMENT INC. |
143 |
- |
2024-03-31 |
12,245 |
$280,000 |
1,921 |
|
| Dynamic Advisors Solutions LLC |
818 |
- |
2024-03-31 |
10,266 |
$235,000 |
96 |
|
| Pine Valley Investments Ltd Liability Co |
408 |
- |
2024-03-31 |
10,247 |
$234,000 |
63 |
|
| S.C. Financial Services Inc. |
110 |
- |
2022-12-31 |
10,137 |
$213,000 |
10,137 |
|
| EPG Wealth Management LLC |
263 |
- |
2023-12-31 |
4,611 |
$103,000 |
14 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1826 |
- |
2023-12-31 |
3,878 |
$86,000 |
2,478 |
|
| Sunbelt Securities Inc. |
1226 |
- |
2024-03-31 |
446 |
$10,000 |
2 |
|
|
43 Records found
|
1
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