|
Institutional
Holders
Total
Institutions:
|
117 5 |
|
Total
shares held :
|
8,943,309 |
|
% of shares
held :
|
20.41% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
30 |
|
Amount
of shares held :
|
1,272,353 |
|
% of shares
held change :
|
2.9% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$12.83 |
|
Last
Quarter's Ending
Price :
|
$13.90 |
|
Last
Quarter's Average
Price :
|
$13.16 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.32 (10.03%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
BANK OF AMERICA CORP /DE/ |
2717 |
- |
2023-12-31 |
459,575 |
$6,388,000 |
-5,294 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1330 |
- |
2024-03-31 |
260,747 |
$3,872,000 |
-9,627 |
|
ROYAL BANK OF CANADA |
2117 |
- |
2023-12-31 |
258,438 |
$3,592,000 |
-29,823 |
|
LPL FINANCIAL CORP |
2004 |
- |
2023-12-31 |
232,437 |
$3,231,000 |
-12,180 |
|
Consolidated Portfolio Review Corp |
44 |
- |
2024-03-31 |
168,756 |
$2,506,000 |
-10,429 |
|
Advisor Group Holdings Inc. |
1789 |
- |
2023-12-31 |
158,150 |
$2,198,000 |
-33,072 |
|
Family Firm Inc. |
49 |
- |
2024-03-31 |
127,757 |
$1,897,000 |
-6,507 |
|
FINANCIAL NETWORK |
1031 |
- |
2023-12-31 |
125,923 |
$1,750,000 |
-9,865 |
|
UBS Group AG |
3051 |
- |
2023-12-31 |
111,777 |
$1,554,000 |
-4,615 |
|
PARK AVENUE SECURITIES LLC |
530 |
- |
2024-03-31 |
89,870 |
$1,335,000 |
-4,463 |
|
Western Wealth Management LLC |
234 |
- |
2024-03-31 |
66,597 |
$989,000 |
-10,765 |
|
BARD ASSOCIATES INC |
93 |
- |
2023-12-31 |
56,920 |
$791,000 |
-800 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
2097 |
- |
2023-12-31 |
40,029 |
$556,000 |
-5,260 |
|
SEAMOUNT FINANCIAL GROUP INC |
56 |
- |
2024-03-31 |
36,297 |
$539,000 |
-6,942 |
|
Atomi Financial Group Inc. |
329 |
- |
2023-12-31 |
28,650 |
$398,000 |
-13,227 |
|
Atria Wealth Solutions Inc. |
1367 |
- |
2023-12-31 |
25,527 |
$355,000 |
-7,486 |
|
CHELSEA COUNSEL CO |
77 |
- |
2023-12-31 |
25,200 |
$350,000 |
-42,000 |
|
WOLVERINE ASSET MANAGEMENT LLC |
486 |
- |
2023-12-31 |
24,649 |
$343,000 |
-72,090 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2786 |
- |
2024-03-31 |
21,373 |
$317,000 |
-5,062 |
|
Private Advisor Group LLC |
|
- |
2024-03-31 |
16,640 |
$247,000 |
-980 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
|
- |
2024-03-31 |
14,624 |
$217,000 |
-1,282 |
|
Kestra Advisory Services LLC |
2067 |
- |
2023-12-31 |
15,143 |
$210,000 |
-2,699 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
672 |
- |
2024-03-31 |
13,866 |
$205,000 |
-398 |
|
TIEMANN INVESTMENT ADVISORS LLC |
181 |
- |
2023-12-31 |
14,629 |
$203,000 |
-7,625 |
|
DF DENT & CO INC |
248 |
- |
2023-12-31 |
13,613 |
$189,000 |
-1,050 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
11,220 |
$156,000 |
-31,082 |
|
SFI Advisors LLC |
87 |
- |
2023-12-31 |
10,507 |
$146,000 |
-569 |
|
Gilliland Jeter Wealth Management LLC |
|
- |
2024-03-31 |
6,758 |
$100,000 |
-3,765 |
|
Geneos Wealth Management Inc. |
|
- |
2024-03-31 |
3,975 |
$59,000 |
-660 |
|
FMR LLC |
4717 |
- |
2023-12-31 |
1 |
$0 |
-3,002 |
|
|
30 Records found
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1
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