|
Institutional
Holders
Total
Institutions:
|
242 17 |
|
Total
shares held :
|
72,301,371 |
|
% of shares
held :
|
80.33% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-24 |
|
Amount
of shares held :
|
2,473,051 |
|
% of shares
held change :
|
2.75% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$5.44 |
|
Last
Quarter's Ending
Price :
|
$5.67 |
|
Last
Quarter's Average
Price :
|
$5.61 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.28 (4.99%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
COMMONWEALTH EQUITY SERVICES LLC. |
151 |
- |
2023-12-31 |
12,638,644 |
$71,661,000 |
-1,035,815 |
|
NOMURA HOLDINGS INC |
47 |
- |
2023-12-31 |
6,755,907 |
$38,306,000 |
6,208,428 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
142 |
- |
2024-03-31 |
5,844,114 |
$34,656,000 |
495,409 |
|
THOMAS J. HERZFELD ADVISORS, INC. |
3 |
- |
2023-12-31 |
3,902,738 |
$22,129,000 |
-959,386 |
|
SABA CAPITAL MANAGEMENT, L.P. |
43 |
- |
2023-12-31 |
3,894,173 |
$22,080,000 |
-4,012,952 |
|
Wagner Wealth Management LLC |
3 |
- |
2024-03-31 |
3,514,929 |
$20,844,000 |
469,797 |
|
SIT INVESTMENT ASSOCIATES INC |
53 |
- |
2023-12-31 |
3,563,706 |
$20,206,000 |
1,425,392 |
|
LPL FINANCIAL CORP |
943 |
- |
2023-12-31 |
3,049,178 |
$17,289,000 |
529,114 |
|
Penserra Capital Management LLC |
69 |
- |
2023-12-31 |
2,042,415 |
$11,580,000 |
141,352 |
|
Advisor Group Holdings Inc. |
786 |
- |
2023-12-31 |
1,824,137 |
$10,343,000 |
-1,219,214 |
|
H D Vest Advisory Services |
168 |
- |
2023-12-31 |
1,728,576 |
$9,801,000 |
1,030,881 |
|
FINANCIAL NETWORK |
358 |
- |
2023-12-31 |
1,703,100 |
$9,657,000 |
-46,776 |
|
ENVESTNET ASSET MANAGEMENT INC |
1562 |
- |
2023-12-31 |
1,450,806 |
$8,226,000 |
161,168 |
|
Rockefeller Capital Management L.P. |
539 |
- |
2023-12-31 |
1,317,627 |
$7,471,000 |
63,419 |
|
MULTIFINANCIAL SECURITIES CORP |
200 |
- |
2023-12-31 |
1,265,446 |
$7,175,000 |
-42,948 |
|
Ellis Investment Partners LLC |
20 |
- |
2024-03-31 |
797,626 |
$4,730,000 |
31,919 |
|
ROYAL BANK OF CANADA |
1939 |
- |
2023-12-31 |
821,844 |
$4,660,000 |
557,055 |
|
Kestra Advisory Services LLC |
486 |
- |
2023-12-31 |
802,772 |
$4,552,000 |
802,772 |
|
Prime Capital Investment Advisors LLC |
|
- |
2023-12-31 |
753,633 |
$4,273,000 |
-51,220 |
|
MORGAN STANLEY |
4036 |
- |
2023-12-31 |
651,527 |
$3,694,000 |
335,700 |
|
Feltz Wealth PLAN Inc. |
94 |
- |
2023-12-31 |
490,703 |
$2,782,000 |
327,084 |
|
Paradigm Financial Partners LLC |
56 |
- |
2023-12-31 |
427,114 |
$2,422,000 |
-73,109 |
|
JB Capital LLC |
|
- |
2023-12-31 |
401,976 |
$2,279,000 |
-42,083 |
|
HARBOUR INVESTMENTS INC. |
204 |
- |
2023-12-31 |
391,674 |
$2,221,000 |
-18,155 |
|
AE Wealth Management LLC |
879 |
- |
2023-12-31 |
365,953 |
$2,115,000 |
34,405 |
|
Gilbert & Cook Inc. |
29 |
- |
2023-12-31 |
350,825 |
$1,989,000 |
-2,230 |
|
Global Assets Advisory LLC |
163 |
- |
2024-03-31 |
11,521 |
$1,966,000 |
11,521 |
|
Private Advisor Group LLC |
789 |
- |
2023-12-31 |
333,682 |
$1,892,000 |
-56,497 |
|
Deschutes Portfolio Strategy LLC |
22 |
- |
2023-12-31 |
329,852 |
$1,870,000 |
-290,148 |
|
CWM LLC |
647 |
- |
2024-03-31 |
303,929 |
$1,802,000 |
-69,993 |
|
RAYMOND JAMES & ASSOCIATES |
2226 |
- |
2024-03-31 |
298,563 |
$1,770,000 |
9,631 |
|
MARINER WEALTH ADVISORS, LLC |
1111 |
- |
2023-12-31 |
311,013 |
$1,763,000 |
20,859 |
|
Stratos Wealth Partners LTD. |
473 |
- |
2024-03-31 |
288,145 |
$1,709,000 |
-40,343 |
|
Arete Wealth Advisors LLC |
174 |
- |
2023-12-31 |
277,485 |
$1,573,000 |
-28,787 |
|
Intrua Financial LLC |
79 |
- |
2023-03-31 |
355,034 |
$1,523,000 |
147,836 |
|
Cornerstone Wealth Management LLC |
154 |
- |
2024-03-31 |
250,869 |
$1,488,000 |
20,920 |
|
Inscription Capital LLC |
41 |
- |
2024-03-31 |
239,245 |
$1,419,000 |
1,955 |
|
FIRST TRUST ADVISORS LP |
1864 |
- |
2023-12-31 |
248,464 |
$1,409,000 |
24,848 |
|
Alpine Partners VI LLC |
49 |
- |
2023-12-31 |
230,000 |
$1,304,000 |
-946,000 |
|
Ausdal Financial Partners Inc. |
140 |
- |
2024-03-31 |
219,676 |
$1,303,000 |
-379,640 |
|
WealthPlan Investment Management LLC |
90 |
- |
2023-12-31 |
206,822 |
$1,173,000 |
-3,714 |
|
IHT Wealth Management LLC |
346 |
- |
2023-12-31 |
205,489 |
$1,165,000 |
-39,397 |
|
Quadrature Capital LTD |
389 |
- |
2023-12-31 |
204,487 |
$1,156,000 |
170,405 |
|
RIVERBRIDGE PARTNERS LLC |
114 |
- |
2024-03-31 |
189,079 |
$1,121,000 |
56,701 |
|
GTS SECURITIES LLC |
583 |
*New |
2023-12-31 |
188,722 |
$1,070,000 |
188,722 |
|
CAPTRUST FINANCIAL ADVISORS |
1242 |
- |
2023-12-31 |
182,324 |
$1,034,000 |
-16,471 |
|
Concord Wealth Partners |
95 |
- |
2023-12-31 |
160,427 |
$910,000 |
4,454 |
|
Allen Capital Group LLC |
105 |
- |
2024-03-31 |
150,457 |
$892,000 |
-4,643 |
|
AXXCESS WEALTH MANAGEMENT LLC |
380 |
- |
2023-12-31 |
156,666 |
$888,000 |
-15,821 |
|
RFG Advisory Group LLC |
383 |
- |
2024-03-31 |
142,168 |
$843,000 |
-68,049 |
|
WCG Wealth Advisors LLC |
213 |
- |
2023-12-31 |
146,205 |
$829,000 |
8,452 |
|
TOWNSQUARE CAPITAL LLC |
657 |
- |
2023-12-31 |
138,528 |
$785,000 |
-1,700 |
|
Wealthcare Advisory Partners LLC |
462 |
- |
2024-03-31 |
121,157 |
$718,000 |
13,488 |
|
PFG Investments LLC |
417 |
- |
2024-03-31 |
120,790 |
$716,000 |
120,790 |
|
Kathmere Capital Management LLC |
132 |
- |
2024-03-31 |
120,087 |
$712,000 |
0 |
|
Investmark Advisory Group LLC |
52 |
- |
2023-12-31 |
123,549 |
$701,000 |
-6,299 |
|
AMERIPRISE FINANCIAL INC |
3261 |
*New |
2023-12-31 |
121,603 |
$689,000 |
121,603 |
|
CREATIVE PLANNING |
1483 |
- |
2023-12-31 |
119,202 |
$676,000 |
-7,090 |
|
Sea Otter Advisors LLC |
36 |
- |
2023-12-31 |
111,510 |
$632,000 |
86,510 |
|
Strategic Blueprint LLC |
339 |
- |
2024-03-31 |
105,770 |
$627,000 |
-956 |
|
Cetera Investment Advisers |
1378 |
- |
2023-12-31 |
109,196 |
$619,000 |
-33,352 |
|
PROEQUITIES INC. |
395 |
- |
2023-12-31 |
105,778 |
$602,000 |
80,891 |
|
Steward Partners Investment Advisory LLC |
917 |
- |
2023-12-31 |
105,952 |
$601,000 |
-63,560 |
|
Merit Financial Group LLC |
447 |
- |
2023-12-31 |
105,558 |
$599,000 |
-3,171 |
|
Sequoia Financial Advisors LLC |
|
*New |
2023-12-31 |
102,948 |
$584,000 |
102,948 |
|
Patriot Financial Group Insurance Agency LLC |
214 |
- |
2023-12-31 |
101,805 |
$577,000 |
-9,717 |
|
Financial Network Wealth Advisors LLC |
39 |
- |
2023-12-31 |
101,456 |
$575,000 |
0 |
|
Global Retirement Partners LLC |
500 |
- |
2024-03-31 |
96,371 |
$571,000 |
1,500 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
229 |
- |
2023-12-31 |
98,728 |
$560,000 |
10,486 |
|
GREAT VALLEY ADVISOR GROUP INC. |
438 |
- |
2023-12-31 |
95,473 |
$541,000 |
-8,145 |
|
IFG Advisory LLC |
346 |
- |
2023-12-31 |
94,393 |
$535,000 |
86 |
|
Integrated Wealth Concepts LLC |
969 |
- |
2023-12-31 |
92,994 |
$527,000 |
-122,296 |
|
Levy Wealth Management Group LLC |
59 |
- |
2024-03-31 |
89,348 |
$507,000 |
0 |
|
Orion Portfolio Solutions LLC |
1203 |
- |
2023-12-31 |
89,724 |
$501,000 |
20,600 |
|
AlphaStar Capital Management LLC |
185 |
- |
2023-12-31 |
86,043 |
$488,000 |
-5,094 |
|
Good Life Advisors LLC |
237 |
- |
2023-12-31 |
82,844 |
$470,000 |
-14,347 |
|
BANK OF NEW YORK MELLON CORP |
3510 |
*New |
2024-03-31 |
75,908 |
$450,000 |
75,908 |
|
CENTAURUS FINANCIAL INC. |
390 |
- |
2023-12-31 |
79,020 |
$448,000 |
-20,371 |
|
Endowment Wealth Management Inc. |
63 |
- |
2023-12-31 |
78,677 |
$446,000 |
2,180 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2579 |
- |
2024-03-31 |
75,203 |
$446,000 |
-39,277 |
|
Apeiron RIA LLC |
134 |
- |
2024-03-31 |
73,079 |
$433,000 |
-500 |
|
Beacon Pointe Advisors LLC |
935 |
- |
2023-12-31 |
74,614 |
$423,000 |
45 |
|
Smallwood Wealth Investment Management LLC |
46 |
- |
2024-03-31 |
70,671 |
$419,000 |
-1,901 |
|
CHANNEL WEALTH LLC |
100 |
- |
2024-03-31 |
68,569 |
$407,000 |
0 |
|
CIC Wealth LLC |
107 |
- |
2024-03-31 |
66,946 |
$397,000 |
0 |
|
ACORN FINANCIAL ADVISORY SERVICES INC /ADV |
166 |
- |
2023-12-31 |
69,678 |
$395,000 |
0 |
|
Sentinus LLC |
125 |
- |
2023-06-30 |
82,857 |
$394,000 |
49,865 |
|
Souders Financial Advisors |
|
- |
2023-12-31 |
68,433 |
$388,000 |
-11,058 |
|
Harvest Investment Services LLC |
134 |
- |
2023-12-31 |
68,374 |
$388,000 |
-391 |
|
Dean Jacobson Financial Services LLC |
6 |
- |
2024-03-31 |
62,799 |
$372,000 |
0 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1495 |
- |
2023-12-31 |
64,263 |
$364,000 |
-5,341 |
|
Concurrent Investment Advisors LLC |
579 |
- |
2023-12-31 |
63,974 |
$363,000 |
0 |
|
JANE STREET GROUP LLC |
4265 |
- |
2023-12-31 |
63,584 |
$361,000 |
33,436 |
|
McAdam LLC |
204 |
- |
2024-03-31 |
60,938 |
$361,000 |
330 |
|
Kercheville Advisors LLC |
60 |
- |
2024-03-31 |
58,713 |
$348,000 |
15 |
|
Atlas Private Wealth Advisors |
109 |
- |
2023-12-31 |
61,203 |
$347,000 |
-5,993 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1322 |
- |
2023-12-31 |
59,044 |
$335,000 |
3,161 |
|
Cape Investment Advisory Inc. |
100 |
*New |
2023-12-31 |
58,178 |
$330,000 |
58,178 |
|
Sawtooth Asset Management Inc. |
804 |
- |
2023-12-31 |
58,018 |
$329,000 |
-3,381 |
|
Bleakley Financial Group LLC |
|
- |
2023-12-31 |
58,018 |
$329,000 |
-3,381 |
|
|
100 Records found
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1
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