|
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 :
|
|
|
0.51 (9.09%) |
|
|
|
|
|
|
|
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. |
164 |
- |
2024-03-31 |
12,222,188 |
$72,478,000 |
-416,456 |
|
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 |
|
LPL FINANCIAL CORP |
1012 |
- |
2024-03-31 |
2,870,579 |
$17,023,000 |
-178,599 |
|
FINANCIAL NETWORK |
358 |
- |
2023-12-31 |
1,703,100 |
$9,657,000 |
-46,776 |
|
H D Vest Advisory Services |
182 |
- |
2024-03-31 |
1,611,363 |
$9,555,000 |
-117,213 |
|
Advisor Group Holdings Inc. |
715 |
- |
2024-03-31 |
1,610,783 |
$9,551,000 |
-213,354 |
|
MULTIFINANCIAL SECURITIES CORP |
200 |
- |
2023-12-31 |
1,265,446 |
$7,175,000 |
-42,948 |
|
Prime Capital Investment Advisors LLC |
|
- |
2023-12-31 |
753,633 |
$4,273,000 |
-51,220 |
|
Paradigm Financial Partners LLC |
56 |
- |
2023-12-31 |
427,114 |
$2,422,000 |
-73,109 |
|
JB Capital LLC |
84 |
- |
2024-03-31 |
375,629 |
$2,227,000 |
-26,347 |
|
HARBOUR INVESTMENTS INC. |
204 |
- |
2023-12-31 |
391,674 |
$2,221,000 |
-18,155 |
|
Gilbert & Cook Inc. |
28 |
- |
2024-03-31 |
344,663 |
$2,044,000 |
-6,162 |
|
Deschutes Portfolio Strategy LLC |
25 |
- |
2024-03-31 |
328,000 |
$1,945,000 |
-1,852 |
|
CWM LLC |
647 |
- |
2024-03-31 |
303,929 |
$1,802,000 |
-69,993 |
|
Private Advisor Group LLC |
885 |
- |
2024-03-31 |
289,718 |
$1,718,000 |
-43,964 |
|
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 |
|
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 |
|
CAPTRUST FINANCIAL ADVISORS |
1242 |
- |
2023-12-31 |
182,324 |
$1,034,000 |
-16,471 |
|
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 |
|
TOWNSQUARE CAPITAL LLC |
657 |
- |
2023-12-31 |
138,528 |
$785,000 |
-1,700 |
|
Investmark Advisory Group LLC |
52 |
- |
2023-12-31 |
123,549 |
$701,000 |
-6,299 |
|
CREATIVE PLANNING |
1483 |
- |
2023-12-31 |
119,202 |
$676,000 |
-7,090 |
|
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 |
|
Sequoia Financial Advisors LLC |
620 |
- |
2024-03-31 |
102,317 |
$607,000 |
-631 |
|
PROEQUITIES INC. |
404 |
- |
2024-03-31 |
101,528 |
$602,000 |
-4,250 |
|
Steward Partners Investment Advisory LLC |
917 |
- |
2023-12-31 |
105,952 |
$601,000 |
-63,560 |
|
GREAT VALLEY ADVISOR GROUP INC. |
468 |
- |
2024-03-31 |
94,765 |
$562,000 |
-708 |
|
Integrated Wealth Concepts LLC |
969 |
- |
2023-12-31 |
92,994 |
$527,000 |
-122,296 |
|
Concord Wealth Partners |
140 |
- |
2024-03-31 |
82,383 |
$489,000 |
-78,044 |
|
CENTAURUS FINANCIAL INC. |
390 |
- |
2023-12-31 |
79,020 |
$448,000 |
-20,371 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2579 |
- |
2024-03-31 |
75,203 |
$446,000 |
-39,277 |
|
IFG Advisory LLC |
320 |
- |
2024-03-31 |
73,360 |
$435,000 |
-21,033 |
|
Apeiron RIA LLC |
134 |
- |
2024-03-31 |
73,079 |
$433,000 |
-500 |
|
Good Life Advisors LLC |
279 |
- |
2024-03-31 |
72,417 |
$429,000 |
-10,427 |
|
Smallwood Wealth Investment Management LLC |
46 |
- |
2024-03-31 |
70,671 |
$419,000 |
-1,901 |
|
Endowment Wealth Management Inc. |
69 |
- |
2024-03-31 |
70,227 |
$416,000 |
-8,450 |
|
Orion Portfolio Solutions LLC |
1353 |
- |
2024-03-31 |
68,390 |
$406,000 |
-21,334 |
|
Harvest Investment Services LLC |
134 |
- |
2023-12-31 |
68,374 |
$388,000 |
-391 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1495 |
- |
2023-12-31 |
64,263 |
$364,000 |
-5,341 |
|
Souders Financial Advisors |
138 |
- |
2024-03-31 |
60,900 |
$361,000 |
-7,533 |
|
Concurrent Investment Advisors LLC |
646 |
- |
2024-03-31 |
56,045 |
$332,000 |
-7,929 |
|
Sawtooth Asset Management Inc. |
804 |
- |
2023-12-31 |
58,018 |
$329,000 |
-3,381 |
|
KINGSWOOD WEALTH ADVISORS LLC |
465 |
- |
2024-03-31 |
51,591 |
$306,000 |
-1,800 |
|
Bleakley Financial Group LLC |
757 |
- |
2024-03-31 |
50,702 |
$301,000 |
-7,316 |
|
Aurum Wealth Management Group LLC |
274 |
- |
2024-03-31 |
49,558 |
$294,000 |
-8,205 |
|
BOS Asset Management LLC |
116 |
- |
2024-03-31 |
46,242 |
$274,000 |
-7,007 |
|
Foundry Financial Group Inc. |
41 |
- |
2024-03-31 |
45,528 |
$270,000 |
-6,033 |
|
Foundations Investment Advisors LLC |
566 |
- |
2023-12-31 |
46,432 |
$267,000 |
-5,929 |
|
PANORAMIC INVESTMENT ADVISORS LLC |
97 |
- |
2024-03-31 |
43,381 |
$257,000 |
-925 |
|
Atlas Private Wealth Advisors |
98 |
- |
2024-03-31 |
41,612 |
$247,000 |
-19,591 |
|
STIFEL FINANCIAL CORP |
2946 |
- |
2023-12-31 |
42,825 |
$243,000 |
-646,515 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
2078 |
- |
2024-03-31 |
38,723 |
$230,000 |
-90,568 |
|
Lakeview Capital Partners LLC |
400 |
- |
2024-03-31 |
33,570 |
$199,000 |
-59 |
|
Strategic Advocates LLC |
122 |
- |
2024-03-31 |
33,117 |
$196,000 |
-3,738 |
|
Lakeridge Wealth Management LLC |
133 |
- |
2024-03-31 |
32,504 |
$193,000 |
-4,489 |
|
Buckingham Strategic Partners |
398 |
- |
2023-12-31 |
31,602 |
$179,000 |
-36,296 |
|
DENVER WEALTH MANAGEMENT INC. |
78 |
- |
2024-03-31 |
29,092 |
$173,000 |
-5,857 |
|
Lido Advisors LLC |
1095 |
- |
2023-12-31 |
28,969 |
$164,000 |
-16,889 |
|
Advisory Alpha LLC |
380 |
- |
2024-03-31 |
26,478 |
$157,000 |
-1,827 |
|
Financial Partners Group Inc |
172 |
- |
2024-03-31 |
19,555 |
$116,000 |
-1,836 |
|
Van Hulzen Asset Management LLC |
314 |
- |
2024-03-31 |
18,894 |
$112,000 |
-6,142 |
|
Gladstone Institutional Advisory LLC |
649 |
- |
2023-12-31 |
15,630 |
$89,000 |
-6,073 |
|
National Wealth Management Group LLC |
129 |
- |
2023-12-31 |
15,781 |
$89,000 |
-994 |
|
Goss Wealth Management LLC |
1981 |
- |
2023-12-31 |
15,225 |
$88,000 |
-18,332 |
|
CLOUGH CAPITAL PARTNERS L P |
191 |
- |
2023-12-31 |
14,500 |
$82,000 |
-37,226 |
|
Aspen Wealth Strategies LLC |
78 |
- |
2023-12-31 |
14,056 |
$80,000 |
-1,805 |
|
Divergent Planning LLC |
28 |
- |
2024-03-31 |
12,030 |
$70,000 |
-3,931 |
|
Marshall Financial Group LLC |
173 |
- |
2024-03-31 |
10,953 |
$65,000 |
-3,639 |
|
Frontier Asset Management LLC |
59 |
- |
2023-12-31 |
11,163 |
$63,000 |
-4,800 |
|
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /AD |
155 |
- |
2024-03-31 |
10,000 |
$59,000 |
-3,896 |
|
GRADIENT INVESTMENTS LLC |
437 |
- |
2024-03-31 |
7,032 |
$42,000 |
-14,252 |
|
Tyler-Stone Wealth Management |
379 |
- |
2023-12-31 |
7,302 |
$41,000 |
-9,930 |
|
COLONIAL ASSET MANAGEMENT, INC. |
365 |
- |
2023-12-31 |
5,829 |
$33,000 |
-3,902 |
|
AdvisorNet Financial Inc |
1014 |
- |
2024-03-31 |
4,000 |
$24,000 |
-16,739 |
|
OPTIMUM INVESTMENT ADVISORS |
495 |
- |
2024-03-31 |
2,200 |
$13,000 |
-2,000 |
|
Ronald Blue Trust Inc. |
1420 |
- |
2024-03-31 |
1,907 |
$11,000 |
-1,027 |
|
|
84 Records found
|
1
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