|
Institutional
Holders
Total
Institutions:
|
58 5 |
|
Total
shares held :
|
5,261,753 |
|
% of shares
held :
|
30.21% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-4 |
|
Amount
of shares held :
|
84,106 |
|
% of shares
held change :
|
0.48% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$15.20 |
|
Last
Quarter's Ending
Price :
|
$16.19 |
|
Last
Quarter's Average
Price :
|
$15.51 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.70 (4.51%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
MORGAN STANLEY |
2406 |
- |
2023-12-31 |
1,602,391 |
$25,943,000 |
95,536 |
|
GUGGENHEIM CAPITAL LLC |
233 |
- |
2023-12-31 |
762,676 |
$12,348,000 |
0 |
|
UBS Group AG |
2089 |
- |
2023-12-31 |
276,598 |
$4,478,000 |
-5,020 |
|
LPL FINANCIAL CORP |
1747 |
- |
2023-12-31 |
274,164 |
$4,439,000 |
156,855 |
|
BANK OF AMERICA CORP /DE/ |
3143 |
- |
2023-12-31 |
207,335 |
$3,357,000 |
-24,083 |
|
RAYMOND JAMES & ASSOCIATES |
1923 |
- |
2024-03-31 |
177,452 |
$2,884,000 |
23,069 |
|
INVESCO LTD |
2403 |
- |
2023-12-31 |
176,756 |
$2,862,000 |
-1,288 |
|
ROYAL BANK OF CANADA |
2407 |
- |
2023-12-31 |
151,105 |
$2,446,000 |
8,416 |
|
Cooper Financial Group |
53 |
- |
2024-03-31 |
130,220 |
$2,116,000 |
-10,937 |
|
FIERA SCEPTRE INC. |
303 |
- |
2023-12-31 |
107,993 |
$1,748,000 |
0 |
|
U.S. Capital Wealth Advisors LLC |
268 |
- |
2023-12-31 |
96,797 |
$1,567,000 |
-6,000 |
|
Farther Finance Advisors LLC |
176 |
- |
2023-12-31 |
90,684 |
$1,468,000 |
6,375 |
|
Advisor Group Holdings Inc. |
2160 |
- |
2023-12-31 |
87,049 |
$1,409,000 |
-77,340 |
|
Bramshill Investments LLC |
58 |
- |
2023-12-31 |
85,164 |
$1,379,000 |
-10,778 |
|
STIFEL FINANCIAL CORP |
2023 |
- |
2023-12-31 |
73,221 |
$1,185,000 |
1,379 |
|
REGATTA CAPITAL GROUP LLC |
69 |
- |
2024-03-31 |
69,516 |
$1,130,000 |
-3,706 |
|
JANNEY MONTGOMERY SCOTT LLC |
1382 |
- |
2023-12-31 |
67,491 |
$1,093,000 |
-3,913 |
|
KENFARB & CO. |
33 |
- |
2023-09-30 |
68,330 |
$1,062,000 |
-1,680 |
|
WEDBUSH MORGAN SECURITIES INC |
324 |
- |
2023-12-31 |
62,246 |
$1,008,000 |
9,842 |
|
Venture Visionary Partners LLC |
250 |
*New |
2023-12-31 |
61,582 |
$997,000 |
61,582 |
|
Xcel Wealth Management LLC |
55 |
- |
2024-03-31 |
61,293 |
$996,000 |
1,250 |
|
WHITTIER TRUST CO |
368 |
- |
2023-12-31 |
58,070 |
$940,000 |
311 |
|
Lakeview Capital Partners LLC |
149 |
- |
2023-12-31 |
52,016 |
$842,000 |
8,343 |
|
Walker Asset Management LLC |
34 |
- |
2024-03-31 |
47,113 |
$766,000 |
800 |
|
David J Yvars Group |
35 |
- |
2024-03-31 |
42,586 |
$694,000 |
58 |
|
JBR Co Financial Management Inc |
43 |
- |
2023-12-31 |
42,015 |
$680,000 |
0 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2338 |
- |
2024-03-31 |
38,301 |
$622,000 |
-8,726 |
|
Dynamic Advisors Solutions LLC |
557 |
- |
2024-03-31 |
38,004 |
$618,000 |
-1,274 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2587 |
- |
2023-12-31 |
33,022 |
$535,000 |
285 |
|
INVICTUS PRIVATE WEALTH LLC |
54 |
- |
2023-12-31 |
30,071 |
$487,000 |
-119,407 |
|
WELLS FARGO & CO/MN |
3421 |
- |
2023-12-31 |
26,539 |
$430,000 |
-2,525 |
|
Private Advisor Group LLC |
1568 |
- |
2023-12-31 |
26,217 |
$424,000 |
-2,396 |
|
Private Portfolio Partners LLC |
165 |
- |
2023-12-31 |
25,995 |
$421,000 |
15,749 |
|
Kestra Advisory Services LLC |
1721 |
- |
2023-12-31 |
21,752 |
$352,000 |
-5,306 |
|
Fortitude Advisory Group L.L.C. |
123 |
- |
2023-12-31 |
19,042 |
$308,000 |
312 |
|
RAYMOND JAMES TRUST CO |
969 |
- |
2024-03-31 |
18,786 |
$305,000 |
0 |
|
Significant Wealth Partners LLC |
127 |
- |
2023-12-31 |
15,502 |
$251,000 |
0 |
|
CoreCap Advisors LLC |
505 |
- |
2023-12-31 |
15,515 |
$251,000 |
2,000 |
|
KING WEALTH MANAGEMENT GROUP, LLC |
124 |
- |
2023-12-31 |
15,195 |
$246,000 |
57 |
|
SCHNIEDERS CAPITAL MANAGEMENT LLC |
187 |
- |
2024-03-31 |
13,750 |
$223,000 |
0 |
|
Stratos Wealth Partners LTD. |
1229 |
- |
2024-03-31 |
13,488 |
$219,000 |
0 |
|
Benedetti & Gucer Inc. |
122 |
- |
2023-12-31 |
13,386 |
$217,000 |
1,386 |
|
HIGHTOWER ADVISORS, LLC |
2903 |
- |
2023-12-31 |
12,993 |
$210,000 |
-1,619 |
|
Carl P. Sherr & Co. LLC |
113 |
- |
2023-12-31 |
11,325 |
$183,000 |
0 |
|
Carlton Hofferkamp |
124 |
- |
2024-03-31 |
11,450 |
$179,000 |
-100 |
|
Good Life Advisors LLC |
416 |
- |
2023-12-31 |
10,535 |
$171,000 |
0 |
|
Cetera Investment Advisers |
2065 |
- |
2023-12-31 |
10,157 |
$164,000 |
0 |
|
NBC SECURITIES INC. |
843 |
- |
2024-03-31 |
9,006 |
$146,000 |
96 |
|
Spire Wealth Management |
1139 |
- |
2024-03-31 |
3,890 |
$63,000 |
2,000 |
|
CAMBRIDGE TRUST CO |
441 |
- |
2023-12-31 |
2,500 |
$40,000 |
0 |
|
COMERICA BANK |
2810 |
- |
2023-12-31 |
2,100 |
$34,000 |
300 |
|
LM Advisors LLC |
371 |
- |
2023-12-31 |
2,000 |
$32,000 |
0 |
|
Ahrens Investment Partners LLC |
407 |
*New |
2023-03-31 |
1,700 |
$29,000 |
1,700 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
616 |
*New |
2023-12-31 |
1,008 |
$16,000 |
1,008 |
|
IFP Advisors Inc |
2139 |
- |
2023-12-31 |
650 |
$11,000 |
0 |
|
Steward Partners Investment Advisory LLC |
2995 |
- |
2023-12-31 |
240 |
$4,000 |
0 |
|
WHITTIER TRUST CO OF NEVADA INC |
1092 |
- |
2023-12-31 |
175 |
$3,000 |
0 |
|
HANSON MCCLAIN, INC. |
2686 |
*New |
2024-03-31 |
166 |
$3,000 |
166 |
|
J P MORGAN CHASE & CO |
5388 |
- |
2023-12-31 |
121 |
$2,000 |
0 |
|
Sound Income Strategies LLC |
1198 |
- |
2024-03-31 |
40 |
$1,000 |
0 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
669 |
*Closed |
2023-12-31 |
0 |
$0 |
-650 |
|
ORG Partners LLC |
989 |
*Closed |
2023-12-31 |
0 |
$0 |
-373 |
|
NATIONAL ASSET MANAGEMENT, INC. |
1418 |
*Closed |
2023-12-31 |
0 |
$0 |
-16,192 |
|
Sigma Planning Corp |
1015 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,671 |
|
Baird Financial Group Inc. |
1722 |
*Closed |
2023-12-31 |
0 |
$0 |
-22,181 |
|
PROEQUITIES INC. |
6811 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
CREATIVE PLANNING |
2967 |
*Closed |
2023-12-31 |
0 |
$0 |
-306 |
|
DHJJ Financial Advisors Ltd. |
797 |
- |
2024-03-31 |
10 |
$0 |
0 |
|
|
68 Records found
|
1
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