| |
Institutional
Holders
Total
Institutions:
 |
35  9 |
|
|
Total
shares held :
|
2,985,538 |
|
|
% of shares
held :
|
12.28% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-14 |
|
|
Amount
of shares held :
|
-185,311 |
|
|
% of shares
held change :
|
-0.76% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$5.76 |
|
|
Last
Quarter's Ending
Price :
|
$5.67 |
|
|
Last
Quarter's Average
Price :
|
$5.41 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
0.00 (0.00%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  GAMCO INVESTORS INC ET AL |
281 |
- |
2023-12-31 |
1,212,947 |
$6,877,000 |
0 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1490 |
- |
2023-12-31 |
454,444 |
$2,577,000 |
2,162 |
|
| GABELLI SECURITIES INC |
51 |
- |
2023-12-31 |
432,082 |
$2,450,000 |
-4,377 |
|
| LPL FINANCIAL CORP |
2783 |
- |
2023-12-31 |
228,381 |
$1,295,000 |
-41,597 |
|
| MORGAN STANLEY |
4853 |
- |
2023-12-31 |
150,535 |
$854,000 |
2,151 |
|
| Live Oak Private Wealth LLC |
95 |
- |
2023-12-31 |
134,937 |
$765,000 |
0 |
|
| PEAPACK GLADSTONE FINANCIAL CORP |
610 |
- |
2023-12-31 |
42,435 |
$241,000 |
-2,030 |
|
| Atomi Financial Group Inc. |
486 |
- |
2023-12-31 |
42,276 |
$240,000 |
-43,610 |
|
| UBS Group AG |
4568 |
- |
2023-12-31 |
34,585 |
$196,000 |
18,947 |
|
| Atria Wealth Solutions Inc. |
1780 |
- |
2023-12-31 |
31,159 |
$177,000 |
-632 |
|
| TELOS CAPITAL MANAGEMENT, INC. |
194 |
*New |
2023-12-31 |
26,355 |
$149,000 |
26,355 |
|
| WEDBUSH MORGAN SECURITIES INC |
998 |
- |
2023-12-31 |
26,331 |
$149,000 |
0 |
|
| Advisor Group Holdings Inc. |
4255 |
- |
2023-12-31 |
21,511 |
$122,000 |
-9,835 |
|
| ROYAL BANK OF CANADA |
4896 |
- |
2023-12-31 |
19,218 |
$109,000 |
336 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
2261 |
- |
2024-03-31 |
18,083 |
$102,000 |
2,601 |
|
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
476 |
- |
2023-12-31 |
16,721 |
$95,000 |
-1,901 |
|
| Sheaff Brock Investment Advisors LLC |
454 |
- |
2023-12-31 |
15,381 |
$87,000 |
-875 |
|
| Belpointe Asset Management LLC |
686 |
- |
2023-12-31 |
15,000 |
$85,000 |
1,000 |
|
| MML INVESTORS SERVICES LLC |
2388 |
- |
2023-12-31 |
14,563 |
$83,000 |
4,257 |
|
| BLAIR WILLIAM & CO/IL |
1520 |
- |
2023-12-31 |
14,142 |
$80,000 |
-1,750 |
|
| BRASADA CAPITAL MANAGEMENT LP |
136 |
- |
2023-12-31 |
12,549 |
$71,000 |
0 |
|
| BANK OF AMERICA CORP /DE/ |
5516 |
- |
2023-12-31 |
8,035 |
$46,000 |
-4,806 |
|
| CHILTON CAPITAL MANAGEMENT LLC |
385 |
- |
2023-12-31 |
6,000 |
$34,000 |
0 |
|
| WELLS FARGO & CO/MN |
4899 |
- |
2023-12-31 |
4,273 |
$24,000 |
-17,819 |
|
| ADVISORY SERVICES NETWORK, LLC |
2725 |
*New |
2023-12-31 |
2,135 |
$12,000 |
2,135 |
|
| ALPHAMARK ADVISORS LLC |
527 |
- |
2024-03-31 |
1,833 |
$10,000 |
352 |
|
| Goss Wealth Management LLC |
3031 |
- |
2023-12-31 |
988 |
$6,000 |
-12,100 |
|
| Salomon & Ludwin LLC |
587 |
- |
2023-12-31 |
834 |
$5,000 |
0 |
|
| Community Bank N.A. |
395 |
- |
2023-12-31 |
299 |
$2,000 |
0 |
|
| CAROLINAS WEALTH CONSULTING LLC |
801 |
- |
2023-12-31 |
127 |
$1,000 |
0 |
|
| Ahrens Investment Partners LLC |
934 |
*New |
2023-03-31 |
139 |
$1,000 |
139 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
3089 |
- |
2023-12-31 |
113 |
$1,000 |
5 |
|
| HIGHLANDER CAPITAL MANAGEMENT, LLC |
|
- |
2023-12-31 |
100 |
$1,000 |
0 |
|
| Colonial River Wealth Management LLC |
|
*Closed |
2023-12-31 |
0 |
$0 |
-11,005 |
|
| HIGHTOWER ADVISORS, LLC |
3322 |
*Closed |
2023-12-31 |
0 |
$0 |
-11,159 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
5831 |
*Closed |
2023-12-31 |
0 |
$0 |
-11,081 |
|
| CARY STREET PARTNER INVESTMENT ADVISORY LLC |
821 |
*Closed |
2023-12-31 |
0 |
$0 |
-458 |
|
| CREATIVE PLANNING |
2826 |
*Closed |
2023-12-31 |
0 |
$0 |
-12,044 |
|
| LEVEL FOUR ADVISORY SERVICES LLC |
818 |
*Closed |
2023-12-31 |
0 |
$0 |
-41,526 |
|
| J P MORGAN CHASE & CO |
5985 |
- |
2023-12-31 |
60 |
$0 |
-3,090 |
|
| Nelson Van Denburg & Campbell Wealth Management Gr |
1567 |
*Closed |
2023-12-31 |
0 |
$0 |
-162 |
|
| M&R CAPITAL MANAGEMENT INC |
585 |
- |
2024-03-31 |
59 |
$0 |
0 |
|
| Winch Advisory Services LLC |
438 |
*Closed |
2023-12-31 |
0 |
$0 |
-248 |
|
| FMR LLC |
5308 |
*Closed |
2023-12-31 |
0 |
$0 |
-1 |
|
| HUNTINGTON NATIONAL BANK |
2965 |
*Closed |
2023-12-31 |
0 |
$0 |
-35 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
3342 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,529 |
|
| PROEQUITIES INC. |
10218 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
|
47 Records found
|
1
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