|
Institutional
Holders
Total
Institutions:
|
39 1 |
|
Total
shares held :
|
1,760,945 |
|
% of shares
held :
|
21.68% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
1 |
|
Amount
of shares held :
|
-633,790 |
|
% of shares
held change :
|
-7.8% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$10.31 |
|
Last
Quarter's Ending
Price :
|
$11.73 |
|
Last
Quarter's Average
Price :
|
$10.56 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.37 (12.97%) |
|
|
|
|
|
|
|
|
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 |
3980 |
- |
2023-12-31 |
349,577 |
$4,101,000 |
-14,825 |
|
BANK OF AMERICA CORP /DE/ |
3089 |
- |
2023-12-31 |
305,083 |
$3,579,000 |
39,159 |
|
PRIVATE MANAGEMENT GROUP INC |
114 |
- |
2023-12-31 |
296,558 |
$3,479,000 |
1,567 |
|
UBS Group AG |
3405 |
- |
2023-12-31 |
86,002 |
$1,009,000 |
-1,201 |
|
GABELLI SECURITIES INC |
81 |
- |
2023-12-31 |
82,711 |
$970,000 |
0 |
|
STEPHENS INC /AR/ |
552 |
- |
2023-12-31 |
79,270 |
$930,000 |
4,966 |
|
RAYMOND JAMES & ASSOCIATES |
2539 |
- |
2023-12-31 |
78,432 |
$920,000 |
-35,277 |
|
WELLS FARGO & CO/MN |
3028 |
- |
2023-12-31 |
74,718 |
$876,000 |
5,024 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
|
- |
2023-12-31 |
73,259 |
$859,000 |
-2,806 |
|
180 WEALTH ADVISORS LLC |
|
- |
2023-12-31 |
58,683 |
$681,000 |
6,509 |
|
CSS LLC/IL |
174 |
- |
2023-12-31 |
47,604 |
$558,000 |
0 |
|
Cornerstone Advisors LLC |
290 |
- |
2023-12-31 |
38,471 |
$451,000 |
17,642 |
|
SILVERLAKE WEALTH MANAGEMENT LLC |
|
- |
2023-12-31 |
34,319 |
$403,000 |
766 |
|
GAMCO INVESTORS INC ET AL |
721 |
- |
2023-12-31 |
31,586 |
$371,000 |
0 |
|
Advisor Group Holdings Inc. |
3527 |
- |
2023-12-31 |
27,096 |
$318,000 |
-16,525 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2768 |
- |
2023-12-31 |
23,379 |
$274,000 |
63 |
|
SHAKER FINANCIAL SERVICES, LLC |
147 |
- |
2023-12-31 |
13,662 |
$160,000 |
-32,104 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
5019 |
*New |
2023-12-31 |
13,066 |
$153,000 |
13,066 |
|
LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
750 |
*New |
2023-12-31 |
11,317 |
$133,000 |
11,317 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3543 |
- |
2023-12-31 |
10,942 |
$128,000 |
-1,667 |
|
COMERICA BANK |
2439 |
- |
2023-12-31 |
10,000 |
$117,000 |
-2,573 |
|
ANCORA ADVISORS, LLC |
847 |
- |
2023-12-31 |
5,000 |
$59,000 |
0 |
|
NBC SECURITIES INC. |
1239 |
- |
2023-12-31 |
2,967 |
$34,000 |
0 |
|
J P MORGAN CHASE & CO |
4874 |
- |
2023-12-31 |
2,376 |
$28,000 |
2,376 |
|
ROYAL BANK OF CANADA |
5568 |
- |
2023-12-31 |
1,900 |
$22,000 |
1,900 |
|
BFSG LLC |
463 |
*New |
2023-12-31 |
760 |
$9,000 |
760 |
|
THOMAS J. HERZFELD ADVISORS, INC. |
134 |
- |
2023-12-31 |
557 |
$7,000 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
3052 |
*New |
2023-12-31 |
400 |
$5,000 |
400 |
|
NORTH STAR INVESTMENT MANAGEMENT CORP. |
944 |
- |
2023-12-31 |
450 |
$5,000 |
0 |
|
Steward Partners Investment Advisory LLC |
3066 |
- |
2023-12-31 |
290 |
$3,000 |
-2,296 |
|
HANSON MCCLAIN, INC. |
|
- |
2023-12-31 |
169 |
$2,000 |
-100 |
|
Capital Advisors Ltd. LLC |
1094 |
- |
2023-12-31 |
66 |
$1,000 |
0 |
|
Focused Wealth Management Inc |
868 |
- |
2023-12-31 |
64 |
$1,000 |
1 |
|
HARBOUR INVESTMENTS INC. |
2888 |
- |
2023-12-31 |
108 |
$1,000 |
2 |
|
CWM LLC |
4351 |
- |
2023-12-31 |
33 |
$0 |
0 |
|
GRADIENT INVESTMENTS LLC |
1779 |
*Closed |
2023-12-31 |
0 |
$0 |
-400 |
|
Ulland Investment Advisors LLC |
218 |
- |
2023-12-31 |
20 |
$0 |
0 |
|
Atlas Wealth LLC |
120 |
*Closed |
2023-12-31 |
0 |
$0 |
-608,075 |
|
Goss Wealth Management LLC |
3755 |
- |
2023-12-31 |
36 |
$0 |
0 |
|
ARMSTRONG ADVISORY GROUP INC |
845 |
*Closed |
2023-12-31 |
0 |
$0 |
-60 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
1676 |
*Closed |
2023-12-31 |
0 |
$0 |
-43 |
|
CNH PARTNERS LLC |
695 |
*Closed |
2023-12-31 |
0 |
$0 |
-11,158 |
|
Global Retirement Partners LLC |
3462 |
*New |
2023-12-31 |
14 |
$0 |
14 |
|
WOLVERINE ASSET MANAGEMENT LLC |
1454 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,212 |
|
PROEQUITIES INC. |
10215 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
|
45 Records found
|
1
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