|
Institutional
Holders
Total
Institutions:
|
80 8 |
|
Total
shares held :
|
5,959,761 |
|
% of shares
held :
|
13.83% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
2 |
|
Amount
of shares held :
|
-341,163 |
|
% of shares
held change :
|
-0.79% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$4.84 |
|
Last
Quarter's Ending
Price :
|
$5.42 |
|
Last
Quarter's Average
Price :
|
$5.76 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.27 (4.69%) |
|
|
|
|
|
|
|
|
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. |
926 |
- |
2023-12-31 |
1,228,543 |
$6,659,000 |
11,941 |
|
LPL FINANCIAL CORP |
1551 |
- |
2023-12-31 |
1,127,294 |
$6,110,000 |
-27,489 |
|
MORGAN STANLEY |
3900 |
- |
2023-12-31 |
852,054 |
$4,618,000 |
37,981 |
|
Advisor Group Holdings Inc. |
1980 |
- |
2023-12-31 |
316,067 |
$1,713,000 |
-66,111 |
|
GAMCO INVESTORS INC ET AL |
526 |
- |
2023-12-31 |
275,853 |
$1,495,000 |
0 |
|
Significant Wealth Partners LLC |
45 |
- |
2023-12-31 |
163,469 |
$886,000 |
0 |
|
Atria Wealth Solutions Inc. |
931 |
- |
2023-12-31 |
155,004 |
$840,000 |
22,843 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1826 |
- |
2023-12-31 |
139,335 |
$755,000 |
584 |
|
JANNEY MONTGOMERY SCOTT LLC |
1679 |
- |
2023-12-31 |
124,751 |
$676,000 |
-2,449 |
|
Balboa Wealth Partners |
102 |
- |
2023-12-31 |
101,740 |
$551,000 |
6,875 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
|
- |
2023-12-31 |
97,197 |
$527,000 |
3,000 |
|
ROYAL BANK OF CANADA |
3725 |
- |
2023-12-31 |
84,590 |
$459,000 |
-42,242 |
|
BANK OF AMERICA CORP /DE/ |
4587 |
- |
2023-12-31 |
77,155 |
$418,000 |
-47,537 |
|
MAS Advisors LLC |
42 |
- |
2023-12-31 |
77,211 |
$418,000 |
-22,676 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2511 |
- |
2023-12-31 |
75,589 |
$410,000 |
-15,241 |
|
Cetera Investment Advisers |
1719 |
- |
2023-12-31 |
61,197 |
$332,000 |
33 |
|
RAYMOND JAMES & ASSOCIATES |
3182 |
- |
2023-12-31 |
60,293 |
$327,000 |
-461 |
|
ROTHSCHILD INVESTMENT CORP /IL |
346 |
- |
2023-09-30 |
52,199 |
$277,000 |
0 |
|
Riverview Trust Co |
|
- |
2023-12-31 |
50,954 |
$276,000 |
0 |
|
CREATIVE PLANNING |
2152 |
- |
2023-12-31 |
49,892 |
$270,000 |
1,191 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
554 |
- |
2023-12-31 |
45,808 |
$248,000 |
2,072 |
|
Coco Enterprises LLC |
48 |
- |
2023-12-31 |
39,392 |
$214,000 |
0 |
|
PNC FINANCIAL SERVICES GROUP INC |
2120 |
- |
2023-12-31 |
37,956 |
$206,000 |
-2,293 |
|
Wealth Quarterback LLC |
112 |
- |
2023-12-31 |
36,926 |
$200,000 |
1,232 |
|
VIRTU FINANCIAL LLC |
852 |
- |
2023-12-31 |
34,474 |
$187,000 |
562 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
2089 |
- |
2023-12-31 |
31,529 |
$171,000 |
4,948 |
|
Leverty Financial Group LLC |
32 |
- |
2023-12-31 |
31,267 |
$169,000 |
0 |
|
UBS Group AG |
4666 |
- |
2023-12-31 |
30,025 |
$163,000 |
-17,854 |
|
CoreCap Advisors LLC |
565 |
- |
2023-12-31 |
29,895 |
$162,000 |
0 |
|
CAPTRUST FINANCIAL ADVISORS |
2443 |
- |
2023-12-31 |
28,748 |
$156,000 |
4,005 |
|
Kellett Schaffner Wealth Advisors LLC |
77 |
- |
2023-12-31 |
26,200 |
$142,000 |
26,200 |
|
HILLTOP HOLDINGS INC. |
571 |
- |
2023-12-31 |
25,163 |
$136,000 |
-16,432 |
|
FINANCIAL NETWORK |
2604 |
- |
2023-12-31 |
24,532 |
$133,000 |
9,095 |
|
Kestra Advisory Services LLC |
2156 |
- |
2023-12-31 |
24,036 |
$130,000 |
13,438 |
|
Brookstone Capital Management |
823 |
- |
2023-12-31 |
23,589 |
$128,000 |
2,431 |
|
MML INVESTORS SERVICES LLC |
2357 |
- |
2023-12-31 |
23,321 |
$126,000 |
-6,317 |
|
Good Life Advisors LLC |
423 |
- |
2023-12-31 |
22,316 |
$121,000 |
344 |
|
Vantage Financial Partners LLC |
128 |
- |
2023-12-31 |
22,118 |
$120,000 |
40 |
|
BNC WEALTH MANAGEMENT LLC |
94 |
- |
2023-12-31 |
18,867 |
$102,000 |
0 |
|
RETIREMENT FINANCIAL SOLUTIONS LLC |
47 |
- |
2023-12-31 |
18,280 |
$99,000 |
1,030 |
|
EAGLE WEALTH STRATEGIES LLC |
96 |
- |
2023-12-31 |
18,138 |
$98,000 |
0 |
|
CASCADE INVESTMENT GROUP INC. |
134 |
- |
2023-12-31 |
17,716 |
$96,000 |
0 |
|
VisionPoint Advisory Group LLC |
193 |
- |
2023-12-31 |
17,413 |
$94,000 |
92 |
|
WEDBUSH MORGAN SECURITIES INC |
1042 |
- |
2023-12-31 |
16,250 |
$88,000 |
-2,100 |
|
SYNOVUS FINANCIAL CORP |
809 |
- |
2023-12-31 |
15,076 |
$82,000 |
0 |
|
Accurate Wealth Management LLC |
268 |
- |
2023-12-31 |
14,500 |
$78,000 |
0 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
1140 |
- |
2023-12-31 |
13,813 |
$75,000 |
209 |
|
Private Advisor Group LLC |
2132 |
- |
2023-12-31 |
13,735 |
$74,000 |
83 |
|
DAVIDSON D A & CO |
1304 |
- |
2023-12-31 |
13,444 |
$73,000 |
1,491 |
|
WOLVERINE ASSET MANAGEMENT LLC |
651 |
*New |
2023-12-31 |
12,788 |
$69,000 |
12,788 |
|
MARINER WEALTH ADVISORS, LLC |
2906 |
*New |
2023-12-31 |
12,109 |
$66,000 |
12,109 |
|
MOTCO |
268 |
- |
2023-12-31 |
12,159 |
$66,000 |
0 |
|
Sonora Investment Management Group LLC |
240 |
- |
2023-12-31 |
12,015 |
$65,000 |
0 |
|
STIFEL FINANCIAL CORP |
3191 |
- |
2023-12-31 |
11,374 |
$62,000 |
0 |
|
NOMURA HOLDINGS INC |
981 |
*New |
2023-12-31 |
11,300 |
$61,000 |
11,300 |
|
PINNACLE ASSOCIATES LTD |
801 |
- |
2023-12-31 |
11,164 |
$61,000 |
0 |
|
Benchmark Investment Advisors LLC |
318 |
*New |
2023-12-31 |
11,060 |
$60,000 |
11,060 |
|
BCJ Capital Management LLC |
305 |
- |
2023-12-31 |
11,060 |
$60,000 |
-3,692 |
|
LIBERTY CAPITAL MANAGEMENT INC |
|
- |
2023-12-31 |
10,000 |
$54,000 |
0 |
|
HIGHLANDER CAPITAL MANAGEMENT, LLC |
|
- |
2023-12-31 |
8,968 |
$49,000 |
1,700 |
|
RESOURCES MANAGEMENT CORP /CT/ /ADV |
289 |
- |
2023-12-31 |
8,576 |
$46,000 |
105 |
|
Global Retirement Partners LLC |
1451 |
- |
2023-12-31 |
7,417 |
$39,000 |
-2,088 |
|
Goss Wealth Management LLC |
2586 |
- |
2023-12-31 |
3,250 |
$18,000 |
0 |
|
WELLS FARGO & CO/MN |
5029 |
- |
2023-12-31 |
3,021 |
$16,000 |
-111,934 |
|
FIFTH THIRD BANCORP |
1867 |
- |
2023-12-31 |
2,500 |
$14,000 |
0 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2495 |
- |
2023-12-31 |
2,481 |
$13,000 |
-453 |
|
Nemes Rush Group LLC |
421 |
- |
2023-12-31 |
1,821 |
$10,000 |
1,648 |
|
M&R CAPITAL MANAGEMENT INC |
415 |
- |
2023-12-31 |
1,746 |
$9,000 |
41 |
|
PRINCIPAL SECURITIES INC. |
2289 |
- |
2023-12-31 |
1,747 |
$9,000 |
0 |
|
Peoples Bank/KS |
220 |
- |
2023-12-31 |
1,500 |
$8,000 |
0 |
|
BOYD WATTERSON ASSET MANAGEMENT LLC/OH |
337 |
- |
2023-12-31 |
720 |
$4,000 |
0 |
|
Larson Financial Group LLC |
1313 |
- |
2023-12-31 |
500 |
$3,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
2599 |
- |
2023-12-31 |
575 |
$3,000 |
-532 |
|
ADVISORY SERVICES NETWORK, LLC |
3319 |
*New |
2023-12-31 |
283 |
$2,000 |
283 |
|
EdgeRock Capital LLC |
277 |
*New |
2023-12-31 |
338 |
$2,000 |
338 |
|
J P MORGAN CHASE & CO |
5366 |
*New |
2023-12-31 |
333 |
$2,000 |
333 |
|
Community Bank N.A. |
396 |
- |
2023-12-31 |
330 |
$2,000 |
0 |
|
SOA Wealth Advisors LLC. |
750 |
- |
2023-12-31 |
120 |
$1,000 |
0 |
|
CAROLINAS WEALTH CONSULTING LLC |
897 |
- |
2023-12-31 |
126 |
$1,000 |
0 |
|
US BANCORP |
3756 |
- |
2023-12-31 |
138 |
$1,000 |
0 |
|
NBC SECURITIES INC. |
2063 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,426 |
|
FMR LLC |
4672 |
- |
2023-12-31 |
1 |
$0 |
1 |
|
Kingsview Wealth Management LLC |
956 |
*Closed |
2023-12-31 |
0 |
$0 |
-11,612 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
822 |
*Closed |
2023-12-31 |
0 |
$0 |
-691 |
|
TOWER RESEARCH CAPITAL LLC |
5773 |
*Closed |
2023-12-31 |
0 |
$0 |
-902 |
|
PROEQUITIES INC. |
4653 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6338 |
*Closed |
2023-12-31 |
0 |
$0 |
-31,314 |
|
AE Wealth Management LLC |
2201 |
*Closed |
2023-12-31 |
0 |
$0 |
-17,588 |
|
PFG Investments LLC |
528 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,029 |
|
Envestnet Portfolio Solutions Inc. |
1588 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,681 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
1642 |
*Closed |
2023-12-31 |
0 |
$0 |
-479 |
|
Kovack Advisors Inc. |
607 |
*Closed |
2023-12-31 |
0 |
$0 |
-17,125 |
|
Rollins Financial |
113 |
*Closed |
2023-12-31 |
0 |
$0 |
-14,000 |
|
MULTIFINANCIAL SECURITIES CORP |
1803 |
*Closed |
2023-12-31 |
0 |
$0 |
-12,239 |
|
Register Financial Advisors LLC |
647 |
*Closed |
2023-12-31 |
0 |
$0 |
-5,112 |
|
Tradition Wealth Management LLC |
1342 |
*Closed |
2023-12-31 |
0 |
$0 |
-928 |
|
REGIONS FINANCIAL CORP |
831 |
*Closed |
2023-12-31 |
0 |
$0 |
-20,000 |
|
|
97 Records found
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1
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