|
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 :
|
|
|
0.21 (3.65%) |
|
|
|
|
|
|
|
|
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 |
|
MORGAN STANLEY |
3900 |
- |
2023-12-31 |
852,054 |
$4,618,000 |
37,981 |
|
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 |
|
Balboa Wealth Partners |
102 |
- |
2023-12-31 |
101,740 |
$551,000 |
6,875 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
346 |
- |
2024-03-31 |
99,197 |
$548,000 |
2,000 |
|
Cetera Investment Advisers |
1719 |
- |
2023-12-31 |
61,197 |
$332,000 |
33 |
|
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 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
2162 |
- |
2024-03-31 |
36,714 |
$204,000 |
5,185 |
|
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 |
|
Brookstone Capital Management |
880 |
- |
2024-03-31 |
30,121 |
$167,000 |
6,532 |
|
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 |
|
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 |
|
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 |
|
RETIREMENT FINANCIAL SOLUTIONS LLC |
47 |
- |
2023-12-31 |
18,280 |
$99,000 |
1,030 |
|
VisionPoint Advisory Group LLC |
193 |
- |
2023-12-31 |
17,413 |
$94,000 |
92 |
|
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 |
|
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 |
|
Register Financial Advisors LLC |
410 |
- |
2024-03-31 |
5,205 |
$29,000 |
5,205 |
|
Nemes Rush Group LLC |
421 |
- |
2023-12-31 |
1,821 |
$10,000 |
1,648 |
|
M&R CAPITAL MANAGEMENT INC |
360 |
- |
2024-03-31 |
1,792 |
$10,000 |
46 |
|
NBC SECURITIES INC. |
2034 |
- |
2024-03-31 |
150 |
$1,000 |
150 |
|
|
30 Records found
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1
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