|
Institutional
Holders
Total
Institutions:
|
57 1 |
|
Total
shares held :
|
3,220,253 |
|
% of shares
held :
|
12.38% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
3 |
|
Amount
of shares held :
|
-176,885 |
|
% of shares
held change :
|
-0.68% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$14.56 |
|
Last
Quarter's Ending
Price :
|
$15.78 |
|
Last
Quarter's Average
Price :
|
$14.46 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
2.21 (15.28%) |
|
|
|
|
|
|
|
|
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 |
3532 |
- |
2023-12-31 |
484,332 |
$7,643,000 |
-363,196 |
|
ROYAL BANK OF CANADA |
1629 |
- |
2023-12-31 |
480,003 |
$7,574,000 |
46,668 |
|
UBS Group AG |
1930 |
- |
2023-12-31 |
345,170 |
$5,447,000 |
70,416 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1221 |
- |
2023-12-31 |
250,293 |
$3,950,000 |
13,209 |
|
INVESCO LTD |
2306 |
- |
2023-12-31 |
236,508 |
$3,732,000 |
30,369 |
|
GUGGENHEIM CAPITAL LLC |
672 |
- |
2023-12-31 |
206,854 |
$3,264,000 |
30,200 |
|
LPL FINANCIAL CORP |
2207 |
- |
2023-12-31 |
156,950 |
$2,477,000 |
-7,933 |
|
Advisory Resource Group |
42 |
- |
2023-12-31 |
130,131 |
$2,053,000 |
-647 |
|
TSP CAPITAL MANAGEMENT GROUP LLC |
31 |
- |
2023-12-31 |
113,515 |
$1,791,000 |
40,940 |
|
Kestra Advisory Services LLC |
861 |
- |
2023-12-31 |
108,083 |
$1,706,000 |
-2,974 |
|
FIERA SCEPTRE INC. |
338 |
- |
2023-12-31 |
77,279 |
$1,219,000 |
0 |
|
RAYMOND JAMES & ASSOCIATES |
2381 |
- |
2023-12-31 |
77,146 |
$1,217,000 |
11,023 |
|
Advisor Group Holdings Inc. |
2483 |
- |
2023-12-31 |
64,543 |
$1,018,000 |
-19,576 |
|
HIGHTOWER ADVISORS, LLC |
2077 |
- |
2023-12-31 |
41,952 |
$660,000 |
284 |
|
SHAKER FINANCIAL SERVICES, LLC |
99 |
- |
2023-12-31 |
40,100 |
$638,000 |
23,899 |
|
Golden Green Inc. |
47 |
- |
2023-09-30 |
39,793 |
$580,000 |
987 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2081 |
- |
2023-12-31 |
35,076 |
$553,000 |
11,062 |
|
ENVESTNET ASSET MANAGEMENT INC |
3261 |
- |
2023-12-31 |
34,579 |
$546,000 |
945 |
|
Goss Wealth Management LLC |
1262 |
- |
2023-12-31 |
31,976 |
$503,000 |
10,937 |
|
Atria Wealth Solutions Inc. |
1245 |
- |
2023-12-31 |
28,875 |
$456,000 |
-11,945 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
515 |
- |
2023-12-31 |
26,810 |
$423,000 |
14,658 |
|
Baird Financial Group Inc. |
1449 |
- |
2023-12-31 |
23,831 |
$376,000 |
-925 |
|
BANK OF AMERICA CORP /DE/ |
4726 |
- |
2023-12-31 |
21,164 |
$334,000 |
-6,733 |
|
Streettalk Advisors LLC |
320 |
- |
2023-12-31 |
21,000 |
$331,000 |
0 |
|
Private Advisor Group LLC |
1749 |
- |
2023-12-31 |
19,878 |
$314,000 |
1,246 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4384 |
*New |
2023-12-31 |
19,551 |
$309,000 |
19,551 |
|
FINANCIAL NETWORK |
2227 |
- |
2023-12-31 |
19,350 |
$305,000 |
-4,262 |
|
NATIONAL ASSET MANAGEMENT, INC. |
1062 |
- |
2023-12-31 |
18,451 |
$293,000 |
1,391 |
|
BURROUGHS HUTCHINSON |
71 |
- |
2023-12-31 |
18,145 |
$286,000 |
-3,800 |
|
McGlone Suttner Wealth Management Inc. |
133 |
- |
2023-12-31 |
14,809 |
$234,000 |
-4,452 |
|
PNC FINANCIAL SERVICES GROUP INC |
2109 |
- |
2023-12-31 |
13,273 |
$209,000 |
-433 |
|
HARBOR INVESTMENT ADVISORY LLC |
|
- |
2023-12-31 |
12,200 |
$193,000 |
-4,500 |
|
WEDBUSH MORGAN SECURITIES INC |
974 |
- |
2023-12-31 |
12,183 |
$192,000 |
1,933 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2990 |
- |
2023-12-31 |
11,364 |
$179,000 |
-379 |
|
WELLS FARGO & CO/MN |
3985 |
- |
2023-12-31 |
10,651 |
$168,000 |
925 |
|
Merit Financial Group LLC |
740 |
- |
2023-12-31 |
10,326 |
$163,000 |
1 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
3,380 |
$53,000 |
0 |
|
CULLEN FROST BANKERS INC |
664 |
- |
2023-12-31 |
3,113 |
$49,000 |
0 |
|
Sound Income Strategies LLC |
479 |
- |
2023-12-31 |
2,150 |
$34,000 |
0 |
|
CITY HOLDING CO |
341 |
- |
2023-12-31 |
2,000 |
$32,000 |
0 |
|
Steward Partners Investment Advisory LLC |
2196 |
- |
2023-12-31 |
1,821 |
$29,000 |
0 |
|
OPTIMUM INVESTMENT ADVISORS |
411 |
- |
2023-12-31 |
1,700 |
$27,000 |
0 |
|
Global Retirement Partners LLC |
1593 |
*New |
2023-12-31 |
1,720 |
$27,000 |
1,720 |
|
Parallel Advisors LLC |
2064 |
- |
2023-12-31 |
1,000 |
$16,000 |
0 |
|
FSA Wealth Management LLC |
272 |
*New |
2023-12-31 |
951 |
$15,000 |
951 |
|
Piscataqua Savings Bank |
|
- |
2023-12-31 |
800 |
$13,000 |
0 |
|
Sanctuary Wealth Management L.L.C. |
143 |
- |
2023-12-31 |
697 |
$11,000 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
2776 |
*New |
2023-12-31 |
700 |
$11,000 |
700 |
|
PRIVATE TRUST CO NA |
|
- |
2023-12-31 |
553 |
$9,000 |
0 |
|
ALPHAMARK ADVISORS LLC |
545 |
- |
2023-12-31 |
481 |
$8,000 |
64 |
|
Sugarloaf Wealth Management LLC |
537 |
- |
2023-12-31 |
385 |
$6,000 |
0 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
877 |
*New |
2023-12-31 |
304 |
$5,000 |
304 |
|
WEBSTER BANK |
|
- |
2023-12-31 |
164 |
$3,000 |
0 |
|
GRADIENT INVESTMENTS LLC |
1213 |
*New |
2023-12-31 |
150 |
$2,000 |
150 |
|
COMERICA BANK |
3447 |
- |
2023-12-31 |
129 |
$2,000 |
-1,364 |
|
J P MORGAN CHASE & CO |
5482 |
- |
2023-12-31 |
92 |
$1,000 |
92 |
|
Keystone Financial Group |
300 |
*Closed |
2023-12-31 |
0 |
$0 |
-12,892 |
|
Koshinski Asset Management Inc. |
510 |
*Closed |
2023-12-31 |
0 |
$0 |
-15,394 |
|
FMR LLC |
4886 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
HEAD & ASSOCIATES LLC |
316 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,078 |
|
Householder Group Estate & Retirement Specialist L |
|
- |
2023-12-31 |
62 |
$0 |
0 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
1553 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,289 |
|
MARINER WEALTH ADVISORS, LLC |
3070 |
*Closed |
2023-12-31 |
0 |
$0 |
-13,892 |
|
KESSLER INVESTMENT GROUP, LLC |
171 |
*Closed |
2023-12-31 |
0 |
$0 |
-169 |
|
Sowell Financial Services LLC |
|
*Closed |
2023-12-31 |
0 |
$0 |
-15,900 |
|
PROEQUITIES INC. |
9798 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
MCRAE CAPITAL MANAGEMENT INC |
|
*Closed |
2023-12-31 |
0 |
$0 |
-14,400 |
|
|
67 Records found
|
1
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