|
Institutional
Holders
Total
Institutions:
|
87 2 |
|
Total
shares held :
|
5,165,143 |
|
% of shares
held :
|
14.6% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-7 |
|
Amount
of shares held :
|
319,585 |
|
% of shares
held change :
|
0.9% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$16.99 |
|
Last
Quarter's Ending
Price :
|
$18.97 |
|
Last
Quarter's Average
Price :
|
$17.72 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.90 (10.72%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
UBS Group AG |
1330 |
- |
2023-12-31 |
650,484 |
$12,340,000 |
-37,110 |
|
BANK OF AMERICA CORP /DE/ |
2750 |
- |
2023-12-31 |
321,812 |
$6,105,000 |
-32,194 |
|
FINANCIAL NETWORK |
718 |
- |
2023-12-31 |
190,662 |
$3,617,000 |
-4,837 |
|
Advisor Group Holdings Inc. |
1483 |
- |
2023-12-31 |
173,121 |
$3,284,000 |
-28,631 |
|
WELLS FARGO & CO/MN |
2220 |
- |
2023-12-31 |
160,331 |
$3,041,000 |
-19,700 |
|
FIRST TRUST ADVISORS LP |
1730 |
- |
2023-12-31 |
103,518 |
$1,964,000 |
-4,487 |
|
GUARANTY TRUST CO OF MISSOURI /MO/ |
231 |
- |
2024-03-31 |
98,722 |
$1,941,000 |
-10,615 |
|
ROYAL BANK OF CANADA |
2693 |
- |
2023-12-31 |
87,075 |
$1,652,000 |
-5,531 |
|
FOUNDERS FINANCIAL SECURITIES LLC |
120 |
- |
2024-03-31 |
79,975 |
$1,572,000 |
-15,095 |
|
Samalin Investment Counsel LLC |
38 |
- |
2023-12-31 |
63,451 |
$1,204,000 |
-19,181 |
|
Mutual Advisors LLC |
571 |
- |
2023-12-31 |
35,056 |
$665,000 |
-5,262 |
|
JANNEY MONTGOMERY SCOTT LLC |
1694 |
- |
2023-12-31 |
34,317 |
$651,000 |
-34,457 |
|
FIXED INCOME SECURITIES INC |
880 |
- |
2023-12-31 |
28,000 |
$531,000 |
-717 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2341 |
- |
2024-03-31 |
23,139 |
$455,000 |
-1,426 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
454 |
- |
2024-03-31 |
21,775 |
$428,000 |
-1,213 |
|
ENVESTNET ASSET MANAGEMENT INC |
3616 |
- |
2023-12-31 |
15,292 |
$290,000 |
-48 |
|
Goss Wealth Management LLC |
1552 |
- |
2023-12-31 |
15,052 |
$283,000 |
-3,118 |
|
Ahrens Investment Partners LLC |
128 |
- |
2023-03-31 |
10,741 |
$229,000 |
-1,794 |
|
HIGHTOWER ADVISORS, LLC |
2871 |
- |
2023-12-31 |
11,816 |
$223,000 |
-81 |
|
Kingsview Wealth Management LLC |
865 |
- |
2023-12-31 |
11,726 |
$222,000 |
-2,943 |
|
Powell Investment Advisors LLC |
117 |
- |
2024-03-31 |
10,100 |
$199,000 |
-4 |
|
AMERIPRISE FINANCIAL INC |
3647 |
- |
2023-12-31 |
10,504 |
$199,000 |
-21,904 |
|
INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
463 |
- |
2023-12-31 |
10,192 |
$193,000 |
-2,564 |
|
Steward Partners Investment Advisory LLC |
1422 |
- |
2023-12-31 |
9,340 |
$177,000 |
-4,638 |
|
ADVISORY SERVICES NETWORK, LLC |
1697 |
- |
2023-12-31 |
4,716 |
$89,000 |
-5,951 |
|
COMERICA BANK |
2598 |
- |
2023-12-31 |
3,800 |
$72,000 |
-14,394 |
|
BALDWIN BROTHERS INC/MA |
321 |
- |
2024-03-31 |
3,467 |
$68,000 |
-2,125 |
|
Beacon Capital Management LLC |
219 |
- |
2023-12-31 |
2,877 |
$51,000 |
-23 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
2,250 |
$43,000 |
-2,250 |
|
Global Retirement Partners LLC |
1690 |
- |
2024-03-31 |
1,318 |
$26,000 |
-659 |
|
CWM LLC |
3338 |
- |
2024-03-31 |
500 |
$10,000 |
-140 |
|
|
31 Records found
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1
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