|
Institutional
Holders
Total
Institutions:
|
55 1 |
|
Total
shares held :
|
4,794,439 |
|
% of shares
held :
|
8.27% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-4 |
|
Amount
of shares held :
|
-110,490 |
|
% of shares
held change :
|
-0.19% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$21.10 |
|
Last
Quarter's Ending
Price :
|
$21.62 |
|
Last
Quarter's Average
Price :
|
$21.27 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.85 (3.98%) |
|
|
|
|
|
|
|
|
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 |
998 |
- |
2023-12-31 |
1,138,426 |
$24,607,000 |
11,967 |
|
NATIONAL ASSET MANAGEMENT, INC. |
40 |
- |
2023-12-31 |
722,062 |
$15,607,000 |
-448,492 |
|
AMERIPRISE FINANCIAL INC |
1510 |
- |
2023-12-31 |
626,118 |
$13,531,000 |
-58,980 |
|
ENVESTNET ASSET MANAGEMENT INC |
1271 |
- |
2023-12-31 |
614,280 |
$13,278,000 |
-80,750 |
|
MORGAN STANLEY |
3126 |
- |
2023-12-31 |
571,384 |
$12,350,000 |
78,661 |
|
LPL FINANCIAL CORP |
1309 |
- |
2023-12-31 |
417,170 |
$9,017,000 |
168,955 |
|
JANE STREET GROUP LLC |
2129 |
- |
2023-12-31 |
120,314 |
$2,601,000 |
27,138 |
|
Advisor Group Holdings Inc. |
1680 |
- |
2023-12-31 |
117,140 |
$2,532,000 |
-282,547 |
|
Kestra Advisory Services LLC |
757 |
- |
2023-12-31 |
99,577 |
$2,152,000 |
30,151 |
|
Equitable Holdings Inc. |
404 |
- |
2023-12-31 |
94,762 |
$2,048,000 |
16,531 |
|
McAdam LLC |
90 |
- |
2024-03-31 |
77,431 |
$1,706,000 |
-2,183 |
|
Integrated Wealth Concepts LLC |
590 |
- |
2023-12-31 |
66,682 |
$1,441,000 |
1,127 |
|
Empirical Asset Management LLC |
22 |
- |
2023-12-31 |
57,560 |
$1,244,000 |
-2,473 |
|
OLD MISSION CAPITAL LLC |
385 |
*New |
2023-12-31 |
55,354 |
$1,196,000 |
55,354 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2139 |
- |
2024-03-31 |
50,791 |
$1,119,000 |
6,674 |
|
KCS Wealth Advisory |
61 |
- |
2023-09-30 |
52,038 |
$1,099,000 |
-6,943 |
|
Advisory Alpha LLC |
|
- |
2023-12-31 |
47,897 |
$1,035,000 |
-2,007 |
|
MML INVESTORS SERVICES LLC |
1428 |
- |
2023-12-31 |
41,575 |
$899,000 |
-2,145 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2137 |
- |
2024-03-31 |
39,319 |
$866,000 |
-1,019 |
|
Private Advisor Group LLC |
|
- |
2024-03-31 |
38,259 |
$843,000 |
-55,505 |
|
VERUS CAPITAL PARTNERS LLC |
130 |
- |
2023-12-31 |
34,069 |
$736,000 |
503 |
|
MULTIFINANCIAL SECURITIES CORP |
918 |
- |
2023-12-31 |
33,670 |
$728,000 |
-3,375 |
|
Ameritas Advisory Services LLC |
352 |
- |
2023-12-31 |
33,692 |
$728,000 |
-2,229 |
|
VISTA INVESTMENT MANAGEMENT |
96 |
- |
2023-12-31 |
32,431 |
$701,000 |
-11,143 |
|
Avestar Capital LLC |
149 |
- |
2023-12-31 |
29,796 |
$644,000 |
5,771 |
|
HCR Wealth Advisors |
127 |
- |
2023-12-31 |
21,000 |
$454,000 |
0 |
|
STIFEL FINANCIAL CORP |
2622 |
- |
2023-12-31 |
20,447 |
$442,000 |
-1,000 |
|
Stratos Wealth Partners LTD. |
982 |
- |
2024-03-31 |
17,551 |
$387,000 |
-13,936 |
|
RAYMOND JAMES & ASSOCIATES |
3187 |
- |
2024-03-31 |
17,498 |
$385,000 |
149 |
|
STEPHENS INC /AR/ |
924 |
*New |
2023-12-31 |
14,314 |
$309,000 |
14,314 |
|
Smartleaf Asset Management LLC |
|
- |
2024-03-31 |
12,680 |
$275,000 |
-60,101 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2787 |
- |
2024-03-31 |
11,975 |
$264,000 |
787 |
|
Moloney Securities Asset Management LLC |
|
- |
2024-03-31 |
11,772 |
$259,000 |
1,515 |
|
Geneos Wealth Management Inc. |
|
- |
2024-03-31 |
11,436 |
$252,000 |
0 |
|
EUDAIMONIA ADVISORS LLC |
145 |
*New |
2024-03-31 |
11,104 |
$245,000 |
11,104 |
|
FINANCIAL NETWORK |
2403 |
- |
2023-12-31 |
10,975 |
$237,000 |
0 |
|
H D Vest Advisory Services |
1375 |
*New |
2023-12-31 |
10,722 |
$232,000 |
10,722 |
|
ROYAL BANK OF CANADA |
4401 |
- |
2023-12-31 |
10,045 |
$217,000 |
-2,471 |
|
INVENIO WEALTH PARTNERS LLC |
89 |
- |
2023-12-31 |
9,985 |
$216,000 |
0 |
|
Strategic Blueprint LLC |
554 |
*New |
2024-03-31 |
9,744 |
$215,000 |
9,744 |
|
OPPENHEIMER & CO INC |
1263 |
- |
2023-12-31 |
9,884 |
$214,000 |
9,884 |
|
Melone Private Wealth LLC |
|
- |
2024-03-31 |
9,700 |
$214,000 |
138 |
|
Atria Wealth Solutions Inc. |
1719 |
*New |
2023-12-31 |
9,754 |
$211,000 |
9,754 |
|
Team Financial Group LLC |
39 |
- |
2023-12-31 |
7,453 |
$161,000 |
-409 |
|
Retirement Group LLC |
|
- |
2024-03-31 |
4,975 |
$110,000 |
4,350 |
|
BANK OF AMERICA CORP /DE/ |
5329 |
- |
2023-12-31 |
3,956 |
$86,000 |
-176 |
|
WELLS FARGO & CO/MN |
4447 |
- |
2023-12-31 |
3,525 |
$76,000 |
-16,721 |
|
M&R CAPITAL MANAGEMENT INC |
235 |
- |
2024-03-31 |
2,000 |
$44,000 |
0 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2181 |
- |
2023-12-31 |
1,581 |
$34,000 |
0 |
|
Cherry Tree Wealth Management LLC |
|
- |
2024-03-31 |
1,354 |
$30,000 |
0 |
|
Front Row Advisors LLC |
239 |
- |
2023-12-31 |
1,100 |
$24,000 |
0 |
|
NATIONAL BANK OF CANADA /FI/ |
1839 |
- |
2023-12-31 |
917 |
$20,000 |
0 |
|
Sugarloaf Wealth Management LLC |
524 |
- |
2024-03-31 |
292 |
$6,000 |
0 |
|
Global Retirement Partners LLC |
2422 |
- |
2024-03-31 |
191 |
$4,000 |
2 |
|
ADVISORY SERVICES NETWORK, LLC |
3145 |
*New |
2023-12-31 |
183 |
$4,000 |
183 |
|
Ronald Blue Trust Inc. |
|
*New |
2024-03-31 |
123 |
$3,000 |
123 |
|
FMR LLC |
4470 |
- |
2023-12-31 |
84 |
$2,000 |
1 |
|
PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
DHJJ Financial Advisors Ltd. |
707 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
Robertson Stephens Wealth Management LLC |
446 |
*Closed |
2023-12-31 |
0 |
$0 |
-45,773 |
|
TOWER RESEARCH CAPITAL LLC |
6054 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,277 |
|
SANDY SPRING BANK |
|
*Closed |
2023-12-31 |
0 |
$0 |
-2,445 |
|
FLOW TRADERS U.S. LLC |
1071 |
*Closed |
2023-12-31 |
0 |
$0 |
-13,104 |
|
CWM LLC |
4578 |
*Closed |
2024-03-31 |
0 |
$0 |
-263 |
|
|
64 Records found
|
1
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