|
Institutional
Holders
Total
Institutions:
|
68 0 |
|
Total
shares held :
|
3,304,074 |
|
% of shares
held :
|
8.7% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
8 |
|
Amount
of shares held :
|
249,651 |
|
% of shares
held change :
|
0.66% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$17.26 |
|
Last
Quarter's Ending
Price :
|
$18.29 |
|
Last
Quarter's Average
Price :
|
$17.16 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.12 (6.53%) |
|
|
|
|
|
|
|
|
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 |
2588 |
- |
2023-12-31 |
1,196,796 |
$21,889,000 |
111,999 |
|
Atria Wealth Solutions Inc. |
341 |
- |
2023-12-31 |
251,216 |
$4,595,000 |
35,836 |
|
STRS OHIO |
474 |
- |
2023-12-31 |
240,000 |
$4,389,000 |
0 |
|
BANK OF AMERICA CORP /DE/ |
3099 |
- |
2023-12-31 |
194,140 |
$3,551,000 |
6,616 |
|
BECK CAPITAL MANAGEMENT LLC |
32 |
- |
2023-12-31 |
182,007 |
$3,329,000 |
-760 |
|
ROYAL BANK OF CANADA |
2201 |
- |
2023-12-31 |
178,481 |
$3,265,000 |
63,497 |
|
WELLS FARGO & CO/MN |
2257 |
- |
2023-12-31 |
154,930 |
$2,834,000 |
20,752 |
|
RAYMOND JAMES & ASSOCIATES |
1973 |
- |
2024-03-31 |
130,120 |
$2,664,000 |
104,479 |
|
JANNEY MONTGOMERY SCOTT LLC |
1037 |
- |
2023-12-31 |
124,597 |
$2,279,000 |
1,576 |
|
PFG Investments LLC |
227 |
*New |
2024-03-31 |
82,776 |
$1,694,000 |
82,776 |
|
Consolidated Portfolio Review Corp |
79 |
- |
2023-12-31 |
79,960 |
$1,462,000 |
-1,484 |
|
CREATIVE PLANNING |
1216 |
- |
2023-12-31 |
55,493 |
$1,015,000 |
0 |
|
American Institute for Advanced Investment Managem |
48 |
- |
2024-03-31 |
41,821 |
$856,000 |
28,434 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2254 |
- |
2023-12-31 |
45,368 |
$830,000 |
-80 |
|
LPL FINANCIAL CORP |
3182 |
- |
2023-12-31 |
44,905 |
$821,000 |
26,391 |
|
Koshinski Asset Management Inc. |
209 |
- |
2023-12-31 |
44,315 |
$811,000 |
22,687 |
|
CIBC WORLD MARKETS INC. |
746 |
- |
2023-12-31 |
43,628 |
$798,000 |
-32,026 |
|
STIFEL FINANCIAL CORP |
2371 |
- |
2023-12-31 |
37,769 |
$691,000 |
-8,207 |
|
Csenge Advisory Group |
344 |
- |
2023-12-31 |
34,547 |
$632,000 |
-2,767 |
|
OPPENHEIMER & CO INC |
904 |
- |
2023-12-31 |
33,643 |
$615,000 |
5,007 |
|
COLONY GROUP, LLC |
541 |
*New |
2023-12-31 |
33,368 |
$610,000 |
33,368 |
|
COLONY GROUP LLC |
524 |
- |
2023-09-30 |
34,033 |
$593,000 |
-262 |
|
SCHNIEDERS CAPITAL MANAGEMENT LLC |
114 |
- |
2024-03-31 |
26,909 |
$551,000 |
1,550 |
|
UBS Group AG |
3928 |
- |
2023-12-31 |
27,573 |
$504,000 |
2,847 |
|
Steward Partners Investment Advisory LLC |
1070 |
- |
2023-12-31 |
22,904 |
$419,000 |
171 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2735 |
- |
2024-03-31 |
16,808 |
$344,000 |
5,683 |
|
Keystone Financial Group |
204 |
- |
2023-12-31 |
17,464 |
$319,000 |
-300 |
|
Advisor Group Holdings Inc. |
3588 |
- |
2023-12-31 |
16,295 |
$298,000 |
-1,243 |
|
Robertson Stephens Wealth Management LLC |
391 |
- |
2023-12-31 |
14,200 |
$266,000 |
0 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
637 |
- |
2023-12-31 |
12,621 |
$238,000 |
0 |
|
Miracle Mile Advisors LLC |
450 |
- |
2024-03-31 |
11,430 |
$234,000 |
510 |
|
Hudson Portfolio Management LLC |
90 |
- |
2023-12-31 |
12,802 |
$234,000 |
-1,143 |
|
Goss Wealth Management LLC |
1644 |
- |
2023-12-31 |
12,168 |
$226,000 |
10,437 |
|
Sunesis Advisors LLC |
64 |
- |
2023-12-31 |
12,109 |
$221,000 |
0 |
|
H D Vest Advisory Services |
1430 |
- |
2023-12-31 |
11,772 |
$215,000 |
-398 |
|
Western Wealth Management LLC |
638 |
*New |
2023-12-31 |
11,759 |
$215,000 |
11,759 |
|
BARCLAYS PLC |
3545 |
- |
2023-12-31 |
6,482 |
$116,000 |
158 |
|
Missouri Trust & Investment Co |
154 |
- |
2023-12-31 |
4,697 |
$86,000 |
0 |
|
JTC Employer Solutions Trusteee Ltd |
225 |
- |
2024-03-31 |
3,836 |
$77,000 |
0 |
|
Planning Capital Management Corp |
161 |
- |
2024-03-31 |
3,448 |
$71,000 |
155 |
|
NATIONAL BANK OF CANADA /FI/ |
1687 |
- |
2023-12-31 |
2,000 |
$37,000 |
1,400 |
|
CULLEN FROST BANKERS INC |
721 |
- |
2023-12-31 |
1,800 |
$33,000 |
0 |
|
PRIVATE TRUST CO NA |
1274 |
- |
2024-03-31 |
1,585 |
$32,000 |
35 |
|
FIFTH THIRD BANCORP |
1560 |
- |
2024-03-31 |
1,370 |
$28,000 |
61 |
|
BARTLETT & CO. LLC |
793 |
- |
2023-12-31 |
1,500 |
$28,000 |
0 |
|
BARTLETT & CO. WEALTH MANAGEMENT LLC |
793 |
- |
2023-12-31 |
1,500 |
$28,000 |
0 |
|
ENDURANCE WEALTH MANAGEMENT, INC. |
406 |
- |
2023-06-30 |
1,375 |
$23,000 |
0 |
|
THOMPSON INVESTMENT MANAGEMENT INC |
299 |
- |
2024-03-31 |
1,080 |
$22,000 |
0 |
|
Global Retirement Partners LLC |
1760 |
- |
2024-03-31 |
1,095 |
$22,000 |
24 |
|
ANCORA ADVISORS, LLC |
1101 |
- |
2023-12-31 |
1,100 |
$20,000 |
-300 |
|
OLIVER LAGORE VANVALIN INVESTMENT GROUP |
325 |
- |
2023-12-31 |
1,000 |
$18,000 |
0 |
|
HANSON INVESTMENT MANAGEMENT |
386 |
- |
2024-03-31 |
695 |
$14,000 |
0 |
|
JDM Financial Group LLC |
124 |
- |
2023-12-31 |
617 |
$11,000 |
0 |
|
Focused Wealth Management Inc |
527 |
- |
2023-12-31 |
550 |
$10,000 |
0 |
|
Parallel Advisors LLC |
2284 |
- |
2023-12-31 |
561 |
$10,000 |
0 |
|
Spire Wealth Management |
1720 |
- |
2024-03-31 |
500 |
$10,000 |
0 |
|
CALDWELL SUTTER CAPITAL INC. |
609 |
- |
2024-03-31 |
310 |
$6,000 |
10 |
|
NORTH STAR INVESTMENT MANAGEMENT CORP. |
957 |
- |
2023-12-31 |
201 |
$4,000 |
0 |
|
Cape Investment Advisory Inc. |
808 |
- |
2023-12-31 |
205 |
$4,000 |
0 |
|
Truvestments Capital LLC |
647 |
- |
2023-12-31 |
187 |
$3,000 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
3259 |
*New |
2023-12-31 |
175 |
$3,000 |
175 |
|
PRINCIPAL SECURITIES INC. |
2750 |
- |
2023-12-31 |
110 |
$2,000 |
0 |
|
Investors Research Corp |
934 |
- |
2023-12-31 |
110 |
$2,000 |
0 |
|
FIRST MANHATTAN CO |
1347 |
- |
2023-12-31 |
30 |
$1,000 |
0 |
|
LAZARD ASSET MANAGEMENT LLC |
2014 |
- |
2023-12-31 |
2 |
$0 |
2 |
|
PROEQUITIES INC. |
2816 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
Whalen Wealth Management Inc. |
115 |
*Closed |
2024-03-31 |
0 |
$0 |
-33,446 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
3271 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,489 |
|
TOWER RESEARCH CAPITAL LLC |
5940 |
- |
2023-12-31 |
4 |
$0 |
1 |
|
TD Waterhouse Canada Inc. |
1646 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
Ayalon Holdings Ltd. |
68 |
*Closed |
2024-03-31 |
0 |
$0 |
-900 |
|
J P MORGAN CHASE & CO |
6327 |
*Closed |
2023-12-31 |
0 |
$0 |
-35,850 |
|
MERCER GLOBAL ADVISORS INC /ADV |
2110 |
*Closed |
2023-12-31 |
0 |
$0 |
-26,171 |
|
Farther Finance Advisors LLC |
3464 |
- |
2023-12-31 |
0 |
$0 |
-783 |
|
|
74 Records found
|
1
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