| |
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 :
|
|
|
|
0.64 (3.73%) |
|
|
|
|
|
|
|
|
|
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 |
|
| BANK OF AMERICA CORP /DE/ |
3099 |
- |
2023-12-31 |
194,140 |
$3,551,000 |
6,616 |
|
| ROYAL BANK OF CANADA |
2201 |
- |
2023-12-31 |
178,481 |
$3,265,000 |
63,497 |
|
| RAYMOND JAMES & ASSOCIATES |
1973 |
- |
2024-03-31 |
130,120 |
$2,664,000 |
104,479 |
|
| JANNEY MONTGOMERY SCOTT LLC |
1016 |
- |
2024-03-31 |
129,999 |
$2,661,000 |
5,402 |
|
| LPL FINANCIAL CORP |
2517 |
- |
2024-03-31 |
95,097 |
$1,947,000 |
50,192 |
|
| Consolidated Portfolio Review Corp |
64 |
- |
2024-03-31 |
81,823 |
$1,675,000 |
1,863 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2245 |
- |
2024-03-31 |
46,902 |
$960,000 |
1,534 |
|
| American Institute for Advanced Investment Managem |
48 |
- |
2024-03-31 |
41,821 |
$856,000 |
28,434 |
|
| OPPENHEIMER & CO INC |
792 |
- |
2024-03-31 |
41,719 |
$854,000 |
8,076 |
|
| Advisor Group Holdings Inc. |
2700 |
- |
2024-03-31 |
31,916 |
$653,000 |
15,621 |
|
| 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 |
|
| H D Vest Advisory Services |
1142 |
- |
2024-03-31 |
19,697 |
$403,000 |
7,925 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2735 |
- |
2024-03-31 |
16,808 |
$344,000 |
5,683 |
|
| Western Wealth Management LLC |
482 |
- |
2024-03-31 |
15,809 |
$324,000 |
4,050 |
|
| Miracle Mile Advisors LLC |
450 |
- |
2024-03-31 |
11,430 |
$234,000 |
510 |
|
| Goss Wealth Management LLC |
1644 |
- |
2023-12-31 |
12,168 |
$226,000 |
10,437 |
|
| BARCLAYS PLC |
3545 |
- |
2023-12-31 |
6,482 |
$116,000 |
158 |
|
| 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 |
|
| 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 |
|
| Global Retirement Partners LLC |
1760 |
- |
2024-03-31 |
1,095 |
$22,000 |
24 |
|
| JDM Financial Group LLC |
128 |
- |
2024-03-31 |
646 |
$13,000 |
29 |
|
| CALDWELL SUTTER CAPITAL INC. |
609 |
- |
2024-03-31 |
310 |
$6,000 |
10 |
|
| LAZARD ASSET MANAGEMENT LLC |
2014 |
- |
2023-12-31 |
2 |
$0 |
2 |
|
| J P MORGAN CHASE & CO |
6373 |
- |
2024-03-31 |
8 |
$0 |
8 |
|
|
30 Records found
|
1
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