| |
Institutional
Holders
Total
Institutions:
 |
44  1 |
|
|
Total
shares held :
|
3,250,289 |
|
|
% of shares
held :
|
20.29% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 3 |
|
|
Amount
of shares held :
|
-208,619 |
|
|
% of shares
held change :
|
-1.3% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$12.41 |
|
|
Last
Quarter's Ending
Price :
|
$13.55 |
|
|
Last
Quarter's Average
Price :
|
$12.84 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
0.83 (6.46%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  RAYMOND JAMES & ASSOCIATES |
1442 |
- |
2024-03-31 |
434,574 |
$6,114,000 |
-3,094 |
|
| COHEN & STEERS INC |
152 |
- |
2023-12-31 |
302,133 |
$4,094,000 |
-40,000 |
|
| MORGAN STANLEY |
4024 |
- |
2023-12-31 |
275,344 |
$3,731,000 |
11,035 |
|
| GUGGENHEIM CAPITAL LLC |
678 |
- |
2023-12-31 |
234,796 |
$3,181,000 |
-33,123 |
|
| FIXED INCOME SECURITIES INC |
398 |
- |
2023-12-31 |
214,060 |
$2,901,000 |
2,188 |
|
| Significant Wealth Partners LLC |
11 |
- |
2023-12-31 |
213,691 |
$2,896,000 |
0 |
|
| INVESCO LTD |
2449 |
- |
2023-12-31 |
186,111 |
$2,522,000 |
-9,160 |
|
| Capital Investment Advisors LLC |
186 |
- |
2024-03-31 |
143,543 |
$2,020,000 |
18,350 |
|
| Advisor Group Holdings Inc. |
1966 |
- |
2023-12-31 |
129,524 |
$1,755,000 |
-21,255 |
|
| WELLS FARGO & CO/MN |
2672 |
- |
2023-12-31 |
115,207 |
$1,561,000 |
6,977 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1780 |
- |
2024-03-31 |
108,157 |
$1,522,000 |
-129,549 |
|
| LPL FINANCIAL CORP |
2673 |
- |
2023-12-31 |
107,035 |
$1,450,000 |
2,733 |
|
| THRIVENT FINANCIAL FOR LUTHERANS |
1577 |
- |
2023-12-31 |
100,112 |
$1,357,000 |
4,754 |
|
| Spire Wealth Management |
357 |
- |
2024-03-31 |
77,380 |
$1,089,000 |
-5,055 |
|
| ROYAL BANK OF CANADA |
3049 |
- |
2023-12-31 |
78,424 |
$1,062,000 |
9,026 |
|
| UBS Group AG |
3520 |
- |
2023-12-31 |
64,315 |
$871,000 |
-9,630 |
|
| Steward Partners Investment Advisory LLC |
858 |
- |
2023-12-31 |
50,768 |
$688,000 |
5,171 |
|
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
337 |
- |
2024-03-31 |
40,104 |
$561,000 |
6,609 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2426 |
- |
2024-03-31 |
29,510 |
$415,000 |
1,475 |
|
| BANK OF AMERICA CORP /DE/ |
4652 |
- |
2023-12-31 |
28,261 |
$383,000 |
-1,124 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3487 |
- |
2023-12-31 |
26,400 |
$358,000 |
-1,104 |
|
| RAYMOND JAMES TRUST CO |
925 |
- |
2024-03-31 |
23,290 |
$328,000 |
-4,000 |
|
| AMERIPRISE FINANCIAL INC |
3529 |
- |
2023-12-31 |
22,098 |
$299,000 |
8,366 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
3106 |
- |
2023-12-31 |
21,973 |
$298,000 |
292 |
|
| MULTIFINANCIAL SECURITIES CORP |
1500 |
- |
2023-12-31 |
18,943 |
$257,000 |
0 |
|
| SHAKER FINANCIAL SERVICES, LLC |
140 |
- |
2023-12-31 |
17,503 |
$237,000 |
-183,324 |
|
| MERCER GLOBAL ADVISORS INC /ADV |
1864 |
- |
2023-12-31 |
12,072 |
$164,000 |
0 |
|
| MGB Wealth Management LLC |
186 |
- |
2023-12-31 |
11,442 |
$155,000 |
0 |
|
| David J Yvars Group |
71 |
- |
2024-03-31 |
11,000 |
$153,000 |
0 |
|
| DAYMARK WEALTH PARTNERS LLC |
418 |
- |
2024-03-31 |
10,790 |
$152,000 |
0 |
|
| PNC FINANCIAL SERVICES GROUP INC |
2491 |
- |
2023-12-31 |
8,607 |
$117,000 |
0 |
|
| COMERICA BANK |
2549 |
- |
2023-12-31 |
6,186 |
$84,000 |
221 |
|
| Goss Wealth Management LLC |
2054 |
- |
2023-12-31 |
5,543 |
$75,000 |
0 |
|
| Hexagon Capital Partners LLC |
592 |
- |
2024-03-31 |
1,921 |
$27,000 |
0 |
|
| CWM LLC |
2904 |
- |
2024-03-31 |
1,381 |
$19,000 |
0 |
|
| MONTAG A & ASSOCIATES INC |
727 |
- |
2023-12-31 |
1,000 |
$14,000 |
0 |
|
| Centerpoint Advisors LLC |
306 |
- |
2023-12-31 |
1,000 |
$14,000 |
0 |
|
| BAYSTATE WEALTH MANAGEMENT LLC |
799 |
*New |
2023-12-31 |
511 |
$7,000 |
511 |
|
| ICA Group Wealth Management LLC |
964 |
- |
2023-12-31 |
423 |
$6,000 |
423 |
|
| Colonial Trust Co / SC |
803 |
- |
2023-12-31 |
371 |
$5,000 |
0 |
|
| J P MORGAN CHASE & CO |
5221 |
- |
2023-12-31 |
389 |
$5,000 |
-10,095 |
|
| THOMAS J. HERZFELD ADVISORS, INC. |
144 |
- |
2023-12-31 |
325 |
$4,000 |
-3,680 |
|
| HANSON MCCLAIN, INC. |
2498 |
*New |
2024-03-31 |
265 |
$4,000 |
265 |
|
| ST GERMAIN D J CO INC |
678 |
- |
2024-03-31 |
125 |
$2,000 |
0 |
|
| FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
744 |
- |
2024-03-31 |
161 |
$2,000 |
36 |
|
| PROEQUITIES INC. |
4094 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
| FNY Investment Advisers LLC |
535 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,300 |
|
| Cornerstone Advisors LLC |
303 |
*Closed |
2023-12-31 |
0 |
$0 |
-12,821 |
|
| Hennion & Walsh Asset Management Inc. |
855 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,423 |
|
|
49 Records found
|
1
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