|
Institutional
Holders
Total
Institutions:
|
212 25 |
|
Total
shares held :
|
31,609,727 |
|
% of shares
held :
|
28.85% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-70 |
|
Amount
of shares held :
|
10,464,804 |
|
% of shares
held change :
|
9.55% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$16.79 |
|
Last
Quarter's Ending
Price :
|
$19.03 |
|
Last
Quarter's Average
Price :
|
$16.89 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
4.06 (24.04%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
14
|
3,025,217
|
9.57%
|
|
|
Increased
Positions : |
42
|
17,273,942
|
54.65%
|
|
|
Unchanged
Positions : |
69
|
416,025
|
1.32%
|
|
|
Decreased
Positions : |
87
|
-5,205,111
|
-16.47%
|
|
|
Closed
Positions : |
39
|
-4,629,244
|
-14.64%
|
|
|
Guru
Positions : |
1
|
150,503
|
0.48%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Yelin Lapidot Holdings Management Ltd. |
8 |
- |
2024-03-31 |
857,601 |
$18,018,000 |
0 |
|
Capital Advisors Ltd. LLC |
90 |
- |
2024-03-31 |
53,900 |
$1,132,000 |
0 |
|
IPG Investment Advisors LLC |
92 |
- |
2023-12-31 |
39,023 |
$743,000 |
0 |
|
INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
281 |
- |
2024-03-31 |
24,205 |
$509,000 |
0 |
|
PINNACLE ASSOCIATES LTD |
584 |
- |
2024-03-31 |
24,027 |
$505,000 |
0 |
|
Patriot Investment Management Inc. |
185 |
- |
2024-03-31 |
18,045 |
$379,000 |
0 |
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank F |
631 |
- |
2023-12-31 |
19,100 |
$361,000 |
0 |
|
Lindbrook Capital LLC |
276 |
- |
2024-03-31 |
15,040 |
$316,000 |
0 |
|
HBW Advisory Services LLC |
244 |
- |
2024-03-31 |
14,504 |
$276,000 |
0 |
|
Cooper Financial Group |
312 |
- |
2024-03-31 |
11,907 |
$250,000 |
0 |
|
BerganKDV Wealth Management LLC |
225 |
- |
2023-06-30 |
10,025 |
$215,000 |
0 |
|
US BANCORP |
2093 |
- |
2024-03-31 |
7,810 |
$164,000 |
0 |
|
Spotlight Asset Group Inc. |
73 |
- |
2023-12-31 |
9,330 |
$159,000 |
0 |
|
PRIVATE TRUST CO NA |
796 |
- |
2024-03-31 |
6,090 |
$128,000 |
0 |
|
Crewe Advisors LLC |
105 |
- |
2023-12-31 |
4,517 |
$86,000 |
0 |
|
FIRST MANHATTAN CO |
780 |
- |
2023-12-31 |
4,310 |
$82,000 |
0 |
|
HHM Wealth Advisors LLC |
249 |
- |
2023-12-31 |
3,580 |
$68,000 |
0 |
|
Asset Dedication LLC |
405 |
- |
2024-03-31 |
3,198 |
$67,000 |
0 |
|
Larson Financial Group LLC |
628 |
- |
2024-03-31 |
3,103 |
$65,000 |
0 |
|
COMERICA BANK |
2650 |
- |
2023-12-31 |
3,200 |
$61,000 |
0 |
|
Westside Investment Management Inc. |
330 |
- |
2024-03-31 |
2,825 |
$59,000 |
0 |
|
Spire Wealth Management |
1228 |
- |
2024-03-31 |
2,285 |
$48,000 |
0 |
|
Venturi Wealth Management LLC |
540 |
- |
2024-03-31 |
2,000 |
$42,000 |
0 |
|
GPS Wealth Strategies Group LLC |
569 |
- |
2024-03-31 |
1,819 |
$38,000 |
0 |
|
Tyler-Stone Wealth Management |
412 |
- |
2023-12-31 |
1,775 |
$34,000 |
0 |
|
Banque Cantonale Vaudoise |
834 |
- |
2024-03-31 |
1,450 |
$30,000 |
0 |
|
Carmichael Hill & Associates Inc. |
390 |
- |
2024-03-31 |
1,100 |
$23,000 |
0 |
|
Financial Synergies Wealth Advisors Inc. |
188 |
- |
2024-03-31 |
1,000 |
$21,000 |
0 |
|
FIFTH THIRD BANCORP |
1668 |
- |
2024-03-31 |
881 |
$19,000 |
0 |
|
Tradition Wealth Management LLC |
886 |
- |
2023-12-31 |
831 |
$16,000 |
0 |
|
ARMSTRONG ADVISORY GROUP INC |
525 |
- |
2024-03-31 |
800 |
$15,000 |
0 |
|
CNB Bank |
352 |
- |
2024-03-31 |
734 |
$15,000 |
0 |
|
HighMark Wealth Management LLC |
238 |
- |
2024-03-31 |
602 |
$13,000 |
0 |
|
Activest Wealth Management |
206 |
- |
2024-03-31 |
574 |
$12,000 |
0 |
|
BENJAMIN EDWARDS INC |
620 |
- |
2024-03-31 |
579 |
$12,000 |
0 |
|
Concord Wealth Partners |
564 |
- |
2024-03-31 |
503 |
$11,000 |
0 |
|
HOLLENCREST SECURITIES LLC |
705 |
- |
2024-03-31 |
500 |
$11,000 |
0 |
|
WETZEL INVESTMENT ADVISORS INC. |
533 |
- |
2024-03-31 |
421 |
$9,000 |
0 |
|
PROEQUITIES INC. |
1832 |
- |
2024-03-31 |
300 |
$6,000 |
0 |
|
Bogart Wealth LLC |
719 |
- |
2024-03-31 |
300 |
$6,000 |
0 |
|
Retirement Group LLC |
546 |
- |
2024-03-31 |
302 |
$6,000 |
0 |
|
Norwood Financial Corp |
254 |
- |
2024-03-31 |
275 |
$6,000 |
0 |
|
Financial Perspectives Inc |
501 |
- |
2024-03-31 |
218 |
$5,000 |
0 |
|
Princeton Global Asset Management LLC |
476 |
- |
2024-03-31 |
250 |
$5,000 |
0 |
|
DB Wealth Management Group LLC |
311 |
- |
2023-12-31 |
280 |
$5,000 |
0 |
|
JDM Financial Group LLC |
184 |
- |
2024-03-31 |
250 |
$5,000 |
0 |
|
Mascoma Wealth Management LLC |
377 |
- |
2024-03-31 |
236 |
$5,000 |
0 |
|
Anchor Investment Management LLC |
826 |
- |
2023-12-31 |
250 |
$5,000 |
0 |
|
WASHINGTON TRUST CO |
746 |
- |
2024-03-31 |
250 |
$5,000 |
0 |
|
BALDWIN BROTHERS INC/MA |
601 |
- |
2024-03-31 |
200 |
$4,000 |
0 |
|
Cape Investment Advisory Inc. |
802 |
- |
2023-12-31 |
200 |
$4,000 |
0 |
|
Efficient Wealth Management LLC |
552 |
- |
2024-03-31 |
100 |
$3,000 |
0 |
|
Signature Resources Capital Management LLC |
309 |
- |
2024-03-31 |
115 |
$2,000 |
0 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
1026 |
- |
2023-12-31 |
100 |
$2,000 |
0 |
|
Key Financial Inc |
1079 |
- |
2024-03-31 |
100 |
$2,000 |
0 |
|
TRUSTCORE FINANCIAL SERVICES LLC |
893 |
- |
2022-12-31 |
132 |
$2,000 |
0 |
|
SRS Capital Advisors Inc. |
1021 |
- |
2023-12-31 |
83 |
$2,000 |
0 |
|
NOMURA ASSET MANAGEMENT CO LTD |
1521 |
- |
2023-12-31 |
100 |
$2,000 |
0 |
|
Slocum Gordon & Co LLP |
126 |
- |
2024-03-31 |
100 |
$2,000 |
0 |
|
AYRSHIRE ASSOCIATES INC |
531 |
- |
2023-12-31 |
50 |
$1,000 |
0 |
|
Salomon & Ludwin LLC |
758 |
- |
2024-03-31 |
64 |
$1,000 |
0 |
|
Archer Investment Corp |
910 |
- |
2024-03-31 |
27 |
$1,000 |
0 |
|
SANDY SPRING BANK |
1113 |
- |
2024-03-31 |
59 |
$1,000 |
0 |
|
Pacific Center for Financial Services |
369 |
- |
2023-12-31 |
43 |
$1,000 |
0 |
|
Sunbelt Securities Inc. |
1672 |
- |
2024-03-31 |
20 |
$0 |
0 |
|
Laurel Wealth Advisors LLC |
560 |
- |
2023-12-31 |
4 |
$0 |
0 |
|
Sanctuary Wealth Management L.L.C. |
296 |
- |
2024-03-31 |
12 |
$0 |
0 |
|
Game Plan Financial Advisors LLC |
368 |
- |
2024-03-31 |
5 |
$0 |
0 |
|
Gordian Capital Singapore Pte Ltd |
128 |
- |
2023-12-31 |
1 |
$0 |
0 |
|
|
69 Records found
|
1
|
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