|
Institutional
Holders
Total
Institutions:
|
37 1 |
|
Total
shares held :
|
2,155,032 |
|
% of shares
held :
|
24.75% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
10 |
|
Amount
of shares held :
|
380,190 |
|
% of shares
held change :
|
4.37% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$12.03 |
|
Last
Quarter's Ending
Price :
|
$12.94 |
|
Last
Quarter's Average
Price :
|
$12.38 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.78 (6.3%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
1607 CAPITAL PARTNERS, LLC |
42 |
- |
2023-12-31 |
766,901 |
$9,924,000 |
248,400 |
|
SHAKER FINANCIAL SERVICES, LLC |
36 |
- |
2023-12-31 |
194,481 |
$2,517,000 |
43,927 |
|
Capital Investment Advisors LLC |
190 |
- |
2024-03-31 |
145,122 |
$1,914,000 |
15,239 |
|
MORGAN STANLEY |
4449 |
- |
2023-12-31 |
139,718 |
$1,808,000 |
3,781 |
|
Stratos Wealth Partners LTD. |
530 |
- |
2024-03-31 |
106,193 |
$1,401,000 |
-4,050 |
|
BANK OF AMERICA CORP /DE/ |
3845 |
- |
2023-12-31 |
99,542 |
$1,288,000 |
9,608 |
|
Advisor Group Holdings Inc. |
2247 |
- |
2023-12-31 |
99,556 |
$1,288,000 |
-4,356 |
|
Allspring Global Investments Holdings LLC |
1331 |
- |
2024-03-31 |
85,943 |
$1,134,000 |
64,458 |
|
GUGGENHEIM CAPITAL LLC |
1103 |
- |
2023-12-31 |
87,015 |
$1,126,000 |
28,345 |
|
WOLVERINE ASSET MANAGEMENT LLC |
307 |
- |
2023-12-31 |
73,777 |
$955,000 |
605 |
|
INVESCO LTD |
2892 |
- |
2023-12-31 |
62,565 |
$810,000 |
12,280 |
|
Hennion & Walsh Asset Management Inc. |
496 |
- |
2024-03-31 |
53,004 |
$699,000 |
-104 |
|
Goss Wealth Management LLC |
1119 |
- |
2023-12-31 |
52,354 |
$680,000 |
3,700 |
|
PHILADELPHIA TRUST CO |
159 |
- |
2023-12-31 |
33,813 |
$438,000 |
0 |
|
LPL FINANCIAL CORP |
3709 |
- |
2023-12-31 |
33,631 |
$435,000 |
-239 |
|
RIVERBRIDGE PARTNERS LLC |
144 |
*New |
2024-03-31 |
27,238 |
$359,000 |
27,238 |
|
AVIANCE CAPITAL PARTNERS, LLC |
244 |
- |
2024-03-31 |
25,251 |
$333,000 |
-437 |
|
RIVERNORTH CAPITAL MANAGEMENT, INC. |
231 |
- |
2023-12-31 |
24,345 |
$315,000 |
800 |
|
COHEN & STEERS INC |
309 |
- |
2023-12-31 |
23,927 |
$310,000 |
0 |
|
LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
576 |
*New |
2023-12-31 |
22,417 |
$290,000 |
22,417 |
|
HOERTKORN RICHARD CHARLES |
41 |
- |
2023-12-31 |
17,200 |
$223,000 |
0 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4861 |
- |
2023-12-31 |
15,727 |
$204,000 |
5,215 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
3075 |
- |
2024-03-31 |
15,090 |
$199,000 |
62 |
|
Moors & Cabot Inc. |
787 |
- |
2023-12-31 |
11,100 |
$144,000 |
1,100 |
|
UBS Group AG |
4749 |
- |
2023-12-31 |
10,993 |
$142,000 |
-1,314 |
|
SIT INVESTMENT ASSOCIATES INC |
488 |
*New |
2023-12-31 |
10,089 |
$131,000 |
10,089 |
|
WELLS FARGO & CO/MN |
4156 |
- |
2023-12-31 |
9,782 |
$127,000 |
800 |
|
Gould Capital LLC |
92 |
- |
2023-12-31 |
3,268 |
$42,000 |
0 |
|
ROYAL BANK OF CANADA |
5379 |
- |
2023-12-31 |
3,200 |
$41,000 |
-1,061 |
|
ADVISORY SERVICES NETWORK, LLC |
2309 |
*New |
2023-12-31 |
2,187 |
$28,000 |
2,187 |
|
PRINCIPAL SECURITIES INC. |
2194 |
- |
2023-12-31 |
773 |
$10,000 |
0 |
|
HIGHLANDER CAPITAL MANAGEMENT, LLC |
|
- |
2023-12-31 |
300 |
$4,000 |
0 |
|
HOEY INVESTMENTS INC |
261 |
- |
2023-12-31 |
222 |
$3,000 |
0 |
|
VIGILANT CAPITAL MANAGEMENT LLC |
441 |
- |
2023-06-30 |
100 |
$1,000 |
0 |
|
Mascoma Wealth Management LLC |
|
- |
2023-12-31 |
50 |
$1,000 |
0 |
|
PSI Advisors LLC |
786 |
*Closed |
2024-03-31 |
0 |
$0 |
-130 |
|
AMERIPRISE FINANCIAL INC |
3905 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,957 |
|
PROEQUITIES INC. |
9797 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
Bogart Wealth LLC |
1134 |
*Closed |
2024-03-31 |
0 |
$0 |
-500 |
|
Tyler-Stone Wealth Management |
909 |
- |
2023-12-31 |
34 |
$0 |
0 |
|
|
40 Records found
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1
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