| |
Institutional
Holders
Total
Institutions:
 |
37  5 |
|
|
Total
shares held :
|
4,228,553 |
|
|
% of shares
held :
|
21.95% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-1 |
|
|
Amount
of shares held :
|
-68,008 |
|
|
% of shares
held change :
|
-0.35% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$6.94 |
|
|
Last
Quarter's Ending
Price :
|
$7.53 |
|
|
Last
Quarter's Average
Price :
|
$7.04 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 0.05 (0.71%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Advisor Group Holdings Inc. |
1066 |
- |
2023-12-31 |
803,919 |
$6,054,000 |
-162,791 |
|
| MORGAN STANLEY |
3845 |
- |
2023-12-31 |
661,853 |
$4,984,000 |
-82,035 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1311 |
- |
2024-03-31 |
495,968 |
$3,626,000 |
30,131 |
|
| UBS Group AG |
2492 |
- |
2023-12-31 |
389,543 |
$2,933,000 |
-16,758 |
|
| LPL FINANCIAL CORP |
2296 |
- |
2023-12-31 |
297,434 |
$2,240,000 |
-4,245 |
|
| INVESCO LTD |
2530 |
- |
2023-12-31 |
261,041 |
$1,966,000 |
-25,180 |
|
| Centurion Wealth Management LLC |
|
- |
2023-12-31 |
192,255 |
$1,448,000 |
497 |
|
| Spire Wealth Management |
300 |
- |
2024-03-31 |
192,957 |
$1,411,000 |
702 |
|
| WELLS FARGO & CO/MN |
3094 |
- |
2023-12-31 |
104,599 |
$788,000 |
7,891 |
|
| STIFEL FINANCIAL CORP |
2314 |
- |
2023-12-31 |
98,838 |
$744,000 |
12,344 |
|
| GUGGENHEIM CAPITAL LLC |
1389 |
- |
2023-12-31 |
77,328 |
$582,000 |
-26,234 |
|
| IFP Advisors Inc |
572 |
- |
2023-12-31 |
63,605 |
$479,000 |
24,360 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2349 |
- |
2024-03-31 |
61,748 |
$451,000 |
-1,268 |
|
| BB&T CORP |
2019 |
- |
2023-12-31 |
58,600 |
$441,000 |
-5,111 |
|
| ROYAL BANK OF CANADA |
3808 |
- |
2023-12-31 |
55,079 |
$415,000 |
-3,064 |
|
| Private Advisor Group LLC |
1605 |
- |
2023-12-31 |
52,463 |
$395,000 |
38 |
|
| COMERICA BANK |
2001 |
- |
2023-12-31 |
48,973 |
$369,000 |
10,000 |
|
| Independent Wealth Network Inc. |
34 |
- |
2024-03-31 |
42,910 |
$314,000 |
2,318 |
|
| Procyon Private Wealth Partners LLC |
443 |
- |
2024-03-31 |
35,744 |
$261,000 |
-3,529 |
|
| RAYMOND JAMES TRUST CO |
1185 |
- |
2024-03-31 |
27,923 |
$204,000 |
0 |
|
| HILLTOP HOLDINGS INC. |
561 |
- |
2023-12-31 |
26,900 |
$203,000 |
-916 |
|
| RAYMOND JAMES & ASSOCIATES |
3558 |
- |
2024-03-31 |
27,564 |
$201,000 |
1,641 |
|
| ELCO Management Co. LLC |
133 |
- |
2023-12-31 |
23,223 |
$175,000 |
0 |
|
| Stratos Wealth Partners LTD. |
1294 |
- |
2024-03-31 |
20,487 |
$150,000 |
109 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
3522 |
- |
2023-12-31 |
19,459 |
$147,000 |
219 |
|
| L.M. KOHN & COMPANY |
262 |
- |
2024-03-31 |
17,009 |
$124,000 |
-116 |
|
| Atria Wealth Solutions Inc. |
1822 |
- |
2023-12-31 |
15,872 |
$120,000 |
4,372 |
|
| LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
759 |
*New |
2023-12-31 |
15,251 |
$115,000 |
15,251 |
|
| Financial Advocates Investment Management |
701 |
*New |
2023-12-31 |
12,063 |
$91,000 |
12,063 |
|
| JANNEY MONTGOMERY SCOTT LLC |
2537 |
- |
2023-12-31 |
11,914 |
$90,000 |
0 |
|
| VIRTU FINANCIAL LLC |
1068 |
*New |
2023-12-31 |
10,805 |
$81,000 |
10,805 |
|
| PUTNAM FL INVESTMENT MANAGEMENT CO |
476 |
- |
2023-12-31 |
10,512 |
$79,000 |
-244 |
|
| Stonebridge Capital Advisors LLC |
213 |
- |
2023-12-31 |
10,000 |
$75,000 |
0 |
|
| Goss Wealth Management LLC |
2219 |
- |
2023-12-31 |
6,666 |
$50,000 |
0 |
|
| BALDWIN BROTHERS INC/MA |
404 |
- |
2024-03-31 |
5,000 |
$37,000 |
0 |
|
| Parallel Advisors LLC |
1969 |
- |
2023-12-31 |
2,504 |
$19,000 |
437 |
|
| Transcendent Capital Group LLC |
223 |
- |
2024-03-31 |
2,382 |
$18,000 |
0 |
|
| BANK OF AMERICA CORP /DE/ |
5823 |
- |
2023-12-31 |
853 |
$6,000 |
0 |
|
| WOLVERINE ASSET MANAGEMENT LLC |
1002 |
*Closed |
2023-12-31 |
0 |
$0 |
-34,381 |
|
| IHT Wealth Management LLC |
997 |
*Closed |
2023-12-31 |
0 |
$0 |
-14,021 |
|
| ENVESTNET ASSET MANAGEMENT INC |
4110 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,767 |
|
| BNC WEALTH MANAGEMENT LLC |
105 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,484 |
|
| SHAKER FINANCIAL SERVICES, LLC |
172 |
*Closed |
2023-12-31 |
0 |
$0 |
-48,738 |
|
| Key Financial Inc |
1354 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,250 |
|
|
44 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
