|
Institutional
Holders
Total
Institutions:
|
65 6 |
|
Total
shares held :
|
4,714,236 |
|
% of shares
held :
|
36.4% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
9 |
|
Amount
of shares held :
|
1,394,576 |
|
% of shares
held change :
|
10.77% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$10.70 |
|
Last
Quarter's Ending
Price :
|
$11.82 |
|
Last
Quarter's Average
Price :
|
$10.96 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.54 (4.93%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
BANK OF AMERICA CORP /DE/ |
2580 |
- |
2024-03-31 |
732,305 |
$8,561,000 |
-710,190 |
|
LPL FINANCIAL CORP |
1523 |
- |
2024-03-31 |
625,442 |
$7,311,000 |
112,002 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
813 |
- |
2024-03-31 |
379,624 |
$4,438,000 |
-635,290 |
|
MORGAN STANLEY |
3927 |
- |
2024-03-31 |
369,470 |
$4,319,000 |
-120,682 |
|
Arete Wealth Advisors LLC |
134 |
- |
2024-03-31 |
164,044 |
$1,918,000 |
954 |
|
MML INVESTORS SERVICES LLC |
1147 |
- |
2024-03-31 |
140,533 |
$1,643,000 |
27,563 |
|
DRIVE WEALTH MANAGEMENT LLC |
43 |
*New |
2024-03-31 |
128,593 |
$1,503,000 |
128,593 |
|
WEDBUSH MORGAN SECURITIES INC |
404 |
- |
2024-03-31 |
80,325 |
$939,000 |
20,200 |
|
H&H Retirement Design & Management INC |
38 |
- |
2024-03-31 |
81,282 |
$874,000 |
-7,200 |
|
Lionsbridge Wealth Management LLC |
44 |
- |
2024-03-31 |
69,452 |
$812,000 |
-1,635 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2260 |
- |
2024-03-31 |
59,712 |
$698,000 |
16,857 |
|
Equitable Holdings Inc. |
733 |
- |
2024-03-31 |
53,723 |
$628,000 |
8,467 |
|
D E SHAW & CO INC |
2187 |
*New |
2024-03-31 |
53,567 |
$626,000 |
53,567 |
|
FINANCIAL NETWORK |
1817 |
- |
2024-03-31 |
50,111 |
$586,000 |
24,933 |
|
ROYAL BANK OF CANADA |
3435 |
- |
2024-03-31 |
44,357 |
$519,000 |
-7,009 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3382 |
- |
2024-03-31 |
44,279 |
$518,000 |
44,279 |
|
STIFEL FINANCIAL CORP |
2597 |
- |
2024-03-31 |
42,475 |
$497,000 |
17,689 |
|
BESSEMER GROUP INC |
807 |
- |
2024-03-31 |
42,540 |
$497,000 |
0 |
|
OmniStar Financial Group Inc. |
89 |
*New |
2024-03-31 |
40,441 |
$473,000 |
40,441 |
|
TWO SIGMA INVESTMENTS LLC |
2303 |
*New |
2024-03-31 |
35,600 |
$416,000 |
35,600 |
|
REBALANCE LLC |
68 |
- |
2024-03-31 |
35,449 |
$414,000 |
0 |
|
UBS Group AG |
4286 |
- |
2024-03-31 |
31,601 |
$369,000 |
-1,790 |
|
Wealthfront Advisers LLC |
790 |
- |
2024-03-31 |
27,610 |
$323,000 |
10,869 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1901 |
- |
2024-03-31 |
25,730 |
$301,000 |
3,875 |
|
JAFFETILCHIN INVESTMENT PARTNERS LLC |
292 |
- |
2024-03-31 |
25,155 |
$294,000 |
-3,576 |
|
GOLDMAN SACHS GROUP INC/ |
4138 |
- |
2024-03-31 |
24,121 |
$282,000 |
-15,390 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
2325 |
- |
2024-03-31 |
23,517 |
$275,000 |
7,218 |
|
Advisor Group Holdings Inc. |
3401 |
- |
2024-03-31 |
23,149 |
$271,000 |
-2,702 |
|
ENVESTNET ASSET MANAGEMENT INC |
3755 |
- |
2024-03-31 |
22,571 |
$264,000 |
22,571 |
|
PFG Investments LLC |
809 |
*New |
2024-03-31 |
21,285 |
$249,000 |
21,285 |
|
ARS Wealth Advisors Group LLC |
144 |
- |
2024-03-31 |
20,575 |
$241,000 |
6,225 |
|
Consolidated Portfolio Review Corp |
234 |
- |
2024-03-31 |
20,465 |
$239,000 |
-5,033 |
|
GeoWealth Management LLC |
644 |
- |
2024-03-31 |
19,203 |
$224,000 |
6,374 |
|
Lido Advisors LLC |
1087 |
- |
2024-03-31 |
19,030 |
$222,000 |
0 |
|
Claybrook Capital LLC |
126 |
- |
2023-09-30 |
19,030 |
$216,000 |
0 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
689 |
- |
2024-03-31 |
16,700 |
$188,000 |
-5,025 |
|
Adams Wealth Management |
94 |
- |
2023-12-31 |
14,891 |
$176,000 |
-7,202 |
|
INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
490 |
- |
2024-03-31 |
14,775 |
$173,000 |
0 |
|
Cetera Investment Advisers |
1673 |
*New |
2024-03-31 |
14,036 |
$164,000 |
14,036 |
|
JANNEY MONTGOMERY SCOTT LLC |
2597 |
- |
2024-03-31 |
13,320 |
$156,000 |
2,759 |
|
Wealthcare Advisory Partners LLC |
773 |
- |
2024-03-31 |
12,878 |
$151,000 |
2,500 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3671 |
*New |
2024-03-31 |
12,304 |
$144,000 |
12,304 |
|
Sigma Planning Corp |
1147 |
- |
2024-03-31 |
11,800 |
$138,000 |
11,800 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1666 |
- |
2023-09-30 |
11,871 |
$135,000 |
0 |
|
Castle Rock Wealth Management LLC |
231 |
*New |
2024-03-31 |
12,173 |
$132,000 |
12,173 |
|
FLOW TRADERS U.S. LLC |
626 |
- |
2024-03-31 |
11,040 |
$129,000 |
11,040 |
|
TCG Advisory Services LLC |
435 |
- |
2024-03-31 |
10,418 |
$122,000 |
-1,945 |
|
AllSquare Wealth Management LLC |
161 |
- |
2024-03-31 |
7,500 |
$88,000 |
0 |
|
TOWER RESEARCH CAPITAL LLC |
1936 |
*New |
2024-03-31 |
7,087 |
$83,000 |
7,087 |
|
HILLSDALE INVESTMENT MANAGEMENT INC. |
440 |
- |
2024-03-31 |
5,530 |
$65,000 |
5,530 |
|
First Capital Advisors Group LLC. |
265 |
- |
2023-06-30 |
5,289 |
$64,000 |
-430 |
|
Investors Research Corp |
477 |
- |
2024-03-31 |
5,258 |
$61,000 |
0 |
|
Future Financial Wealth Managment LLC |
257 |
*New |
2024-03-31 |
4,500 |
$53,000 |
4,500 |
|
GUARDIAN WEALTH ADVISORS LLC / NC |
330 |
- |
2024-03-31 |
3,546 |
$41,000 |
0 |
|
Aptus Capital Advisors LLC |
898 |
- |
2024-03-31 |
3,546 |
$41,000 |
0 |
|
SIMPLEX TRADING LLC |
1622 |
- |
2024-03-31 |
2,130 |
$24,000 |
2,130 |
|
WESTEND CAPITAL MANAGEMENT LLC |
94 |
*New |
2024-03-31 |
1,842 |
$22,000 |
1,842 |
|
US BANCORP |
3099 |
- |
2024-03-31 |
1,500 |
$18,000 |
0 |
|
Parallel Advisors LLC |
2082 |
*New |
2024-03-31 |
1,400 |
$16,000 |
1,400 |
|
Coastal Investment Advisors Inc. |
671 |
- |
2024-03-31 |
1,229 |
$14,000 |
1,229 |
|
GRADIENT INVESTMENTS LLC |
651 |
- |
2024-03-31 |
724 |
$8,000 |
0 |
|
VAN DEN BERG MANAGEMENT INC *** -- Notable Guru -- |
102 |
- |
2024-03-31 |
585 |
$7,000 |
0 |
|
BDO Wealth Advisors LLC |
745 |
- |
2023-06-30 |
600 |
$7,000 |
0 |
|
Atlantic Edge Private Wealth Management LLC |
359 |
- |
2024-03-31 |
600 |
$7,000 |
0 |
|
Ahrens Investment Partners LLC |
721 |
*New |
2023-03-31 |
560 |
$6,000 |
560 |
|
Retirement Group LLC |
537 |
- |
2024-03-31 |
520 |
$6,000 |
0 |
|
Householder Group Estate & Retirement Specialist L |
935 |
- |
2024-03-31 |
470 |
$5,000 |
0 |
|
SIGNATUREFD, LLC |
2567 |
*New |
2024-03-31 |
375 |
$4,000 |
375 |
|
WETZEL INVESTMENT ADVISORS INC. |
688 |
- |
2024-03-31 |
365 |
$4,000 |
0 |
|
NATIONAL BANK OF CANADA /FI/ |
2141 |
- |
2024-03-31 |
321 |
$4,000 |
18 |
|
Goss Wealth Management LLC |
3211 |
- |
2024-03-31 |
350 |
$4,000 |
0 |
|
Founders Financial Alliance LLC |
527 |
*New |
2024-03-31 |
263 |
$3,000 |
263 |
|
Aspect Partners LLC |
407 |
- |
2024-03-31 |
250 |
$3,000 |
50 |
|
HARBOUR INVESTMENTS INC. |
2667 |
- |
2023-12-31 |
128 |
$2,000 |
0 |
|
Qube Research & Technologies Ltd |
3488 |
- |
2024-03-31 |
204 |
$2,000 |
0 |
|
CITADEL ADVISORS LLC |
5691 |
- |
2024-03-31 |
127 |
$1,000 |
-24,317 |
|
J P MORGAN CHASE & CO |
5358 |
- |
2024-03-31 |
74 |
$1,000 |
-11,797 |
|
BLAIR WILLIAM & CO/IL |
1781 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,500 |
|
O SHAUGHNESSY ASSET MANAGEMENT LLC |
1844 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
WELLS FARGO & CO/MN |
6113 |
- |
2024-03-31 |
0 |
$0 |
-1 |
|
DecisionPoint Financial LLC |
258 |
*New |
2024-03-31 |
25 |
$0 |
25 |
|
Lindbrook Capital LLC |
2576 |
- |
2024-03-31 |
20 |
$0 |
0 |
|
B & T CAPITAL MANAGEMENT DBA ALPHA CAPITAL MANAGEM |
119 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,000 |
|
RAYMOND JAMES & ASSOCIATES |
3834 |
*Closed |
2024-03-31 |
0 |
$0 |
-27,775 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1996 |
- |
2024-03-31 |
36 |
$0 |
0 |
|
St. James Investment Advisors LLC |
109 |
- |
2022-12-31 |
19 |
$0 |
1 |
|
ADVISORY SERVICES NETWORK, LLC |
3056 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,935 |
|
Andina Capital Management LLC |
124 |
*Closed |
2024-03-31 |
0 |
$0 |
-18,990 |
|
Gladstone Institutional Advisory LLC |
673 |
*Closed |
2024-03-31 |
0 |
$0 |
-13,320 |
|
PROEQUITIES INC. |
8787 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
VAN ECK ASSOCIATES CORP |
1409 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,556 |
|
FMR LLC |
5620 |
- |
2024-03-31 |
7 |
$0 |
7 |
|
Cutler Group LP |
1601 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,000 |
|
Triumph Capital Management |
261 |
*Closed |
2024-03-31 |
0 |
$0 |
-11,012 |
|
CWM LLC |
4672 |
- |
2024-03-31 |
13 |
$0 |
0 |
|
|
95 Records found
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1
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