|
Institutional
Holders
Total
Institutions:
|
132 8 |
|
Total
shares held :
|
36,739,629 |
|
% of shares
held :
|
95.94% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
Amount
of shares held :
|
-815,919 |
|
% of shares
held change :
|
-2.13% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$10.15 |
|
Last
Quarter's Ending
Price :
|
$11.64 |
|
Last
Quarter's Average
Price :
|
$10.75 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.75 (6.98%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
MORGAN STANLEY |
1963 |
- |
2024-03-31 |
3,286,463 |
$39,635,000 |
-248,845 |
|
Pathstone Holdings LLC |
87 |
- |
2024-03-31 |
3,045,901 |
$36,734,000 |
-85,640 |
|
WELLS FARGO & CO/MN |
1788 |
- |
2024-03-31 |
562,948 |
$6,789,000 |
-9,696 |
|
PNC FINANCIAL SERVICES GROUP INC |
691 |
- |
2024-03-31 |
358,990 |
$4,329,000 |
-12,566 |
|
Intellectus Partners LLC |
16 |
- |
2024-03-31 |
357,116 |
$4,328,000 |
-53,431 |
|
CNH PARTNERS LLC |
96 |
- |
2024-03-31 |
339,493 |
$4,094,000 |
-128,971 |
|
HIGHTOWER ADVISORS, LLC |
1056 |
- |
2024-03-31 |
325,223 |
$3,917,000 |
-7,318 |
|
ROBINSON CAPITAL MANAGEMENT LLC |
27 |
- |
2024-03-31 |
313,055 |
$3,610,000 |
-84,877 |
|
Capital Investment Advisors LLC |
142 |
- |
2024-03-31 |
299,216 |
$3,609,000 |
-5,133 |
|
UBS Group AG |
2925 |
- |
2024-03-31 |
174,841 |
$2,109,000 |
-9,065 |
|
GUGGENHEIM CAPITAL LLC |
920 |
- |
2024-03-31 |
149,566 |
$1,804,000 |
-92,052 |
|
Vivaldi Capital Management LLC |
43 |
- |
2024-03-31 |
143,533 |
$1,755,000 |
-19,221 |
|
Edmonds Duncan Registered Investment Advisors LLC |
42 |
- |
2024-03-31 |
137,265 |
$1,655,000 |
-1,819 |
|
RAYMOND JAMES & ASSOCIATES |
2290 |
- |
2024-03-31 |
131,537 |
$1,586,000 |
-2,369 |
|
Rockefeller Capital Management L.P. |
1101 |
- |
2024-03-31 |
130,228 |
$1,571,000 |
-29,986 |
|
ROYAL BANK OF CANADA |
2804 |
- |
2024-03-31 |
105,867 |
$1,277,000 |
-14,514 |
|
HORIZON ASSET MANAGEMENT INC/NY |
134 |
- |
2024-03-31 |
102,157 |
$1,232,000 |
-3,304 |
|
Hennion & Walsh Asset Management Inc. |
419 |
- |
2024-03-31 |
83,722 |
$1,010,000 |
-172,906 |
|
ROCK POINT ADVISORS LLC |
50 |
- |
2024-03-31 |
80,274 |
$968,000 |
-50 |
|
RIVERBRIDGE PARTNERS LLC |
119 |
- |
2024-03-31 |
79,700 |
$961,000 |
-13 |
|
LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
359 |
- |
2024-03-31 |
63,680 |
$768,000 |
-60,876 |
|
WELCH & FORBES LLC |
258 |
- |
2024-03-31 |
55,734 |
$672,000 |
-12,712 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
354 |
- |
2024-03-31 |
53,502 |
$645,000 |
-3,063 |
|
COMERICA BANK |
1781 |
- |
2024-03-31 |
51,225 |
$618,000 |
-328 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2119 |
- |
2024-03-31 |
49,752 |
$600,000 |
-443 |
|
Kingsview Wealth Management LLC |
689 |
- |
2024-03-31 |
37,250 |
$449,000 |
-2,899 |
|
BDO Wealth Advisors LLC |
186 |
- |
2023-06-30 |
37,788 |
$432,000 |
-729 |
|
Arete Wealth Advisors LLC |
313 |
- |
2024-03-31 |
34,041 |
$411,000 |
-2,250 |
|
OARSMAN CAPITAL, INC. |
144 |
- |
2024-03-31 |
33,850 |
$408,000 |
-160 |
|
RSM US WEALTH MANAGEMENT LLC |
496 |
- |
2024-03-31 |
28,220 |
$340,000 |
-1,800 |
|
MARINER WEALTH ADVISORS, LLC |
2500 |
- |
2024-03-31 |
23,034 |
$278,000 |
-5,884 |
|
ASSET MANAGEMENT CORP /IL/ /ADV |
106 |
- |
2023-03-31 |
21,622 |
$253,000 |
-3,734 |
|
Gridiron Partners LLC |
53 |
- |
2024-03-31 |
19,792 |
$239,000 |
-71,586 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1684 |
- |
2024-03-31 |
19,736 |
$238,000 |
-1,412 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
869 |
- |
2024-03-31 |
18,416 |
$222,000 |
-2,754 |
|
Shulman DeMeo Asset Management LLC |
125 |
- |
2024-03-31 |
16,252 |
$196,000 |
-495 |
|
Pacitti Group Inc. |
149 |
- |
2024-03-31 |
15,204 |
$183,000 |
-2,197 |
|
M&T BANK CORP |
1501 |
- |
2024-03-31 |
14,641 |
$177,000 |
-297 |
|
Atria Wealth Solutions Inc. |
1828 |
- |
2024-03-31 |
13,929 |
$169,000 |
-521 |
|
FIRST TRUST ADVISORS LP |
2305 |
- |
2024-03-31 |
11,302 |
$136,000 |
-11,757 |
|
FWL INVESTMENT MANAGEMENT LLC |
65 |
- |
2024-03-31 |
10,530 |
$127,000 |
-3,182 |
|
PATHSTONE FAMILY OFFICE, LLC |
1580 |
- |
2023-09-30 |
10,281 |
$104,000 |
-6,226 |
|
Goss Wealth Management LLC |
2815 |
- |
2024-03-31 |
900 |
$11,000 |
-3,225 |
|
|
43 Records found
|
1
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