|
Institutional
Holders
Total
Institutions:
|
79 5 |
|
Total
shares held :
|
7,099,661 |
|
% of shares
held :
|
25.62% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
Amount
of shares held :
|
-70,876 |
|
% of shares
held change :
|
-0.26% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$19.78 |
|
Last
Quarter's Ending
Price :
|
$20.91 |
|
Last
Quarter's Average
Price :
|
$20.26 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.91 (9.43%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
WELLS FARGO & CO/MN |
1065 |
- |
2024-03-31 |
986,132 |
$22,079,000 |
16,018 |
|
FIXED INCOME SECURITIES INC |
67 |
- |
2023-12-31 |
682,252 |
$14,266,000 |
103,863 |
|
Global Assets Advisory LLC |
47 |
- |
2024-03-31 |
246,400 |
$11,000,000 |
235,400 |
|
GUGGENHEIM CAPITAL LLC |
282 |
- |
2023-12-31 |
519,636 |
$10,866,000 |
29,712 |
|
MORGAN STANLEY |
3274 |
- |
2023-12-31 |
497,443 |
$10,402,000 |
33,172 |
|
ROYAL BANK OF CANADA |
1501 |
- |
2023-12-31 |
439,811 |
$9,197,000 |
4,872 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
518 |
- |
2024-03-31 |
377,074 |
$8,443,000 |
10,786 |
|
Allspring Global Investments Holdings LLC |
884 |
- |
2024-03-31 |
298,824 |
$6,691,000 |
0 |
|
HANSON MCCLAIN, INC. |
165 |
- |
2024-03-31 |
285,033 |
$6,382,000 |
-13,946 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1042 |
- |
2024-03-31 |
264,102 |
$5,913,000 |
-93,179 |
|
RAYMOND JAMES & ASSOCIATES |
1524 |
- |
2024-03-31 |
240,623 |
$5,388,000 |
-78,026 |
|
UBS Group AG |
1995 |
- |
2023-12-31 |
240,930 |
$5,038,000 |
-3,486 |
|
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC |
15 |
- |
2024-03-31 |
208,999 |
$4,680,000 |
9,148 |
|
Cornerstone Advisors LLC |
143 |
- |
2024-03-31 |
187,603 |
$4,200,000 |
83,173 |
|
BANK OF AMERICA CORP /DE/ |
3087 |
- |
2023-12-31 |
171,360 |
$3,583,000 |
-146,448 |
|
Advisor Group Holdings Inc. |
1441 |
- |
2024-03-31 |
125,702 |
$2,815,000 |
-5,366 |
|
AMERIPRISE FINANCIAL INC |
2768 |
- |
2023-12-31 |
101,267 |
$2,121,000 |
4,715 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1223 |
- |
2024-03-31 |
94,072 |
$2,106,000 |
206 |
|
LPL FINANCIAL CORP |
2486 |
- |
2024-03-31 |
91,504 |
$2,049,000 |
-1,753 |
|
Integrated Wealth Concepts LLC |
521 |
- |
2023-12-31 |
84,107 |
$1,759,000 |
-6,363 |
|
LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
187 |
- |
2024-03-31 |
75,316 |
$1,686,000 |
16,190 |
|
NATIONAL ASSET MANAGEMENT, INC. |
403 |
- |
2023-12-31 |
78,312 |
$1,638,000 |
3,574 |
|
Capital Investment Advisors LLC |
232 |
- |
2024-03-31 |
64,688 |
$1,448,000 |
7,550 |
|
OxenFree Capital LLC |
18 |
- |
2024-03-31 |
59,926 |
$1,342,000 |
-69 |
|
GLOBAL ENDOWMENT MANAGEMENT, LP |
60 |
- |
2023-12-31 |
60,000 |
$1,255,000 |
0 |
|
Brick & Kyle Associates |
42 |
- |
2023-12-31 |
57,012 |
$1,192,000 |
135 |
|
COHEN & STEERS INC |
241 |
- |
2023-12-31 |
56,127 |
$1,174,000 |
0 |
|
INVESCO LTD |
2811 |
- |
2023-12-31 |
46,526 |
$973,000 |
-12,067 |
|
Keystone Financial Group |
113 |
- |
2024-03-31 |
42,414 |
$950,000 |
-1,327 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
1926 |
- |
2023-12-31 |
37,273 |
$780,000 |
14,143 |
|
Steward Partners Investment Advisory LLC |
837 |
- |
2023-12-31 |
34,759 |
$727,000 |
365 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2515 |
- |
2024-03-31 |
30,685 |
$687,000 |
-357 |
|
Stolper Co |
66 |
- |
2024-03-31 |
30,402 |
$681,000 |
1,404 |
|
Hennion & Walsh Asset Management Inc. |
519 |
- |
2024-03-31 |
28,378 |
$635,000 |
6,069 |
|
ROTHSCHILD INVESTMENT CORP /IL |
244 |
- |
2023-09-30 |
29,648 |
$590,000 |
0 |
|
STIFEL FINANCIAL CORP |
2495 |
- |
2023-12-31 |
26,754 |
$559,000 |
0 |
|
Walleye Trading Advisors LLC |
1054 |
- |
2023-12-31 |
25,565 |
$535,000 |
10,143 |
|
Baird Financial Group Inc. |
1333 |
- |
2023-12-31 |
25,203 |
$527,000 |
4,059 |
|
Cornerstone Wealth Management LLC |
334 |
- |
2024-03-31 |
21,543 |
$482,000 |
3,565 |
|
Stonebrook Private Inc. |
119 |
- |
2024-03-31 |
21,028 |
$471,000 |
-2,099 |
|
Spire Wealth Management |
533 |
- |
2024-03-31 |
20,888 |
$468,000 |
0 |
|
Centurion Wealth Management LLC |
97 |
- |
2024-03-31 |
19,238 |
$431,000 |
-667 |
|
WOLVERINE ASSET MANAGEMENT LLC |
452 |
*New |
2023-12-31 |
20,624 |
$431,000 |
20,624 |
|
WEISS CAPITAL LLC |
192 |
*New |
2023-12-31 |
19,949 |
$417,000 |
19,949 |
|
BB&T CORP |
2055 |
- |
2023-12-31 |
19,871 |
$416,000 |
0 |
|
DAVIDSON D A & CO |
1033 |
- |
2023-12-31 |
18,546 |
$388,000 |
-734 |
|
Cetera Investment Advisers |
1691 |
- |
2023-12-31 |
16,599 |
$347,000 |
686 |
|
INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
356 |
- |
2024-03-31 |
15,315 |
$343,000 |
25 |
|
Atria Wealth Solutions Inc. |
1399 |
- |
2023-12-31 |
16,218 |
$339,000 |
-963 |
|
WEDBUSH MORGAN SECURITIES INC |
714 |
- |
2023-12-31 |
16,152 |
$338,000 |
-493 |
|
DAYMARK WEALTH PARTNERS LLC |
340 |
- |
2024-03-31 |
13,361 |
$299,000 |
0 |
|
AE Wealth Management LLC |
1716 |
*New |
2023-12-31 |
13,361 |
$286,000 |
13,361 |
|
SMH CAPITAL ADVISORS INC |
18 |
- |
2023-12-31 |
13,401 |
$280,000 |
-17 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
552 |
- |
2024-03-31 |
12,420 |
$278,000 |
0 |
|
WAYNE HUMMER INVESTMENTS L.L.C. |
393 |
- |
2024-03-31 |
12,378 |
$277,000 |
-3,480 |
|
COMERICA BANK |
2149 |
- |
2023-12-31 |
12,603 |
$264,000 |
3,281 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
649 |
- |
2023-12-31 |
12,409 |
$259,000 |
1,022 |
|
JANNEY MONTGOMERY SCOTT LLC |
2446 |
- |
2024-03-31 |
10,865 |
$243,000 |
-306 |
|
Creekmur Asset Management LLC |
|
- |
2023-12-31 |
11,540 |
$241,000 |
0 |
|
DAVENPORT & CO LLC |
1011 |
- |
2024-03-31 |
9,880 |
$221,000 |
0 |
|
Goss Wealth Management LLC |
1675 |
- |
2023-12-31 |
10,203 |
$213,000 |
777 |
|
SILVERLAKE WEALTH MANAGEMENT LLC |
221 |
*New |
2024-03-31 |
9,313 |
$209,000 |
9,313 |
|
PNC FINANCIAL SERVICES GROUP INC |
2390 |
- |
2024-03-31 |
6,454 |
$145,000 |
1,150 |
|
MONTAG A & ASSOCIATES INC |
466 |
- |
2024-03-31 |
5,314 |
$119,000 |
0 |
|
WOLFF WIESE MAGANA LLC |
118 |
- |
2024-03-31 |
4,248 |
$95,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
1281 |
- |
2023-12-31 |
3,413 |
$71,000 |
-12,029 |
|
CWM LLC |
2263 |
- |
2024-03-31 |
2,284 |
$51,000 |
0 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2061 |
- |
2023-12-31 |
2,298 |
$48,000 |
177 |
|
Venturi Wealth Management LLC |
547 |
- |
2024-03-31 |
1,768 |
$40,000 |
0 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
402 |
*New |
2024-03-31 |
1,500 |
$34,000 |
1,500 |
|
ICA Group Wealth Management LLC |
615 |
- |
2023-12-31 |
1,500 |
$31,000 |
1,500 |
|
Cedar Wealth Management LLC |
177 |
- |
2023-12-31 |
1,497 |
$31,000 |
0 |
|
J P MORGAN CHASE & CO |
4871 |
- |
2024-03-31 |
1,185 |
$27,000 |
-10,002 |
|
Future Financial Wealth Managment LLC |
332 |
*New |
2024-03-31 |
1,000 |
$22,000 |
1,000 |
|
TSFG LLC |
403 |
- |
2024-03-31 |
754 |
$17,000 |
0 |
|
Westside Investment Management Inc. |
626 |
- |
2024-03-31 |
350 |
$8,000 |
0 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
1788 |
- |
2024-03-31 |
284 |
$6,000 |
0 |
|
Strengthening Families & Communities LLC |
174 |
- |
2024-03-31 |
257 |
$6,000 |
6 |
|
FAIRFIELD RESEARCH CORP |
358 |
- |
2023-12-31 |
250 |
$5,000 |
250 |
|
VisionPoint Advisory Group LLC |
585 |
- |
2024-03-31 |
200 |
$4,000 |
0 |
|
Geneos Wealth Management Inc. |
1852 |
- |
2024-03-31 |
150 |
$3,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
2848 |
- |
2024-03-31 |
102 |
$2,000 |
0 |
|
HOLLENCREST SECURITIES LLC |
950 |
- |
2024-03-31 |
66 |
$1,000 |
0 |
|
SITTNER & NELSON LLC |
478 |
*New |
2024-03-31 |
15 |
$0 |
15 |
|
ADVISORY SERVICES NETWORK, LLC |
2789 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,196 |
|
Laurel Wealth Advisors Inc. |
666 |
*Closed |
2022-12-31 |
0 |
$0 |
-12,046 |
|
PROEQUITIES INC. |
6941 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
ELEQUIN CAPITAL LP |
401 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,366 |
|
Advisor Resource Council |
521 |
*Closed |
2024-03-31 |
0 |
$0 |
-9,950 |
|
|
89 Records found
|
1
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