|
Institutional
Holders
Total
Institutions:
|
108 1 |
|
Total
shares held :
|
16,895,307 |
|
% of shares
held :
|
47.26% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-4 |
|
Amount
of shares held :
|
1,175,758 |
|
% of shares
held change :
|
3.29% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$16.95 |
|
Last
Quarter's Ending
Price :
|
$17.96 |
|
Last
Quarter's Average
Price :
|
$17.19 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.14 (6.63%) |
|
|
|
|
|
|
|
|
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 |
1972 |
- |
2023-12-31 |
2,187,772 |
$39,292,000 |
234,137 |
|
ROYAL BANK OF CANADA |
838 |
- |
2023-12-31 |
1,939,252 |
$34,829,000 |
368,439 |
|
AMERIPRISE FINANCIAL INC |
993 |
- |
2023-12-31 |
1,769,709 |
$31,770,000 |
131,089 |
|
ENVESTNET ASSET MANAGEMENT INC |
838 |
- |
2023-12-31 |
1,641,424 |
$29,480,000 |
376,778 |
|
WELLS FARGO & CO/MN |
920 |
- |
2023-12-31 |
1,509,494 |
$27,111,000 |
265,659 |
|
LPL FINANCIAL CORP |
878 |
- |
2023-12-31 |
1,114,462 |
$20,016,000 |
260,382 |
|
BANK OF AMERICA CORP /DE/ |
2008 |
- |
2023-12-31 |
846,386 |
$15,201,000 |
-58,220 |
|
UBS Group AG |
1245 |
- |
2023-12-31 |
820,051 |
$14,728,000 |
-48,719 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
822 |
- |
2023-12-31 |
457,387 |
$8,215,000 |
-13,066 |
|
Baird Financial Group Inc. |
530 |
- |
2023-12-31 |
433,520 |
$7,786,000 |
351,074 |
|
BB&T CORP |
718 |
- |
2023-12-31 |
403,753 |
$7,251,000 |
379,687 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
582 |
- |
2024-03-31 |
365,394 |
$6,888,000 |
71,823 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
986 |
- |
2024-03-31 |
347,135 |
$6,543,000 |
7,442 |
|
Advisor Group Holdings Inc. |
1291 |
- |
2023-12-31 |
240,568 |
$4,321,000 |
-167,324 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
898 |
- |
2024-03-31 |
203,188 |
$3,830,000 |
24,288 |
|
HIGHTOWER ADVISORS, LLC |
1084 |
- |
2023-12-31 |
212,831 |
$3,819,000 |
9,886 |
|
Beck Bode LLC |
53 |
- |
2023-12-31 |
153,296 |
$2,753,000 |
-5,011 |
|
DUMONT & BLAKE INVESTMENT ADVISORS LLC |
30 |
- |
2024-03-31 |
137,562 |
$2,593,000 |
-238 |
|
CREATIVE PLANNING |
820 |
- |
2023-12-31 |
137,982 |
$2,478,000 |
-15,709 |
|
CLS INVESTMENT FIRM LLC |
399 |
- |
2022-12-31 |
135,450 |
$2,454,000 |
6,160 |
|
MARINER WEALTH ADVISORS, LLC |
1072 |
- |
2023-12-31 |
107,881 |
$1,938,000 |
2,685 |
|
MML INVESTORS SERVICES LLC |
1058 |
- |
2023-12-31 |
99,075 |
$1,779,000 |
-1,515 |
|
Merit Financial Group LLC |
228 |
- |
2023-12-31 |
92,335 |
$1,658,000 |
-1,618 |
|
FINANCIAL NETWORK |
1066 |
- |
2023-12-31 |
91,155 |
$1,637,000 |
35,042 |
|
Rockefeller Capital Management L.P. |
1021 |
- |
2023-12-31 |
79,973 |
$1,436,000 |
-16,321 |
|
AXS Investments LLC |
104 |
- |
2023-12-31 |
76,679 |
$1,377,000 |
46,679 |
|
Orion Portfolio Solutions LLC |
825 |
- |
2023-12-31 |
70,986 |
$1,291,000 |
-133,009 |
|
SYKON CAPITAL LLC |
53 |
*New |
2023-12-31 |
66,755 |
$1,199,000 |
66,755 |
|
FREEDOM WEALTH ALLIANCE LLC |
10 |
- |
2023-09-30 |
68,922 |
$1,179,000 |
2,572 |
|
Emerald Investment Partners LLC |
|
- |
2023-12-31 |
61,928 |
$1,112,000 |
-4,758 |
|
Future Financial Wealth Managment LLC |
31 |
- |
2024-03-31 |
53,196 |
$1,003,000 |
10,118 |
|
STIFEL FINANCIAL CORP |
2149 |
- |
2023-12-31 |
54,742 |
$983,000 |
6,109 |
|
RIVERNORTH CAPITAL MANAGEMENT, INC. |
205 |
*New |
2023-12-31 |
53,463 |
$960,000 |
53,463 |
|
PROEQUITIES INC. |
298 |
- |
2023-12-31 |
51,983 |
$934,000 |
-2,125 |
|
Apollon Wealth Management LLC |
487 |
- |
2023-12-31 |
49,148 |
$883,000 |
-3,828 |
|
Goss Wealth Management LLC |
984 |
- |
2023-12-31 |
48,529 |
$876,000 |
-4,552 |
|
Pasadena Private Wealth LLC |
50 |
- |
2024-03-31 |
45,550 |
$859,000 |
742 |
|
MARINO STRAM & ASSOCIATES LLC |
83 |
- |
2024-03-31 |
43,380 |
$818,000 |
0 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
44,505 |
$799,000 |
-17,864 |
|
Cetera Investment Advisers |
1236 |
- |
2023-12-31 |
44,002 |
$790,000 |
12,629 |
|
STEPHENS INC /AR/ |
651 |
- |
2023-12-31 |
36,932 |
$663,000 |
8,747 |
|
Gladstone Institutional Advisory LLC |
365 |
- |
2023-12-31 |
35,729 |
$642,000 |
-7,118 |
|
Heartwood Wealth Advisors LLC |
82 |
- |
2024-03-31 |
34,000 |
$641,000 |
0 |
|
COMERICA BANK |
1781 |
- |
2023-12-31 |
33,518 |
$602,000 |
515 |
|
Private Advisor Group LLC |
1367 |
- |
2023-12-31 |
32,986 |
$592,000 |
-1,236 |
|
ADELL HARRIMAN & CARPENTER INC |
121 |
- |
2024-03-31 |
30,400 |
$573,000 |
7,800 |
|
Beacon Pointe Advisors LLC |
839 |
- |
2023-12-31 |
31,766 |
$571,000 |
-21,306 |
|
Chicago Partners Investment Group LLC |
425 |
- |
2024-03-31 |
29,348 |
$530,000 |
252 |
|
Sowell Financial Services LLC |
|
- |
2023-12-31 |
27,194 |
$488,000 |
-1,063 |
|
JANNEY MONTGOMERY SCOTT LLC |
1915 |
- |
2023-12-31 |
26,706 |
$480,000 |
-2,790 |
|
H D Vest Advisory Services |
1001 |
- |
2023-12-31 |
26,676 |
$479,000 |
5,074 |
|
Csenge Advisory Group |
419 |
- |
2023-12-31 |
26,431 |
$475,000 |
-8,603 |
|
Newbridge Financial Services Group Inc. |
102 |
- |
2024-03-31 |
24,922 |
$470,000 |
-12,856 |
|
Atria Wealth Solutions Inc. |
1231 |
- |
2023-12-31 |
26,107 |
$469,000 |
-4,981 |
|
PANORAMIC INVESTMENT ADVISORS LLC |
64 |
- |
2024-03-31 |
24,709 |
$466,000 |
4,266 |
|
BTS ASSET MANAGEMENT, INC. |
11 |
- |
2024-03-31 |
24,453 |
$461,000 |
2,710 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
437 |
- |
2023-12-31 |
25,216 |
$453,000 |
-1,225 |
|
RAYMOND JAMES & ASSOCIATES |
3224 |
- |
2024-03-31 |
19,304 |
$364,000 |
-1,735 |
|
Atlas Private Wealth Advisors |
110 |
- |
2023-12-31 |
19,260 |
$346,000 |
-150 |
|
Garden State Investment Advisory Services LLC |
141 |
- |
2023-12-31 |
18,738 |
$337,000 |
303 |
|
Pinnacle Wealth Planning Services Inc. |
260 |
- |
2023-12-31 |
17,500 |
$314,000 |
-1,800 |
|
OPPENHEIMER & CO INC |
1128 |
*New |
2023-12-31 |
17,261 |
$310,000 |
17,261 |
|
HUDSON VALLEY INVESTMENT ADVISORS INC |
149 |
- |
2024-03-31 |
15,704 |
$296,000 |
0 |
|
Aveo Capital Partners LLC |
271 |
- |
2023-12-31 |
16,215 |
$291,000 |
0 |
|
AE Wealth Management LLC |
1727 |
- |
2023-12-31 |
15,422 |
$281,000 |
-6,716 |
|
WARREN AVERETT ASSET MANAGEMENT, LLC |
367 |
- |
2023-12-31 |
15,524 |
$279,000 |
0 |
|
CITADEL ADVISORS LLC |
4168 |
- |
2023-12-31 |
14,956 |
$269,000 |
14,956 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4539 |
- |
2023-12-31 |
14,857 |
$267,000 |
-11,628 |
|
TFG Advisers LLC |
164 |
- |
2023-12-31 |
14,779 |
$265,000 |
-1,195 |
|
QP WEALTH MANAGEMENT LLC |
57 |
- |
2023-09-30 |
15,288 |
$261,000 |
1,285 |
|
Endowment Wealth Management Inc. |
107 |
- |
2023-12-31 |
13,815 |
$248,000 |
-8,535 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
2322 |
- |
2023-12-31 |
13,763 |
$247,000 |
1,022 |
|
LINCOLN NATIONAL CORP |
963 |
- |
2023-12-31 |
13,106 |
$235,000 |
1,010 |
|
Boxwood Ventures Inc. |
22 |
- |
2023-12-31 |
13,065 |
$235,000 |
300 |
|
Hexagon Capital Partners LLC |
185 |
- |
2024-03-31 |
12,299 |
$232,000 |
0 |
|
OARSMAN CAPITAL, INC. |
213 |
- |
2023-12-31 |
12,641 |
$227,000 |
-554 |
|
Toroso Investments LLC |
1276 |
- |
2023-12-31 |
12,609 |
$226,000 |
-22,144 |
|
Resources Investment Advisors Inc. |
1015 |
- |
2023-12-31 |
12,342 |
$222,000 |
265 |
|
Kestra Advisory Services LLC |
2041 |
*New |
2023-12-31 |
12,127 |
$218,000 |
12,127 |
|
PNC FINANCIAL SERVICES GROUP INC |
2095 |
- |
2023-12-31 |
11,915 |
$214,000 |
0 |
|
EVERCORE WEALTH MANAGEMENT, LLC |
410 |
- |
2023-12-31 |
10,455 |
$188,000 |
0 |
|
GPS Wealth Strategies Group LLC |
257 |
- |
2023-12-31 |
10,058 |
$181,000 |
43 |
|
HARBOUR INVESTMENTS INC. |
1066 |
- |
2023-12-31 |
6,684 |
$120,000 |
48 |
|
Retirement Group LLC |
145 |
- |
2023-12-31 |
6,536 |
$117,000 |
81 |
|
Capital Investment Advisory Services LLC |
555 |
- |
2024-03-31 |
5,557 |
$105,000 |
-4,545 |
|
CWM LLC |
1872 |
- |
2024-03-31 |
5,301 |
$100,000 |
-16,032 |
|
Ahrens Investment Partners LLC |
245 |
- |
2023-03-31 |
4,500 |
$82,000 |
-6,500 |
|
BESSEMER GROUP INC |
1261 |
- |
2023-12-31 |
4,365 |
$78,000 |
164 |
|
Steward Partners Investment Advisory LLC |
1804 |
- |
2023-12-31 |
4,169 |
$75,000 |
0 |
|
JOHNSON FINANCIAL GROUP, INC. |
417 |
- |
2023-12-31 |
3,850 |
$69,000 |
-2,211 |
|
Coastal Investment Advisors Inc. |
524 |
- |
2024-03-31 |
3,490 |
$66,000 |
3,490 |
|
Wagner Wealth Management LLC |
160 |
*New |
2024-03-31 |
3,116 |
$59,000 |
3,116 |
|
US BANCORP |
2584 |
- |
2023-12-31 |
3,200 |
$57,000 |
-901 |
|
CULLEN FROST BANKERS INC |
654 |
- |
2023-12-31 |
2,815 |
$51,000 |
0 |
|
WFA of San Diego LLC |
181 |
- |
2023-09-30 |
2,525 |
$43,000 |
0 |
|
NBC SECURITIES INC. |
1193 |
- |
2024-03-31 |
2,223 |
$41,000 |
45 |
|
ADVISORY SERVICES NETWORK, LLC |
2177 |
*New |
2023-12-31 |
1,979 |
$36,000 |
1,979 |
|
ZRC WEALTH MANAGEMENT LLC |
280 |
- |
2024-03-31 |
1,311 |
$25,000 |
0 |
|
IFP Advisors Inc |
1828 |
- |
2023-12-31 |
1,225 |
$22,000 |
0 |
|
Spire Wealth Management |
1493 |
- |
2024-03-31 |
1,146 |
$22,000 |
-162 |
|
|
100 Records found
|
1
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