|
Institutional
Holders
Total
Institutions:
|
160 9 |
|
Total
shares held :
|
23,300,487 |
|
% of shares
held :
|
58.77% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
14 |
|
Amount
of shares held :
|
847,765 |
|
% of shares
held change :
|
2.14% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$16.36 |
|
Last
Quarter's Ending
Price :
|
$17.18 |
|
Last
Quarter's Average
Price :
|
$16.54 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.83 (5.02%) |
|
|
|
|
|
|
|
|
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 |
1793 |
- |
2023-12-31 |
2,737,433 |
$47,029,000 |
873,164 |
|
LPL FINANCIAL CORP |
690 |
- |
2024-03-31 |
1,947,066 |
$34,444,000 |
198,236 |
|
BANK OF AMERICA CORP /DE/ |
1409 |
- |
2023-12-31 |
1,972,999 |
$33,896,000 |
210,559 |
|
State of Wisconsin - Board of Commissioners of Pub |
8 |
- |
2024-03-31 |
1,525,220 |
$26,981,000 |
0 |
|
RS CRUM INC. |
6 |
- |
2023-12-31 |
1,263,901 |
$21,714,000 |
131,789 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
487 |
- |
2024-03-31 |
1,189,362 |
$21,040,000 |
-18,585 |
|
Tanager Wealth Management LLP |
6 |
- |
2024-03-31 |
1,096,657 |
$19,400,000 |
182,026 |
|
AMERIPRISE FINANCIAL INC |
1303 |
- |
2023-12-31 |
1,087,991 |
$18,691,000 |
116,713 |
|
WELLS FARGO & CO/MN |
1208 |
- |
2024-03-31 |
964,297 |
$17,058,000 |
252,133 |
|
MY Wealth Management Inc. |
2 |
- |
2023-12-31 |
947,999 |
$16,287,000 |
2,736 |
|
RAYMOND JAMES & ASSOCIATES |
1067 |
- |
2024-03-31 |
665,489 |
$11,773,000 |
137,672 |
|
MML INVESTORS SERVICES LLC |
413 |
- |
2023-12-31 |
505,836 |
$8,690,000 |
64,915 |
|
Advisor Group Holdings Inc. |
782 |
- |
2024-03-31 |
457,198 |
$8,088,000 |
-2,376 |
|
ENVESTNET ASSET MANAGEMENT INC |
1704 |
- |
2023-12-31 |
386,917 |
$6,647,000 |
-371,605 |
|
PARK AVENUE SECURITIES LLC |
162 |
- |
2024-03-31 |
375,221 |
$6,638,000 |
113,000 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1081 |
- |
2024-03-31 |
324,276 |
$5,736,000 |
12,637 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
69 |
- |
2023-12-31 |
333,168 |
$5,724,000 |
14,403 |
|
ROYAL BANK OF CANADA |
1830 |
- |
2023-12-31 |
312,571 |
$5,370,000 |
-41,173 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
538 |
- |
2023-12-31 |
296,525 |
$5,094,000 |
50,418 |
|
Sound Income Strategies LLC |
78 |
- |
2024-03-31 |
260,543 |
$4,609,000 |
22,372 |
|
Kestra Advisory Services LLC |
491 |
- |
2023-12-31 |
261,155 |
$4,487,000 |
21,300 |
|
Carmel Capital Partners LLC |
6 |
- |
2024-03-31 |
220,253 |
$3,896,000 |
32,789 |
|
SUMITOMO MITSUI TRUST HOLDINGS, INC. |
837 |
- |
2024-03-31 |
215,527 |
$3,813,000 |
-28,256 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
916 |
- |
2024-03-31 |
208,922 |
$3,696,000 |
3,148 |
|
UBS Group AG |
2346 |
- |
2023-12-31 |
194,893 |
$3,348,000 |
10,717 |
|
Silver Coast Investments LLC |
12 |
- |
2023-12-31 |
186,689 |
$3,207,000 |
0 |
|
Fortis Capital Management LLC |
26 |
- |
2024-03-31 |
177,873 |
$3,147,000 |
16,130 |
|
Concurrent Investment Advisors LLC |
174 |
- |
2024-03-31 |
173,917 |
$3,077,000 |
-3,278 |
|
Brendel Financial Advisors LLC |
|
- |
2024-03-31 |
172,600 |
$3,053,000 |
-1,841 |
|
Future Financial Wealth Managment LLC |
10 |
- |
2024-03-31 |
164,908 |
$2,917,000 |
6,475 |
|
Lido Advisors LLC |
313 |
- |
2023-12-31 |
168,538 |
$2,900,000 |
39,987 |
|
SAX WEALTH ADVISORS LLC |
43 |
*New |
2023-12-31 |
155,848 |
$2,677,000 |
155,848 |
|
Wealthcare Advisory Partners LLC |
196 |
- |
2024-03-31 |
149,288 |
$2,641,000 |
4,315 |
|
Cadent Capital Advisors LLC |
31 |
- |
2024-03-31 |
143,514 |
$2,539,000 |
29 |
|
Private Advisor Group LLC |
706 |
- |
2024-03-31 |
140,074 |
$2,478,000 |
621 |
|
BB&T CORP |
1150 |
- |
2023-12-31 |
143,549 |
$2,466,000 |
132,099 |
|
NTV ASSET MANAGEMENT LLC |
66 |
- |
2024-03-31 |
128,716 |
$2,277,000 |
6,367 |
|
Investors Research Corp |
39 |
- |
2024-03-31 |
115,782 |
$2,048,000 |
10,342 |
|
Joseph P. Lucia & Associates LLC |
36 |
- |
2024-03-31 |
111,129 |
$1,966,000 |
-2,283 |
|
Atria Wealth Solutions Inc. |
602 |
- |
2023-12-31 |
114,256 |
$1,963,000 |
-24,996 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
976 |
- |
2024-03-31 |
102,665 |
$1,816,000 |
-1,795 |
|
Steward Partners Investment Advisory LLC |
534 |
- |
2023-12-31 |
102,129 |
$1,755,000 |
19,976 |
|
Ausdal Financial Partners Inc. |
121 |
- |
2024-03-31 |
93,675 |
$1,657,000 |
81,864 |
|
Chicago Partners Investment Group LLC |
228 |
- |
2024-03-31 |
95,830 |
$1,646,000 |
9,256 |
|
SHEETS SMITH & ASSOCIATES INC |
123 |
- |
2024-03-31 |
88,069 |
$1,558,000 |
-9,080 |
|
Powell Investment Advisors LLC |
23 |
- |
2024-03-31 |
82,060 |
$1,452,000 |
-738 |
|
Advisory Resource Group |
55 |
- |
2023-12-31 |
76,071 |
$1,307,000 |
-13 |
|
Signature Wealth Management Group |
60 |
- |
2024-03-31 |
71,709 |
$1,218,000 |
-318 |
|
DAVIDSON D A & CO |
649 |
- |
2023-12-31 |
69,242 |
$1,190,000 |
-4,893 |
|
PROSPERA FINANCIAL SERVICES |
436 |
- |
2023-12-31 |
65,403 |
$1,124,000 |
2,563 |
|
Stratos Wealth Partners LTD. |
650 |
- |
2024-03-31 |
54,648 |
$967,000 |
3,317 |
|
Resurgent Financial Advisors LLC |
56 |
- |
2024-03-31 |
53,322 |
$943,000 |
34,542 |
|
MIDLAND WEALTH ADVISORS LLC |
93 |
- |
2023-12-31 |
53,876 |
$926,000 |
0 |
|
Streettalk Advisors LLC |
178 |
- |
2024-03-31 |
51,718 |
$915,000 |
22,777 |
|
Tempus Wealth Planning LLC |
74 |
- |
2024-03-31 |
50,000 |
$885,000 |
0 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
1872 |
- |
2023-12-31 |
48,996 |
$842,000 |
-163 |
|
Wealth Alliance |
187 |
- |
2024-03-31 |
46,366 |
$820,000 |
57 |
|
PLIMOTH TRUST CO LLC |
94 |
- |
2024-03-31 |
45,049 |
$797,000 |
-12,201 |
|
HIGHTOWER ADVISORS, LLC |
1919 |
- |
2024-03-31 |
44,677 |
$791,000 |
6,757 |
|
DELTA CAPITAL MANAGEMENT LLC |
50 |
- |
2024-03-31 |
44,080 |
$780,000 |
0 |
|
Apollon Wealth Management LLC |
555 |
- |
2024-03-31 |
42,014 |
$743,000 |
-1,010 |
|
Castle Rock Wealth Management LLC |
120 |
- |
2023-12-31 |
42,292 |
$727,000 |
185 |
|
ROMAN BUTLER FULLERTON & CO |
92 |
- |
2024-03-31 |
41,973 |
$716,000 |
199 |
|
Etesian Wealth Advisors Inc. |
76 |
- |
2024-03-31 |
40,018 |
$708,000 |
6,298 |
|
NORTHERN OAK CAPITAL MANAGEMENT INC |
140 |
- |
2024-03-31 |
39,900 |
$706,000 |
-56,744 |
|
NATIONAL ASSET MANAGEMENT, INC. |
657 |
*New |
2023-12-31 |
40,415 |
$694,000 |
40,415 |
|
STIFEL FINANCIAL CORP |
2388 |
- |
2023-12-31 |
39,654 |
$681,000 |
1,672 |
|
Procyon Private Wealth Partners LLC |
297 |
- |
2024-03-31 |
34,246 |
$606,000 |
-7,928 |
|
Patriot Investment Management Inc. |
149 |
- |
2024-03-31 |
33,814 |
$598,000 |
0 |
|
Howard Wealth Management LLC |
51 |
- |
2024-03-31 |
32,267 |
$571,000 |
1,682 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3356 |
*New |
2024-03-31 |
29,890 |
$529,000 |
29,890 |
|
IWAMOTO KONG & CO INC |
94 |
- |
2023-12-31 |
30,250 |
$520,000 |
-1,400 |
|
BARTLETT & CO. WEALTH MANAGEMENT LLC |
322 |
- |
2024-03-31 |
29,386 |
$520,000 |
0 |
|
BARTLETT & CO. LLC |
339 |
*New |
2023-12-31 |
29,386 |
$507,000 |
29,386 |
|
Core Wealth Partners LLC |
57 |
- |
2024-03-31 |
28,620 |
$506,000 |
199 |
|
Mid-American Wealth Advisory Group Inc. |
26 |
- |
2024-03-31 |
26,372 |
$467,000 |
-8,623 |
|
MASSMUTUAL TRUST CO FSB/ADV |
308 |
- |
2024-03-31 |
23,240 |
$411,000 |
761 |
|
MAINSTAY CAPITAL MANAGEMENT LLC /ADV |
75 |
- |
2024-03-31 |
21,906 |
$388,000 |
-9,287 |
|
AE Wealth Management LLC |
1581 |
- |
2023-12-31 |
21,640 |
$380,000 |
7,931 |
|
GUGGENHEIM CAPITAL LLC |
1578 |
- |
2023-12-31 |
21,432 |
$368,000 |
4,127 |
|
FINANCIAL NETWORK |
2107 |
- |
2023-12-31 |
20,828 |
$358,000 |
1,108 |
|
Geneos Wealth Management Inc. |
578 |
- |
2024-03-31 |
19,044 |
$337,000 |
620 |
|
RAYMOND JAMES TRUST CO |
921 |
- |
2024-03-31 |
18,848 |
$333,000 |
7,094 |
|
Rockefeller Capital Management L.P. |
1434 |
- |
2023-12-31 |
19,247 |
$331,000 |
3,322 |
|
PINNACLE ASSOCIATES LTD |
678 |
- |
2024-03-31 |
18,528 |
$328,000 |
0 |
|
Worth Asset Management LLC |
80 |
*New |
2024-03-31 |
18,123 |
$321,000 |
18,123 |
|
Goss Wealth Management LLC |
1512 |
- |
2023-12-31 |
18,371 |
$316,000 |
-34,488 |
|
Redwood Financial Network Corp |
111 |
*New |
2024-03-31 |
17,588 |
$311,000 |
17,588 |
|
YALE CAPITAL CORP |
372 |
- |
2024-03-31 |
17,109 |
$303,000 |
7 |
|
Hofer & Associates. Inc |
44 |
- |
2024-03-31 |
15,794 |
$279,000 |
-114 |
|
Perigon Wealth Management LLC |
711 |
- |
2024-03-31 |
15,350 |
$272,000 |
76 |
|
Cetera Investment Advisers |
1840 |
- |
2023-12-31 |
15,624 |
$268,000 |
4,997 |
|
Accel Wealth Management |
168 |
- |
2024-03-31 |
15,140 |
$268,000 |
18 |
|
Sunbelt Securities Inc. |
459 |
- |
2024-03-31 |
14,654 |
$259,000 |
5,000 |
|
Pasadena Private Wealth LLC |
118 |
- |
2024-03-31 |
14,519 |
$257,000 |
865 |
|
Equitable Holdings Inc. |
984 |
- |
2023-12-31 |
14,555 |
$250,000 |
-11,790 |
|
Western Wealth Management LLC |
560 |
- |
2024-03-31 |
14,079 |
$249,000 |
-495 |
|
FIRST WILSHIRE SECURITIES MANAGEMENT INC |
75 |
- |
2023-12-31 |
14,000 |
$241,000 |
0 |
|
Grandview Asset Management LLC |
105 |
- |
2024-03-31 |
13,407 |
$237,000 |
1 |
|
Acorn Wealth Advisors LLC |
174 |
- |
2024-03-31 |
13,307 |
$235,000 |
-317 |
|
|
100 Records found
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1
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