| |
Institutional
Holders
Total
Institutions:
 |
174  12 |
|
|
Total
shares held :
|
12,254,579 |
|
|
% of shares
held :
|
13.95% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-43 |
|
|
Amount
of shares held :
|
-2,087,656 |
|
|
% of shares
held change :
|
-2.38% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$13.87 |
|
|
Last
Quarter's Ending
Price :
|
$14.58 |
|
|
Last
Quarter's Average
Price :
|
$13.98 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 0.73 (5.22%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Sowell Financial Services LLC |
289 |
- |
2024-03-31 |
92,090 |
$1,403,000 |
0 |
|
| Walker Asset Management LLC |
35 |
- |
2024-03-31 |
49,990 |
$762,000 |
0 |
|
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV |
49 |
- |
2024-03-31 |
38,459 |
$586,000 |
0 |
|
| ENDURANCE WEALTH MANAGEMENT, INC. |
131 |
- |
2023-06-30 |
31,320 |
$449,000 |
0 |
|
| Joseph P. Lucia & Associates LLC |
91 |
- |
2024-03-31 |
20,165 |
$307,000 |
0 |
|
| Lakeview Capital Partners LLC |
311 |
- |
2023-12-31 |
21,000 |
$306,000 |
0 |
|
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
386 |
- |
2024-03-31 |
19,600 |
$299,000 |
0 |
|
| Fort Sheridan Advisors LLC |
157 |
- |
2023-12-31 |
19,500 |
$284,000 |
0 |
|
| Financial Gravity Wealth Inc. |
284 |
- |
2023-12-31 |
20,638 |
$272,000 |
0 |
|
| PRUDENTIAL CORP PLC |
837 |
- |
2023-12-31 |
18,100 |
$264,000 |
0 |
|
| FIERA SCEPTRE INC. |
439 |
- |
2024-03-31 |
17,275 |
$263,000 |
0 |
|
| MCRAE CAPITAL MANAGEMENT INC |
87 |
- |
2024-03-31 |
16,204 |
$247,000 |
0 |
|
| TRIANGLE SECURITIES WEALTH MANAGEMENT |
191 |
- |
2024-03-31 |
14,594 |
$222,000 |
0 |
|
| Premier Path Wealth Partners LLC |
322 |
- |
2024-03-31 |
14,125 |
$215,000 |
0 |
|
| Valley Brook Capital Group |
115 |
- |
2024-03-31 |
12,600 |
$192,000 |
0 |
|
| Arkadios Wealth Advisors |
655 |
- |
2024-03-31 |
12,176 |
$186,000 |
0 |
|
| ROCKLAND TRUST CO |
292 |
- |
2024-03-31 |
11,695 |
$178,000 |
0 |
|
| BARTLETT & CO. LLC |
479 |
- |
2023-12-31 |
11,950 |
$175,000 |
0 |
|
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
478 |
- |
2023-12-31 |
11,950 |
$175,000 |
0 |
|
| MONTICELLO WEALTH MANAGEMENT LLC |
234 |
- |
2024-03-31 |
11,450 |
$174,000 |
0 |
|
| GARRISON BRADFORD & ASSOCIATES INC |
30 |
- |
2024-03-31 |
11,000 |
$168,000 |
0 |
|
| Carmichael Hill & Associates Inc. |
206 |
- |
2024-03-31 |
8,117 |
$124,000 |
0 |
|
| OPTIMUM INVESTMENT ADVISORS |
257 |
- |
2024-03-31 |
7,190 |
$110,000 |
0 |
|
| Sargent Bickham Lagudis LLC |
328 |
- |
2022-12-31 |
6,803 |
$98,000 |
0 |
|
| PROEQUITIES INC. |
954 |
- |
2024-03-31 |
5,973 |
$91,000 |
0 |
|
| RFP Financial Group LLC |
214 |
- |
2023-12-31 |
2,550 |
$37,000 |
0 |
|
| PRIVATE TRUST CO NA |
1293 |
- |
2024-03-31 |
2,001 |
$30,000 |
0 |
|
| JAMISON PRIVATE WEALTH MANAGEMENT INC. |
282 |
- |
2024-03-31 |
1,762 |
$27,000 |
0 |
|
| KESSLER INVESTMENT GROUP, LLC |
103 |
- |
2024-03-31 |
1,508 |
$23,000 |
0 |
|
| BELLEVUE ASSET MANAGEMENT LLC |
217 |
- |
2024-03-31 |
1,430 |
$22,000 |
0 |
|
| Twin Lakes Capital Management LLC |
169 |
- |
2023-12-31 |
1,500 |
$22,000 |
0 |
|
| ROGCO LP |
168 |
- |
2023-12-31 |
1,461 |
$21,000 |
0 |
|
| Emerald Investment Partners LLC |
397 |
- |
2024-03-31 |
1,309 |
$20,000 |
0 |
|
| BENJAMIN F. EDWARDS & COMPANY INC. |
1519 |
- |
2024-03-31 |
1,320 |
$20,000 |
0 |
|
| Bogart Wealth LLC |
547 |
- |
2024-03-31 |
1,060 |
$16,000 |
0 |
|
| MONETARY MANAGEMENT GROUP INC |
300 |
- |
2023-12-31 |
1,000 |
$15,000 |
0 |
|
| Pinnacle Bank |
600 |
- |
2024-03-31 |
1,000 |
$15,000 |
0 |
|
| WASHINGTON TRUST CO |
610 |
- |
2024-03-31 |
1,000 |
$15,000 |
0 |
|
| Independence Bank of Kentucky |
423 |
- |
2024-03-31 |
950 |
$14,000 |
0 |
|
| SRS Capital Advisors Inc. |
732 |
- |
2023-12-31 |
790 |
$12,000 |
0 |
|
| Burleson & Company LLC |
246 |
- |
2022-12-31 |
750 |
$11,000 |
0 |
|
| Steward Partners Investment Advisory LLC |
2750 |
- |
2023-12-31 |
634 |
$9,000 |
0 |
|
| BLAIR WILLIAM & CO/IL |
1697 |
- |
2023-12-31 |
558 |
$8,000 |
0 |
|
| Newbridge Financial Services Group Inc. |
818 |
- |
2024-03-31 |
500 |
$8,000 |
0 |
|
| AlphaCore Capital LLC |
330 |
- |
2023-12-31 |
500 |
$7,000 |
0 |
|
| NBC SECURITIES INC. |
1748 |
- |
2024-03-31 |
500 |
$7,000 |
0 |
|
| QUADRANT CAPITAL GROUP LLC |
2186 |
- |
2023-12-31 |
500 |
$7,000 |
0 |
|
| Heritage Wealth Advisors |
470 |
- |
2023-12-31 |
484 |
$7,000 |
0 |
|
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC |
464 |
- |
2023-12-31 |
442 |
$6,000 |
0 |
|
| Impact Partnership Wealth LLC |
575 |
- |
2023-12-31 |
335 |
$5,000 |
0 |
|
| DUNCKER STREETT & CO INC |
433 |
- |
2024-03-31 |
281 |
$4,000 |
0 |
|
| Tyler-Stone Wealth Management |
728 |
- |
2023-12-31 |
300 |
$4,000 |
0 |
|
| CALDWELL SUTTER CAPITAL INC. |
685 |
- |
2024-03-31 |
225 |
$3,000 |
0 |
|
| SCBT FINANCIAL CORP |
520 |
- |
2023-12-31 |
230 |
$3,000 |
0 |
|
| DELTA ASSET MANAGEMENT LLC/TN |
586 |
- |
2023-12-31 |
124 |
$2,000 |
0 |
|
| ANCORA ADVISORS, LLC |
1406 |
- |
2023-12-31 |
150 |
$2,000 |
0 |
|
| Geneos Wealth Management Inc. |
1922 |
- |
2024-03-31 |
150 |
$2,000 |
0 |
|
| DHJJ Financial Advisors Ltd. |
725 |
- |
2024-03-31 |
15 |
$0 |
0 |
|
| ATTICUS WEALTH MANAGEMENT LLC |
585 |
- |
2024-03-31 |
4 |
$0 |
0 |
|
|
59 Records found
|
1
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