|
Institutional
Holders
Total
Institutions:
|
149 1 |
|
Total
shares held :
|
23,679,580 |
|
% of shares
held :
|
67.16% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-14 |
|
Amount
of shares held :
|
-5,509,360 |
|
% of shares
held change :
|
-15.62% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$16.29 |
|
Last
Quarter's Ending
Price :
|
$18.46 |
|
Last
Quarter's Average
Price :
|
$17.12 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.06 (6.19%) |
|
|
|
|
|
|
|
|
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 |
1366 |
- |
2023-12-31 |
4,024,340 |
$74,279,000 |
-353,531 |
|
WELLS FARGO & CO/MN |
883 |
- |
2023-12-31 |
1,586,682 |
$29,286,000 |
-126,841 |
|
UBS Group AG |
977 |
- |
2023-12-31 |
1,406,975 |
$25,969,000 |
-82,586 |
|
Kaye Capital Management |
4 |
- |
2024-03-31 |
986,302 |
$18,286,000 |
-29,363 |
|
Kestra Advisory Services LLC |
165 |
- |
2023-12-31 |
854,979 |
$15,781,000 |
-17,268 |
|
BANK OF AMERICA CORP /DE/ |
2021 |
- |
2023-12-31 |
809,097 |
$14,934,000 |
-168,057 |
|
Garden State Investment Advisory Services LLC |
4 |
- |
2023-12-31 |
470,862 |
$8,691,000 |
-5,972 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
935 |
- |
2024-03-31 |
397,012 |
$7,361,000 |
-91,949 |
|
RAYMOND JAMES & ASSOCIATES |
1359 |
- |
2024-03-31 |
373,884 |
$6,932,000 |
-4,171 |
|
ENVESTNET ASSET MANAGEMENT INC |
1791 |
- |
2023-12-31 |
313,071 |
$5,779,000 |
-41,266 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
524 |
- |
2023-12-31 |
289,756 |
$5,348,000 |
-30,969 |
|
ROYAL BANK OF CANADA |
1836 |
- |
2023-12-31 |
289,733 |
$5,347,000 |
-137 |
|
FIRST AMERICAN TRUST CO |
58 |
- |
2023-12-31 |
287,119 |
$5,300,000 |
-24,614 |
|
OHE FINANCIAL INC |
35 |
- |
2023-12-31 |
225,775 |
$4,167,000 |
-2,967 |
|
MML INVESTORS SERVICES LLC |
691 |
- |
2023-12-31 |
222,686 |
$4,110,000 |
-144,168 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1385 |
- |
2024-03-31 |
190,058 |
$3,524,000 |
-21,345 |
|
HIGHTOWER ADVISORS, LLC |
1138 |
- |
2023-12-31 |
183,052 |
$3,378,000 |
-99,459 |
|
CITADEL ADVISORS LLC |
2050 |
- |
2023-12-31 |
149,735 |
$2,764,000 |
-89,188 |
|
MARINER WEALTH ADVISORS, LLC |
931 |
- |
2023-12-31 |
143,863 |
$2,655,000 |
-15,942 |
|
CREATIVE PLANNING |
871 |
- |
2023-12-31 |
122,955 |
$2,269,000 |
-3,516 |
|
Eagle Strategies LLC |
54 |
- |
2024-03-31 |
116,345 |
$2,157,000 |
-274,460 |
|
IFG Advisory LLC |
170 |
- |
2023-12-31 |
114,611 |
$2,115,000 |
-14,025 |
|
Parcion Private Wealth LLC |
86 |
- |
2024-03-31 |
108,960 |
$2,020,000 |
-154,016 |
|
AJ WEALTH STRATEGIES LLC |
97 |
- |
2023-06-30 |
107,617 |
$1,942,000 |
-1,368 |
|
AAFCPAs Wealth Management LLC |
13 |
- |
2023-12-31 |
105,137 |
$1,941,000 |
-19,538 |
|
AMERIVEST INVESTMENT MANAGEMENT LLC |
95 |
- |
2023-06-30 |
104,249 |
$1,882,000 |
-50,843 |
|
Goss Wealth Management LLC |
690 |
- |
2023-12-31 |
98,915 |
$1,818,000 |
-8,775 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
819 |
- |
2023-09-30 |
94,986 |
$1,587,000 |
-690 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
84,389 |
$1,558,000 |
-9,172 |
|
OLD MISSION CAPITAL LLC |
339 |
- |
2023-12-31 |
79,205 |
$1,462,000 |
-11,801 |
|
MERCER GLOBAL ADVISORS INC /ADV |
869 |
- |
2023-12-31 |
71,405 |
$1,318,000 |
-72 |
|
Virginia National Bank |
5 |
- |
2023-09-30 |
72,605 |
$1,213,000 |
-469 |
|
Continuum Advisory LLC |
152 |
- |
2023-12-31 |
65,106 |
$1,202,000 |
-2,270 |
|
Capital Investment Advisors LLC |
267 |
- |
2024-03-31 |
61,956 |
$1,149,000 |
-1,072 |
|
MULTIFINANCIAL SECURITIES CORP |
731 |
- |
2023-12-31 |
60,768 |
$1,122,000 |
-323,634 |
|
Southland Equity Partners LLC |
59 |
- |
2024-03-31 |
57,094 |
$1,059,000 |
-257 |
|
Ahrens Investment Partners LLC |
43 |
- |
2023-03-31 |
54,677 |
$975,000 |
-22,135 |
|
INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
157 |
- |
2023-12-31 |
51,969 |
$959,000 |
-3,310 |
|
Breakwater Capital Group |
97 |
- |
2024-03-31 |
49,867 |
$925,000 |
-225 |
|
GLOBALT Investments LLC / GA |
158 |
- |
2024-03-31 |
46,064 |
$854,000 |
-2,830 |
|
Principle Wealth Partners LLC |
183 |
- |
2024-03-31 |
38,262 |
$709,000 |
-6,489 |
|
STIFEL FINANCIAL CORP |
2369 |
- |
2023-12-31 |
37,539 |
$693,000 |
-13,750 |
|
Stratos Wealth Partners LTD. |
761 |
- |
2024-03-31 |
36,822 |
$683,000 |
-92,260 |
|
ESSEX FINANCIAL SERVICES INC |
361 |
- |
2024-03-31 |
22,138 |
$410,000 |
-134 |
|
PROSPERA FINANCIAL SERVICES |
759 |
- |
2023-12-31 |
19,999 |
$369,000 |
-46 |
|
CAPTRUST FINANCIAL ADVISORS |
1996 |
- |
2023-12-31 |
19,082 |
$352,000 |
-121 |
|
CENTAURUS FINANCIAL INC. |
444 |
- |
2023-12-31 |
18,586 |
$343,000 |
-2,438 |
|
COMERICA BANK |
2037 |
- |
2023-12-31 |
18,525 |
$342,000 |
-25,753 |
|
Western Wealth Management LLC |
470 |
- |
2024-03-31 |
18,243 |
$338,000 |
-149 |
|
High Falls Advisors Inc |
74 |
- |
2023-12-31 |
17,503 |
$323,000 |
-2,670 |
|
NATIONAL ASSET MANAGEMENT, INC. |
1045 |
- |
2023-12-31 |
16,635 |
$307,000 |
-10,511 |
|
PCG Wealth Advisors LLC |
86 |
- |
2024-03-31 |
16,010 |
$297,000 |
-3,013 |
|
JANNEY MONTGOMERY SCOTT LLC |
2377 |
- |
2024-03-31 |
14,744 |
$273,000 |
-5,092 |
|
Sigma Planning Corp |
731 |
- |
2023-12-31 |
12,072 |
$223,000 |
-12,731 |
|
GHP INVESTMENT ADVISORS INC |
371 |
- |
2024-03-31 |
11,860 |
$220,000 |
-2,334 |
|
Schechter Investment Advisors LLC |
545 |
- |
2023-12-31 |
11,304 |
$209,000 |
-1,313 |
|
COUNTRY CLUB BANK /GFN |
297 |
- |
2024-03-31 |
10,063 |
$187,000 |
-870 |
|
Addison Advisors LLC |
249 |
- |
2023-12-31 |
6,435 |
$119,000 |
-335 |
|
HANSON MCCLAIN, INC. |
969 |
- |
2024-03-31 |
6,131 |
$114,000 |
-1,948 |
|
PNC FINANCIAL SERVICES GROUP INC |
3012 |
- |
2023-12-31 |
2,390 |
$44,000 |
-7,500 |
|
BLAIR WILLIAM & CO/IL |
1587 |
- |
2023-12-31 |
2,250 |
$42,000 |
-4,431 |
|
Global Retirement Partners LLC |
1644 |
- |
2024-03-31 |
1,507 |
$28,000 |
-683 |
|
First Capital Advisors Group LLC. |
432 |
- |
2023-06-30 |
1,073 |
$19,000 |
-103 |
|
Element Wealth LLC |
198 |
- |
2023-12-31 |
858 |
$16,000 |
-580 |
|
PRIVATE TRUST CO NA |
1563 |
- |
2024-03-31 |
713 |
$13,000 |
-375 |
|
BELLEVUE ASSET MANAGEMENT LLC |
300 |
- |
2024-03-31 |
350 |
$6,000 |
-1,340 |
|
CWM LLC |
3896 |
- |
2024-03-31 |
85 |
$2,000 |
-1,553 |
|
Strategic Investment Solutions Inc. /IL |
616 |
- |
2023-12-31 |
78 |
$1,000 |
-4,778 |
|
TOWER RESEARCH CAPITAL LLC |
5669 |
- |
2023-12-31 |
24 |
$0 |
-54 |
|
|
69 Records found
|
1
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