|
Institutional
Holders
Total
Institutions:
|
61 8 |
|
Total
shares held :
|
4,277,245 |
|
% of shares
held :
|
53.8% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-22 |
|
Amount
of shares held :
|
102,263 |
|
% of shares
held change :
|
1.29% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$18.53 |
|
Last
Quarter's Ending
Price :
|
$19.69 |
|
Last
Quarter's Average
Price :
|
$18.65 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
2.80 (15.01%) |
|
|
|
|
|
|
|
|
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 |
1449 |
- |
2024-03-31 |
548,868 |
$11,433,000 |
3,135 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
844 |
- |
2024-03-31 |
431,317 |
$8,984,000 |
-3,469 |
|
MORGAN STANLEY |
3745 |
- |
2023-12-31 |
289,533 |
$5,701,000 |
-54,518 |
|
Maltin Wealth Management Inc. |
4 |
- |
2024-03-31 |
257,005 |
$5,353,000 |
20,467 |
|
UBS Group AG |
2165 |
- |
2023-12-31 |
209,750 |
$4,130,000 |
-2,587 |
|
RAYMOND JAMES & ASSOCIATES |
1739 |
- |
2024-03-31 |
189,236 |
$3,942,000 |
-10,507 |
|
CFG ASSET MANAGEMENT LLC |
94 |
- |
2024-03-31 |
176,073 |
$3,668,000 |
-525,935 |
|
M HOLDINGS SECURITIES, INC. |
53 |
- |
2023-12-31 |
178,708 |
$3,519,000 |
57,413 |
|
Goss Wealth Management LLC |
498 |
- |
2023-12-31 |
153,940 |
$3,031,000 |
2,823 |
|
LPL FINANCIAL CORP |
2152 |
- |
2024-03-31 |
144,473 |
$3,009,000 |
5,570 |
|
PROSPERA FINANCIAL SERVICES |
357 |
- |
2023-12-31 |
81,988 |
$1,614,000 |
-11,363 |
|
H D Vest Advisory Services |
614 |
- |
2024-03-31 |
73,967 |
$1,541,000 |
-47,009 |
|
STIFEL FINANCIAL CORP |
1929 |
- |
2023-12-31 |
69,444 |
$1,367,000 |
-2,445 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1593 |
- |
2024-03-31 |
58,030 |
$1,209,000 |
942 |
|
ROYAL BANK OF CANADA |
2957 |
- |
2023-12-31 |
60,989 |
$1,201,000 |
-51,008 |
|
ENVESTNET ASSET MANAGEMENT INC |
2870 |
- |
2023-12-31 |
54,950 |
$1,082,000 |
18,736 |
|
HERON FINANCIAL GROUP LLC |
43 |
- |
2023-06-30 |
51,666 |
$980,000 |
-426 |
|
Kingsview Wealth Management LLC |
510 |
- |
2024-03-31 |
44,880 |
$935,000 |
816 |
|
FLOW TRADERS U.S. LLC |
355 |
- |
2023-12-31 |
46,174 |
$909,000 |
-10,447 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1006 |
- |
2023-12-31 |
45,295 |
$892,000 |
-21,666 |
|
NATIONAL BANK OF CANADA /FI/ |
1082 |
- |
2023-12-31 |
34,750 |
$673,000 |
-600 |
|
Trueblood Wealth Management LLC |
86 |
- |
2024-03-31 |
32,214 |
$671,000 |
-1,300 |
|
MorganRosel Wealth Management LLC |
71 |
- |
2024-03-31 |
30,767 |
$641,000 |
1,200 |
|
JANE STREET GROUP LLC |
3671 |
- |
2023-12-31 |
32,528 |
$640,000 |
-28,974 |
|
Sontag Advisory LLC |
387 |
- |
2024-03-31 |
30,173 |
$629,000 |
-20,128 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3491 |
- |
2024-03-31 |
22,689 |
$473,000 |
-25,816 |
|
CITADEL ADVISORS LLC |
3716 |
- |
2023-12-31 |
22,717 |
$447,000 |
-88,200 |
|
Resources Investment Advisors Inc. |
778 |
- |
2024-03-31 |
21,162 |
$441,000 |
0 |
|
MML INVESTORS SERVICES LLC |
1897 |
- |
2023-12-31 |
19,638 |
$387,000 |
-15,196 |
|
EP WEALTH ADVISORS, INC. |
554 |
- |
2023-12-31 |
19,554 |
$385,000 |
0 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3090 |
- |
2024-03-31 |
16,844 |
$351,000 |
-1,030 |
|
PFG Investments LLC |
733 |
- |
2024-03-31 |
14,305 |
$298,000 |
-30,124 |
|
Private Advisor Group LLC |
1831 |
- |
2024-03-31 |
14,303 |
$298,000 |
3,202 |
|
Lunt Capital Management Inc. |
76 |
- |
2024-03-31 |
13,843 |
$288,000 |
608 |
|
Advisor Group Holdings Inc. |
3386 |
- |
2024-03-31 |
13,137 |
$274,000 |
-3,216 |
|
IHT Wealth Management LLC |
819 |
- |
2023-12-31 |
13,237 |
$261,000 |
2,570 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
841 |
- |
2024-03-31 |
11,687 |
$243,000 |
-87,631 |
|
CITIGROUP INC |
3054 |
- |
2024-03-31 |
11,405 |
$238,000 |
441 |
|
Kestra Advisory Services LLC |
1986 |
- |
2023-12-31 |
12,049 |
$237,000 |
-1,740 |
|
OLD MISSION CAPITAL LLC |
799 |
- |
2023-12-31 |
11,630 |
$229,000 |
-65,940 |
|
Equitable Holdings Inc. |
1042 |
- |
2023-12-31 |
10,810 |
$213,000 |
405 |
|
Eagle Bay Advisors LLC |
157 |
- |
2024-03-31 |
7,399 |
$154,000 |
0 |
|
UMB BANK N A/MO |
693 |
- |
2024-03-31 |
4,890 |
$102,000 |
0 |
|
O SHAUGHNESSY ASSET MANAGEMENT LLC |
1511 |
- |
2023-12-31 |
4,382 |
$86,000 |
-234 |
|
CAROLINAS WEALTH CONSULTING LLC |
260 |
- |
2023-12-31 |
4,296 |
$85,000 |
12 |
|
BLAIR WILLIAM & CO/IL |
1524 |
- |
2024-03-31 |
4,100 |
$85,000 |
-2,879 |
|
COMERICA BANK |
2666 |
- |
2023-12-31 |
2,910 |
$57,000 |
0 |
|
Founders Financial Alliance LLC |
334 |
- |
2023-12-31 |
2,731 |
$54,000 |
0 |
|
MGB Wealth Management LLC |
225 |
- |
2024-03-31 |
2,500 |
$52,000 |
0 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
1252 |
*New |
2024-03-31 |
2,308 |
$48,000 |
2,308 |
|
Financial Advisory Service Inc. |
375 |
- |
2024-03-31 |
1,326 |
$28,000 |
0 |
|
Fortis Advisors LLC |
168 |
- |
2023-12-31 |
1,188 |
$23,000 |
4 |
|
DHJJ Financial Advisors Ltd. |
354 |
- |
2024-03-31 |
1,100 |
$23,000 |
1 |
|
NBC SECURITIES INC. |
1444 |
- |
2024-03-31 |
982 |
$21,000 |
0 |
|
BESSEMER GROUP INC |
1486 |
- |
2023-12-31 |
900 |
$18,000 |
0 |
|
Colonial Trust Co / SC |
711 |
- |
2023-12-31 |
572 |
$11,000 |
0 |
|
Register Financial Advisors LLC |
546 |
- |
2024-03-31 |
494 |
$10,000 |
1 |
|
Qube Research & Technologies Ltd |
3185 |
- |
2023-12-31 |
506 |
$10,000 |
0 |
|
CWM LLC |
3494 |
- |
2024-03-31 |
334 |
$7,000 |
0 |
|
FMR LLC |
4650 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
PROEQUITIES INC. |
3686 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
GRADIENT INVESTMENTS LLC |
1194 |
*Closed |
2024-03-31 |
0 |
$0 |
-204 |
|
Sound Financial Strategies Group LLC |
69 |
*Closed |
2023-12-31 |
0 |
$0 |
-344 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
630 |
*Closed |
2024-03-31 |
0 |
$0 |
-11,000 |
|
BANK OF AMERICA CORP /DE/ |
6657 |
- |
2023-12-31 |
1 |
$0 |
-10,034 |
|
TOWER RESEARCH CAPITAL LLC |
6212 |
*Closed |
2023-12-31 |
0 |
$0 |
-7 |
|
Steward Partners Investment Advisory LLC |
3505 |
*Closed |
2023-12-31 |
0 |
$0 |
-430 |
|
BKM Wealth Management LLC |
484 |
*Closed |
2024-03-31 |
0 |
$0 |
-760 |
|
Savior LLC |
77 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,446 |
|
|
69 Records found
|
1
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