|
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 |
|
Maltin Wealth Management Inc. |
4 |
- |
2024-03-31 |
257,005 |
$5,353,000 |
20,467 |
|
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 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1593 |
- |
2024-03-31 |
58,030 |
$1,209,000 |
942 |
|
ENVESTNET ASSET MANAGEMENT INC |
2870 |
- |
2023-12-31 |
54,950 |
$1,082,000 |
18,736 |
|
Kingsview Wealth Management LLC |
510 |
- |
2024-03-31 |
44,880 |
$935,000 |
816 |
|
MorganRosel Wealth Management LLC |
71 |
- |
2024-03-31 |
30,767 |
$641,000 |
1,200 |
|
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 |
|
IHT Wealth Management LLC |
819 |
- |
2023-12-31 |
13,237 |
$261,000 |
2,570 |
|
CITIGROUP INC |
3054 |
- |
2024-03-31 |
11,405 |
$238,000 |
441 |
|
Equitable Holdings Inc. |
1042 |
- |
2023-12-31 |
10,810 |
$213,000 |
405 |
|
CAROLINAS WEALTH CONSULTING LLC |
260 |
- |
2023-12-31 |
4,296 |
$85,000 |
12 |
|
Fortis Advisors LLC |
168 |
- |
2023-12-31 |
1,188 |
$23,000 |
4 |
|
|
16 Records found
|
1
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