|
Institutional
Holders
Total
Institutions:
|
56 8 |
|
Total
shares held :
|
3,734,076 |
|
% of shares
held :
|
80.3% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
22 |
|
Amount
of shares held :
|
1,069,097 |
|
% of shares
held change :
|
22.99% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$23.48 |
|
Last
Quarter's Ending
Price :
|
$25.60 |
|
Last
Quarter's Average
Price :
|
$24.02 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
3.10 (12.91%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
NEUBERGER BERMAN GROUP LLC |
559 |
- |
2023-12-31 |
995,244 |
$25,478,000 |
358,451 |
|
BANK OF AMERICA CORP /DE/ |
1982 |
- |
2023-12-31 |
617,973 |
$15,820,000 |
226,777 |
|
J P MORGAN CHASE & CO |
2306 |
- |
2023-12-31 |
246,371 |
$6,307,000 |
244,667 |
|
STIFEL FINANCIAL CORP |
989 |
- |
2023-12-31 |
243,414 |
$6,232,000 |
-10,713 |
|
LPL FINANCIAL CORP |
1626 |
- |
2023-12-31 |
213,265 |
$5,460,000 |
73,262 |
|
MORGAN STANLEY |
3798 |
- |
2023-12-31 |
205,079 |
$5,250,000 |
63,575 |
|
McAdam LLC |
51 |
- |
2024-03-31 |
167,073 |
$4,466,000 |
11,757 |
|
WELLS FARGO & CO/MN |
1987 |
- |
2023-12-31 |
173,419 |
$4,440,000 |
7,595 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
552 |
*New |
2023-09-30 |
167,016 |
$3,922,000 |
167,016 |
|
AMERIPRISE FINANCIAL INC |
2569 |
- |
2023-12-31 |
122,328 |
$3,135,000 |
18,527 |
|
Orion Portfolio Solutions LLC |
459 |
- |
2023-12-31 |
111,652 |
$2,869,000 |
34,832 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1572 |
*New |
2023-12-31 |
107,278 |
$2,746,000 |
107,278 |
|
ARVEST INVESTMENTS INC. |
77 |
- |
2024-03-31 |
68,294 |
$1,826,000 |
48,972 |
|
SEI INVESTMENTS CO |
1754 |
- |
2023-12-31 |
54,160 |
$1,387,000 |
39,884 |
|
RAYMOND JAMES & ASSOCIATES |
2420 |
- |
2024-03-31 |
47,866 |
$1,279,000 |
14,708 |
|
ROYAL BANK OF CANADA |
3018 |
- |
2023-12-31 |
43,150 |
$1,104,000 |
545 |
|
Integrated Wealth Concepts LLC |
740 |
- |
2023-12-31 |
37,014 |
$948,000 |
-2,764 |
|
INVESCO LTD |
2847 |
- |
2023-12-31 |
34,989 |
$896,000 |
-271 |
|
Tyche Wealth Partners LLC |
87 |
- |
2024-03-31 |
31,718 |
$848,000 |
0 |
|
FINANCIAL NETWORK |
1595 |
- |
2023-12-31 |
28,270 |
$724,000 |
627 |
|
Krilogy Financial LLC |
171 |
*New |
2024-03-31 |
24,865 |
$665,000 |
24,865 |
|
Checchi Capital Advisers LLC |
271 |
- |
2024-03-31 |
24,077 |
$644,000 |
0 |
|
PRUDENTIAL FINANCIAL INC |
2092 |
- |
2023-12-31 |
22,000 |
$563,000 |
0 |
|
Advisor Group Holdings Inc. |
3352 |
- |
2023-12-31 |
15,173 |
$388,000 |
4,916 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2886 |
- |
2023-12-31 |
15,016 |
$384,000 |
957 |
|
Evolution Wealth Advisors LLC |
92 |
- |
2024-03-31 |
13,372 |
$357,000 |
0 |
|
Worth Asset Management LLC |
78 |
- |
2024-03-31 |
12,734 |
$340,000 |
-38,788 |
|
Equitable Holdings Inc. |
899 |
*New |
2023-12-31 |
13,177 |
$337,000 |
13,177 |
|
BANK OF MONTREAL /CAN/ |
2338 |
*New |
2023-12-31 |
12,220 |
$315,000 |
12,220 |
|
Ronald Blue Trust Inc. |
345 |
- |
2023-12-31 |
12,067 |
$284,000 |
360 |
|
Susquehanna International Group Ltd. |
54 |
*New |
2023-12-31 |
9,505 |
$243,000 |
9,505 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
2075 |
- |
2024-03-31 |
8,629 |
$231,000 |
621 |
|
COOKSON PEIRCE & CO INC |
213 |
- |
2024-03-31 |
8,352 |
$223,000 |
-6 |
|
ENVESTNET ASSET MANAGEMENT INC |
3776 |
*New |
2023-12-31 |
8,254 |
$211,000 |
8,254 |
|
BRIGHTON JONES LLC |
530 |
*New |
2023-12-31 |
8,173 |
$209,000 |
8,173 |
|
CITIGROUP INC |
3000 |
- |
2023-12-31 |
8,033 |
$206,000 |
2,967 |
|
TD Waterhouse Canada Inc. |
712 |
*New |
2023-12-31 |
6,510 |
$167,000 |
6,510 |
|
Global Retirement Partners LLC |
870 |
- |
2024-03-31 |
6,000 |
$160,000 |
0 |
|
CENTAURUS FINANCIAL INC. |
703 |
*New |
2023-12-31 |
4,844 |
$124,000 |
4,844 |
|
Tradition Wealth Management LLC |
476 |
- |
2023-12-31 |
3,820 |
$98,000 |
2,720 |
|
NATIONAL BANK OF CANADA /FI/ |
1490 |
- |
2023-12-31 |
2,775 |
$71,000 |
0 |
|
TOMPKINS FINANCIAL CORP |
327 |
- |
2024-03-31 |
2,400 |
$64,000 |
0 |
|
Nordwand Advisors LLC |
68 |
- |
2023-12-31 |
2,290 |
$59,000 |
0 |
|
Goss Wealth Management LLC |
2220 |
- |
2023-12-31 |
1,912 |
$49,000 |
-760 |
|
Bogart Wealth LLC |
385 |
- |
2024-03-31 |
1,813 |
$48,000 |
450 |
|
IAG Wealth Partners LLC |
215 |
- |
2024-03-31 |
1,026 |
$27,000 |
0 |
|
COMERICA BANK |
2884 |
- |
2023-12-31 |
1,027 |
$26,000 |
0 |
|
Qube Research & Technologies Ltd |
3062 |
- |
2023-12-31 |
775 |
$20,000 |
-320 |
|
CWM LLC |
2903 |
- |
2024-03-31 |
735 |
$20,000 |
25 |
|
FMR LLC |
4109 |
- |
2023-12-31 |
340 |
$9,000 |
0 |
|
SIMPLEX TRADING LLC |
1884 |
- |
2024-03-31 |
338 |
$9,000 |
338 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2650 |
*New |
2023-12-31 |
301 |
$8,000 |
301 |
|
IFP Advisors Inc |
2355 |
- |
2023-12-31 |
235 |
$6,000 |
4 |
|
PSI Advisors LLC |
579 |
- |
2024-03-31 |
200 |
$5,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
2677 |
- |
2023-12-31 |
100 |
$3,000 |
0 |
|
Belmont Capital LLC |
157 |
- |
2023-12-31 |
100 |
$3,000 |
0 |
|
AMUNDI |
1911 |
*Closed |
2023-12-31 |
0 |
$0 |
-32,600 |
|
Eschler Asset Management LLP |
87 |
*Closed |
2023-12-31 |
0 |
$0 |
-140,000 |
|
PROEQUITIES INC. |
4504 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
Parallel Advisors LLC |
3195 |
- |
2023-12-31 |
10 |
$0 |
0 |
|
BCJ Capital Management LLC |
319 |
*Closed |
2023-12-31 |
0 |
$0 |
-49,553 |
|
THOMAS J. HERZFELD ADVISORS, INC. |
325 |
*Closed |
2023-12-31 |
0 |
$0 |
-159 |
|
Cutler Group LP |
1465 |
*Closed |
2024-03-31 |
0 |
$0 |
-100 |
|
FWL INVESTMENT MANAGEMENT LLC |
266 |
- |
2023-12-31 |
7 |
$0 |
0 |
|
|
64 Records found
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1
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