|
Institutional
Holders
Total
Institutions:
|
56 0 |
|
Total
shares held :
|
4,018,812 |
|
% of shares
held :
|
15.72% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
8 |
|
Amount
of shares held :
|
-101,975 |
|
% of shares
held change :
|
-0.4% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$8.34 |
|
Last
Quarter's Ending
Price :
|
$9.33 |
|
Last
Quarter's Average
Price :
|
$8.70 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.20 (2.3%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
BB&T CORP |
820 |
- |
2023-12-31 |
607,618 |
$5,669,000 |
-12,220 |
|
GUGGENHEIM CAPITAL LLC |
615 |
- |
2023-12-31 |
407,188 |
$3,799,000 |
-33,328 |
|
MORGAN STANLEY |
4069 |
- |
2023-12-31 |
372,554 |
$3,476,000 |
-108,280 |
|
BURROUGHS HUTCHINSON |
27 |
- |
2024-03-31 |
368,400 |
$3,437,000 |
-7,272 |
|
GILL CAPITAL PARTNERS LLC |
26 |
- |
2023-12-31 |
309,499 |
$2,888,000 |
-90,654 |
|
UBS Group AG |
3124 |
- |
2023-12-31 |
153,459 |
$1,432,000 |
85,950 |
|
VAN ECK ASSOCIATES CORP |
896 |
- |
2023-12-31 |
150,393 |
$1,403,000 |
46,301 |
|
ROYAL BANK OF CANADA |
2916 |
- |
2023-12-31 |
136,401 |
$1,272,000 |
-6,900 |
|
Traynor Capital Management Inc. |
81 |
- |
2024-03-31 |
129,837 |
$1,211,000 |
9,330 |
|
CAPTRUST FINANCIAL ADVISORS |
1167 |
*New |
2023-12-31 |
127,500 |
$1,190,000 |
127,500 |
|
AMERIPRISE FINANCIAL INC |
3057 |
- |
2023-12-31 |
122,709 |
$1,136,000 |
105,129 |
|
Gridiron Partners LLC |
30 |
- |
2023-12-31 |
104,330 |
$973,000 |
0 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1749 |
- |
2024-03-31 |
102,798 |
$959,000 |
-2,446 |
|
BANK OF AMERICA CORP /DE/ |
4094 |
- |
2023-12-31 |
93,671 |
$874,000 |
-6,804 |
|
H D Vest Advisory Services |
790 |
- |
2023-12-31 |
87,109 |
$813,000 |
9,320 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2326 |
- |
2023-12-31 |
81,020 |
$756,000 |
8,398 |
|
COLDSTREAM CAPITAL MANAGEMENT INC |
410 |
- |
2023-12-31 |
67,630 |
$631,000 |
-355 |
|
LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
365 |
- |
2023-12-31 |
63,961 |
$597,000 |
48,585 |
|
Advisor Group Holdings Inc. |
3336 |
- |
2023-12-31 |
42,395 |
$396,000 |
-9,596 |
|
LPL FINANCIAL CORP |
3814 |
- |
2023-12-31 |
41,130 |
$384,000 |
3,969 |
|
HIGHTOWER ADVISORS, LLC |
2606 |
- |
2023-12-31 |
33,722 |
$315,000 |
13,457 |
|
Rockefeller Capital Management L.P. |
1459 |
- |
2023-12-31 |
32,310 |
$301,000 |
-4,641 |
|
PROSPERA FINANCIAL SERVICES |
875 |
- |
2023-12-31 |
30,000 |
$280,000 |
10,000 |
|
HUDOCK MOYER WEALTH RESOURCES, LLC |
|
- |
2023-12-31 |
28,606 |
$267,000 |
1,645 |
|
Capital Investment Advisors LLC |
541 |
- |
2024-03-31 |
25,150 |
$235,000 |
2,250 |
|
NATIONAL ASSET MANAGEMENT, INC. |
1189 |
- |
2023-12-31 |
24,373 |
$228,000 |
4,913 |
|
MELFA WEALTH MANAGEMENT LLC |
156 |
- |
2024-03-31 |
20,653 |
$193,000 |
-3,122 |
|
Summit X LLC |
183 |
- |
2023-12-31 |
20,248 |
$189,000 |
1,188 |
|
Palogic Value Management L.P. |
151 |
- |
2023-12-31 |
20,000 |
$187,000 |
-5,000 |
|
HOLLENCREST SECURITIES LLC |
307 |
- |
2023-12-31 |
18,413 |
$172,000 |
0 |
|
STIFEL FINANCIAL CORP |
3077 |
- |
2023-12-31 |
17,669 |
$165,000 |
3,500 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4996 |
*New |
2023-12-31 |
17,079 |
$159,000 |
17,079 |
|
EWG Elevate Inc. |
118 |
- |
2024-03-31 |
16,311 |
$152,000 |
0 |
|
Aptus Capital Advisors LLC |
578 |
*New |
2023-12-31 |
15,434 |
$144,000 |
15,434 |
|
RAYMOND JAMES & ASSOCIATES |
3629 |
- |
2024-03-31 |
14,811 |
$138,000 |
-613 |
|
KENNEDY INVESTMENT GROUP |
115 |
- |
2024-03-31 |
14,658 |
$137,000 |
194 |
|
Kestra Advisory Services LLC |
2147 |
- |
2023-12-31 |
14,727 |
$137,000 |
0 |
|
GHE LLC |
52 |
- |
2023-12-31 |
12,000 |
$112,000 |
0 |
|
ELEQUIN CAPITAL LP |
161 |
*New |
2023-12-31 |
11,804 |
$110,000 |
11,804 |
|
GAMBLE JONES MORPHY & BENT |
198 |
- |
2022-12-31 |
10,000 |
$104,000 |
0 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
2274 |
- |
2024-03-31 |
10,340 |
$96,000 |
0 |
|
WOLVERINE ASSET MANAGEMENT LLC |
629 |
- |
2023-12-31 |
9,377 |
$87,000 |
5,899 |
|
WELLS FARGO & CO/MN |
4392 |
- |
2023-12-31 |
9,017 |
$84,000 |
3,000 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1937 |
- |
2023-12-31 |
6,871 |
$64,000 |
0 |
|
Goss Wealth Management LLC |
2125 |
- |
2023-12-31 |
6,717 |
$63,000 |
6,717 |
|
CULLEN FROST BANKERS INC |
645 |
- |
2023-12-31 |
5,874 |
$55,000 |
0 |
|
US BANCORP |
2644 |
- |
2023-12-31 |
5,315 |
$50,000 |
3,270 |
|
PRINCIPAL SECURITIES INC. |
1694 |
- |
2023-12-31 |
3,266 |
$30,000 |
0 |
|
YHB INVESTMENT ADVISORS, INC. |
577 |
*New |
2024-03-31 |
2,415 |
$23,000 |
2,415 |
|
NBT BANK N A /NY |
443 |
- |
2024-03-31 |
2,200 |
$21,000 |
0 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
1575 |
- |
2023-12-31 |
1,414 |
$13,000 |
0 |
|
Able Wealth Management LLC |
293 |
- |
2023-12-31 |
1,000 |
$9,000 |
0 |
|
Main Street Group LTD |
521 |
- |
2023-12-31 |
640 |
$6,000 |
0 |
|
Creekmur Asset Management LLC |
|
- |
2023-12-31 |
589 |
$5,000 |
0 |
|
COMERICA BANK |
3255 |
- |
2023-12-31 |
514 |
$5,000 |
43 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
871 |
*New |
2023-12-31 |
502 |
$5,000 |
502 |
|
FNY Investment Advisers LLC |
328 |
- |
2023-12-31 |
600 |
$5,000 |
0 |
|
PROEQUITIES INC. |
2157 |
- |
2023-12-31 |
70 |
$1,000 |
-70 |
|
RIVERNORTH CAPITAL MANAGEMENT, INC. |
451 |
*Closed |
2023-12-31 |
0 |
$0 |
-210,262 |
|
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
185 |
*Closed |
2023-12-31 |
0 |
$0 |
-58,571 |
|
Baird Financial Group Inc. |
1727 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,214 |
|
HPM Partners LLC |
|
*Closed |
2023-12-31 |
0 |
$0 |
-10,000 |
|
MML INVESTORS SERVICES LLC |
2450 |
*Closed |
2023-12-31 |
0 |
$0 |
-33,367 |
|
ACT Advisors LLC. |
52 |
*Closed |
2024-03-31 |
0 |
$0 |
-15,653 |
|
FIFTH THIRD BANCORP |
2491 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,528 |
|
Mascoma Wealth Management LLC |
|
- |
2023-12-31 |
38 |
$0 |
0 |
|
|
66 Records found
|
1
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