| |
Institutional
Holders
Total
Institutions:
 |
160  2 |
|
|
Total
shares held :
|
15,743,056 |
|
|
% of shares
held :
|
20.53% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
8 |
|
|
Amount
of shares held :
|
-747,156 |
|
|
% of shares
held change :
|
 -0.97% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$12.60 |
|
|
Last
Quarter's Ending
Price :
|
$13.24 |
|
|
Last
Quarter's Average
Price :
|
$13.14 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
0.94 (7.15%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Evergreen Wealth Management LLC |
14 |
- |
2024-03-31 |
261,606 |
$3,890,000 |
0 |
|
| Parallel Advisors LLC |
286 |
- |
2024-03-31 |
93,459 |
$1,390,000 |
0 |
|
| RAYMOND JAMES TRUST CO |
697 |
- |
2024-03-31 |
35,645 |
$530,000 |
0 |
|
| Integrity Financial Corp /WA |
75 |
- |
2024-03-31 |
26,019 |
$387,000 |
0 |
|
| GHE LLC |
43 |
- |
2024-03-31 |
25,350 |
$377,000 |
0 |
|
| GILL CAPITAL PARTNERS LLC |
95 |
- |
2024-03-31 |
18,686 |
$267,000 |
0 |
|
| Wealth Alliance Advisory Group LLC |
153 |
- |
2024-03-31 |
17,847 |
$265,000 |
0 |
|
| Williams Jones Wealth Management LLC. |
477 |
- |
2024-03-31 |
14,030 |
$209,000 |
0 |
|
| TD Waterhouse Canada Inc. |
761 |
- |
2024-03-31 |
14,000 |
$208,000 |
0 |
|
| SFI Advisors LLC |
73 |
- |
2023-12-31 |
15,618 |
$207,000 |
0 |
|
| HB Wealth Management LLC |
795 |
- |
2024-03-31 |
13,290 |
$198,000 |
0 |
|
| NBC SECURITIES INC. |
763 |
- |
2024-03-31 |
13,107 |
$194,000 |
0 |
|
| RATHBONE BROTHERS PLC |
539 |
- |
2023-12-31 |
14,000 |
$185,000 |
0 |
|
| CFO4Life Group LLC |
188 |
- |
2024-03-31 |
11,305 |
$168,000 |
0 |
|
| Southland Equity Partners LLC |
212 |
- |
2024-03-31 |
11,221 |
$167,000 |
0 |
|
| Belpointe Asset Management LLC |
749 |
- |
2024-03-31 |
10,000 |
$149,000 |
0 |
|
| WEDBUSH MORGAN SECURITIES INC |
999 |
- |
2023-12-31 |
11,259 |
$149,000 |
0 |
|
| Sutton Wealth Advisors Inc. |
148 |
- |
2023-09-30 |
9,672 |
$126,000 |
0 |
|
| HARBOR INVESTMENT ADVISORY LLC |
464 |
- |
2024-03-31 |
6,109 |
$91,000 |
0 |
|
| Bank of New Hampshire |
266 |
- |
2024-03-31 |
5,860 |
$87,000 |
0 |
|
| HANSON MCCLAIN, INC. |
1121 |
- |
2024-03-31 |
5,000 |
$74,000 |
0 |
|
| FNY Investment Advisers LLC |
260 |
- |
2024-03-31 |
3,200 |
$47,000 |
0 |
|
| Versant Capital Management Inc |
336 |
- |
2024-03-31 |
2,500 |
$37,000 |
0 |
|
| WEBSTER BANK |
391 |
- |
2024-03-31 |
2,200 |
$33,000 |
0 |
|
| Northwest Capital Management Inc |
268 |
- |
2024-03-31 |
2,000 |
$30,000 |
0 |
|
| EverSource Wealth Advisors LLC |
1094 |
- |
2023-12-31 |
2,200 |
$29,000 |
0 |
|
| BARTLETT & CO. LLC |
802 |
- |
2023-12-31 |
2,000 |
$27,000 |
0 |
|
| Bogart Wealth LLC |
477 |
- |
2024-03-31 |
1,600 |
$24,000 |
0 |
|
| ZRC WEALTH MANAGEMENT LLC |
291 |
- |
2024-03-31 |
1,436 |
$21,000 |
0 |
|
| SCBT FINANCIAL CORP |
448 |
- |
2024-03-31 |
1,390 |
$21,000 |
0 |
|
| AllSquare Wealth Management LLC |
318 |
- |
2024-03-31 |
1,200 |
$18,000 |
0 |
|
| TOMPKINS FINANCIAL CORP |
478 |
- |
2024-03-31 |
850 |
$13,000 |
0 |
|
| Heritage Wealth Advisors |
422 |
- |
2024-03-31 |
820 |
$12,000 |
0 |
|
| Moisand Fitzgerald Tamayo LLC |
300 |
- |
2024-03-31 |
745 |
$11,000 |
0 |
|
| Crewe Advisors LLC |
203 |
- |
2023-12-31 |
850 |
$11,000 |
0 |
|
| SOA Wealth Advisors LLC. |
535 |
- |
2024-03-31 |
700 |
$10,000 |
0 |
|
| BESSEMER GROUP INC |
1613 |
- |
2023-12-31 |
700 |
$9,000 |
0 |
|
| Tradition Wealth Management LLC |
1070 |
- |
2023-12-31 |
547 |
$7,000 |
0 |
|
| Householder Group Estate & Retirement Specialist L |
992 |
- |
2024-03-31 |
232 |
$3,000 |
0 |
|
| Beacon Capital Management LLC |
779 |
- |
2023-12-31 |
185 |
$2,000 |
0 |
|
| HOEY INVESTMENTS INC |
286 |
- |
2024-03-31 |
151 |
$2,000 |
0 |
|
| FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
773 |
- |
2024-03-31 |
142 |
$2,000 |
0 |
|
|
42 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
