| |
Institutional
Holders
Total
Institutions:
 |
34  12 |
|
|
Total
shares held :
|
2,192,018 |
|
|
% of shares
held :
|
16.93% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
18 |
|
|
Amount
of shares held :
|
1,791,249 |
|
|
% of shares
held change :
|
13.83% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$5.40 |
|
|
Last
Quarter's Ending
Price :
|
$5.40 |
|
|
Last
Quarter's Average
Price :
|
$5.40 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
0.00 (0.00%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  MORGAN STANLEY |
2390 |
- |
2023-12-31 |
914,492 |
$26,237,000 |
801,445 |
|
| HIGHTOWER ADVISORS, LLC |
507 |
*New |
2023-12-31 |
614,060 |
$17,606,000 |
614,060 |
|
| BANK OF AMERICA CORP /DE/ |
2711 |
- |
2023-12-31 |
223,978 |
$6,426,000 |
171,525 |
|
| RAYMOND JAMES & ASSOCIATES |
2056 |
*New |
2024-03-31 |
72,674 |
$2,308,000 |
72,674 |
|
| UBS Group AG |
2743 |
- |
2023-12-31 |
76,788 |
$2,203,000 |
-44,002 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1720 |
*New |
2024-03-31 |
52,879 |
$1,679,000 |
52,879 |
|
| LPL FINANCIAL CORP |
2611 |
- |
2023-12-31 |
54,548 |
$1,565,000 |
41,796 |
|
| STIFEL FINANCIAL CORP |
1839 |
*New |
2023-12-31 |
54,074 |
$1,551,000 |
54,074 |
|
| Nilsine Partners LLC |
144 |
- |
2024-03-31 |
40,939 |
$1,300,000 |
1,564 |
|
| IHT Wealth Management LLC |
447 |
- |
2023-12-31 |
28,024 |
$804,000 |
-50 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1962 |
- |
2024-03-31 |
22,459 |
$713,000 |
1,466 |
|
| GOLDMAN SACHS GROUP INC/ |
3768 |
*New |
2023-12-31 |
20,000 |
$574,000 |
20,000 |
|
| TWO SIGMA INVESTMENTS LLC |
2301 |
- |
2023-12-31 |
18,280 |
$524,000 |
18,280 |
|
| SPROTT INC. |
95 |
*New |
2023-12-31 |
17,250 |
$495,000 |
17,250 |
|
| Hennion & Walsh Asset Management Inc. |
610 |
- |
2024-03-31 |
13,260 |
$421,000 |
650 |
|
| CIBC WORLD MARKETS INC. |
941 |
- |
2023-12-31 |
11,943 |
$343,000 |
740 |
|
| Western Financial Corp/CA |
94 |
- |
2024-03-31 |
10,800 |
$343,000 |
-1,537 |
|
| PROSPERA FINANCIAL SERVICES |
803 |
*New |
2023-12-31 |
11,519 |
$330,000 |
11,519 |
|
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1473 |
- |
2023-09-30 |
9,755 |
$301,000 |
-45,395 |
|
| J P MORGAN CHASE & CO |
3968 |
*New |
2023-12-31 |
9,755 |
$280,000 |
9,755 |
|
| KKM Financial LLC |
113 |
- |
2023-12-31 |
8,697 |
$250,000 |
0 |
|
| ROYAL BANK OF CANADA |
4293 |
- |
2023-12-31 |
8,500 |
$244,000 |
8,354 |
|
| Private Advisor Group LLC |
1944 |
*New |
2023-12-31 |
8,196 |
$235,000 |
8,196 |
|
| Atria Wealth Solutions Inc. |
1706 |
- |
2023-12-31 |
7,531 |
$216,000 |
-1,307 |
|
| COMERICA BANK |
2458 |
- |
2023-12-31 |
3,907 |
$112,000 |
3,173 |
|
| HighMark Wealth Management LLC |
|
- |
2023-12-31 |
1,517 |
$44,000 |
3 |
|
| Advisor Group Holdings Inc. |
5103 |
- |
2023-12-31 |
1,151 |
$33,000 |
-5 |
|
| Global Retirement Partners LLC |
2037 |
- |
2024-03-31 |
367 |
$12,000 |
-24 |
|
| Creekmur Asset Management LLC |
|
- |
2023-12-31 |
401 |
$12,000 |
0 |
|
| ADVISORY SERVICES NETWORK, LLC |
2805 |
*New |
2023-12-31 |
360 |
$10,000 |
360 |
|
| BARCLAYS PLC |
3897 |
- |
2023-12-31 |
200 |
$6,000 |
200 |
|
| PRIVATE TRUST CO NA |
1871 |
- |
2024-03-31 |
183 |
$6,000 |
118 |
|
| TOTH FINANCIAL ADVISORY CORP |
631 |
- |
2024-03-31 |
50 |
$2,000 |
0 |
|
| TOWER RESEARCH CAPITAL LLC |
5526 |
- |
2023-12-31 |
4 |
$0 |
0 |
|
| MinichMacGregor Wealth Management LLC |
105 |
*Closed |
2024-03-31 |
0 |
$0 |
-11,421 |
|
| FLOW TRADERS U.S. LLC |
908 |
*Closed |
2023-12-31 |
0 |
$0 |
-12,452 |
|
| HILLTOP HOLDINGS INC. |
629 |
*Closed |
2023-12-31 |
0 |
$0 |
-28,234 |
|
| PROEQUITIES INC. |
8152 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
| WELLS FARGO & CO/MN |
6932 |
- |
2023-12-31 |
0 |
$0 |
-1 |
|
| CITIGROUP INC |
4758 |
*New |
2023-12-31 |
2 |
$0 |
2 |
|
|
40 Records found
|
1
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