| |
Institutional
Holders
Total
Institutions:
 |
105  6 |
|
|
Total
shares held :
|
7,649,829 |
|
|
% of shares
held :
|
15.91% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
|
Amount
of shares held :
|
75,867 |
|
|
% of shares
held change :
|
0.16% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$16.98 |
|
|
Last
Quarter's Ending
Price :
|
$20.16 |
|
|
Last
Quarter's Average
Price :
|
$17.85 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
2.12 (11.88%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Ellis Investment Partners LLC |
2 |
- |
2024-03-31 |
1,214,841 |
$25,548,000 |
-1,778 |
|
| BANK OF AMERICA CORP /DE/ |
2209 |
- |
2023-12-31 |
594,851 |
$11,992,000 |
-48,793 |
|
| JOHNSON FINANCIAL GROUP, INC. |
36 |
- |
2023-12-31 |
289,085 |
$5,828,000 |
-347,965 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1079 |
- |
2024-03-31 |
259,844 |
$5,465,000 |
-4,313 |
|
| UBS Group AG |
2055 |
- |
2023-12-31 |
233,366 |
$4,705,000 |
-14,789 |
|
| ROYAL BANK OF CANADA |
1941 |
- |
2023-12-31 |
230,809 |
$4,653,000 |
-3,717 |
|
| Advisor Group Holdings Inc. |
1556 |
- |
2023-12-31 |
145,275 |
$2,929,000 |
-33,195 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1505 |
- |
2024-03-31 |
138,198 |
$2,906,000 |
-1,999 |
|
| RAYMOND JAMES & ASSOCIATES |
2019 |
- |
2024-03-31 |
117,196 |
$2,465,000 |
-9,524 |
|
| FIRST TRUST ADVISORS LP |
1876 |
- |
2023-12-31 |
67,867 |
$1,368,000 |
-3,759 |
|
| Capital Investment Advisors LLC |
251 |
- |
2024-03-31 |
60,017 |
$1,262,000 |
-1,327 |
|
| Union Bankshares Corp |
163 |
- |
2024-03-31 |
59,134 |
$1,244,000 |
-12,160 |
|
| FourThought Financial Partners LLC |
111 |
- |
2023-12-31 |
60,207 |
$1,214,000 |
-573 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1678 |
- |
2024-03-31 |
50,610 |
$1,064,000 |
-4,198 |
|
| Kestra Advisory Services LLC |
1151 |
- |
2023-12-31 |
46,504 |
$938,000 |
-693 |
|
| RB Capital Management LLC |
90 |
- |
2023-12-31 |
35,402 |
$714,000 |
-5,783 |
|
| Summit X LLC |
105 |
- |
2023-12-31 |
29,881 |
$602,000 |
-1,331 |
|
| Private Advisor Group LLC |
1431 |
- |
2023-12-31 |
26,332 |
$531,000 |
-1,588 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1175 |
- |
2023-12-31 |
26,011 |
$524,000 |
-2,741 |
|
| PNC FINANCIAL SERVICES GROUP INC |
1505 |
- |
2023-12-31 |
25,139 |
$507,000 |
-201 |
|
| MERCER GLOBAL ADVISORS INC /ADV |
1358 |
- |
2023-12-31 |
23,226 |
$468,000 |
-5,574 |
|
| NORTHERN TRUST CORP |
3571 |
- |
2023-12-31 |
21,901 |
$442,000 |
-7,544 |
|
| NATIONS FINANCIAL GROUP INC /IA/ /ADV |
456 |
- |
2024-03-31 |
20,134 |
$423,000 |
-241 |
|
| Atria Wealth Solutions Inc. |
1339 |
- |
2023-12-31 |
18,320 |
$369,000 |
-1,977 |
|
| GUGGENHEIM CAPITAL LLC |
1582 |
- |
2023-12-31 |
18,000 |
$363,000 |
-9,607 |
|
| RESOLUTE FINANCIAL LLC |
78 |
- |
2022-12-31 |
17,635 |
$359,000 |
-389 |
|
| WEALTH EFFECTS LLC |
135 |
- |
2024-03-31 |
16,500 |
$347,000 |
-2,500 |
|
| Steward Partners Investment Advisory LLC |
1153 |
- |
2023-12-31 |
17,218 |
$347,000 |
-2,573 |
|
| Venture Visionary Partners LLC |
400 |
- |
2023-12-31 |
17,088 |
$344,000 |
-9,320 |
|
| BB&T CORP |
2174 |
- |
2023-12-31 |
16,922 |
$341,000 |
-1,792 |
|
| TFG Advisers LLC |
146 |
- |
2023-12-31 |
15,991 |
$322,000 |
-1,378 |
|
| Round Rock Advisors LLC |
151 |
- |
2024-03-31 |
14,365 |
$302,000 |
-6,162 |
|
| LexAurum Advisors LLC |
253 |
- |
2024-03-31 |
11,637 |
$245,000 |
-4,830 |
|
| ADVISORY SERVICES NETWORK, LLC |
1210 |
- |
2023-12-31 |
11,047 |
$223,000 |
-596 |
|
| PRIVATE TRUST CO NA |
731 |
- |
2024-03-31 |
7,219 |
$152,000 |
-750 |
|
| Ahrens Investment Partners LLC |
184 |
- |
2023-03-31 |
7,000 |
$137,000 |
-3,400 |
|
| TOWER RESEARCH CAPITAL LLC |
6101 |
- |
2023-12-31 |
3 |
$0 |
-20 |
|
|
37 Records found
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