|
Institutional
Holders
Total
Institutions:
|
177 5 |
|
Total
shares held :
|
22,465,427 |
|
% of shares
held :
|
57.26% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
3 |
|
Amount
of shares held :
|
623,065 |
|
% of shares
held change :
|
1.59% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$9.96 |
|
Last
Quarter's Ending
Price :
|
$12.24 |
|
Last
Quarter's Average
Price :
|
$10.63 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.29 (12.14%) |
|
|
|
|
|
|
|
|
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 |
1652 |
- |
2023-12-31 |
4,393,394 |
$53,775,000 |
491,614 |
|
BANK OF AMERICA CORP /DE/ |
1568 |
- |
2023-12-31 |
2,223,877 |
$27,220,000 |
-239,748 |
|
RAYMOND JAMES & ASSOCIATES |
809 |
- |
2023-12-31 |
1,380,937 |
$16,903,000 |
-19,984 |
|
Cornerstone Advisors LLC |
34 |
- |
2023-12-31 |
1,167,849 |
$14,294,000 |
408,232 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
666 |
- |
2023-12-31 |
978,331 |
$11,975,000 |
-38,115 |
|
WELLS FARGO & CO/MN |
1375 |
- |
2023-12-31 |
975,848 |
$11,944,000 |
20,061 |
|
AMERIPRISE FINANCIAL INC |
1634 |
- |
2023-12-31 |
924,594 |
$11,325,000 |
-15,687 |
|
ROYAL BANK OF CANADA |
1504 |
- |
2023-12-31 |
746,806 |
$9,141,000 |
62,396 |
|
LPL FINANCIAL CORP |
1352 |
- |
2023-12-31 |
673,493 |
$8,244,000 |
22,032 |
|
FIXED INCOME SECURITIES INC |
170 |
- |
2023-12-31 |
570,856 |
$6,987,000 |
-100,316 |
|
Penserra Capital Management LLC |
128 |
- |
2023-12-31 |
503,606 |
$6,164,000 |
34,853 |
|
UBS Group AG |
1838 |
- |
2023-12-31 |
491,054 |
$6,011,000 |
-96,681 |
|
MARINER WEALTH ADVISORS, LLC |
636 |
- |
2023-12-31 |
468,338 |
$5,732,000 |
-103,047 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1107 |
- |
2023-12-31 |
388,486 |
$4,755,000 |
-9,513 |
|
LAKE STREET FINANCIAL LLC |
40 |
- |
2023-12-31 |
342,255 |
$4,189,000 |
28,025 |
|
KARPUS MANAGEMENT INC |
128 |
- |
2023-12-31 |
296,817 |
$3,633,000 |
276,180 |
|
Apollon Wealth Management LLC |
159 |
- |
2023-12-31 |
281,584 |
$3,447,000 |
27,463 |
|
Cyndeo Wealth Partners LLC |
97 |
- |
2023-12-31 |
266,960 |
$3,268,000 |
163,120 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
974 |
- |
2023-12-31 |
241,299 |
$2,953,000 |
92,305 |
|
Sargent Investment Group LLC |
42 |
- |
2023-12-31 |
198,680 |
$2,432,000 |
0 |
|
Quad-Cities Investment Group LLC |
16 |
- |
2023-12-31 |
191,969 |
$2,423,000 |
133 |
|
OPPENHEIMER & CO INC |
451 |
- |
2023-12-31 |
191,874 |
$2,349,000 |
38,149 |
|
Advisor Group Holdings Inc. |
1735 |
- |
2023-12-31 |
191,499 |
$2,344,000 |
-94,148 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
121 |
- |
2023-12-31 |
189,042 |
$2,314,000 |
136,166 |
|
Mutual Advisors LLC |
269 |
- |
2023-12-31 |
164,048 |
$2,008,000 |
-29,037 |
|
Private Advisor Group LLC |
803 |
- |
2023-12-31 |
150,016 |
$1,836,000 |
5,806 |
|
CASTLE WEALTH MANAGEMENT LLC |
31 |
- |
2023-12-31 |
146,472 |
$1,793,000 |
-35,508 |
|
Fortress Wealth Management Inc. |
28 |
- |
2023-12-31 |
135,915 |
$1,664,000 |
-32,837 |
|
Samalin Investment Counsel LLC |
32 |
- |
2023-12-31 |
118,681 |
$1,453,000 |
26,687 |
|
Lido Advisors LLC |
446 |
- |
2023-12-31 |
116,600 |
$1,427,000 |
91,600 |
|
Steward Partners Investment Advisory LLC |
608 |
- |
2023-12-31 |
115,053 |
$1,408,000 |
10,032 |
|
Cooper Financial Group |
78 |
- |
2023-12-31 |
108,468 |
$1,328,000 |
8,739 |
|
JANNEY MONTGOMERY SCOTT LLC |
1300 |
- |
2023-12-31 |
105,792 |
$1,295,000 |
4,439 |
|
LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
174 |
- |
2023-12-31 |
104,350 |
$1,277,000 |
104,350 |
|
Equitable Holdings Inc. |
539 |
- |
2023-12-31 |
95,502 |
$1,169,000 |
-6,115 |
|
PROSPERA FINANCIAL SERVICES |
452 |
- |
2023-12-31 |
87,399 |
$1,070,000 |
11,879 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
512 |
- |
2023-12-31 |
86,050 |
$1,053,000 |
-1,621 |
|
FINANCIAL NETWORK |
1353 |
- |
2023-12-31 |
84,006 |
$1,028,000 |
-257 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1178 |
- |
2023-12-31 |
80,365 |
$984,000 |
-16,015 |
|
Claybrook Capital LLC |
62 |
- |
2023-09-30 |
85,300 |
$863,000 |
0 |
|
Quaker Wealth Management LLC |
23 |
*New |
2023-12-31 |
69,482 |
$850,000 |
69,482 |
|
PNC FINANCIAL SERVICES GROUP INC |
1214 |
- |
2023-12-31 |
69,348 |
$849,000 |
-15,481 |
|
WEISS CAPITAL LLC |
120 |
*New |
2023-12-31 |
65,737 |
$805,000 |
65,737 |
|
Rockefeller Capital Management L.P. |
1212 |
- |
2023-12-31 |
65,694 |
$804,000 |
-11,632 |
|
Sowell Financial Services LLC |
|
- |
2023-12-31 |
63,898 |
$782,000 |
12,719 |
|
HBW Advisory Services LLC |
142 |
- |
2023-12-31 |
62,773 |
$768,000 |
188 |
|
ENVESTNET ASSET MANAGEMENT INC |
3126 |
- |
2023-12-31 |
58,449 |
$715,000 |
22,761 |
|
HIGHTOWER ADVISORS, LLC |
1996 |
- |
2023-12-31 |
58,592 |
$713,000 |
-23,937 |
|
J P MORGAN CHASE & CO |
3497 |
*New |
2023-12-31 |
57,396 |
$703,000 |
57,396 |
|
HILLTOP HOLDINGS INC. |
285 |
- |
2023-12-31 |
54,110 |
$662,000 |
-7,422 |
|
Future Financial Wealth Managment LLC |
41 |
- |
2023-12-31 |
52,498 |
$643,000 |
6,214 |
|
STIFEL FINANCIAL CORP |
2433 |
- |
2023-12-31 |
51,263 |
$627,000 |
-29,313 |
|
HORIZON ASSET MANAGEMENT INC/NY |
188 |
- |
2023-12-31 |
51,233 |
$627,000 |
-3,000 |
|
All Season Financial Advisors Inc. |
|
- |
2023-12-31 |
47,866 |
$586,000 |
12,370 |
|
Wealthcare Advisory Partners LLC |
464 |
- |
2023-12-31 |
45,701 |
$559,000 |
-1,005 |
|
Atria Wealth Solutions Inc. |
1155 |
- |
2023-12-31 |
43,758 |
$536,000 |
-238 |
|
INVESCO LTD |
3092 |
- |
2023-12-31 |
42,361 |
$518,000 |
-277 |
|
SWEENEY & MICHEL LLC |
63 |
- |
2023-09-30 |
49,028 |
$493,000 |
6,923 |
|
Baird Financial Group Inc. |
1361 |
- |
2023-12-31 |
39,369 |
$482,000 |
3,213 |
|
COMERICA BANK |
1894 |
- |
2023-12-31 |
37,902 |
$464,000 |
-10,270 |
|
WETHERBY ASSET MANAGEMENT INC |
582 |
- |
2023-12-31 |
36,799 |
$450,000 |
178 |
|
SHAKER FINANCIAL SERVICES, LLC |
113 |
*New |
2023-12-31 |
35,110 |
$430,000 |
35,110 |
|
Prosperity Wealth Management Inc. |
59 |
- |
2023-12-31 |
34,876 |
$427,000 |
-1,327 |
|
Delta Financial Group Inc. |
122 |
- |
2023-12-31 |
33,187 |
$406,000 |
2,310 |
|
Goss Wealth Management LLC |
1391 |
- |
2023-12-31 |
33,176 |
$400,000 |
6,518 |
|
JOSH ARNOLD INVESTMENT CONSULTANT LLC |
13 |
- |
2023-12-31 |
32,300 |
$395,000 |
0 |
|
STRATEGIC ADVISORS LLC |
151 |
- |
2023-12-31 |
32,090 |
$393,000 |
-494 |
|
MATRIX PRIVATE CAPITAL GROUP LLC |
56 |
*New |
2023-12-31 |
31,870 |
$390,000 |
31,870 |
|
RAYMOND JAMES TRUST CO |
805 |
- |
2023-12-31 |
31,498 |
$386,000 |
-628 |
|
DAVIDSON D A & CO |
1038 |
- |
2023-12-31 |
31,220 |
$382,000 |
-2,962 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1288 |
- |
2023-12-31 |
30,686 |
$376,000 |
-2,297 |
|
SHUFRO ROSE & CO LLC |
192 |
- |
2023-12-31 |
36,800 |
$372,000 |
0 |
|
Merit Financial Group LLC |
575 |
- |
2023-12-31 |
28,983 |
$355,000 |
-3,867 |
|
US BANCORP |
1700 |
- |
2023-12-31 |
28,293 |
$346,000 |
21,772 |
|
Stonebrook Private Inc. |
137 |
- |
2023-12-31 |
27,941 |
$342,000 |
0 |
|
CNH PARTNERS LLC |
287 |
*New |
2023-12-31 |
26,527 |
$325,000 |
26,527 |
|
Kestra Advisory Services LLC |
1822 |
- |
2023-12-31 |
24,944 |
$305,000 |
9,372 |
|
Lee Financial CORP |
111 |
- |
2023-12-31 |
24,643 |
$302,000 |
930 |
|
Moors & Cabot Inc. |
628 |
- |
2023-12-31 |
24,502 |
$300,000 |
56 |
|
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
164 |
- |
2023-12-31 |
24,450 |
$299,000 |
29 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1477 |
- |
2023-09-30 |
29,540 |
$299,000 |
-2,344 |
|
NBC SECURITIES INC. |
592 |
- |
2023-12-31 |
24,195 |
$296,000 |
687 |
|
TD Waterhouse Canada Inc. |
620 |
- |
2023-12-31 |
24,000 |
$296,000 |
0 |
|
Capstone Financial Advisors Inc. |
108 |
- |
2023-12-31 |
23,872 |
$292,000 |
0 |
|
Summit Global Investments |
444 |
- |
2023-12-31 |
23,300 |
$285,000 |
0 |
|
Next Level Private LLC |
89 |
- |
2023-12-31 |
22,263 |
$273,000 |
0 |
|
Abel Hall LLC |
|
- |
2023-12-31 |
22,000 |
$269,000 |
0 |
|
BURNEY CO/ |
516 |
- |
2023-12-31 |
21,586 |
$264,000 |
0 |
|
WealthBridge Capital Management LLC |
136 |
- |
2023-12-31 |
21,286 |
$261,000 |
0 |
|
WEDBUSH MORGAN SECURITIES INC |
840 |
- |
2023-12-31 |
21,011 |
$257,000 |
500 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
547 |
- |
2023-12-31 |
20,827 |
$255,000 |
1,460 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1722 |
- |
2023-12-31 |
20,307 |
$249,000 |
284 |
|
Vanguard Capital Wealth Advisors |
106 |
- |
2023-12-31 |
20,000 |
$245,000 |
0 |
|
GOODWIN DANIEL L |
78 |
*New |
2023-09-30 |
24,000 |
$243,000 |
24,000 |
|
Auxano Advisors LLC |
117 |
- |
2023-12-31 |
19,649 |
$240,000 |
448 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
678 |
- |
2023-12-31 |
19,058 |
$233,000 |
-20,178 |
|
FIRST NATIONAL BANK OF MOUNT DORA, TRUST INVESTMEN |
116 |
- |
2023-12-31 |
17,641 |
$216,000 |
0 |
|
Capital Investment Advisors LLC |
541 |
- |
2023-12-31 |
17,544 |
$215,000 |
30 |
|
Financial Advocates Investment Management |
675 |
- |
2023-12-31 |
16,896 |
$207,000 |
-113,328 |
|
NATIONAL ASSET MANAGEMENT, INC. |
1249 |
- |
2023-12-31 |
16,829 |
$206,000 |
130 |
|
|
100 Records found
|
1
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