| |
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 :
|
|
|
|
0.36 (3.39%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Cyndeo Wealth Partners LLC |
107 |
- |
2024-03-31 |
266,960 |
$3,225,000 |
0 |
|
| Sargent Investment Group LLC |
42 |
- |
2023-12-31 |
198,680 |
$2,432,000 |
0 |
|
| Claybrook Capital LLC |
62 |
- |
2023-09-30 |
85,300 |
$863,000 |
0 |
|
| HBW Advisory Services LLC |
144 |
- |
2024-03-31 |
62,773 |
$768,000 |
0 |
|
| JOSH ARNOLD INVESTMENT CONSULTANT LLC |
13 |
- |
2023-12-31 |
32,300 |
$395,000 |
0 |
|
| SHUFRO ROSE & CO LLC |
192 |
- |
2023-12-31 |
36,800 |
$372,000 |
0 |
|
| 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 |
107 |
- |
2024-03-31 |
22,263 |
$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 |
|
| Vanguard Capital Wealth Advisors |
114 |
- |
2024-03-31 |
20,000 |
$242,000 |
0 |
|
| FIRST NATIONAL BANK OF MOUNT DORA, TRUST INVESTMEN |
125 |
- |
2024-03-31 |
17,641 |
$213,000 |
0 |
|
| Venture Visionary Partners LLC |
476 |
- |
2023-12-31 |
16,518 |
$202,000 |
0 |
|
| SALEM INVESTMENT COUNSELORS INC |
367 |
- |
2024-03-31 |
15,447 |
$187,000 |
0 |
|
| Integrated Wealth Concepts LLC |
1465 |
- |
2023-12-31 |
14,328 |
$175,000 |
0 |
|
| CARRET ASSET MANAGEMENT |
258 |
- |
2024-03-31 |
12,534 |
$151,000 |
0 |
|
| HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV |
364 |
- |
2023-12-31 |
11,800 |
$144,000 |
0 |
|
| Investors Research Corp |
387 |
- |
2023-12-31 |
10,915 |
$134,000 |
0 |
|
| CHANNEL WEALTH LLC |
174 |
- |
2024-03-31 |
10,963 |
$132,000 |
0 |
|
| CUBIC ASSET MANAGEMENT LLC |
197 |
- |
2024-03-31 |
10,600 |
$128,000 |
0 |
|
| HANSON MCCLAIN, INC. |
953 |
- |
2024-03-31 |
9,829 |
$119,000 |
0 |
|
| PRIVATE TRUST CO NA |
958 |
- |
2024-03-31 |
6,422 |
$78,000 |
0 |
|
| Colonial Trust Co / SC |
439 |
- |
2023-12-31 |
6,000 |
$74,000 |
0 |
|
| GUARANTY TRUST CO OF MISSOURI /MO/ |
756 |
- |
2024-03-31 |
5,300 |
$64,000 |
0 |
|
| BARTLETT & CO. LLC |
738 |
- |
2023-12-31 |
3,000 |
$37,000 |
0 |
|
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
739 |
- |
2023-12-31 |
3,000 |
$37,000 |
0 |
|
| BELLEVUE ASSET MANAGEMENT LLC |
194 |
- |
2024-03-31 |
2,390 |
$29,000 |
0 |
|
| Focused Wealth Management Inc |
382 |
- |
2023-12-31 |
2,381 |
$29,000 |
0 |
|
| Farther Finance Advisors LLC |
1348 |
- |
2023-12-31 |
1,587 |
$19,000 |
0 |
|
| Washington Trust Advisors Inc. |
411 |
- |
2023-12-31 |
1,436 |
$18,000 |
0 |
|
| Qube Research & Technologies Ltd |
3080 |
- |
2023-12-31 |
1,500 |
$18,000 |
0 |
|
| Sound Income Strategies LLC |
674 |
- |
2024-03-31 |
1,045 |
$13,000 |
0 |
|
| GABLES CAPITAL MANAGEMENT INC. |
296 |
- |
2023-12-31 |
1,075 |
$13,000 |
0 |
|
| OPTIMUM INVESTMENT ADVISORS |
510 |
- |
2024-03-31 |
1,000 |
$12,000 |
0 |
|
| GPS Wealth Strategies Group LLC |
839 |
- |
2023-12-31 |
850 |
$10,000 |
0 |
|
| ARMSTRONG ADVISORY GROUP INC |
571 |
- |
2024-03-31 |
800 |
$10,000 |
0 |
|
| DELTA ASSET MANAGEMENT LLC/TN |
465 |
- |
2023-12-31 |
774 |
$9,000 |
0 |
|
| BENJAMIN F. EDWARDS & COMPANY INC. |
1665 |
- |
2023-12-31 |
759 |
$9,000 |
0 |
|
| Hexagon Capital Partners LLC |
910 |
- |
2024-03-31 |
694 |
$8,000 |
0 |
|
| Sanctuary Wealth Management L.L.C. |
162 |
- |
2023-12-31 |
584 |
$7,000 |
0 |
|
| Retirement Group LLC |
490 |
- |
2023-12-31 |
580 |
$7,000 |
0 |
|
| SANDY SPRING BANK |
|
- |
2023-12-31 |
517 |
$6,000 |
0 |
|
| Venturi Wealth Management LLC |
1037 |
- |
2024-03-31 |
514 |
$6,000 |
0 |
|
| AdvisorNet Financial Inc |
1399 |
- |
2024-03-31 |
500 |
$6,000 |
0 |
|
| BARRETT & COMPANY INC. |
473 |
- |
2024-03-31 |
408 |
$5,000 |
0 |
|
| WFA of San Diego LLC |
315 |
- |
2023-09-30 |
487 |
$5,000 |
0 |
|
| FIRST MANHATTAN CO |
1257 |
- |
2023-12-31 |
235 |
$3,000 |
0 |
|
| NBT BANK N A /NY |
557 |
- |
2024-03-31 |
100 |
$1,000 |
0 |
|
| MCF Advisors LLC |
892 |
- |
2024-03-31 |
74 |
$1,000 |
0 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
1562 |
- |
2023-12-31 |
1 |
$0 |
0 |
|
| Key Financial Inc |
1283 |
- |
2023-12-31 |
3 |
$0 |
0 |
|
| PROEQUITIES INC. |
7204 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
| ADVISORY SERVICES NETWORK, LLC |
3833 |
*New |
2023-12-31 |
0 |
$0 |
0 |
|
|
55 Records found
|
1
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