|
Institutional
Holders
Total
Institutions:
|
26 2 |
|
Total
shares held :
|
1,444,113 |
|
% of shares
held :
|
1.6% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
Amount
of shares held :
|
-432 |
|
% of shares
held change :
|
-0% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$23.87 |
|
Last
Quarter's Ending
Price :
|
$23.93 |
|
Last
Quarter's Average
Price :
|
$23.87 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.12 (0.5%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
HANSON MCCLAIN, INC. |
160 |
- |
2024-03-31 |
270,162 |
$6,473,000 |
-181,707 |
|
Ignite Planners LLC |
12 |
- |
2024-03-31 |
218,479 |
$5,246,000 |
60,947 |
|
AE Wealth Management LLC |
602 |
- |
2023-12-31 |
197,064 |
$4,734,000 |
38,669 |
|
JANE STREET GROUP LLC |
2232 |
- |
2023-12-31 |
99,205 |
$2,374,000 |
19,627 |
|
FINANCIAL NETWORK |
1016 |
- |
2023-12-31 |
74,996 |
$1,795,000 |
902 |
|
SHEETS SMITH & ASSOCIATES INC |
108 |
- |
2023-09-30 |
56,039 |
$1,338,000 |
3,205 |
|
GTS SECURITIES LLC |
528 |
*New |
2023-12-31 |
53,912 |
$1,290,000 |
53,912 |
|
MML INVESTORS SERVICES LLC |
1225 |
- |
2023-12-31 |
51,507 |
$1,233,000 |
5,861 |
|
FINANCIAL ADVISORY CORP /UT/ /ADV |
42 |
- |
2024-03-31 |
50,273 |
$1,205,000 |
31,646 |
|
FirstPurpose Wealth LLC |
45 |
- |
2024-03-31 |
43,764 |
$1,049,000 |
319 |
|
Advisor Group Holdings Inc. |
2570 |
- |
2023-12-31 |
39,440 |
$944,000 |
-56,667 |
|
ENVESTNET ASSET MANAGEMENT INC |
2979 |
- |
2023-12-31 |
38,320 |
$917,000 |
2,961 |
|
OxenFree Capital LLC |
24 |
- |
2024-03-31 |
32,534 |
$780,000 |
862 |
|
JAMES INVESTMENT RESEARCH INC |
175 |
- |
2024-03-31 |
29,681 |
$711,000 |
2,808 |
|
Stratos Wealth Advisors LLC |
414 |
- |
2024-03-31 |
26,559 |
$636,000 |
4,620 |
|
Cornerstone Planning Group LLC |
36 |
- |
2023-12-31 |
24,879 |
$595,000 |
37 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2147 |
- |
2024-03-31 |
24,133 |
$578,000 |
5,424 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2743 |
- |
2024-03-31 |
22,009 |
$527,000 |
-309 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
420 |
- |
2024-03-31 |
20,171 |
$483,000 |
1,777 |
|
SUMMIT ASSET MANAGEMENT, LLC |
98 |
- |
2023-12-31 |
17,184 |
$411,000 |
3,609 |
|
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT |
209 |
- |
2023-12-31 |
14,897 |
$356,000 |
2,697 |
|
VISTA INVESTMENT MANAGEMENT |
152 |
*New |
2023-12-31 |
10,120 |
$242,000 |
10,120 |
|
DFPG INVESTMENTS INC. |
566 |
- |
2023-12-31 |
9,833 |
$235,000 |
-121 |
|
Diversify Advisory Services LLC |
582 |
- |
2024-03-31 |
9,701 |
$233,000 |
0 |
|
MORGAN STANLEY |
5766 |
*New |
2023-12-31 |
3,931 |
$94,000 |
3,931 |
|
PRINCIPAL SECURITIES INC. |
1416 |
- |
2024-03-31 |
2,880 |
$69,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
1755 |
- |
2023-12-31 |
1,051 |
$25,000 |
-53,890 |
|
UBS Group AG |
8129 |
*Closed |
2023-12-31 |
0 |
$0 |
-142 |
|
WELLS FARGO & CO/MN |
6814 |
- |
2023-12-31 |
1 |
$0 |
0 |
|
PROEQUITIES INC. |
9690 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
FLOW TRADERS U.S. LLC |
1190 |
*Closed |
2023-12-31 |
0 |
$0 |
-29,726 |
|
US BANCORP |
4035 |
*Closed |
2023-12-31 |
0 |
$0 |
-82 |
|
|
32 Records found
|
1
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