| |
Institutional
Holders
Total
Institutions:
 |
144  2 |
|
|
Total
shares held :
|
8,086,886 |
|
|
% of shares
held :
|
34.34% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -1 |
|
|
Amount
of shares held :
|
297,963 |
|
|
% of shares
held change :
|
1.27% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$22.95 |
|
|
Last
Quarter's Ending
Price :
|
$28.37 |
|
|
Last
Quarter's Average
Price :
|
$25.68 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
6.31 (24.57%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  GOODMAN & COMPANY INVESTMENT COUNSEL LTD. |
214 |
- |
2023-12-31 |
1,201,278 |
$34,080,000 |
-43,951 |
|
| MORGAN STANLEY |
2261 |
- |
2023-12-31 |
1,039,578 |
$29,493,000 |
-911,944 |
|
| WELLS FARGO & CO/MN |
1290 |
- |
2023-12-31 |
477,497 |
$13,547,000 |
-32,720 |
|
| UBS Group AG |
1434 |
- |
2023-12-31 |
363,128 |
$10,302,000 |
-34,413 |
|
| Advisor Group Holdings Inc. |
1437 |
- |
2023-12-31 |
124,931 |
$3,538,000 |
-13,762 |
|
| Ballew Advisors Inc |
8 |
- |
2024-03-31 |
110,020 |
$3,484,000 |
-5,367 |
|
| RAYMOND JAMES & ASSOCIATES |
1820 |
- |
2024-03-31 |
123,564 |
$3,393,000 |
-17,881 |
|
| AMERIPRISE FINANCIAL INC |
2544 |
- |
2023-12-31 |
114,326 |
$3,245,000 |
-9,257 |
|
| One + One Wealth Management LLC |
22 |
- |
2024-03-31 |
93,873 |
$2,578,000 |
-93,308 |
|
| JANE STREET GROUP LLC |
2627 |
- |
2023-12-31 |
59,272 |
$1,682,000 |
-152,234 |
|
| CREDIT SUISSE/ |
1963 |
- |
2023-12-31 |
58,302 |
$1,654,000 |
-13,059 |
|
| FINANCIAL NETWORK |
1201 |
- |
2023-12-31 |
46,287 |
$1,313,000 |
-3,924 |
|
| Atria Wealth Solutions Inc. |
823 |
- |
2023-12-31 |
37,496 |
$1,069,000 |
-700 |
|
| SIMPLEX TRADING LLC |
443 |
- |
2024-03-31 |
37,999 |
$1,043,000 |
-9,006 |
|
| J P MORGAN CHASE & CO |
3404 |
- |
2023-12-31 |
30,142 |
$855,000 |
-48,792 |
|
| GOLDMAN SACHS GROUP INC/ |
3582 |
- |
2023-12-31 |
30,145 |
$855,000 |
-87,430 |
|
| LEVEL FOUR ADVISORY SERVICES LLC |
342 |
- |
2023-12-31 |
29,017 |
$823,000 |
-66 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1949 |
- |
2024-03-31 |
26,605 |
$731,000 |
-5,472 |
|
| Main Street Financial Solutions LLC |
249 |
- |
2024-03-31 |
25,750 |
$707,000 |
-4,850 |
|
| STIFEL FINANCIAL CORP |
2424 |
- |
2023-12-31 |
22,442 |
$637,000 |
-2,056 |
|
| FIDUCIARY TRUST CO |
426 |
- |
2023-12-31 |
20,010 |
$568,000 |
-1,615 |
|
| Rockefeller Capital Management L.P. |
1316 |
- |
2023-12-31 |
18,888 |
$536,000 |
-10,661 |
|
| Diametric Capital LP |
115 |
- |
2023-12-31 |
15,746 |
$447,000 |
-17,603 |
|
| MILLENNIUM MANAGEMENT LLC |
3112 |
- |
2023-12-31 |
15,402 |
$437,000 |
-931 |
|
| Resources Investment Advisors Inc. |
787 |
- |
2023-12-31 |
14,438 |
$410,000 |
-1,310 |
|
| NEW HARBOR FINANCIAL GROUP, LLC |
|
- |
2024-03-31 |
12,038 |
$331,000 |
-3,800 |
|
| WCG Wealth Advisors LLC |
279 |
- |
2023-12-31 |
11,485 |
$326,000 |
-1,285 |
|
| Larson Financial Group LLC |
|
- |
2024-03-31 |
11,550 |
$317,000 |
-941 |
|
| Wealthfront Advisers LLC |
814 |
- |
2024-03-31 |
10,213 |
$280,000 |
-3,028 |
|
| Cutler Group LP |
143 |
- |
2024-03-31 |
10,120 |
$277,000 |
-8,455 |
|
| Sentinus LLC |
159 |
- |
2023-06-30 |
10,185 |
$265,000 |
-145 |
|
| CIBC WORLD MARKETS INC. |
1041 |
- |
2023-12-31 |
8,493 |
$241,000 |
-1,196 |
|
| Belpointe Asset Management LLC |
611 |
- |
2023-12-31 |
8,180 |
$232,000 |
-2,778 |
|
| BANK OF MONTREAL /CAN/ |
2540 |
- |
2023-12-31 |
7,723 |
$227,000 |
-88,476 |
|
| Goss Wealth Management LLC |
1653 |
- |
2023-12-31 |
7,832 |
$222,000 |
-600 |
|
| Global Retirement Partners LLC |
753 |
- |
2024-03-31 |
8,038 |
$221,000 |
-4 |
|
| PARK AVENUE SECURITIES LLC |
1294 |
- |
2024-03-31 |
8,018 |
$220,000 |
-1,465 |
|
| SIGNATUREFD, LLC |
|
- |
2024-03-31 |
7,018 |
$193,000 |
-1,482 |
|
| Spire Wealth Management |
963 |
- |
2024-03-31 |
4,045 |
$111,000 |
-300 |
|
| CLEAN YIELD GROUP |
|
- |
2023-12-31 |
2,745 |
$78,000 |
-1,200 |
|
| Capital Investment Advisory Services LLC |
614 |
- |
2024-03-31 |
2,500 |
$69,000 |
-1,000 |
|
| GoalVest Advisory LLC |
235 |
- |
2024-03-31 |
1,053 |
$29,000 |
-753 |
|
| Covestor Ltd |
1471 |
- |
2023-12-31 |
374 |
$11,000 |
-90 |
|
| IFP Advisors Inc |
2353 |
- |
2023-12-31 |
227 |
$6,000 |
-252 |
|
| Headlands Technologies LLC |
832 |
- |
2023-12-31 |
172 |
$5,000 |
-490 |
|
| HARBOUR INVESTMENTS INC. |
2558 |
- |
2023-12-31 |
112 |
$3,000 |
-14 |
|
| BARCLAYS PLC |
3954 |
- |
2023-12-31 |
68 |
$2,000 |
-68 |
|
| Strategic Investment Solutions Inc. /IL |
658 |
- |
2023-12-31 |
0 |
$0 |
-4,400 |
|
|
48 Records found
|
1
|
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