|
Institutional
Holders
Total
Institutions:
|
45 2 |
|
Total
shares held :
|
3,891,979 |
|
% of shares
held :
|
23.52% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-7 |
|
Amount
of shares held :
|
-646,705 |
|
% of shares
held change :
|
-3.91% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$8.66 |
|
Last
Quarter's Ending
Price :
|
$9.08 |
|
Last
Quarter's Average
Price :
|
$8.68 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.38 (4.39%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
LPL FINANCIAL CORP |
1489 |
- |
2023-12-31 |
741,963 |
$6,737,000 |
-30,174 |
|
Sound Income Strategies LLC |
79 |
- |
2024-03-31 |
475,352 |
$4,497,000 |
51,805 |
|
WELLS FARGO & CO/MN |
2075 |
- |
2023-12-31 |
430,810 |
$3,912,000 |
-507,265 |
|
BANK OF AMERICA CORP /DE/ |
3170 |
- |
2023-12-31 |
354,844 |
$3,222,000 |
-18,261 |
|
MORGAN STANLEY |
4489 |
- |
2023-12-31 |
189,150 |
$1,717,000 |
-41,867 |
|
UBS Group AG |
3016 |
- |
2023-12-31 |
177,982 |
$1,616,000 |
-5,427 |
|
ENVESTNET ASSET MANAGEMENT INC |
2635 |
- |
2023-12-31 |
164,445 |
$1,493,000 |
-51,708 |
|
ADVISORY SERVICES NETWORK, LLC |
608 |
- |
2023-12-31 |
116,148 |
$1,055,000 |
1,704 |
|
ROYAL BANK OF CANADA |
3102 |
- |
2023-12-31 |
107,832 |
$979,000 |
105,793 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3146 |
- |
2023-12-31 |
84,417 |
$767,000 |
38,311 |
|
OLD MISSION CAPITAL LLC |
506 |
*New |
2023-12-31 |
82,105 |
$746,000 |
82,105 |
|
Cetera Investment Advisers |
1326 |
- |
2023-12-31 |
73,972 |
$672,000 |
2,835 |
|
CITADEL ADVISORS LLC |
3516 |
- |
2023-12-31 |
60,167 |
$546,000 |
-82,757 |
|
Advisor Group Holdings Inc. |
3125 |
- |
2023-12-31 |
57,593 |
$523,000 |
-6,024 |
|
DAVIDSON D A & CO |
952 |
- |
2023-12-31 |
54,363 |
$494,000 |
4,523 |
|
Goss Wealth Management LLC |
1292 |
- |
2023-12-31 |
52,015 |
$472,000 |
-3,577 |
|
RAYMOND JAMES & ASSOCIATES |
3071 |
- |
2024-03-31 |
47,815 |
$452,000 |
7,295 |
|
Kingsview Wealth Management LLC |
682 |
- |
2023-12-31 |
44,500 |
$404,000 |
0 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2628 |
- |
2024-03-31 |
33,990 |
$322,000 |
-47 |
|
Ellis Investment Partners LLC |
176 |
- |
2024-03-31 |
32,058 |
$303,000 |
208 |
|
AE Wealth Management LLC |
1697 |
- |
2023-12-31 |
31,332 |
$295,000 |
-1,592 |
|
Global Retirement Partners LLC |
759 |
- |
2024-03-31 |
22,931 |
$217,000 |
0 |
|
TRANSCEND WEALTH COLLECTIVE LLC |
475 |
- |
2023-12-31 |
19,017 |
$173,000 |
0 |
|
MML INVESTORS SERVICES LLC |
2328 |
- |
2023-12-31 |
18,755 |
$170,000 |
-36,061 |
|
Mutual Advisors LLC |
957 |
- |
2023-12-31 |
18,654 |
$169,000 |
-675 |
|
MEADOWBROOK INVESTMENT ADVISORS LLC |
126 |
*New |
2023-12-31 |
15,945 |
$145,000 |
15,945 |
|
Eagle Strategies LLC |
259 |
*New |
2024-03-31 |
15,000 |
$142,000 |
15,000 |
|
PINNACLE ASSOCIATES LTD |
807 |
- |
2024-03-31 |
13,928 |
$132,000 |
0 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3548 |
- |
2023-12-31 |
13,731 |
$125,000 |
-2,074 |
|
COMERICA BANK |
2436 |
- |
2023-12-31 |
13,054 |
$119,000 |
1,754 |
|
Mountain Capital Investment Advisors Inc |
45 |
*New |
2024-03-31 |
11,046 |
$103,000 |
11,046 |
|
GenWealth Group Inc. |
65 |
- |
2024-03-31 |
10,628 |
$101,000 |
0 |
|
IVC Wealth Advisors LLC |
162 |
- |
2024-03-31 |
10,450 |
$99,000 |
0 |
|
WealthBridge Capital Management LLC |
180 |
- |
2023-12-31 |
10,000 |
$91,000 |
0 |
|
Parallel Advisors LLC |
1825 |
- |
2023-12-31 |
2,500 |
$23,000 |
0 |
|
Future Financial Wealth Managment LLC |
350 |
*New |
2024-03-31 |
2,000 |
$19,000 |
2,000 |
|
HARBOUR INVESTMENTS INC. |
2064 |
- |
2023-12-31 |
1,331 |
$12,000 |
-601 |
|
Beacon Capital Management LLC |
528 |
- |
2023-12-31 |
1,186 |
$10,000 |
-4 |
|
Founders Financial Alliance LLC |
433 |
- |
2023-12-31 |
1,040 |
$9,000 |
0 |
|
Fortis Group Advisors LLC |
311 |
- |
2023-12-31 |
1,000 |
$9,000 |
500 |
|
Ahrens Investment Partners LLC |
656 |
*New |
2023-03-31 |
1,000 |
$9,000 |
1,000 |
|
PRINCIPAL SECURITIES INC. |
2288 |
- |
2023-12-31 |
968 |
$9,000 |
0 |
|
Financial Gravity Wealth Inc. |
423 |
- |
2023-12-31 |
728 |
$6,000 |
0 |
|
Creekmur Asset Management LLC |
|
- |
2023-12-31 |
466 |
$4,000 |
0 |
|
PROVENCE WEALTH MANAGEMENT GROUP |
386 |
- |
2023-12-31 |
341 |
$3,000 |
0 |
|
GRADIENT INVESTMENTS LLC |
818 |
- |
2024-03-31 |
178 |
$2,000 |
-3,475 |
|
AdvisorNet Financial Inc |
1567 |
- |
2024-03-31 |
230 |
$2,000 |
0 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1577 |
- |
2023-12-31 |
62 |
$1,000 |
0 |
|
HIGHTOWER ADVISORS, LLC |
3352 |
*Closed |
2023-12-31 |
0 |
$0 |
-104,127 |
|
PFG Advisors |
614 |
*Closed |
2023-12-31 |
0 |
$0 |
-11,567 |
|
JANE STREET GROUP LLC |
5507 |
*Closed |
2023-12-31 |
0 |
$0 |
-56,055 |
|
Ronald Blue Trust Inc. |
2591 |
*New |
2023-12-31 |
54 |
$0 |
54 |
|
PROEQUITIES INC. |
7618 |
- |
2023-12-31 |
0 |
$0 |
-245 |
|
HRT FINANCIAL LLC |
2777 |
*Closed |
2023-12-31 |
0 |
$0 |
-11,210 |
|
Hennion & Walsh Asset Management Inc. |
890 |
*Closed |
2024-03-31 |
0 |
$0 |
-359,201 |
|
Newbridge Financial Services Group Inc. |
1336 |
*Closed |
2024-03-31 |
0 |
$0 |
-572 |
|
|
56 Records found
|
1
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