|
Institutional
Holders
Total
Institutions:
|
118 2 |
|
Total
shares held :
|
13,569,041 |
|
% of shares
held :
|
23.49% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
9 |
|
Amount
of shares held :
|
165,326 |
|
% of shares
held change :
|
0.29% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$11.17 |
|
Last
Quarter's Ending
Price :
|
$11.54 |
|
Last
Quarter's Average
Price :
|
$11.35 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.83 (7.31%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
INVESCO LTD |
1879 |
*New |
2023-12-31 |
736,292 |
$8,497,000 |
736,292 |
|
TRANSCEND WEALTH COLLECTIVE LLC |
|
*New |
2024-03-31 |
483,567 |
$5,044,000 |
483,567 |
|
Privium Fund Management (UK) Ltd |
|
*New |
2024-03-31 |
101,151 |
$1,022,000 |
101,151 |
|
Access Investment Management LLC |
|
*New |
2024-03-31 |
54,300 |
$566,000 |
54,300 |
|
Cetera Investment Advisers |
1911 |
*New |
2023-12-31 |
20,965 |
$242,000 |
20,965 |
|
Kestra Advisory Services LLC |
2106 |
*New |
2023-12-31 |
16,161 |
$186,000 |
16,161 |
|
Wealthcare Advisory Partners LLC |
770 |
*New |
2024-03-31 |
16,838 |
$176,000 |
16,838 |
|
Joel Isaacson & Co. LLC |
|
*New |
2024-03-31 |
16,710 |
$174,000 |
16,710 |
|
Triumph Capital Management |
214 |
*New |
2024-03-31 |
15,867 |
$162,000 |
15,867 |
|
ROMANO BROTHERS AND COMPANY |
301 |
*New |
2024-03-31 |
15,075 |
$157,000 |
15,075 |
|
Lakeridge Wealth Management LLC |
|
*New |
2024-03-31 |
13,024 |
$136,000 |
13,024 |
|
BANK OF NEW YORK MELLON CORP |
3868 |
*New |
2024-03-31 |
11,921 |
$124,000 |
11,921 |
|
Change Path LLC |
601 |
*New |
2023-12-31 |
10,189 |
$118,000 |
10,189 |
|
Steel Peak Wealth Management LLC |
413 |
*New |
2024-03-31 |
10,000 |
$104,000 |
10,000 |
|
FNY Investment Advisers LLC |
172 |
*New |
2024-03-31 |
10,000 |
$104,000 |
10,000 |
|
TUCKER ASSET MANAGEMENT LLC |
195 |
*New |
2023-12-31 |
6,442 |
$74,000 |
6,442 |
|
Cape Investment Advisory Inc. |
281 |
*New |
2023-12-31 |
6,433 |
$74,000 |
6,433 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
|
*New |
2024-03-31 |
3,523 |
$37,000 |
3,523 |
|
Future Financial Wealth Managment LLC |
306 |
*New |
2024-03-31 |
3,000 |
$31,000 |
3,000 |
|
ADVISORY SERVICES NETWORK, LLC |
2747 |
*New |
2023-12-31 |
1,000 |
$12,000 |
1,000 |
|
Ahrens Investment Partners LLC |
707 |
*New |
2023-03-31 |
700 |
$7,000 |
700 |
|
Salomon & Ludwin LLC |
|
*New |
2024-03-31 |
90 |
$1,000 |
90 |
|
FMR LLC |
5143 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
|
23 Records found
|
1
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