SOR(SOR)
SOR
Institutional Ownership
Top 77 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| DKM Wealth Management, Inc. | 301.45K | Mar 31, 26 | +6.59K | 3.66% |
| D.A. DAVIDSON & CO. | 169.29K | Mar 31, 26 | -729 | 2.06% |
| MORGAN STANLEY | 90.32K | Mar 31, 26 | -1.64K | 1.10% |
| Mesirow Financial Investment Management, Inc. | 75.35K | Mar 31, 26 | +37.60K | 0.92% |
| FIRST TRUST ADVISORS LP | 74.53K | Mar 31, 26 | +3.11K | 0.91% |
| WELLS FARGO & COMPANY/MN | 68.32K | Mar 31, 26 | +7.50K | 0.83% |
| Hara Capital LLC | 64.74K | Mar 31, 26 | -25.73K | 0.79% |
| RAYMOND JAMES FINANCIAL INC | 58.96K | Mar 31, 26 | +8.12K | 0.72% |
| Hennion & Walsh Asset Management, Inc. | 32.24K | Mar 31, 26 | -460 | 0.39% |
| Anchor Investment Management, LLC | 31.98K | Mar 31, 26 | +92 | 0.39% |
| Invesco Ltd. | 31.92K | Mar 31, 26 | +1.43K | 0.39% |
| Shaker Financial Services, LLC | 30.20K | Mar 31, 26 | +10.88K | 0.37% |
| Smith Asset Management Co., LLC | 28.23K | Mar 31, 26 | -119 | 0.34% |
| US BANCORP \DE\ | 24.80K | Mar 31, 26 | -- | 0.30% |
| LPL Financial LLC | 21.31K | Mar 31, 26 | -973 | 0.26% |
| CARY STREET PARTNERS FINANCIAL LLC | 19.17K | Mar 31, 26 | +13.21K | 0.23% |
| Chemistry Wealth Management LLC | 15.70K | Mar 31, 26 | -5.29K | 0.19% |
| Baltimore-Washington Financial Advisors, Inc. | 14.96K | Mar 31, 26 | -- | 0.18% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 14.87K | Mar 31, 26 | -1.81K | 0.18% |
| PECAUT & CO. | 13.45K | Mar 31, 26 | +142 | 0.16% |
| ROYAL BANK OF CANADA | 12.65K | Mar 31, 26 | -558 | 0.15% |
| NWF Advisory Services Inc. | 11.93K | Mar 31, 26 | -234 | 0.14% |
| Capital Investment Counsel, Inc | 9.00K | Mar 31, 26 | -- | 0.11% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 7.80K | Mar 31, 26 | -- | 0.09% |
| Janney Montgomery Scott LLC | 7.34K | Mar 31, 26 | +600 | 0.09% |
| Private Advisor Group, LLC | 6.84K | Mar 31, 26 | +19 | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 6.83K | Mar 31, 26 | -1.93K | 0.08% |
| UBS Group AG | 6.80K | Mar 31, 26 | -327 | 0.08% |
| Cetera Investment Advisers | 5.48K | Mar 31, 26 | +235 | 0.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4.32K | Mar 31, 26 | +4.32K | 0.05% |
| ASSETMARK, INC | 3.59K | Mar 31, 26 | +493 | 0.04% |
| JONES FINANCIAL COMPANIES LLLP | 2.77K | Mar 31, 26 | -168 | 0.03% |
| Colonial Trust Co / SC | 2.64K | Mar 31, 26 | +34 | 0.03% |
| Manchester Capital Management LLC | 1.50K | Mar 31, 26 | +20 | 0.02% |
| WOLVERINE ASSET MANAGEMENT LLC | 1.40K | Mar 31, 26 | -2.94K | 0.02% |
| JPMORGAN CHASE & CO | 1.32K | Mar 31, 26 | -- | 0.02% |
| Sound Income Strategies, LLC | 1.31K | Mar 31, 26 | -- | 0.02% |
| NBC SECURITIES, INC. | 1.10K | Mar 31, 26 | +4 | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.00K | Mar 31, 26 | +950 | 0.01% |
| AdvisorNet Financial, Inc | 669 | Mar 31, 26 | -- | 0.01% |
| Rockefeller Capital Management L.P. | 525 | Mar 31, 26 | -- | 0.01% |
| MAI Capital Management | 510 | Mar 31, 26 | -- | 0.01% |
| MATHER GROUP, LLC. | 234 | Mar 31, 26 | +234 | 0.00% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 200 | Mar 31, 26 | -- | 0.00% |
| CWM, LLC | 67 | Mar 31, 26 | -- | 0.00% |
| Allworth Financial LP | 40 | Mar 31, 26 | +40 | 0.00% |
| Cassaday & Co Wealth Management LLC | 20 | Mar 31, 26 | +20 | 0.00% |
| Russell Investments Group, Ltd. | 3 | Mar 31, 26 | -2.60K | 0.00% |
| Kilter Group LLC | -- | Mar 31, 26 | -294 | -- |
| PARK AVENUE SECURITIES LLC | -- | Mar 31, 26 | -15.53K | -- |
| Cornerstone Advisors, LLC | -- | Mar 31, 26 | -3.67K | -- |
| ENVESTNET ASSET MANAGEMENT INC | -- | Mar 31, 26 | -18.41K | -- |
| FMR LLC | -- | Mar 31, 26 | -1 | -- |
| Uptown Financial Advisors LLC | -- | Mar 31, 26 | -6.04K | -- |
| AMERIPRISE FINANCIAL INC | -- | Mar 31, 26 | -11.65K | -- |
| Kestra Advisory Services, LLC | -- | Mar 31, 26 | -1.86K | -- |
| BANK OF AMERICA CORP /DE/ | 15.11K | Dec 31, 25 | -45 | 0.18% |
| NewEdge Advisors, LLC | 5.92K | Dec 31, 25 | -1.41K | 0.07% |
| Motiv8 Investments LLC | 109 | Dec 31, 25 | +109 | 0.00% |
| Waypoint Wealth Partners Inc. | 7.15K | Jun 30, 25 | -- | 0.09% |
| LAKE STREET ADVISORS GROUP, LLC | 15.43K | Dec 31, 24 | +511 | 0.19% |
| RAYMOND JAMES & ASSOCIATES | 44.91K | Sep 30, 24 | -2.77K | 0.55% |
| Raymond James Financial Services Advisors, Inc. | 5.12K | Sep 30, 24 | +571 | 0.06% |
| FourThought Financial, LLC | 92 | Sep 30, 22 | +92 | 0.00% |
| HC FINANCIAL ADVISORS INC | 174 | Jun 30, 22 | -- | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 2.57K | Dec 31, 19 | +338 | 0.03% |
| Advisor Group, Inc. | 1.15K | Dec 31, 19 | +1.08K | 0.01% |
| MSI Financial Services Inc | 4.74K | Dec 31, 16 | -1.33K | 0.06% |
| Gupta Wealth Management LLC | -- | Mar 31, 16 | -123 | -- |
| SMITH HAYES Advisers, Inc | 3.08K | Dec 31, 15 | -- | 0.04% |
| BAIRD ROBERT W & CO INC /WI/ | 9.57K | Mar 31, 15 | +626 | 0.12% |
| Gary Goldberg Planning Services Inc | -- | Dec 31, 14 | -210 | -- |
| UBS AG | 16.05K | Sep 30, 14 | +988 | 0.19% |
| 1919 Investment Counsel, LLC | 33 | Sep 30, 14 | +26 | 0.00% |
| KMS FINANCIAL SERVICES, INC | 5.00K | Jun 30, 14 | -10.33K | 0.06% |
| First Allied Securities, Inc. | 188 | Jun 30, 12 | -- | 0.00% |
| RBC Dominion Securities Inc. | 1.30K | Dec 31, 08 | -- | 0.02% |