|
Institutional
Holders
Total
Institutions:
|
21 1 |
|
Total
shares held :
|
876,016 |
|
% of shares
held :
|
2.11% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-3 |
|
Amount
of shares held :
|
544,541 |
|
% of shares
held change :
|
1.31% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$2.24 |
|
Last
Quarter's Ending
Price :
|
$1.80 |
|
Last
Quarter's Average
Price :
|
$1.53 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.33 (21.24%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
LAKE STREET ADVISORS GROUP LLC |
134 |
*New |
2023-12-31 |
520,996 |
$933,000 |
520,996 |
|
Naviter Wealth LLC |
218 |
- |
2024-03-31 |
78,796 |
$189,000 |
0 |
|
Sippican Capital Adivsors |
109 |
- |
2024-03-31 |
72,800 |
$175,000 |
18,750 |
|
Cypress Point Wealth Management LLC |
52 |
- |
2023-12-31 |
94,375 |
$169,000 |
0 |
|
CI Private Wealth LLC |
2153 |
- |
2023-12-31 |
50,398 |
$90,000 |
-914 |
|
VANGUARD GROUP INC |
4372 |
- |
2023-12-31 |
26,099 |
$47,000 |
1,201 |
|
GEODE CAPITAL MANAGEMENT LLC |
4395 |
- |
2023-12-31 |
22,488 |
$40,000 |
0 |
|
BLACKROCK INC. |
4700 |
- |
2023-12-31 |
15,619 |
$28,000 |
-958 |
|
BALDWIN BROTHERS INC/MA |
482 |
- |
2024-03-31 |
8,544 |
$21,000 |
0 |
|
TOWER RESEARCH CAPITAL LLC |
4554 |
- |
2023-12-31 |
4,409 |
$8,000 |
-195 |
|
NBC SECURITIES INC. |
2093 |
- |
2024-03-31 |
10 |
$1,000 |
10 |
|
WELLS FARGO & CO/MN |
6000 |
- |
2023-12-31 |
28 |
$0 |
2 |
|
MORGAN STANLEY |
7230 |
- |
2023-12-31 |
50 |
$0 |
0 |
|
PROEQUITIES INC. |
5495 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
Qube Research & Technologies Ltd |
4008 |
- |
2023-12-31 |
4 |
$0 |
0 |
|
CITIGROUP INC |
4625 |
- |
2023-12-31 |
15 |
$0 |
0 |
|
MONTAG A & ASSOCIATES INC |
923 |
- |
2023-12-31 |
70 |
$0 |
0 |
|
UBS Group AG |
8334 |
*Closed |
2023-12-31 |
0 |
$0 |
-105 |
|
GROUP ONE TRADING, L.P. |
2328 |
- |
2023-12-31 |
19 |
$0 |
0 |
|
ROYAL BANK OF CANADA |
6946 |
- |
2023-12-31 |
31 |
$0 |
0 |
|
Aspire Private Capital LLC |
760 |
- |
2024-03-31 |
10 |
$0 |
0 |
|
J P MORGAN CHASE & CO |
6519 |
- |
2023-12-31 |
14 |
$0 |
0 |
|
FMR LLC |
5562 |
- |
2023-12-31 |
1 |
$0 |
0 |
|
|
23 Records found
|
1
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