| |
Institutional
Holders
Total
Institutions:
 |
73  3 |
|
|
Total
shares held :
|
11,567,275 |
|
|
% of shares
held :
|
2.45% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-14 |
|
|
Amount
of shares held :
|
199,426 |
|
|
% of shares
held change :
|
 0.04% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$4.23 |
|
|
Last
Quarter's Ending
Price :
|
$4.55 |
|
|
Last
Quarter's Average
Price :
|
$4.34 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
0.24 (5.41%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  MILESTONE GROUP INC |
154 |
*New |
2023-12-31 |
52,748 |
$240,000 |
52,748 |
|
| CI Private Wealth LLC |
2177 |
*New |
2023-12-31 |
13,167 |
$60,000 |
13,167 |
|
| CREATIVE PLANNING |
2622 |
*New |
2023-12-31 |
11,419 |
$52,000 |
11,419 |
|
| WEALTHTRUST AXIOM LLC |
247 |
*New |
2023-12-31 |
10,500 |
$48,000 |
10,500 |
|
| ADVISORY SERVICES NETWORK, LLC |
2688 |
*New |
2023-12-31 |
2,900 |
$13,000 |
2,900 |
|
| West Branch Capital LLC |
339 |
*New |
2024-03-31 |
1,000 |
$5,000 |
1,000 |
|
|
6 Records found
|
1
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Page 1 of 1 |
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