|
Institutional
Holders
Total
Institutions:
|
94 18 |
|
Total
shares held :
|
9,988,704 |
|
% of shares
held :
|
30.13% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-6 |
|
Amount
of shares held :
|
1,890,712 |
|
% of shares
held change :
|
5.7% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$8.09 |
|
Last
Quarter's Ending
Price :
|
$10.00 |
|
Last
Quarter's Average
Price :
|
$9.02 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
2.35 (26.05%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
EverSource Wealth Advisors LLC |
2549 |
*Closed |
2023-12-31 |
0 |
$0 |
-200 |
|
Ballew Advisors Inc |
100 |
*Closed |
2024-03-31 |
0 |
$0 |
-120,092 |
|
Bay Colony Advisory Group Inc d/b/a Bay Colony Adv |
|
*Closed |
2024-03-31 |
0 |
$0 |
-27,114 |
|
US BANCORP |
3834 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,781 |
|
Security National Bank |
304 |
*Closed |
2024-03-31 |
0 |
$0 |
-342 |
|
HIGHTOWER ADVISORS, LLC |
3358 |
*Closed |
2023-12-31 |
0 |
$0 |
-143,540 |
|
PCG Wealth Advisors LLC |
114 |
*Closed |
2024-03-31 |
0 |
$0 |
-42,871 |
|
U S GLOBAL INVESTORS INC |
156 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,900 |
|
ENVESTNET ASSET MANAGEMENT INC |
4061 |
*Closed |
2023-12-31 |
0 |
$0 |
-16,452 |
|
Southland Equity Partners LLC |
215 |
*Closed |
2024-03-31 |
0 |
$0 |
-13,324 |
|
Banque Cantonale Vaudoise |
998 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,000 |
|
SPRINGBOK CAPITAL MANAGEMENT LLC |
1191 |
*Closed |
2023-12-31 |
0 |
$0 |
-19,960 |
|
ADVISORY SERVICES NETWORK, LLC |
3723 |
*Closed |
2023-12-31 |
0 |
$0 |
-30,039 |
|
Geneos Wealth Management Inc. |
|
*Closed |
2024-03-31 |
0 |
$0 |
-728 |
|
180 WEALTH ADVISORS LLC |
407 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,595 |
|
LexAurum Advisors LLC |
315 |
*Closed |
2024-03-31 |
0 |
$0 |
-44,560 |
|
Capital Investment Advisory Services LLC |
972 |
*Closed |
2024-03-31 |
0 |
$0 |
-200 |
|
PINEBRIDGE INVESTMENTS LTD |
600 |
*Closed |
2023-12-31 |
0 |
$0 |
-11,919 |
|
Parallel Advisors LLC |
3374 |
*Closed |
2023-12-31 |
0 |
$0 |
-91 |
|
Pine Valley Investments Ltd Liability Co |
469 |
*Closed |
2023-12-31 |
0 |
$0 |
-16,940 |
|
Pettinga Financial Advisors LLC |
121 |
*Closed |
2024-03-31 |
0 |
$0 |
-28,793 |
|
FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
1032 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,401 |
|
WEST FAMILY INVESTMENTS, INC. |
251 |
*Closed |
2023-12-31 |
0 |
$0 |
-133,000 |
|
BANK OF MONTREAL /CAN/ |
3584 |
*Closed |
2023-12-31 |
0 |
$0 |
-388 |
|
Tradewinds Capital Management LLC |
567 |
*Closed |
2024-03-31 |
0 |
$0 |
-407 |
|
Walleye Trading Advisors LLC |
2275 |
*Closed |
2023-12-31 |
0 |
$0 |
-36,900 |
|
Pacifica Partners Inc. |
550 |
*Closed |
2024-03-31 |
0 |
$0 |
-845 |
|
Cutler Group LP |
1316 |
*Closed |
2024-03-31 |
0 |
$0 |
-78,772 |
|
Spire Wealth Management |
2416 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,435 |
|
Claraphi Advisory Network LLC |
233 |
*Closed |
2022-12-31 |
0 |
$0 |
-23,830 |
|
Stratos Wealth Partners LTD. |
1446 |
*Closed |
2024-03-31 |
0 |
$0 |
-27,846 |
|
Callan Family Office LLC |
103 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,000 |
|
Heartwood Wealth Advisors LLC |
161 |
*Closed |
2024-03-31 |
0 |
$0 |
-76,608 |
|
HTLF Bank |
258 |
*Closed |
2024-03-31 |
0 |
$0 |
-73,334 |
|
CFG ASSET MANAGEMENT LLC |
633 |
*Closed |
2023-12-31 |
0 |
$0 |
-124 |
|
Blue Zone Wealth Advisors LLC |
92 |
*Closed |
2024-03-31 |
0 |
$0 |
-13,386 |
|
City State Bank |
722 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,515 |
|
Diametric Capital LP |
349 |
*Closed |
2023-12-31 |
0 |
$0 |
-62,176 |
|
Willis Johnson & Associates Inc. |
162 |
*Closed |
2024-03-31 |
0 |
$0 |
-11,408 |
|
|
39 Records found
|
1
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