|
Institutional
Holders
Total
Institutions:
|
106 17 |
|
Total
shares held :
|
16,469,306 |
|
% of shares
held :
|
25.11% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-1 |
|
Amount
of shares held :
|
7,475,893 |
|
% of shares
held change :
|
11.4% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$19.95 |
|
Last
Quarter's Ending
Price :
|
$13.45 |
|
Last
Quarter's Average
Price :
|
$17.41 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
7.07 (40.61%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
PATHSTONE FAMILY OFFICE, LLC |
606 |
*New |
2023-09-30 |
64,203 |
$1,312,000 |
64,203 |
|
FOREFRONT WEALTH MANAGEMENT INC. |
37 |
*New |
2023-09-30 |
12,000 |
$245,000 |
12,000 |
|
CULLEN INVESTMENT GROUP LTD. |
163 |
*New |
2024-03-31 |
22,600 |
$241,000 |
22,600 |
|
EisnerAmper Wealth Management Corporate Benefits L |
65 |
*New |
2023-12-31 |
15,000 |
$202,000 |
15,000 |
|
Visionary Wealth Advisors |
459 |
*New |
2023-12-31 |
13,235 |
$178,000 |
13,235 |
|
Widmann Financial Services Inc. |
91 |
*New |
2023-12-31 |
11,000 |
$148,000 |
11,000 |
|
HB Wealth Management LLC |
805 |
*New |
2024-03-31 |
13,750 |
$144,000 |
13,750 |
|
Lido Advisors LLC |
1108 |
*New |
2023-12-31 |
10,260 |
$138,000 |
10,260 |
|
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP |
77 |
*New |
2024-03-31 |
12,946 |
$137,000 |
12,946 |
|
PCG Wealth Advisors LLC |
108 |
*New |
2024-03-31 |
13,000 |
$136,000 |
13,000 |
|
Atomi Financial Group Inc. |
696 |
*New |
2024-03-31 |
12,875 |
$135,000 |
12,875 |
|
LPL FINANCIAL CORP |
4516 |
*New |
2024-03-31 |
12,414 |
$130,000 |
12,414 |
|
CAMARDA FINANCIAL ADVISORS, LLC |
73 |
*New |
2024-03-31 |
10,166 |
$107,000 |
10,166 |
|
Coastal Investment Advisors Inc. |
502 |
*New |
2024-03-31 |
7,500 |
$79,000 |
7,500 |
|
BROWN BROTHERS HARRIMAN & CO |
821 |
*New |
2024-03-31 |
3,000 |
$31,000 |
3,000 |
|
Beacon Capital Management LLC |
541 |
*New |
2023-12-31 |
460 |
$9,000 |
460 |
|
Atlantic Trust Group LLC |
2742 |
*New |
2024-03-31 |
232 |
$2,000 |
232 |
|
Bogart Wealth LLC |
960 |
*New |
2024-03-31 |
100 |
$1,000 |
100 |
|
|
18 Records found
|
1
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