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Institutional Holders
Viewing Quarter :
  
Total Institutions: 48    6
Total shares held : 
 4,074,113  
% of shares held : 
 45.27%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   18  
Amount of shares held : 
 1,203,939  
% of shares held change : 
   13.38%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 147,264
 3.61%
 
Increased Positions :
22
 1,290,881
 31.68%
 
Unchanged Positions :
6
 18,317
 0.45%
 
Decreased Positions :
10
-99,588
-2.44%
 
Closed Positions :
4
-134,618
-3.3%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Castleview Partners LLC 8 *New 2023-12-31 105,119 $2,395,000 105,119
   Andina Capital Management LLC 43 *New 2024-03-31 24,033 $545,000 24,033
   CITIZENS FINANCIAL GROUP INC/RI 321 *New 2023-12-31 15,000 $342,000 15,000
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2916 *New 2024-03-31 9,881 $224,000 9,881
   CAP Partners LLC 108 *New 2024-03-31 9,726 $220,000 9,726
   TD Waterhouse Canada Inc. 922 *New 2024-03-31 4,000 $90,000 4,000
   Fortitude Family Office LLC 106 *New 2024-03-31 3,726 $84,000 3,726
   First Capital Advisors Group LLC. 295 *New 2023-06-30 2,250 $52,000 2,250
   SIMPLEX TRADING LLC 1513 *New 2024-03-31 1,585 $35,000 1,585
   New Millennium Group LLC 167 *New 2023-12-31 684 $16,000 684
   TOWER RESEARCH CAPITAL LLC 4489 *New 2023-12-31 382 $9,000 382
   Glassman Wealth Services 167 *New 2024-03-31 295 $7,000 295
   ADVISORY SERVICES NETWORK, LLC 3051 *New 2023-12-31 200 $5,000 200
   VitalStone Financial LLC 376 *New 2023-12-31 122 $3,000 122
   BANK OF AMERICA CORP /DE/ 6456 *New 2023-12-31 19 $0 19
  15 Records found
  1    
  Page 1 of 1
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