39.31% | % of Shares Held by All Insider |
16.82% | % of Shares Held by Institutions |
27.70% | % of Float Held by Institutions |
24 | Number of Institutions Holding Shares |
Holder | Shares | Date Reported | % Out | Value |
---|---|---|---|---|
Lake Street Advisors Group, LLC | 520,996 | Dec 30, 2023 | 9.63% | 1,156,611 |
Cypress Point Wealth Management, LLC | 94,375 | Mar 30, 2024 | 1.74% | 209,512 |
Naviter Wealth, LLC | 78,796 | Mar 30, 2024 | 1.46% | 174,927 |
Sippican Capital Advisors | 72,800 | Mar 30, 2024 | 1.35% | 161,616 |
Corient Private Wealth LLC | 50,398 | Dec 30, 2023 | 0.93% | 111,883 |
Vanguard Group Inc | 26,099 | Dec 30, 2023 | 0.48% | 57,939 |
Geode Capital Management, LLC | 22,488 | Dec 30, 2023 | 0.42% | 49,923 |
Blackrock Inc. | 15,619 | Dec 30, 2023 | 0.29% | 34,674 |
Avidian Wealth Solutions, LLC | 14,798 | Mar 30, 2024 | 0.27% | 32,851 |
Baldwin Brothers, Inc. | 8,544 | Mar 30, 2024 | 0.16% | 18,967 |
Holder | Shares | Date Reported | % Out | Value |
---|---|---|---|---|
Vanguard Extended Market Index Fund | 26,099 | Dec 30, 2023 | 0.48% | 57,939 |
Fidelity Extended Market Index Fund | 15,386 | Mar 30, 2024 | 0.28% | 34,156 |
Fidelity Series Total Market Index Fund | 3,129 | Mar 30, 2024 | 0.06% | 6,946 |
Fidelity Total Market Index Fund | 2,047 | Mar 30, 2024 | 0.04% | 4,544 |
Fidelity NASDAQ Composite Index Fund | 1,165 | Mar 30, 2024 | 0.02% | 2,586 |
Guggenheim Active Allocation Fund | 8 | Feb 28, 2024 | 0.00% | 17 |