39.31% | % of shares held by all insiders |
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 | 30 Dec 2023 | 9.63% | 1,052,464 |
Cypress Point Wealth Management, LLC | 94,375 | 30 Mar 2024 | 1.74% | 190,646 |
Naviter Wealth, LLC | 78,796 | 30 Mar 2024 | 1.46% | 159,175 |
Sippican Capital Advisors | 72,800 | 30 Mar 2024 | 1.35% | 147,063 |
Corient Private Wealth LLC | 50,398 | 30 Mar 2024 | 0.93% | 101,809 |
Vanguard Group Inc | 26,099 | 30 Dec 2023 | 0.48% | 52,722 |
Geode Capital Management, LLC | 22,488 | 30 Dec 2023 | 0.42% | 45,428 |
Blackrock Inc. | 15,619 | 30 Dec 2023 | 0.29% | 31,551 |
Avidian Wealth Solutions, LLC | 14,798 | 30 Mar 2024 | 0.27% | 29,893 |
Baldwin Brothers, Inc. | 8,544 | 30 Mar 2024 | 0.16% | 17,259 |
Holder | Shares | Date reported | % out | Value |
---|---|---|---|---|
Vanguard Extended Market Index Fund | 26,099 | 30 Dec 2023 | 0.48% | 52,722 |
Fidelity Extended Market Index Fund | 15,386 | 30 Mar 2024 | 0.28% | 31,081 |
Fidelity Series Total Market Index Fund | 3,129 | 30 Mar 2024 | 0.06% | 6,320 |
Fidelity Total Market Index Fund | 2,047 | 30 Mar 2024 | 0.04% | 4,135 |
Fidelity NASDAQ Composite Index Fund | 1,165 | 30 Mar 2024 | 0.02% | 2,353 |
Guggenheim Active Allocation Fund | 8 | 28 Feb 2024 | 0.00% | 16 |