Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WHARTON BUSINESS GROUP, LLC | 02/04/2025 | 798.67 K | $29.61 M | 122.42% | 3.71% |
| BANK OF AMERICA CORP /DE/ | 02/14/2025 | 508.10 K | $18.84 M | 7.66% | 2.36% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 301.38 K | $11.17 M | 10.46% | 1.40% |
| ARKADIOS WEALTH ADVISORS | 01/15/2025 | 213.98 K | $7.93 M | 100.00% | 0.99% |
| UBS GROUP AG | 02/14/2025 | 151.53 K | $5.62 M | -5.06% | 0.70% |
| ROYAL BANK OF CANADA | 02/14/2025 | 111.58 K | $4.14 M | 19.26% | 0.52% |
| GIMBAL FINANCIAL | 02/03/2025 | 107.37 K | $3.98 M | 100.00% | 0.50% |
| WEALTHCARE ADVISORY PARTNERS LLC | 01/15/2025 | 90.06 K | $3.34 M | 8.02% | 0.42% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/10/2025 | 79.68 K | $2.95 M | -10.04% | 0.37% |
| CREATIVE PLANNING | 02/14/2025 | 69.92 K | $2.59 M | 37.26% | 0.32% |
| GTS SECURITIES LLC | 02/18/2025 | 64.93 K | $2.41 M | 100.00% | 0.30% |
| STRATEGIC WEALTH INVESTMENT GROUP, LLC | 01/23/2025 | 60.80 K | $2.25 M | -1.01% | 0.28% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 01/21/2025 | 51.89 K | $1.92 M | 100.00% | 0.24% |
| STIFEL FINANCIAL CORP | 02/13/2025 | 50.66 K | $1.88 M | 2.33% | 0.24% |
| MML INVESTORS SERVICES, LLC | 02/13/2025 | 49.27 K | $1.83 M | 14.11% | 0.23% |
| CITIGROUP INC | 02/12/2025 | 49.24 K | $1.83 M | -26.22% | 0.23% |
| ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 47.92 K | $1.78 M | 6.76% | 0.22% |
| CETERA INVESTMENT ADVISERS | 02/14/2025 | 39.81 K | $1.48 M | 62.35% | 0.18% |
| MERCER GLOBAL ADVISORS INC /ADV | 02/14/2025 | 39.12 K | $1.45 M | 0.59% | 0.18% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 35.88 K | $1.33 M | 21.08% | 0.17% |
| CORA CAPITAL ADVISORS LLC | 01/21/2025 | 34.62 K | $1.28 M | -2.01% | 0.16% |
| BROOKSTONE CAPITAL MANAGEMENT | 01/13/2025 | 31.10 K | $1.15 M | -3.96% | 0.14% |
| CASCADE INVESTMENT GROUP, INC. | 01/16/2025 | 29.48 K | $1.09 M | -1.67% | 0.14% |
| STRATEGIC ADVOCATES LLC | 01/23/2025 | 27.89 K | $1.03 M | 21.15% | 0.13% |
| TSFG, LLC | 01/13/2025 | 27.52 K | $1.02 M | 2.39% | 0.13% |
| CWM, LLC | 02/04/2025 | 26.97 K | $1.00 M | 0.06% | 0.13% |
| KESTRA ADVISORY SERVICES, LLC | 02/10/2025 | 25.97 K | $962.75 K | 13.96% | 0.12% |
| JONES FINANCIAL COMPANIES LLLP | 02/06/2025 | 23.57 K | $873.71 K | 238.49% | 0.11% |
| PHOENIX WEALTH ADVISORS | 01/17/2025 | 23.38 K | $866.62 K | 0.09% | 0.11% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/14/2025 | 22.94 K | $850.00 K | 19.99% | 0.11% |
| COPPERLEAF CAPITAL, LLC | 01/30/2025 | 21.89 K | $811.43 K | 100.00% | 0.10% |
| ATLAS PRIVATE WEALTH ADVISORS | 01/21/2025 | 19.94 K | $739.18 K | 0.00% | 0.09% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 19.45 K | $721.05 K | -85.56% | 0.09% |
| ATRIA WEALTH SOLUTIONS, INC. | 01/31/2025 | 17.57 K | $651.43 K | 5.52% | 0.08% |
| CI PRIVATE WEALTH, LLC | 02/10/2025 | 17.57 K | $651.39 K | -31.78% | 0.08% |
| WEALTHFRONT ADVISERS LLC | 02/07/2025 | 17.13 K | $2.30 M | 100.00% | 0.08% |
| PEAPACK GLADSTONE FINANCIAL CORP | 02/13/2025 | 17.00 K | $630.00 K | 0.00% | 0.08% |
| SANCTUARY ADVISORS, LLC | 01/31/2025 | 16.98 K | $660.64 K | 4.02% | 0.08% |
| STRATOS WEALTH PARTNERS, LTD. | 01/27/2025 | 16.26 K | $602.66 K | -1.78% | 0.08% |
| ADVISORS PREFERRED, LLC | 01/28/2025 | 16.22 K | $603.67 K | 100.00% | 0.08% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 02/13/2025 | 15.31 K | $567.35 K | -11.67% | 0.07% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 02/13/2025 | 14.36 K | $532.30 K | 100.00% | 0.07% |
| CONSOLIDATED PORTFOLIO REVIEW CORP | 01/27/2025 | 14.32 K | $530.69 K | 0.79% | 0.07% |
| CIBC WORLD MARKET INC. | 01/23/2025 | 13.95 K | $517.00 K | -3.13% | 0.06% |
| INSIGNEO ADVISORY SERVICES, LLC | 02/13/2025 | 13.21 K | $489.84 K | 0.00% | 0.06% |
| WOLF GROUP CAPITAL ADVISORS | 02/18/2025 | 13.07 K | $431.73 K | 0.00% | 0.06% |
| GLASS JACOBSON INVESTMENT ADVISORS LLC | 02/13/2025 | 12.66 K | $469.36 K | 5.99% | 0.06% |
| CERITY PARTNERS LLC | 02/13/2025 | 12.58 K | $465.94 K | -0.30% | 0.06% |
| FINANCIAL ENGINES ADVISORS L.L.C. | 02/12/2025 | 12.56 K | $465.45 K | 100.00% | 0.06% |
| MATISSE CAPITAL | 01/24/2025 | 12.48 K | $462.68 K | 14.27% | 0.06% |
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institutional Ownership - FAQ's
During the previous two years, 25 institutional investors and hedge funds held shares of . The most heavily invested institutionals were:
AlphaMark Advisors, LLC: 28
RAYMOND JAMES & ASSOCIATES: 36,332
Raymond James Financial Services Advisors, Inc.: 20,621
FinTrust Capital Advisors, LLC: 4,627
M&R CAPITAL MANAGEMENT INC: 500
Naples Money Management LLC: 100
22.37% of stock is owned by institutional investors.
Institutional investors have bought a total of 143.17 K shares in the last 24 months. This purchase volume represents approximately $0 in transactions.