Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| COLORADO CAPITAL MANAGEMENT, INC. | 01/23/2026 | 12.09 K | $614.00 K | -1.23% | 1.05% |
| BRINKER CAPITAL INVESTMENTS, LLC | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
| CWM, LLC | 01/26/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| GLOBAL RETIREMENT PARTNERS, LLC | 02/06/2026 | 0 | $0 | -100.00% | 0.00% |
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institutional Ownership - FAQ's
During the previous two years, 13 institutional investors and hedge funds held shares of . The most heavily invested institutionals were:
Colorado Capital Management, Inc.: 12,087
Hanson & Doremus Investment Management: 74
Global Retirement Partners, LLC: 0
Brinker Capital Investments, LLC: 0
CWM, LLC: 0
ADVISOR GROUP HOLDINGS, INC.: 0
1.05% of stock is owned by institutional investors.
Institutional investors have bought a total of 66.97 K shares in the last 24 months. This purchase volume represents approximately $0 in transactions.