Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 05/15/2024 | 423.22 K | $18.85 M | -5.98% | 33.25% |
| SOWELL FINANCIAL SERVICES LLC | 05/03/2024 | 118.71 K | $5.29 M | 100.00% | 9.33% |
| LPL FINANCIAL LLC | 05/10/2024 | 117.80 K | $5.25 M | 39.60% | 9.26% |
| NEWEDGE ADVISORS, LLC | 05/14/2024 | 89.04 K | $3.97 M | 8.68% | 7.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/07/2024 | 48.67 K | $2.17 M | 24.58% | 3.82% |
| PRISM ADVISORS, INC. | 04/05/2024 | 29.61 K | $1.32 M | 3.04% | 2.33% |
| GEOWEALTH MANAGEMENT, LLC | 05/15/2024 | 23.04 K | $1.03 M | 100.00% | 1.81% |
| GOLDMAN SACHS GROUP INC | 05/15/2024 | 17.65 K | $786.02 K | 90.81% | 1.39% |
| CITADEL ADVISORS LLC | 05/15/2024 | 16.42 K | $731.20 K | 100.00% | 1.29% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 04/22/2024 | 15.85 K | $705.99 K | 21.85% | 1.25% |
| PRIVATE ADVISOR GROUP, LLC | 04/30/2024 | 12.10 K | $538.68 K | -17.83% | 0.95% |
| ALLWORTH FINANCIAL LP | 04/25/2024 | 11.59 K | $516.10 K | 0.00% | 0.91% |
| REDWOOD FINANCIAL NETWORK CORP | 05/02/2024 | 10.79 K | $480.61 K | 100.00% | 0.85% |
| JPMORGAN CHASE & CO | 12/26/2024 | 10.48 K | $466.80 K | 0.00% | 0.82% |
| PARCION PRIVATE WEALTH LLC | 04/24/2024 | 7.99 K | $356.00 K | -15.01% | 0.63% |
| SIGNAL ADVISORS WEALTH, LLC | 04/10/2024 | 7.57 K | $337.23 K | 0.36% | 0.60% |
| CWM, LLC | 04/05/2024 | 7.54 K | $336.00 K | -75.88% | 0.59% |
| MARIPAU WEALTH MANAGEMENT LLC | 05/14/2024 | 6.88 K | $306.28 K | 0.39% | 0.54% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/29/2024 | 5.54 K | $247.00 K | 100.00% | 0.43% |
| KEUDELL/MORRISON WEALTH MANAGEMENT | 05/07/2024 | 5.26 K | $234.25 K | 1.45% | 0.41% |
| FERMATA ADVISORS, LLC | 04/12/2024 | 4.54 K | $202.13 K | 100.00% | 0.36% |
| WELLS FINANCIAL ADVISORS INC | 05/14/2024 | 1.71 K | $75.97 K | 72.15% | 0.13% |
| NORTHROCK PARTNERS, LLC | 04/22/2025 | 1.70 K | $75.71 K | 0.00% | 0.13% |
| ARCHER INVESTMENT CORP | 05/09/2024 | 1.62 K | $72.14 K | 0.00% | 0.13% |
| CAROLINA WEALTH ADVISORS, LLC | 04/05/2024 | 805 | $35.85 K | 0.00% | 0.06% |
| PRINCIPAL SECURITIES, INC. | 05/10/2024 | 734 | $32.69 K | 192.43% | 0.06% |
| ROYAL BANK OF CANADA | 11/05/2024 | 700 | $31.00 K | -30.00% | 0.06% |
| GLOBAL RETIREMENT PARTNERS, LLC | 04/23/2024 | 572 | $25.47 K | 0.00% | 0.04% |
| ADVISOR GROUP HOLDINGS, INC. | 05/10/2024 | 428 | $19.06 K | -65.32% | 0.03% |
| WELLS FARGO & COMPANY/MN | 05/10/2024 | 1 | $46 | 100.00% | 0.00% |
| FMR LLC | 05/13/2024 | 1 | $45 | 100.00% | 0.00% |
institutional Ownership - FAQ's
During the previous two years, 4 institutional investors and hedge funds held shares of . The most heavily invested institutionals were:
SILVERHAWK ASSET MANAGEMENT, LLC: 187,312
Carroll Financial Associates, Inc.: 167
LADENBURG THALMANN FINANCIAL SERVICES INC.: 932
ADVANTAGE INVESTMENT MANAGEMENT, LLC: 840
78.45% of stock is owned by institutional investors.
Institutional investors have bought a total of 189.25 K shares in the last 24 months. This purchase volume represents approximately $0 in transactions.