Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 05/10/2024 | 393.89 K | $21.53 M | 5.18% | 18.86% |
| HTLF BANK | 04/25/2024 | 279.82 K | $15.29 M | -1.35% | 13.40% |
| ENVESTNET ASSET MANAGEMENT INC | 05/13/2024 | 110.70 K | $6.05 M | 7.36% | 5.30% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 04/22/2024 | 88.06 K | $4.81 M | 6.95% | 4.22% |
| ADVISOR GROUP HOLDINGS, INC. | 05/10/2024 | 87.63 K | $4.79 M | 2.12% | 4.20% |
| CENTRAL TRUST CO | 04/24/2024 | 81.28 K | $4.44 M | -7.45% | 3.89% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/24/2024 | 70.22 K | $3.84 M | -0.95% | 3.36% |
| KEY CLIENT FIDUCIARY ADVISORS, LLC | 04/15/2024 | 41.97 K | $2.29 M | -3.13% | 2.01% |
| CETERA INVESTMENT ADVISERS | 05/24/2024 | 36.13 K | $1.98 M | 56.79% | 1.73% |
| GOLDMAN SACHS GROUP INC | 05/15/2024 | 33.28 K | $1.82 M | 101.73% | 1.59% |
| D.A. DAVIDSON & CO. | 05/13/2024 | 30.36 K | $1.66 M | -0.39% | 1.45% |
| ROYAL BANK OF CANADA | 11/05/2024 | 30.00 K | $1.64 M | -22.54% | 1.44% |
| RAYMOND JAMES & ASSOCIATES | 04/22/2024 | 20.05 K | $1.10 M | 79.61% | 0.96% |
| FORTIS GROUP ADVISORS, LLC | 04/30/2024 | 17.98 K | $982.92 K | 100.00% | 0.86% |
| CETERA ADVISORS LLC | 05/15/2024 | 16.33 K | $892.38 K | 198.90% | 0.78% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/29/2024 | 15.08 K | $825.00 K | 100.00% | 0.72% |
| CORNERSTONE WEALTH MANAGEMENT, LLC | 04/19/2024 | 14.50 K | $792.81 K | 1.12% | 0.69% |
| OXENFREE CAPITAL LLC | 04/22/2024 | 13.44 K | $734.58 K | 6.08% | 0.64% |
| PRIVATE ADVISOR GROUP, LLC | 04/30/2024 | 12.60 K | $688.54 K | 1.88% | 0.60% |
| ALPHASTAR CAPITAL MANAGEMENT, LLC | 05/08/2024 | 9.86 K | $538.67 K | 0.00% | 0.47% |
| KESTRA ADVISORY SERVICES, LLC | 05/15/2024 | 8.40 K | $459.23 K | 17.36% | 0.40% |
| CERTUS WEALTH MANAGEMENT, LLC | 05/06/2024 | 8.10 K | $425.49 K | -1.59% | 0.39% |
| NFP RETIREMENT, INC. | 02/13/2025 | 6.12 K | $334.35 K | 2.50% | 0.29% |
| MONEY CONCEPTS CAPITAL CORP | 05/01/2024 | 5.36 K | $292.92 K | -3.32% | 0.26% |
| PRINCIPAL SECURITIES, INC. | 05/10/2024 | 4.68 K | $255.54 K | -51.51% | 0.22% |
| MARINER, LLC | 05/15/2024 | 4.30 K | $235.28 K | -39.77% | 0.21% |
| EQUITABLE HOLDINGS, INC. | 05/14/2024 | 4.12 K | $225.20 K | 5.10% | 0.20% |
| JANNEY MONTGOMERY SCOTT LLC | 05/01/2024 | 4.07 K | $222.00 K | 100.00% | 0.19% |
| TIDEMARK, LLC | 05/13/2024 | 2.79 K | $152.21 K | -67.22% | 0.13% |
| HARBOUR INVESTMENTS, INC. | 07/22/2024 | 2.51 K | $136.92 K | 0.00% | 0.12% |
| SRS CAPITAL ADVISORS, INC. | 05/14/2024 | 1.82 K | $99.30 K | 0.33% | 0.09% |
| US BANCORP \DE\ | 05/08/2024 | 1.51 K | $82.48 K | -42.65% | 0.07% |
| GLOBAL RETIREMENT PARTNERS, LLC | 04/23/2024 | 1.36 K | $74.06 K | -97.82% | 0.06% |
| ALLWORTH FINANCIAL LP | 04/25/2024 | 1.12 K | $61.33 K | 100.00% | 0.05% |
| PRIVATE TRUST CO NA | 04/24/2024 | 772 | $42.20 K | 109.21% | 0.04% |
| FRANKLIN RESOURCES INC | 05/13/2024 | 763 | $41.71 K | 2.01% | 0.04% |
| FARTHER FINANCE ADVISORS, LLC | 05/14/2024 | 61 | $3.32 K | 0.00% | 0.00% |
| UBS GROUP AG | 05/13/2024 | 3 | $164 | -98.21% | 0.00% |
| MORGAN STANLEY | 10/17/2024 | 1 | $80 | 100.00% | 0.00% |
| CITADEL ADVISORS LLC | 05/15/2024 | 0 | $0 | -100.00% | 0.00% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 05/08/2024 | 0 | $0 | -100.00% | 0.00% |
| GENEOS WEALTH MANAGEMENT INC. | 05/03/2024 | 0 | $0 | -100.00% | 0.00% |
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institutional Ownership - FAQ's
During the previous two years, 10 institutional investors and hedge funds held shares of . The most heavily invested institutionals were:
Cetera Advisors LLC: 16,326
FOCUS FINANCIAL NETWORK INC /ADV: 28,351
DUBUQUE BANK & TRUST CO: 255,091
Ten Capital Wealth Advisors, LLC: 0
American Portfolios Advisors: 39,554
MARINER INDEPENDENT ADVISOR NETWORK, LLC: 18,348
69.95% of stock is owned by institutional investors.
Institutional investors have bought a total of 536.63 K shares in the last 24 months. This purchase volume represents approximately $0 in transactions.