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Most stock quote data provided by Financial Modeling Prep
Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.
About N/A of shares are held by financial institutions. KEYSTONE FINANCIAL SERVICES, LLC is the top corporate investor, holding 198.86K shares valued at $4.99M. A 10.56% stake in Virtus KAR Mid-Cap ETF is owned by the company. LPL FINANCIAL LLC owns 210.83K shares valued at $5.29M, which translates its holding of 11.19% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Jun 30, 2026 | KEYSTONE FINANCIAL SERVICES, LLC | 10.56% | 198.86K | 4.99M | 7.66K | +4.00% |
| Jun 30, 2026 | LPL FINANCIAL LLC | 11.19% | 210.83K | 5.29M | 194.76K | +1,211.87% |
| Jun 30, 2026 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 12.82% | 241.42K | 6.06M | -59.23K | -19.70% |
| Jun 30, 2026 | ALLEGHENY FINANCIAL GROUP LTD | 38.56% | 726.23K | 18.22M | 105.86K | +17.06% |
| Jun 30, 2026 | MORGAN STANLEY | 0% | 0 | - | -804 | -100.00% |
| Jun 30, 2026 | JPMORGAN CHASE & CO | 0.03% | 593 | 14.71K | 593 | +100.00% |
| Jun 30, 2026 | ARVEST INVESTMENTS, INC. | 0% | 0 | - | -849 | -100.00% |
| Jun 30, 2026 | UBS GROUP AG | 0.04% | 786 | 19.72K | 786 | +100.00% |
| Jun 30, 2026 | ADVISOR GROUP HOLDINGS, INC. | 0.06% | 1.2K | 30.15K | 1.2K | +100.00% |
| Jun 30, 2026 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.09% | 1.7K | 42.65K | 0 | 0 |
| Jun 30, 2026 | EVERSOURCE WEALTH ADVISORS, LLC | 0.38% | 7.17K | 179.78K | -655 | -8.37% |
| Jun 30, 2026 | ADVISORY RESOURCE GROUP | 0.46% | 8.66K | 217.12K | 8 | +0.09% |
| Jun 30, 2026 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.52% | 9.81K | 246.12K | 9.81K | +100.00% |
| Jun 30, 2026 | PENSIONMARK FINANCIAL GROUP, LLC | 0.54% | 10.15K | 241.98K | 0 | 0 |
| Jun 30, 2026 | STEPHENS INC /AR/ | 0.7% | 13.26K | 332.51K | 825 | +6.64% |
| Jun 30, 2026 | VESTMARK ADVISORY SOLUTIONS, INC. | 1.03% | 19.45K | 487.84K | 9.11K | +88.11% |
| Jun 30, 2026 | CITADEL ADVISORS LLC | 1.05% | 19.74K | 495.09K | 19.74K | +100.00% |
| Jun 30, 2026 | NEW INSIGHT WEALTH ADVISORS | 9.32% | 175.56K | 4.4M | -64.93K | -27.00% |
| Mar 31, 2026 | PENSIONMARK FINANCIAL GROUP, LLC | 0.54% | 10.15K | 241.98K | 10.15K | +100.00% |
| Mar 31, 2026 | LPL FINANCIAL LLC | 0.85% | 16.07K | 383.13K | 16.07K | +100.00% |
| Mar 31, 2026 | KEYSTONE FINANCIAL SERVICES, LLC | 10.15% | 191.2K | 4.56M | 10.06K | +5.55% |
| Mar 31, 2026 | NEW INSIGHT WEALTH ADVISORS | 12.77% | 240.49K | 5.73M | -1.21K | -0.50% |
| Mar 31, 2026 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 15.96% | 300.65K | 7.16M | -19.35K | -6.05% |
| Mar 31, 2026 | ALLEGHENY FINANCIAL GROUP LTD | 32.94% | 620.37K | 14.79M | 179.76K | +40.80% |
| Mar 31, 2026 | ADVISOR GROUP HOLDINGS, INC. | 0% | 0 | - | -1.3K | -100.00% |
| Mar 31, 2026 | UBS GROUP AG | 0% | 0 | - | -302 | -100.00% |
| Mar 31, 2026 | CWM, LLC | 0.03% | 487 | 11.61K | -208 | -29.93% |
| Mar 31, 2026 | MORGAN STANLEY | 0.04% | 804 | 19.17K | -12.24K | -93.83% |
| Mar 31, 2026 | ARVEST INVESTMENTS, INC. | 0.05% | 849 | 20.24K | 0 | 0 |
| Mar 31, 2026 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.09% | 1.7K | 40.53K | 0 | 0 |
| Mar 31, 2026 | EVERSOURCE WEALTH ADVISORS, LLC | 0.42% | 7.82K | 186.48K | -822 | -9.51% |
| Mar 31, 2026 | ADVISORY RESOURCE GROUP | 0.46% | 8.65K | 206.14K | -27.05K | -75.77% |
| Mar 31, 2026 | VESTMARK ADVISORY SOLUTIONS, INC. | 0.55% | 10.34K | 246.46K | 10.34K | +100.00% |
| Mar 31, 2026 | STEPHENS INC /AR/ | 0.66% | 12.43K | 296.33K | 3.8K | +43.95% |
| Dec 31, 2025 | KEYSTONE FINANCIAL SERVICES, LLC | 12.25% | 181.15K | 4.42M | 4.79K | +2.71% |
| Dec 31, 2025 | MORGAN STANLEY | 0.82% | 13.04K | 317.92K | 13.04K | +100.00% |
| Dec 31, 2025 | CWM, LLC | 0.04% | 695 | 17K | -131 | -15.86% |
| Dec 31, 2025 | UBS GROUP AG | 0.02% | 302 | 7.36K | 302 | +100.00% |
| Dec 31, 2025 | ALLEGHENY FINANCIAL GROUP LTD | 29.79% | 440.62K | 10.74M | 282.12K | +177.99% |
| Dec 31, 2025 | NEW INSIGHT WEALTH ADVISORS | 15.24% | 241.69K | 5.89M | 3.96K | +1.66% |
| Dec 31, 2025 | ADVISORY RESOURCE GROUP | 2.26% | 35.69K | 870.2K | 2.12K | +6.31% |
| Dec 31, 2025 | EVERSOURCE WEALTH ADVISORS, LLC | 0.54% | 8.64K | 210.75K | -617 | -6.66% |
| Dec 31, 2025 | STEPHENS INC /AR/ | 0.54% | 8.64K | 210.52K | 8.64K | +100.00% |
| Dec 31, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.11% | 1.7K | 41.45K | 200 | +13.33% |
| Dec 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.08% | 1.3K | 31.73K | -1.65K | -55.93% |
| Dec 31, 2025 | ARVEST INVESTMENTS, INC. | 0.06% | 849 | 20.7K | 849 | +100.00% |
| Dec 31, 2025 | CITADEL ADVISORS LLC | 0% | 0 | - | -20.42K | -100.00% |
| Dec 31, 2025 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 20.17% | 320K | 7.79M | 35.39K | +12.43% |
| Dec 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0% | 0 | - | -21.27K | -100.00% |
| Sep 30, 2025 | EVERSOURCE WEALTH ADVISORS, LLC | 0.72% | 9.26K | 228.47K | 9.19K | +12,943.66% |
| Sep 30, 2025 | ADVISORY RESOURCE GROUP | 2.62% | 33.57K | 828.27K | -1.89K | -5.34% |
| Sep 30, 2025 | CITADEL ADVISORS LLC | 1.59% | 20.42K | 503.64K | 20.42K | +100.00% |
| Sep 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1.66% | 21.27K | 525K | -1.72K | -7.47% |
| Sep 30, 2025 | ALLEGHENY FINANCIAL GROUP LTD | 12.35% | 158.5K | 3.91M | 88.32K | +125.84% |
| Sep 30, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.12% | 1.5K | 37.01K | 0 | 0 |
| Sep 30, 2025 | KEYSTONE FINANCIAL SERVICES, LLC | 13.74% | 176.36K | 4.35M | 6.2K | +3.64% |
| Sep 30, 2025 | NEW INSIGHT WEALTH ADVISORS | 18.53% | 237.74K | 5.86M | 10.59K | +4.66% |
| Sep 30, 2025 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 22.18% | 284.61K | 7.02M | 13.5K | +4.98% |
| Sep 30, 2025 | CLG LLC | 0% | 0 | - | -66.09K | -100.00% |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.23% | 2.95K | 72.45K | 0 | 0 |
| Sep 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0% | 0 | - | -11K | -100.00% |
| Sep 30, 2025 | CWM, LLC | 0.06% | 826 | 20K | -838 | -50.36% |
| Jun 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1.95% | 22.99K | 576K | -930 | -3.89% |
| Jun 30, 2025 | CLG LLC | 5.59% | 66.09K | 1.66M | 66.09K | +100.00% |
| Jun 30, 2025 | KEYSTONE FINANCIAL SERVICES, LLC | 14.4% | 170.16K | 4.27M | 8.99K | +5.58% |
| Jun 30, 2025 | ALLEGHENY FINANCIAL GROUP LTD | 5.94% | 70.18K | 1.76M | 70.18K | +100.00% |
| Jun 30, 2025 | NEW INSIGHT WEALTH ADVISORS | 19.22% | 227.14K | 5.7M | 70.81K | +45.30% |
| Jun 30, 2025 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 22.94% | 271.11K | 6.79M | 11.31K | +4.35% |
| Jun 30, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.13% | 1.5K | 37.61K | 1.5K | +100.00% |
| Jun 30, 2025 | CWM, LLC | 0.14% | 1.66K | 42K | -1.08K | -39.42% |
| Jun 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.25% | 2.95K | 73.98K | -2.95K | -50.01% |
| Jun 30, 2025 | UBS GROUP AG | 0% | 0 | - | -441 | -100.00% |
| Jun 30, 2025 | EVERSOURCE WEALTH ADVISORS, LLC | 0.01% | 71 | 1.78K | 0 | 0 |
| Jun 30, 2025 | ADVISORY RESOURCE GROUP | 3% | 35.47K | 889.27K | -5.33K | -13.06% |
| Jun 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.93% | 11K | 275.85K | 11K | +100.00% |
| Jun 30, 2025 | 5.59% | 66.09K | 1.66M | 66.09K | +100.00% | |
| Mar 31, 2025 | ADVISORY RESOURCE GROUP | 4.23% | 40.79K | 967.63K | -4.07K | -9.07% |
| Mar 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2.48% | 23.92K | 567K | -2.86K | -10.69% |
| Mar 31, 2025 | UBS GROUP AG | 0.05% | 441 | 10.46K | 441 | +100.00% |
| Mar 31, 2025 | JANE STREET GROUP, LLC | 0% | 0 | - | -14.53K | -100.00% |
| Mar 31, 2025 | CWM, LLC | 0.28% | 2.75K | 65K | 2.75K | +100.00% |
| Mar 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.61% | 5.9K | 139.99K | 3.8K | +180.87% |
| Mar 31, 2025 | EVERSOURCE WEALTH ADVISORS, LLC | 0.01% | 71 | 1.68K | 70 | +7,000.00% |
| Mar 31, 2025 | CITADEL ADVISORS LLC | 0% | 0 | - | -13.86K | -100.00% |
| Mar 31, 2025 | NEW INSIGHT WEALTH ADVISORS | 16.22% | 156.33K | 3.71M | 89.74K | +134.77% |
| Mar 31, 2025 | 16.72% | 161.17K | 3.82M | 10K | +6.61% | |
| Mar 31, 2025 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 26.95% | 259.81K | 6.15M | 166.54K | +178.57% |