Revenue
2008
2009
2010
2011
2012
2014
2015
2016
2017
2018
2018
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 · Dec 31 | 2018 · Oct 31 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $5.1M | $4.7M | $5.3M | $330,793 | — | — | — | $0 | $0 | $0 | $0 | $0 | $21,021 | — | $406,358 | $2.2M | $699,872 | $4.9M | $44.0M |
| Operating expenses | $1.6M | $746,227 | $1.0M | $2.1M | $3.0M | $2.6M | $2.0M | $369,728 | $2.4M | $2.2M | $2.2M | $1.5M | $862,268 | $939,137 | $1.2M | $1.5M | $2.3M | $2.3M | $4.6M |
| Net income | $3.4M | $4.0M | $4.3M | −$1.8M | −$3.0M | −$2.6M | −$2.0M | −$369,728 | −$2.4M | −$2.2M | −$2.2M | −$1.5M | −$841,247 | −$939,137 | −$790,317 | $675,520 | −$1.6M | $2.5M | $39.4M |
| Net profit margin | 67.56% | 84.25% | 80.49% | −539.83% | — | — | — | — | — | — | — | — | −4,001.94% | — | −194.49% | 30.62% | −222.78% | 52.22% | 89.56% |
| Basic EPSper basic share | $0.88 | $2.15 | $1.65 | -$0.62 | -$1.13 | -$0.98 | -$0.88 | -$0.15 | -$0.93 | -$0.87 | -$0.78 | -$0.62 | -$0.52 | -$0.52 | -$0.34 | $0.25 | -$0.37 | — | — |
| Diluted EPSper diluted share | $0.88 | $2.15 | $1.65 | -$0.62 | -$1.13 | -$0.98 | -$0.88 | -$0.15 | -$0.93 | -$0.87 | -$0.78 | -$0.62 | -$0.52 | -$0.52 | -$0.34 | $0.25 | -$0.37 | — | — |
Reported shareholders
Reported holdings Number of shares
| Holder | Shares held |
|---|---|
MORGAN STANLEY | 346.74K |
BANK OF AMERICA CORP /DE/ | 232.62K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 150.2K |
Virtu Financial LLC | 85.58K |
GOLDMAN SACHS GROUP INC | 75.01K |
Advisory Services Network, LLC | 57.96K |
WELLS FARGO & COMPANY/MN | 38.35K |
LEUTHOLD GROUP, LLC | 34.95K |
UBS Group AG | 29.04K |
Summit Place Financial Advisors, LLC | 25.44K |
CAPTRUST FINANCIAL ADVISORS | 20.79K |
COMMONWEALTH EQUITY SERVICES, LLC | 20.59K |
Resurgent Financial Advisors LLC | 20.35K |
BLAIR WILLIAM & CO/IL | 19.68K |
Ashton Thomas Private Wealth, LLC | 19.65K |
HUB Investment Partners, LLC | 17.44K |
Creative Planning | 16.02K |
Kathmere Capital Management, LLC | 11.11K |
FLOW TRADERS U.S. LLC | 10.84K |
Nautilus Advisors LLC | 10.54K |
Bars compare reported share counts. A matching total for this share class and reporting period is unavailable, so percentages are not shown.