Revenue
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $85.4M | $91.3M | $104.9M | $81.1M | $68.5M | $55.5M | $62.3M | $81.4M | $70.4M | $59.0M | $60.0M | $41.9M | $44.3M | $25.1M | $21.7M | $16.9M | $20.9M |
| Operating expenses | $82.8M | $70.2M | $83.9M | $55.4M | $45.8M | $49.7M | $47.9M | $48.1M | $51.5M | — | — | — | — | — | — | — | — |
| Operating income | $2.6M | $21.1M | $21.0M | $25.7M | $22.7M | $5.9M | $14.4M | $33.3M | $18.9M | $23.8M | $26.6M | $15.0M | $17.7M | $4.4M | −$2.2M | −$400,360 | $23.8M |
| Operating margin | 2.99% | 23.11% | 19.97% | 31.71% | 33.10% | 10.58% | 23.10% | 40.89% | 26.89% | 40.33% | 44.38% | 35.85% | 40.00% | 17.70% | −10.34% | −2.37% | 114.12% |
| EBITDA | $2.6M | $21.1M | $22.5M | $28.4M | $25.4M | $8.7M | $17.5M | $36.8M | $24.1M | $30.6M | $33.1M | $19.9M | $23.5M | $9.4M | $1.7M | $3.2M | $29.9M |
| EBITDA margin | 3.01% | 23.14% | 21.44% | 35.06% | 37.09% | 15.64% | 28.06% | 45.26% | 34.30% | 51.96% | 55.23% | 47.52% | 53.15% | 37.54% | 7.92% | 18.90% | 143.17% |
| Net income | −$7.6M | $21.3M | $54.0M | $65.6M | $38.1M | $7.2M | $30.5M | $41.1M | $30.6M | $23.8M | $26.6M | $15.0M | $17.7M | $5.0M | −$1.7M | −$604,191 | $23.8M |
| Net profit margin | −8.92% | 23.36% | 51.49% | 80.87% | 55.66% | 12.98% | 48.93% | 50.57% | 43.46% | 40.33% | 44.38% | 35.85% | 40.00% | 19.89% | −7.71% | −3.58% | 114.07% |
| Basic EPSper basic share | -$0.52 | $0.76 | $2.06 | $2.58 | $1.53 | $0.07 | $0.42 | $0.60 | $0.44 | $0.34 | $0.34 | $0.25 | $0.40 | $0.14 | -$0.04 | $0.07 | $0.15 |
| Diluted EPSper diluted share | -$0.52 | $0.76 | $2.06 | $2.58 | $1.53 | $0.07 | $0.42 | $0.60 | $0.44 | $0.34 | $0.34 | $0.25 | $0.40 | $0.14 | -$0.04 | $0.07 | $0.15 |
Reported shareholders
Reported holdings Number of shares
| Holder | Shares held |
|---|---|
Equitable Holdings, Inc. | 623.88K |
MORGAN STANLEY | 557.47K |
BLUEFIN CAPITAL MANAGEMENT, LLC | 103.2K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 99.65K |
RAYMOND JAMES FINANCIAL INC | 61.03K |
ROYAL BANK OF CANADA | 53.33K |
Larson Financial Group LLC | 47.13K |
STIFEL FINANCIAL CORP | 44.79K |
Cambridge Investment Research Advisors, Inc. | 43.29K |
MGO ONE SEVEN LLC | 41.28K |
ASHTON THOMAS SECURITIES, LLC | 25.13K |
Samalin Investment Counsel, LLC | 24.9K |
Corient Private Wealth LP | 21K |
WELLS FARGO & COMPANY/MN | 19.39K |
INTEGRITY ALLIANCE, LLC. | 16.53K |
Kestra Advisory Services, LLC | 16.22K |
Cetera Investment Advisers | 14.4K |
Advisory Advocates, LLC | 12.95K |
UBS Group AG | 12.88K |
LPL Financial LLC | 12.55K |
Bars compare reported share counts. A matching total for this share class and reporting period is unavailable, so percentages are not shown.
| Transaction | Insider | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|
| Nov 3, 2025Form 4 | Baevsky JeffreyDirector | BuyBeneficial Unit Certficiates | 300 | $8.30 | $2.5K | 24.4K |
| Oct 29, 2025Form 4 | Baevsky JeffreyDirector | BuyBeneficial Unit Certificates | 2.3K | $8.67 | $19.8K | 24.1K |
| Aug 12, 2024Form 4 | Rogozinski KennethChief Executive Officer | BuyBeneficial Unit Certificates · indirect | 1.8K | $14.06 | $24.7K | 61.2K |
| Aug 9, 2024Form 4 | Rogozinski KennethChief Executive Officer | BuyBeneficial Unit Certificates · indirect | 2.2K | $14.14 | $31.7K | 59.4K |