Revenue
No reported data
| 2025 | |
|---|---|
| Operating expenses | $511,504 |
| Net income | −$2.0M |
Reported shareholders
| Holder | % owned |
|---|---|
Archer Investment Management, LLC | 1.21%157.23K shares |
ENVESTNET ASSET MANAGEMENT INC | 0.84%109.66K shares |
MML INVESTORS SERVICES, LLC | 0.63%82.09K shares |
VICTORY FINANCIAL GROUP, LLC | 0.20%25.74K shares |
Wealthspire Advisors, LLC | 0.19%24.86K shares |
CreativeOne Wealth, LLC | 0.15%20.19K shares |
Shore Point Advisors, LLC | 0.11%14.67K shares |
FIDUCIARY FINANCIAL ADVISORS | 0.06%7.97K shares |
TOMPKINS FINANCIAL CORP | 0.02%2.54K shares |
EFG International AG | 0.01%1.35K shares |
Farther Finance Advisors, LLC | <0.01%843 shares |
PNC Financial Services Group, Inc. | <0.01%800 shares |
North Star Investment Management Corp. | <0.01%795 shares |
TD Capital Management LLC | <0.01%723 shares |
MORGAN STANLEY | <0.01%100 shares |
Cape Investment Advisory, Inc. | <0.01%28 shares |
Percentages use 13.04M shares of this listed class outstanding on Jun 30, 2026.
Gray completes the 100% scale. Reported positions may overlap; holders have different reporting dates.