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Ownership Profile

Shareholders

Shareholder Holders Value ($MM) % O/S Shares
Institution 41 2.37 7.41 702,632
Mutual Fund 11 1.16 3.42 324,306
Insider 10 6.19 14.67 1,379,020

Rotation

Shareholder Holders Value Chg ($MM) % O/S Share Change
Buyers 20 0.67 2.08 198,635
Sellers 16 -0.41 1.29 -122,941
Net 0.26 0.79 75,694

Concentration

Value ($MM) % O/S Shares
Total Inst. 13.36 29.35 2,752,107
Top 10 Inst. 12.08 26.01 2,437,233
Top 20 Inst. 13.25 29.05 2,724,060
Top 50 Inst. 13.36 29.35 2,752,099

Style

Holders Value ($MM) % Inst Shares Shares
Growth
Aggressive Growth -- --
Core Growth 6 0.01 0.04 4,114
Growth 2 -- -- 318
Income
Income Value -- --
Yield 1 0.06 0.18 16,666
Index 6 1.93 6.03 571,825
Other 9 0.12 0.38 35,620
Broker Dealer 5 0.02 0.08 7,219
GARP 2 -- 0.01 1,034
Hedge Fund 2 0.09 0.29 27,367
Specialty -- --
Value 5 0.06 0.18 16,637
Core Value 3 -- -- 200
Deep Value 2 0.06 0.17 16,437

Location: Global Region

Holders % O/S Shares Share Value
North America 52 29.35 2,752,107 13,361,991

Top Holders

Holder Shares Held % O/S Share Change Filing Date
Epsilon Acquisitions LLC 670,455 7.27 -- 3/31/19
Fried (Kenneth) 553,075 5.84 64,500 12/31/19
The Vanguard Group, Inc. 264,828 2.79 -- 3/31/20
Justh (Mark B) 244,066 2.58 20,000 3/17/20
BlackRock Institutional Trust Company, N.A. 217,014 2.29 -501 3/31/20
Stemm (Gregory P) 201,751 2.19 -- 3/31/19
Gordon (Mark D) 130,601 1.42 -- 3/31/19
Geode Capital Management, L.L.C. 60,379 0.64 584 3/31/20
Nudi (Jay A) 48,112 0.52 12,546 3/31/19
Longley (John D Jr) 46,952 0.50 3,000 3/20/20

Top Holders: Mutual Funds

Fund Shares Held % O/S Share Change Filing Date
Vanguard Total Stock Market Index Fund 167,947 1.76 -- 3/31/20
Vanguard Extended Market Index Fund 84,811 0.89 -- 3/31/20
Fidelity Extended Market Index Fund 34,805 0.36 -- 4/30/20
iShares Micro-Cap ETF 21,840 0.23 1,884 4/30/20
Fidelity Total Market Index Fund 13,660 0.14 -- 4/30/20
Vanguard Institutional Total Stock Market Index Fund 6,843 0.07 -- 4/30/20
iShares Core S&P Total U.S. Stock Market ETF 6,704 0.07 -171 4/30/20
Fidelity Series Total Market Index Fund 5,710 0.06 -- 4/30/20
Fidelity NASDAQ Composite Index Fund 5,577 0.06 -- 4/30/20
Vanguard Balanced Index Fund 3,525 0.04 -- 4/30/20

* Insider values reflect direct beneficial ownership.

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