Platform Features
Platform Features
Features
Investment Products
Private Wealth Management
Trading Tools
Market Data Services
Analysis Tools
News Services
Longbridge Pro
For Developers
Account Types
For Individuals
For Institutions
Café
More
Log in / Sign up
Callan Jmb
CJMB
--
--
Start trading
Overview
Overview
News
News
Posts
Posts
Financials
Financials
Forecast
Forecast
Valuation
Valuation
Shareholders
Shareholders
Profile
Profile
All Shareholders
Institutional Holders
Insiders
All Shareholders
Shareholder Type
Individuals & Insiders
56.45%
Public and others
32.75%
Institutions
10.80%
Major Shareholders
Latest
Major Shareholders Latest
Shareholder
% Held
Shares Held
Change %
Shares Changed
Report Date
Wayne Williams
Founder, CEO, President & Chairman
41.33%
2.38M
1.74%
+134.98K
08/17/2026
David Croyle
Chief Medical Officer
13.73%
789.81K
0.21%
+0
08/17/2026
Creative Planning, LLC
4.45%
255.69K
0.08%
+0
06/30/2026
Bard Associates Inc.
3.99%
229.25K
0.36%
-16.23K
06/30/2026
Citadel Advisors LLC
0.56%
32.09K
0.56%
+32.09K
06/30/2026
Gerald Dial
Independent Director
0.48%
27.46K
<0.01%
+0
08/17/2026
Liberty Duke
Independent Director
0.48%
27.41K
<0.01%
+0
08/17/2026
Mark Meller
Former Independent Director
0.43%
25.00K
<0.01%
+0
08/17/2026
Axxcess Wealth Management, LLC
0.43%
25.00K
--
+25.00K
06/30/2026
Geode Capital Management, LLC
0.27%
15.67K
0.13%
-7.30K
06/30/2026
Financial Plan, Inc.
0.23%
13.50K
0.23%
+13.50K
06/30/2026
Citigroup Inc.
0.23%
13.42K
--
+13.42K
06/30/2026
HighTower Advisors, LLC
0.22%
12.50K
<0.01%
+0
06/30/2026
XTX Markets Limited
0.20%
11.29K
--
+11.29K
06/30/2026
Vanguard Capital Management, LLC
0.12%
6.66K
0.04%
-2.07K
06/30/2026
UBS Asset Management AG
0.10%
5.64K
0.07%
+4.01K
06/30/2026
Tower Research Capital Europe Limited
<0.01%
434.00
0.03%
-1.64K
06/30/2026
Caitong International Asset Management Co., Limited
<0.01%
1.00
<0.01%
-1.00
06/30/2026
Barclays Bank Plc
<0.01%
1.00
--
+1.00
06/30/2026
Qsemble Capital Management, LP
0.00%
0.00
0.09%
-4.83K
06/30/2026