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    2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31 2017-12-31 2017-09-30 2017-06-30 2017-03-31 2016-12-31 2016-09-30 2016-06-30 2016-03-31 2015-12-31 2015-09-30 2015-06-30 2015-03-31 2014-12-31 2014-09-30 2014-06-30 2014-03-31 2013-12-31 2013-09-30 2013-06-30 2013-03-31 2012-12-31 2012-09-30 2012-06-30 2012-03-31
Weighted Average Number Of Diluted Shares Outstanding 9.529.379.389.489.589.649.859.919.899.739.699.689.669.589.549.529.409.218.878.598.528.408.338.298.19NA8.138.118.09NA8.058.038.00NA7.887.827.77NA7.587.527.52NA1.8110.5510.58NANANANA
Weighted Average Number Of Shares Outstanding Basic 9.489.379.359.469.559.609.829.899.879.719.679.669.659.589.539.519.399.218.878.588.528.398.328.298.19NA8.128.108.08NA8.048.038.00NA7.887.827.77NA7.587.527.52NA1.8110.3210.34NANANANA
Earnings Per Share Basic 0.32-0.050.340.330.340.220.350.580.770.530.380.350.260.200.220.050.590.260.300.220.200.350.260.280.27-0.010.230.230.210.150.190.120.160.110.170.220.180.150.180.180.130.340.140.500.53NANANANA
Earnings Per Share Diluted 0.32-0.040.340.330.330.220.350.580.770.530.380.350.260.200.220.050.590.260.300.220.200.350.260.280.27-0.010.230.230.210.150.190.120.160.110.170.220.180.150.180.180.130.320.140.490.52NANANANA

    2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31 2017-12-31 2017-09-30 2017-06-30 2017-03-31 2016-12-31 2016-09-30 2016-06-30 2016-03-31 2015-12-31 2015-09-30 2015-06-30 2015-03-31 2014-12-31 2014-09-30 2014-06-30 2014-03-31 2013-12-31 2013-09-30 2013-06-30 2013-03-31 2012-12-31 2012-09-30 2012-06-30 2012-03-31
Revenue From Contract With Customer Excluding Assessed Tax 30.2728.5429.7029.7329.4328.4929.0432.1733.5133.8033.4633.1031.2428.4127.1824.0228.3627.8427.8423.9022.5724.8324.9324.5824.3324.4722.8422.0921.9521.1920.4719.3419.2619.2119.9518.5517.4317.7117.8217.2316.7217.1614.7414.4713.6914.1412.7612.9111.88
Revenues 30.2728.5429.7029.7329.4328.4929.0432.1733.5133.8033.4633.1031.2428.4127.1824.0228.3627.8427.8423.9022.5724.8324.9324.5824.3324.4722.8422.0921.9521.1920.4719.3419.2619.2119.9518.5517.4317.7117.8217.2316.7217.1614.7414.4713.6914.1412.7612.9111.88
Operating Expenses 24.3729.5123.1823.2222.6824.3721.9420.2718.0724.4925.2825.7625.5525.0522.2322.6615.7523.7021.5419.4718.5719.5919.7719.1219.0419.3217.5316.9417.2017.8716.2915.8315.6415.2615.6813.9413.2914.9013.3412.9812.9315.4111.558.657.9110.167.82NANA
General And Administrative Expense 6.70NANANA6.18NANANA0.596.816.527.287.906.897.099.300.046.146.445.455.215.364.824.684.734.794.023.914.124.254.124.054.204.154.143.513.534.043.383.223.214.603.162.722.715.473.01NANA
Operating Income Loss 5.90-0.976.526.526.754.127.1011.9015.449.318.187.345.693.364.951.3612.614.146.304.434.005.245.175.455.295.155.325.154.753.334.183.503.623.954.274.604.142.814.484.243.791.753.195.835.773.994.945.434.55
Interest Expense 0.050.110.090.110.120.150.110.080.080.090.090.100.100.120.120.130.190.230.240.010.010.030.010.010.020.030.020.030.030.050.050.060.070.070.080.060.060.010.110.130.130.160.180.070.040.040.05NANA
Interest Paid Net 0.040.060.070.100.100.110.090.070.070.070.080.090.060.100.110.120.180.200.230.000.000.000.000.040.000.000.04NANANANANANANANANANANANANANANANANANANANANANA
Income Tax Expense Benefit 1.290.211.391.321.390.821.462.352.972.291.781.591.260.841.360.452.751.501.501.161.021.521.311.331.299.161.601.541.431.101.041.461.092.001.432.231.302.131.471.331.460.660.820.340.330.260.290.27NA
Income Taxes Paid 0.660.020.380.630.570.741.372.470.610.851.331.401.270.351.140.700.940.501.181.750.841.221.231.102.400.53-0.000.390.790.570.981.560.970.610.941.371.050.711.161.441.710.000.260.550.26-0.02NANANA
Profit Loss 4.92-0.645.385.135.313.285.649.4712.408.606.355.664.333.533.480.789.694.194.823.353.045.233.894.194.051.923.713.603.302.492.892.112.502.172.783.332.812.752.922.802.243.992.255.475.465.664.665.114.29
Net Income Loss 3.00-0.413.223.083.202.063.435.777.575.083.723.332.551.882.060.495.532.422.651.861.712.902.162.342.23-0.081.871.861.691.291.500.931.310.871.331.721.401.121.361.350.942.030.73NANA5.65NANANA

    2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31 2017-12-31 2017-09-30 2017-06-30 2017-03-31 2016-12-31 2016-09-30 2016-06-30 2016-03-31 2015-12-31 2015-09-30 2015-06-30 2015-03-31 2014-12-31 2014-09-30 2014-06-30 2014-03-31 2013-12-31 2013-09-30 2013-06-30 2013-03-31 2012-12-31 2012-09-30 2012-06-30 2012-03-31
Assets 170.18199.57191.29182.54178.61212.68205.09207.31197.90229.32212.91202.76192.22213.80201.25193.51189.16214.25203.10151.28146.45133.36120.70108.78100.15117.36109.55101.6195.39112.28102.5595.5893.95108.21101.9596.3985.3899.7096.5190.2787.04100.7377.87114.33NA52.45NANANA
Liabilities 48.1277.7667.4060.3754.5786.8477.1277.5872.68112.51103.0996.7887.09110.41100.3393.0985.37116.44107.8668.7663.4150.9642.9133.6025.8745.2438.9533.2227.7746.2039.1133.5730.8646.5742.4137.7730.8146.6346.6541.0037.3652.5635.1480.04NA14.32NANANA
Liabilities And Stockholders Equity 170.18199.57191.29182.54178.61212.68205.09207.31197.90229.32212.91202.76192.22213.80201.25193.51189.16214.25203.10151.28146.45133.36120.70108.78100.15117.36109.55101.6195.39112.28102.5595.5893.95108.21101.9596.3985.3899.7096.5190.2787.04100.7377.87114.33NA52.45NANANA
Stockholders Equity 83.9482.7483.6182.9284.4284.5987.0690.6686.2680.3575.5073.6771.7570.6869.4868.9269.8465.0462.9957.6556.5956.0553.4352.2050.7849.0950.1049.0848.1747.3046.9646.3246.3545.8445.5644.8943.0742.5242.2941.7441.2741.2234.2626.09NA-60.47-63.67NANA

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Cash And Cash Equivalents At Carrying Value 39.6670.3058.8747.4441.6477.4367.3567.5657.0285.7465.9353.6342.6462.5048.1737.6832.7552.8340.8450.8845.4969.2857.7244.5835.3953.8239.5630.0222.7137.5229.9721.2519.1131.5626.0819.1218.5730.8227.9421.4419.0427.1225.0512.704.3613.448.72NANA

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Property Plant And Equipment Gross 22.0621.4520.9320.2218.6417.5817.2916.9116.6616.6216.3416.1115.8615.7115.5415.1915.0014.8314.5913.8311.2311.7310.6111.4911.1111.1110.9210.7510.3510.189.759.659.519.469.419.308.868.688.358.228.017.707.507.49NA7.42NANANA
Accumulated Depreciation Depletion And Amortization Property Plant And Equipment 14.4514.0313.6613.2912.8612.5612.2511.9511.6511.3711.0710.7810.4710.199.919.379.088.818.578.337.978.308.128.898.698.668.418.177.947.777.597.407.217.046.876.606.476.336.196.055.905.785.665.56NA5.36NANANA
Amortization Of Intangible Assets 0.570.590.590.590.630.640.640.640.640.660.660.660.660.660.660.700.700.710.700.350.350.420.420.420.420.460.460.460.460.470.490.490.490.510.490.320.320.340.360.360.360.360.400.400.350.360.360.36NA
Property Plant And Equipment Net 7.617.427.276.935.785.025.044.975.015.265.275.335.385.525.635.825.926.016.025.503.263.442.492.602.422.452.502.582.412.412.162.252.292.422.542.702.392.352.162.172.111.911.831.93NA2.06NANANA
Goodwill 63.6763.6763.6763.6763.6763.6763.6763.6763.6763.6763.6763.6763.6763.6763.6763.6763.6763.6763.6727.3527.3525.1725.1725.1725.1725.1725.1725.1725.1725.1725.1725.1725.1724.6824.6924.6920.0120.0120.0120.0120.0120.0318.2418.24NA15.89NANANA
Finite Lived Intangible Assets Net 18.3618.9319.5320.1220.7221.3521.9922.6423.2823.9224.5825.2425.9026.5527.2227.8828.5829.2929.999.209.549.8910.3110.7311.1511.5812.0412.4912.9513.4013.8714.3614.8515.3315.8316.3210.8411.1711.5111.87NA12.5912.9513.36NA12.36NANANA

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Line Of Credit 1.812.723.623.634.536.346.337.238.129.039.9310.8311.7312.6013.5014.4015.3016.2017.10NANANANANANANANANANANANANANANANANANA0.023.00NANA3.00NANANANANANANA

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Minority Interest 38.1039.0740.2839.2539.6241.2440.9239.0738.9636.4634.3332.3033.3832.7231.4331.5033.9532.7732.2524.8826.4526.3524.3622.9823.5023.0220.5019.3119.4618.7816.4715.6916.7515.8013.9813.7311.5110.557.577.548.426.94NANANANANANANA

    2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31 2017-12-31 2017-09-30 2017-06-30 2017-03-31 2016-12-31 2016-09-30 2016-06-30 2016-03-31 2015-12-31 2015-09-30 2015-06-30 2015-03-31 2014-12-31 2014-09-30 2014-06-30 2014-03-31 2013-12-31 2013-09-30 2013-06-30 2013-03-31 2012-12-31 2012-09-30 2012-06-30 2012-03-31
Stockholders Equity 83.9482.7483.6182.9284.4284.5987.0690.6686.2680.3575.5073.6771.7570.6869.4868.9269.8465.0462.9957.6556.5956.0553.4352.2050.7849.0950.1049.0848.1747.3046.9646.3246.3545.8445.5644.8943.0742.5242.2941.7441.2741.2234.2626.09NA-60.47-63.67NANA
Stockholders Equity Including Portion Attributable To Noncontrolling Interest 122.05121.81123.89122.17124.04125.83127.97129.73125.22116.81109.83105.98105.13103.40100.91100.42103.7997.8195.2382.5383.0482.4077.7975.1874.2872.1270.6068.3967.6366.0863.4462.0263.1061.6459.5458.6254.5753.0649.8549.2749.6848.1642.7334.29NA-60.47NANANA
Additional Paid In Capital Common Stock 55.8455.8154.4854.4553.9853.9853.2353.2852.9652.9451.4151.2451.1051.0450.1950.1550.0449.2548.2444.1943.7043.5842.6842.4542.2041.6141.5541.4341.4141.2641.2341.1341.1240.9540.5940.3039.2639.17NANANA39.00NANANANANANANA
Retained Earnings Accumulated Deficit 43.0441.8544.0642.6241.2439.7639.4337.7533.6727.7824.3622.2920.5019.5019.1618.6319.6615.6514.6113.3312.7612.3310.619.628.457.368.427.526.635.925.605.075.114.764.844.473.693.223.032.592.142.10NANANANANANANA
Accumulated Other Comprehensive Income Loss Net Of Tax -0.02-0.01-0.02-0.01-0.00NANANANANANANANANANANANANANANANANANANANANANANANANANANANANANANANANANANANANANANANANANANANA
Minority Interest 38.1039.0740.2839.2539.6241.2440.9239.0738.9636.4634.3332.3033.3832.7231.4331.5033.9532.7732.2524.8826.4526.3524.3622.9823.5023.0220.5019.3119.4618.7816.4715.6916.7515.8013.9813.7311.5110.557.577.548.426.94NANANANANANANA

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Net Cash Provided By Used In Operating Activities -24.0914.7316.1415.63-25.5215.6914.2616.99-23.5522.6419.6917.55-15.5916.7414.5310.69-15.1214.9411.9212.86-20.9514.1415.4114.48-15.1715.7112.95NANANANANANANANANANANANANANANANANANANANANANA
Net Cash Provided By Used In Investing Activities -0.60-0.52-0.71-1.58-1.06-0.29-0.38-0.26-0.03-0.28-0.23-0.25-0.14-0.17-0.09-0.19-0.17-0.23-35.93-2.60-0.62-1.12-0.10-0.38-0.14-0.22-0.09NANANANANANANANANANANANANANANANANANANANANANA
Net Cash Provided By Used In Financing Activities -5.94-2.77-3.99-8.24-9.21-5.32-14.08-6.20-5.14-2.54-7.16-6.30-4.12-2.24-3.95-5.58-4.79-2.7213.98-4.88-2.23-1.45-2.17-4.90-3.12-1.23-3.31NANANANANANANANANANANANANANANANANANANANANANA

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Net Cash Provided By Used In Operating Activities -24.0914.7316.1415.63-25.5215.6914.2616.99-23.5522.6419.6917.55-15.5916.7414.5310.69-15.1214.9411.9212.86-20.9514.1415.4114.48-15.1715.7112.95NANANANANANANANANANANANANANANANANANANANANANA
Net Income Loss 3.00-0.413.223.083.202.063.435.777.575.083.723.332.551.882.060.495.532.422.651.861.712.902.162.342.23-0.081.871.861.691.291.500.931.310.871.331.721.401.121.361.350.942.030.73NANA5.65NANANA
Profit Loss 4.92-0.645.385.135.313.285.649.4712.408.606.355.664.333.533.480.789.694.194.823.353.045.233.894.194.051.923.713.603.302.492.892.112.502.172.783.332.812.752.922.802.243.992.255.475.465.664.665.114.29
Depreciation Depletion And Amortization 1.021.001.001.060.960.980.980.970.960.980.980.990.970.970.971.021.010.970.970.730.510.600.600.620.610.750.700.680.670.650.670.680.670.680.760.460.460.480.510.500.480.490.500.510.450.47NANANA
Deferred Income Tax Expense Benefit 0.170.610.460.820.300.570.800.791.800.450.380.09-0.010.49-0.220.352.31-0.310.720.750.410.44-0.080.080.137.370.370.480.430.360.140.720.371.140.161.590.651.120.470.991.01-0.070.280.050.030.03-0.01-0.00NA
Share Based Compensation 0.350.580.350.380.310.360.280.280.230.320.340.290.470.200.190.150.110.110.450.880.840.840.830.800.800.800.830.810.810.810.840.800.770.810.500.100.120.170.070.260.510.760.440.410.360.10NANANA

    2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31 2017-12-31 2017-09-30 2017-06-30 2017-03-31 2016-12-31 2016-09-30 2016-06-30 2016-03-31 2015-12-31 2015-09-30 2015-06-30 2015-03-31 2014-12-31 2014-09-30 2014-06-30 2014-03-31 2013-12-31 2013-09-30 2013-06-30 2013-03-31 2012-12-31 2012-09-30 2012-06-30 2012-03-31
Net Cash Provided By Used In Investing Activities -0.60-0.52-0.71-1.58-1.06-0.29-0.38-0.26-0.03-0.28-0.23-0.25-0.14-0.17-0.09-0.19-0.17-0.23-35.93-2.60-0.62-1.12-0.10-0.38-0.14-0.22-0.09NANANANANANANANANANANANANANANANANANANANANANA
Payments To Acquire Property Plant And Equipment 0.600.520.711.581.060.290.380.260.030.280.230.250.140.170.090.190.170.230.762.600.221.120.100.380.140.220.090.400.090.430.100.150.050.050.060.110.160.330.050.260.030.200.010.040.030.11NANANA

    2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31 2017-12-31 2017-09-30 2017-06-30 2017-03-31 2016-12-31 2016-09-30 2016-06-30 2016-03-31 2015-12-31 2015-09-30 2015-06-30 2015-03-31 2014-12-31 2014-09-30 2014-06-30 2014-03-31 2013-12-31 2013-09-30 2013-06-30 2013-03-31 2012-12-31 2012-09-30 2012-06-30 2012-03-31
Net Cash Provided By Used In Financing Activities -5.94-2.77-3.99-8.24-9.21-5.32-14.08-6.20-5.14-2.54-7.16-6.30-4.12-2.24-3.95-5.58-4.79-2.7213.98-4.88-2.23-1.45-2.17-4.90-3.12-1.23-3.31NANANANANANANANANANANANANANANANANANANANANANA
Payments Of Dividends Common Stock 1.801.781.771.701.741.721.751.691.681.661.651.551.541.531.531.521.521.381.381.291.281.181.171.161.140.980.970.970.970.970.960.960.960.960.950.940.930.930.920.900.90NANANANANANANANA
Payments For Repurchase Of Common Stock NA0.000.773.311.633.54NANANA0.09NANANANANANANANANANANANANANANANANANANANANANANANANANANANANANANANANANANANANANANA

    2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31 2017-12-31 2017-09-30 2017-06-30 2017-03-31 2016-12-31 2016-09-30 2016-06-30 2016-03-31 2015-12-31 2015-09-30 2015-06-30 2015-03-31 2014-12-31 2014-09-30 2014-06-30 2014-03-31 2013-12-31 2013-09-30 2013-06-30 2013-03-31 2012-12-31 2012-09-30 2012-06-30 2012-03-31
Revenues 30.2728.5429.7029.7329.4328.4929.0432.1733.5133.8033.4633.1031.2428.4127.1824.0228.3627.8427.8423.9022.5724.8324.9324.5824.3324.4722.8422.0921.9521.1920.4719.3419.2619.2119.9518.5517.4317.7117.8217.2316.7217.1614.7414.4713.6914.1412.7612.9111.88
Revenue From Contract With Customer Excluding Assessed Tax 30.2728.5429.7029.7329.4328.4929.0432.1733.5133.8033.4633.1031.2428.4127.1824.0228.3627.8427.8423.9022.5724.8324.9324.5824.3324.4722.8422.0921.9521.1920.4719.3419.2619.2119.9518.5517.4317.7117.8217.2316.7217.1614.7414.4713.6914.1412.7612.9111.88
Family Office Services 1.111.191.281.081.061.271.091.071.061.261.131.121.031.191.031.000.981.151.001.020.980.821.091.041.031.001.070.97NANANANANANANANANANANANANANANANANANANANANA
Investment Advisory Management And Administrative Service 29.1627.3528.4328.6528.3727.2327.9531.1032.4532.5432.2531.9830.2027.2226.1523.0227.3926.6626.8422.8821.5923.9923.8423.5423.3022.6421.7721.11NANANANANANANANANANANANANANANANANANANANANA
Asset Management1, 1.000.981.021.041.041.031.061.141.181.171.091.241.211.151.171.101.22NANANA1.261.571.641.661.591.551.551.51NANANANANANANANANANANANANANANANANANANANANA
Investment Advisory Management And Administrative Service, 0.460.410.430.420.160.380.400.450.460.450.460.410.380.350.330.300.370.410.390.380.290.310.300.290.300.260.26NANANANANANANANANANANANANANANANANANANANANANA

Plots across concepts


IncomeStatement
Net Income Loss
Expenses
Other Nonoperating Income Expense
Balance Sheet
Operating Lease Right Of Use Asset
Assets
Property Plant And Equipment Net
Current Assets
Cash And Cash Equivalents At Carrying Value
NonCurrent Assets
Deferred Income Tax Assets Net
PropertyPlantAndEquipmentNet
Property Plant And Equipment Net
Liabilities
Accounts Payable And Accrued Liabilities Current And Noncurrent
Stockholders Equity
Accumulated Other Comprehensive Income Loss Net Of Tax
CashFlow
Net Cash Provided By Used In Operating Activities
NetCashProvidedByUsedInOperatingActivities
Net Cash Provided By Used In Operating Activities
NetCashProvidedByUsedInInvestingActivities
Net Cash Provided By Used In Investing Activities
NetCashProvidedByUsedInFinancingActivities
Net Cash Provided By Used In Financing Activities
Shares
Weighted Average Number Of Shares Outstanding Basic
DividendsAndRepurchase
Payments For Repurchase Of Common Stock
NonoperatingIncomeExpense
Other Nonoperating Income Expense
FiniteLivedIntangibleAssets
Finite Lived Intangible Assets Net

Line plots across dimensions of each concept