BSJP

Institutional Ownership

Top 30 Institutional Holders
HolderSharesDateChange% Held
Nalls Sherbakoff Group, LLC--Dec 31, 25-10.33K--
Global Retirement Partners, LLC--Dec 31, 25-1.75K--
COMERICA BANK--Dec 31, 25-4.70K--
ROVIN CAPITAL /UT/ /ADV--Dec 31, 25-8.86K--
Blue Barn Wealth, LLC--Dec 31, 25-37.75K--
Masso Torrence Wealth Management Inc.26.02KSep 30, 25--0.10%
Siligmueller & Norvid Wealth Advisors LLC--Sep 30, 25-12.10K--
SUMMIT INVESTMENT ADVISORS, INC.492.65KJun 30, 25+14.77K1.94%
Tyler-Stone Wealth Management156.26KJun 30, 25-12.22K0.62%
AVANTAX ADVISORY SERVICES, INC.10.08KJun 30, 25-15.72K0.04%
Atria Wealth Solutions, Inc.--Jun 30, 25-21.57K--
Monterey Private Wealth, Inc.9.21KMar 31, 25+1270.04%
Householder Group Estate & Retirement Specialist, LLC--Dec 31, 24-1.46K--
Raymond James Financial Services Advisors, Inc.636.98KSep 30, 24+64.01K2.51%
RAYMOND JAMES & ASSOCIATES173.80KSep 30, 24-36.30K0.68%
American Planning Services, Inc.--Sep 30, 24-15.30K--
Unique Wealth Strategies, LLC2.75KJun 30, 24+2.75K0.01%
BENJAMIN F. EDWARDS & COMPANY, INC.2.32KJun 30, 24+4780.01%
Cetera Advisors LLC948.27KMar 31, 24+243.99K3.73%
Cetera Advisor Networks LLC132.09KMar 31, 24+17.04K0.52%
WEALTHSOURCE PARTNERS, LLC138.80KDec 31, 23+22.63K0.55%
Sutton Wealth Advisors Inc.449Sep 30, 23--0.00%
LEO BROKERAGE, LLC43.82KJun 30, 23--0.17%
Harrison & Co Wealth Management, LLC104.32KDec 31, 22+2.75K0.41%
Beaumont Financial Partners, LLC14.00KSep 30, 22-4530.06%
Enterprise Trust & Investment Co2.00KJun 30, 22--0.01%
Reby Advisors, LLC1.34KDec 31, 20+1.34K0.01%
FCG ADVISORS, LLC9.38KSep 30, 20--0.04%
Advisor Group, Inc.6.84KDec 31, 19-5810.03%
LADENBURG THALMANN FINANCIAL SERVICES INC.5.38KDec 31, 19+1.57K0.02%
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.