PTIN(PTIN)
PTIN
Institutional Ownership
Top 16 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| ASSETMARK, INC | -- | Jun 30, 26 | -202 | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -6.56K | -- |
| Brinker Capital Investments, LLC | -- | Jun 30, 26 | -7.58K | -- |
| SPC Financial, Inc. | 191.72K | Sep 30, 25 | +7.98K | 3.86% |
| NAPA WEALTH MANAGEMENT | 82.65K | Sep 30, 25 | +14.25K | 1.66% |
| AVANTAX ADVISORY SERVICES, INC. | 79.45K | Jun 30, 25 | +7.72K | 1.60% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -11.14K | -- |
| Raymond James Financial Services Advisors, Inc. | 259.85K | Sep 30, 24 | +10.61K | 5.23% |
| RAYMOND JAMES & ASSOCIATES | 6.95K | Sep 30, 24 | -4.82K | 0.14% |
| Cetera Advisor Networks LLC | 316.25K | Mar 31, 24 | -16.68K | 6.36% |
| Cetera Advisors LLC | 52.23K | Mar 31, 24 | +3.47K | 1.05% |
| Strategic Asset Management, LLC | 3.01K | Sep 30, 22 | +466 | 0.06% |
| American Portfolios Advisors | -- | Sep 30, 22 | -103 | -- |
| Sullivan, Bruyette, Speros & Blaney, LLC | 226.93K | Mar 31, 21 | -4.53K | 4.57% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 118.48K | Dec 31, 19 | +8.00K | 2.38% |
| Advisor Group, Inc. | 50.19K | Dec 31, 19 | +18.09K | 1.01% |
