PTLO(PTLO)
PTLO
Institutional Ownership
Top 244 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Nuveen, LLC | 141.16K | Mar 31, 26 | +633 | 0.20% |
| Lakewood Asset Management LLC | 104.66K | Mar 31, 26 | -30.84K | 0.15% |
| CenterStar Asset Management, LLC | 98.80K | Mar 31, 26 | -81.20K | 0.14% |
| 4WEALTH ADVISORS, INC. | 82.53K | Mar 31, 26 | -2.70K | 0.11% |
| FIFTH THIRD BANCORP | 40.36K | Mar 31, 26 | +360 | 0.06% |
| Mesirow Financial Investment Management, Inc. | 37.07K | Mar 31, 26 | +16.13K | 0.05% |
| Inscription Capital, LLC | 31.23K | Mar 31, 26 | +10.88K | 0.04% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 23.39K | Mar 31, 26 | +23.39K | 0.03% |
| Police & Firemen's Retirement System of New Jersey | 16.01K | Mar 31, 26 | -- | 0.02% |
| Horizon Wealth Management, LLC | 10.10K | Mar 31, 26 | +10.10K | 0.01% |
| Aaron Wealth Advisors LLC | 10.00K | Mar 31, 26 | +10.00K | 0.01% |
| FIRST NATIONAL BANK SIOUX FALLS | 10.00K | Mar 31, 26 | +10.00K | 0.01% |
| GAMMA Investing LLC | 9.61K | Mar 31, 26 | +751 | 0.01% |
| Versant Capital Management, Inc | 6.04K | Mar 31, 26 | -5.95K | 0.01% |
| NBC SECURITIES, INC. | 3.30K | Mar 31, 26 | -- | 0.00% |
| SIGNATUREFD, LLC | 3.00K | Mar 31, 26 | +482 | 0.00% |
| Sterling Capital Management LLC | 2.23K | Mar 31, 26 | -1.62K | 0.00% |
| Spire Wealth Management | 2.00K | Mar 31, 26 | -- | 0.00% |
| TSFG, LLC | 1.49K | Mar 31, 26 | -- | 0.00% |
| IFP Advisors, Inc | 1.35K | Mar 31, 26 | -81 | 0.00% |
| Farther Finance Advisors, LLC | 1.01K | Mar 31, 26 | +494 | 0.00% |
| WOLFF WIESE MAGANA LLC | 741 | Mar 31, 26 | -224 | 0.00% |
| HARBOR CAPITAL ADVISORS, INC. | 703 | Mar 31, 26 | +293 | 0.00% |
| Red Tortoise LLC | 654 | Mar 31, 26 | -- | 0.00% |
| Sound Income Strategies, LLC | 500 | Mar 31, 26 | -- | 0.00% |
| North Star Investment Management Corp. | 490 | Mar 31, 26 | -7.23K | 0.00% |
| Root Financial Partners, LLC | 393 | Mar 31, 26 | +393 | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 299 | Mar 31, 26 | +299 | 0.00% |
| True Wealth Design, LLC | 272 | Mar 31, 26 | +272 | 0.00% |
| DHJJ Financial Advisors, Ltd. | 215 | Mar 31, 26 | -- | 0.00% |
| Fortitude Family Office, LLC | 104 | Mar 31, 26 | -- | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 100 | Mar 31, 26 | -- | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 100 | Mar 31, 26 | -- | 0.00% |
| FINANCIAL CONSULATE, INC | 96 | Mar 31, 26 | +96 | 0.00% |
| Holos Integrated Wealth LLC | 66 | Mar 31, 26 | -- | 0.00% |
| SBI Securities Co., Ltd. | 4 | Mar 31, 26 | -- | 0.00% |
| Private Wealth Management Group, LLC | -- | Mar 31, 26 | -374 | -- |
| SG Americas Securities, LLC | -- | Mar 31, 26 | -24.19K | -- |
| Skopos Labs, Inc. | -- | Mar 31, 26 | -60.15K | -- |
| NBT BANK N A /NY | -- | Mar 31, 26 | -5 | -- |
| Strategic Investment Solutions, Inc. /IL | -- | Mar 31, 26 | -250 | -- |
| Cambridge Investment Research Advisors, Inc. | -- | Mar 31, 26 | -10.35K | -- |
| ProShare Advisors LLC | -- | Mar 31, 26 | -12.19K | -- |
| FLAGSHIP HARBOR ADVISORS, LLC | -- | Mar 31, 26 | -240 | -- |
| Kestra Advisory Services, LLC | -- | Mar 31, 26 | -8.74K | -- |
| Orbis Allan Gray Ltd | 6.99M | Dec 31, 25 | +155.21K | 9.69% |
| ALLIANCEBERNSTEIN L.P. | 5.28M | Dec 31, 25 | -270.55K | 7.32% |
| BlackRock, Inc. | 5.04M | Dec 31, 25 | +404.93K | 6.99% |
| VANGUARD GROUP INC | 3.98M | Dec 31, 25 | -1.21M | 5.52% |
| GOLDMAN SACHS GROUP INC | 2.73M | Dec 31, 25 | +1.65M | 3.78% |
| MILLENNIUM MANAGEMENT LLC | 2.28M | Dec 31, 25 | +2.28M | 3.16% |
| Zuckerman Investment Group, LLC | 1.96M | Dec 31, 25 | +114.53K | 2.72% |
| CITADEL ADVISORS LLC | 1.70M | Dec 31, 25 | -15.07K | 2.36% |
| GEODE CAPITAL MANAGEMENT, LLC | 1.68M | Dec 31, 25 | +124.01K | 2.32% |
| Engaged Capital LLC | 1.53M | Dec 31, 25 | -3.53M | 2.13% |
| DIMENSIONAL FUND ADVISORS LP | 1.39M | Dec 31, 25 | -744.04K | 1.92% |
| RENAISSANCE TECHNOLOGIES LLC | 1.20M | Dec 31, 25 | +688.80K | 1.67% |
| STATE STREET CORP | 1.20M | Dec 31, 25 | -51.93K | 1.66% |
| Select Equity Group, L.P. | 1.14M | Dec 31, 25 | +164.30K | 1.58% |
| JANE STREET GROUP, LLC | 1.13M | Dec 31, 25 | +968.65K | 1.57% |
| FRANKLIN RESOURCES INC | 1.12M | Dec 31, 25 | -219.25K | 1.55% |
| MORGAN STANLEY | 1.09M | Dec 31, 25 | +316.38K | 1.51% |
| Berkshire Partners LLC | 1.05M | Dec 31, 25 | -- | 1.45% |
| BLAIR WILLIAM & CO/IL | 985.02K | Dec 31, 25 | -278.90K | 1.37% |
| Squarepoint Ops LLC | 806.09K | Dec 31, 25 | +303.64K | 1.12% |
| BANK OF AMERICA CORP /DE/ | 681.86K | Dec 31, 25 | +434.99K | 0.94% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 643.29K | Dec 31, 25 | +148.39K | 0.89% |
| Point72 Asset Management, L.P. | 615.70K | Dec 31, 25 | +394.59K | 0.85% |
| UBS Group AG | 597.46K | Dec 31, 25 | -376.97K | 0.83% |
| NORTHERN TRUST CORP | 560.13K | Dec 31, 25 | -46.12K | 0.78% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 400.69K | Dec 31, 25 | -3.84K | 0.56% |
| CITIGROUP INC | 388.14K | Dec 31, 25 | +377.02K | 0.54% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 355.06K | Dec 31, 25 | -463.71K | 0.49% |
| JPMORGAN CHASE & CO | 325.11K | Dec 31, 25 | +264.39K | 0.45% |
| BALYASNY ASSET MANAGEMENT L.P. | 263.05K | Dec 31, 25 | -156.20K | 0.36% |
| Chicago Partners Investment Group LLC | 260.89K | Dec 31, 25 | +205 | 0.36% |
| IMC-Chicago, LLC | 230.18K | Dec 31, 25 | -6.42K | 0.32% |
| Empowered Funds, LLC | 227.49K | Dec 31, 25 | +22.96K | 0.32% |
| FIRST TRUST ADVISORS LP | 227.41K | Dec 31, 25 | +5.59K | 0.32% |
| Invesco Ltd. | 224.21K | Dec 31, 25 | +77.85K | 0.31% |
| Bank of New York Mellon Corp | 191.01K | Dec 31, 25 | -14.91K | 0.26% |
| Quantinno Capital Management LP | 186.83K | Dec 31, 25 | +165.74K | 0.26% |
| HRT FINANCIAL LP | 156.83K | Dec 31, 25 | +31.80K | 0.22% |
| RAYMOND JAMES FINANCIAL INC | 153.51K | Dec 31, 25 | -14.60K | 0.21% |
| Quadrature Capital Ltd | 146.71K | Dec 31, 25 | +146.71K | 0.20% |
| Southeast Asset Advisors Inc. | 130.25K | Dec 31, 25 | -- | 0.18% |
| BARCLAYS PLC | 104.65K | Dec 31, 25 | +20.80K | 0.15% |
| ADVISOR GROUP HOLDINGS, INC. | 103.58K | Dec 31, 25 | +2.82K | 0.14% |
| Creative Planning | 101.48K | Dec 31, 25 | +83.23K | 0.14% |
| Caption Management, LLC | 100.00K | Dec 31, 25 | -- | 0.14% |
| LPL Financial LLC | 98.46K | Dec 31, 25 | -4.50K | 0.14% |
| AMERICAN CENTURY COMPANIES INC | 93.33K | Dec 31, 25 | -18.77K | 0.13% |
| SIMPLEX TRADING, LLC | 91.85K | Dec 31, 25 | -70.18K | 0.13% |
| WELLS FARGO & COMPANY/MN | 83.30K | Dec 31, 25 | +26.71K | 0.12% |
| JONES FINANCIAL COMPANIES LLLP | 80.20K | Dec 31, 25 | +71.00K | 0.11% |
| RHUMBLINE ADVISERS | 76.49K | Dec 31, 25 | -7.86K | 0.11% |
| CANADA PENSION PLAN INVESTMENT BOARD | 75.30K | Dec 31, 25 | +30.40K | 0.10% |
| Walleye Capital LLC | 74.76K | Dec 31, 25 | +40.11K | 0.10% |
| Capstone Financial Advisors, Inc. | 58.74K | Dec 31, 25 | -- | 0.08% |
| AQR CAPITAL MANAGEMENT LLC | 57.32K | Dec 31, 25 | +31.39K | 0.08% |
| SIG BROKERAGE, LP | 49.44K | Dec 31, 25 | +49.44K | 0.07% |
| Marex Group plc | 45.00K | Dec 31, 25 | +45.00K | 0.06% |
| AXQ CAPITAL, LP | 43.83K | Dec 31, 25 | +43.83K | 0.06% |
| Aristides Capital LLC | 43.40K | Dec 31, 25 | +43.40K | 0.06% |
| DEUTSCHE BANK AG\ | 42.47K | Dec 31, 25 | -732 | 0.06% |
| Virtu Financial LLC | 42.29K | Dec 31, 25 | +42.29K | 0.06% |
| MetLife Investment Management, LLC | 36.17K | Dec 31, 25 | +8.11K | 0.05% |
| Miller Financial Services LLC | 34.77K | Dec 31, 25 | -18.60K | 0.05% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 34.77K | Dec 31, 25 | +5.11K | 0.05% |
| CI Private Wealth, LLC | 34.12K | Dec 31, 25 | +695 | 0.05% |
| Verition Fund Management LLC | 32.50K | Dec 31, 25 | -1.08K | 0.05% |
| Clear Harbor Asset Management, LLC | 31.50K | Dec 31, 25 | +31.50K | 0.04% |
| BOOTHBAY FUND MANAGEMENT, LLC | 31.03K | Dec 31, 25 | +31.03K | 0.04% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 31.01K | Dec 31, 25 | +3.45K | 0.04% |
| SEI INVESTMENTS CO | 30.42K | Dec 31, 25 | +30.42K | 0.04% |
| AIGEN INVESTMENT MANAGEMENT, LP | 29.47K | Dec 31, 25 | +15.53K | 0.04% |
| Quest Partners LLC | 28.98K | Dec 31, 25 | -- | 0.04% |
| HighPoint Advisor Group LLC | 28.81K | Dec 31, 25 | -11.82K | 0.04% |
| Engineers Gate Manager LP | 27.84K | Dec 31, 25 | +27.84K | 0.04% |
| Cetera Investment Advisers | 26.46K | Dec 31, 25 | +8.90K | 0.04% |
| XTX Topco Ltd | 26.13K | Dec 31, 25 | -13.44K | 0.04% |
| Quantbot Technologies LP | 25.67K | Dec 31, 25 | -48.34K | 0.04% |
| Atom Investors LP | 25.32K | Dec 31, 25 | +25.32K | 0.04% |
| INSIGHT 2811, INC. | 24.90K | Dec 31, 25 | +24.90K | 0.03% |
| Graham Capital Management, L.P. | 23.68K | Dec 31, 25 | -25.14K | 0.03% |
| INTECH INVESTMENT MANAGEMENT LLC | 22.94K | Dec 31, 25 | -- | 0.03% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 22.39K | Dec 31, 25 | +12.36K | 0.03% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 20.36K | Dec 31, 25 | +1.08K | 0.03% |
| Ballentine Partners, LLC | 19.67K | Dec 31, 25 | +19.67K | 0.03% |
| Alpine Global Management, LLC | 19.54K | Dec 31, 25 | +19.54K | 0.03% |
| Brevan Howard Capital Management LP | 18.26K | Dec 31, 25 | -216.08K | 0.03% |
| Walleye Trading LLC | 17.68K | Dec 31, 25 | -2.59K | 0.02% |
| ROYAL BANK OF CANADA | 16.77K | Dec 31, 25 | -140.28K | 0.02% |
| NEW YORK STATE COMMON RETIREMENT FUND | 16.68K | Dec 31, 25 | -- | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 16.32K | Dec 31, 25 | +16.32K | 0.02% |
| Cerity Partners LLC | 15.20K | Dec 31, 25 | +15.20K | 0.02% |
| BNP PARIBAS ARBITRAGE, SNC | 14.97K | Dec 31, 25 | +3.04K | 0.02% |
| BANK OF MONTREAL /CAN/ | 13.67K | Dec 31, 25 | +13.67K | 0.02% |
| BENJAMIN EDWARDS INC | 13.52K | Dec 31, 25 | -5.24K | 0.02% |
| Colony Group, LLC | 13.09K | Dec 31, 25 | +13.09K | 0.02% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 12.94K | Dec 31, 25 | -- | 0.02% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 12.88K | Dec 31, 25 | +12.88K | 0.02% |
| Centiva Capital, LP | 12.06K | Dec 31, 25 | +12.06K | 0.02% |
| Mariner, LLC | 11.09K | Dec 31, 25 | +11.09K | 0.02% |
| VOYA INVESTMENT MANAGEMENT LLC | 10.27K | Dec 31, 25 | -- | 0.01% |
| FOX RUN MANAGEMENT, L.L.C. | 10.16K | Dec 31, 25 | -11.13K | 0.01% |
| ROTHSCHILD INVESTMENT LLC | 10.00K | Dec 31, 25 | -105 | 0.01% |
| Legal & General Group Plc | 9.93K | Dec 31, 25 | -64.12K | 0.01% |
| Newbridge Financial Services Group, Inc. | 9.80K | Dec 31, 25 | +200 | 0.01% |
| Allworth Financial LP | 9.24K | Dec 31, 25 | +6.49K | 0.01% |
| QUADRANT CAPITAL GROUP LLC | 7.40K | Dec 31, 25 | +7.40K | 0.01% |
| CWM, LLC | 7.22K | Dec 31, 25 | +1.97K | 0.01% |
| Aquatic Capital Management LLC | 6.88K | Dec 31, 25 | +6.88K | 0.01% |
| Russell Investments Group, Ltd. | 5.65K | Dec 31, 25 | -135 | 0.01% |
| Ameritas Investment Partners, Inc. | 5.54K | Dec 31, 25 | -- | 0.01% |
| US BANCORP \DE\ | 4.90K | Dec 31, 25 | +4.17K | 0.01% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 4.11K | Dec 31, 25 | -59.03K | 0.01% |
| Tower Research Capital LLC (TRC) | 3.85K | Dec 31, 25 | +1.77K | 0.01% |
| FMR LLC | 3.54K | Dec 31, 25 | +792 | 0.00% |
| DekaBank Deutsche Girozentrale | 3.17K | Dec 31, 25 | -- | 0.00% |
| CIBC Private Wealth Group, LLC | 3.06K | Dec 31, 25 | -999 | 0.00% |
| Caitong International Asset Management Co., Ltd | 2.96K | Dec 31, 25 | +2.86K | 0.00% |
| Global Retirement Partners, LLC | 2.73K | Dec 31, 25 | -4.98K | 0.00% |
| Sunbelt Securities, Inc. | 2.62K | Dec 31, 25 | +73 | 0.00% |
| Geneos Wealth Management Inc. | 2.55K | Dec 31, 25 | -200 | 0.00% |
| AMALGAMATED BANK | 2.10K | Dec 31, 25 | +233 | 0.00% |
| HOLLENCREST CAPITAL MANAGEMENT | 2.00K | Dec 31, 25 | -- | 0.00% |
| Truvestments Capital LLC | 1.30K | Dec 31, 25 | -- | 0.00% |
| SRS Capital Advisors, Inc. | 1.30K | Dec 31, 25 | +690 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 1.13K | Dec 31, 25 | +46 | 0.00% |
| Rockefeller Capital Management L.P. | 1.07K | Dec 31, 25 | +75 | 0.00% |
| Parallel Advisors, LLC | 899 | Dec 31, 25 | +854 | 0.00% |
| Larson Financial Group LLC | 835 | Dec 31, 25 | +450 | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 650 | Dec 31, 25 | -470 | 0.00% |
| Optiver Holding B.V. | 447 | Dec 31, 25 | -283 | 0.00% |
| EverSource Wealth Advisors, LLC | 396 | Dec 31, 25 | +285 | 0.00% |
| Center for Financial Planning, Inc. | 382 | Dec 31, 25 | -- | 0.00% |
| Steward Partners Investment Advisory, LLC | 365 | Dec 31, 25 | -286 | 0.00% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 300 | Dec 31, 25 | -- | 0.00% |
| COMERICA BANK | 250 | Dec 31, 25 | -2.28K | 0.00% |
| NewEdge Advisors, LLC | 247 | Dec 31, 25 | +100 | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 243 | Dec 31, 25 | +243 | 0.00% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 238 | Dec 31, 25 | +238 | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 208 | Dec 31, 25 | +204 | 0.00% |
| HUNTINGTON NATIONAL BANK | 143 | Dec 31, 25 | +143 | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 100 | Dec 31, 25 | +100 | 0.00% |
| Plante Moran Financial Advisors, LLC | 50 | Dec 31, 25 | -- | 0.00% |
| Kilter Group LLC | 43 | Dec 31, 25 | +43 | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 37 | Dec 31, 25 | -91.52K | 0.00% |
| SageView Advisory Group, LLC | 20 | Dec 31, 25 | +20 | 0.00% |
| Dunhill Financial, LLC | 1 | Dec 31, 25 | +1 | 0.00% |
| ExodusPoint Capital Management, LP | -- | Dec 31, 25 | -19.25K | -- |
| Parkside Financial Bank & Trust | -- | Dec 31, 25 | -80 | -- |
| GROUP ONE TRADING, L.P. | -- | Dec 31, 25 | -219.32K | -- |
| JENNISON ASSOCIATES LLC | -- | Dec 31, 25 | -112.08K | -- |
| PRINCIPAL SECURITIES, INC. | -- | Dec 31, 25 | -197 | -- |
| Divisadero Street Capital Management, LP | -- | Dec 31, 25 | -67.26K | -- |
| Farringdon Capital, Ltd. | -- | Dec 31, 25 | -19.94K | -- |
| Advisory Services Network, LLC | -- | Dec 31, 25 | -12 | -- |
| Freestone Grove Partners LP | -- | Dec 31, 25 | -158.19K | -- |
| SHERBROOKE PARK ADVISERS LLC | -- | Dec 31, 25 | -14.38K | -- |
| Zurcher Kantonalbank (Zurich Cantonalbank) | -- | Dec 31, 25 | -27.39K | -- |
| DARK FOREST CAPITAL MANAGEMENT LP | -- | Dec 31, 25 | -13.30K | -- |
| BNP Paribas Asset Management Holding S.A. | -- | Dec 31, 25 | -706 | -- |
| AMERIPRISE FINANCIAL INC | -- | Dec 31, 25 | -1.97M | -- |
| EMERALD ADVISERS, LLC | -- | Dec 31, 25 | -2.58K | -- |
| State of Wyoming | -- | Dec 31, 25 | -4.53K | -- |
| Blueshift Asset Management, LLC | -- | Dec 31, 25 | -197.59K | -- |
| Savant Capital, LLC | -- | Dec 31, 25 | -11.40K | -- |
| DRW Securities, LLC | -- | Dec 31, 25 | -33.69K | -- |
| Swiss National Bank | -- | Dec 31, 25 | -129.10K | -- |
| FULLER & THALER ASSET MANAGEMENT, INC. | -- | Dec 31, 25 | -51.94K | -- |
| Bridgefront Capital, LLC | -- | Dec 31, 25 | -39.71K | -- |
| JANUS HENDERSON GROUP PLC | -- | Dec 31, 25 | -1.23M | -- |
| Rialto Wealth Management, LLC | -- | Dec 31, 25 | -84 | -- |
| Cubist Systematic Strategies, LLC | 562.29K | Sep 30, 25 | +562.29K | 0.78% |
| WOLVERINE TRADING, LLC | 246.94K | Sep 30, 25 | +81.16K | 0.34% |
| Point72 Asia (Singapore) Pte. Ltd. | 16.73K | Sep 30, 25 | +16.73K | 0.02% |
| Point72 Europe (London) LLP | 1.54K | Sep 30, 25 | +1.54K | 0.00% |
| Atria Wealth Solutions, Inc. | 35.32K | Jun 30, 25 | +15.58K | 0.05% |
| Spectrum Wealth Counsel, LLC | 1.00K | Mar 31, 25 | -- | 0.00% |
| Nuveen Asset Management, LLC | 123.23K | Dec 31, 24 | -- | 0.17% |
| RAYMOND JAMES & ASSOCIATES | 93.82K | Sep 30, 24 | +59.52K | 0.13% |
| Millrace Asset Group, Inc. | 46.17K | Sep 30, 24 | -47.21K | 0.06% |
| Raymond James Financial Services Advisors, Inc. | 37.14K | Sep 30, 24 | +1.74K | 0.05% |
| PEAK6 Investments LLC | -- | Sep 30, 24 | -8.70K | -- |
| BlackRock Inc. | 4.12M | Jun 30, 24 | +693.32K | 5.71% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 3.98K | Jun 30, 24 | +171 | 0.01% |
| Unique Wealth Strategies, LLC | 100 | Jun 30, 24 | +100 | 0.00% |
| ICA Group Wealth Management, LLC | 20 | Jun 30, 24 | -400 | 0.00% |
| CREDIT SUISSE AG/ | 38.62K | Mar 31, 24 | +2.01K | 0.05% |
| Bartlett & Co. LLC | 300 | Dec 31, 23 | -- | 0.00% |
| GOODWIN DANIEL L | 44.83K | Sep 30, 23 | +44.83K | 0.06% |
| INNOVIS ASSET MANAGEMENT LLC | -- | Sep 30, 23 | -9.52K | -- |
| PFS INVESTMENTS INC. | 9.94K | Jun 30, 23 | +9.94K | 0.01% |
| PIERSHALE FINANCIAL GROUP, INC. | 700 | Jun 30, 23 | -- | 0.00% |
| Chimera Capital Management LLC | 81.06K | Mar 31, 23 | +81.06K | 0.11% |
| COMPASS FINANCIAL ADVISORS LLC | 10.34K | Mar 31, 23 | +10.34K | 0.01% |
| Kula Investments, LLC | -- | Mar 31, 23 | -11.85K | -- |
| FourThought Financial, LLC | 1.99K | Sep 30, 22 | -- | 0.00% |
| Strategic Asset Management, LLC | 206 | Sep 30, 22 | +6 | 0.00% |
| Amalgamated Financial Corp. | 3.53K | Mar 31, 22 | +3.53K | 0.00% |
| Dixon Hughes Goodman Wealth Advisors LLC | 275 | Mar 31, 22 | +275 | 0.00% |
| FIRST MIDWEST BANK TRUST DIVISION | 6.49K | Dec 31, 21 | +6.49K | 0.01% |