PTMC(PTMC)
PTMC
Institutional Ownership
Top 125 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 948.99K | Jun 30, 26 | -54.59K | 9.49% |
| MORGAN STANLEY | 930.21K | Jun 30, 26 | -57.35K | 9.30% |
| BANK OF AMERICA CORP /DE/ | 751.14K | Jun 30, 26 | -78.31K | 7.51% |
| Cetera Investment Advisers | 410.48K | Jun 30, 26 | -9.20K | 4.11% |
| LPL Financial LLC | 387.60K | Jun 30, 26 | -1.01K | 3.88% |
| Pacer Advisors, Inc. | 300.10K | Jun 30, 26 | +1.76K | 3.00% |
| INVENIO WEALTH PARTNERS LLC | 270.63K | Jun 30, 26 | +875 | 2.71% |
| NewEdge Advisors, LLC | 260.94K | Jun 30, 26 | -2.88K | 2.61% |
| RAYMOND JAMES FINANCIAL INC | 249.09K | Jun 30, 26 | +20.68K | 2.49% |
| MBL Wealth, LLC | 225.79K | Jun 30, 26 | +860 | 2.26% |
| Cambridge Investment Research Advisors, Inc. | 217.78K | Jun 30, 26 | -9.30K | 2.18% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 194.95K | Jun 30, 26 | +3.24K | 1.95% |
| Rockefeller Capital Management L.P. | 141.57K | Jun 30, 26 | -13.30K | 1.42% |
| Bullock Wealth Management Group | 134.93K | Jun 30, 26 | +134.93K | 1.35% |
| ROYAL BANK OF CANADA | 111.91K | Jun 30, 26 | -55.66K | 1.12% |
| STIFEL FINANCIAL CORP | 98.99K | Jun 30, 26 | +740 | 0.99% |
| ODonnell Financial Services, LLC | 78.77K | Jun 30, 26 | -6.12K | 0.79% |
| Geneos Wealth Management Inc. | 69.57K | Jun 30, 26 | -642 | 0.70% |
| UBS Group AG | 65.10K | Jun 30, 26 | -4.53K | 0.65% |
| Sanctuary Advisors, LLC | 56.45K | Jun 30, 26 | +175 | 0.56% |
| WBI INVESTMENTS, INC. | 49.09K | Jun 30, 26 | -4.66K | 0.49% |
| ADVISOR GROUP HOLDINGS, INC. | 48.08K | Jun 30, 26 | +4.72K | 0.48% |
| ENVESTNET ASSET MANAGEMENT INC | 47.51K | Jun 30, 26 | +224 | 0.48% |
| COMMONWEALTH EQUITY SERVICES, LLC | 42.23K | Jun 30, 26 | -2.01K | 0.42% |
| Empirical Finance, LLC | 38.11K | Jun 30, 26 | -10.30K | 0.38% |
| Whitaker-Myers Wealth Managers, LTD. | 33.52K | Jun 30, 26 | -1.95K | 0.34% |
| Maridea Wealth Management LLC | 31.90K | Jun 30, 26 | -141 | 0.32% |
| Meridian Wealth Advisors, LLC | 31.04K | Jun 30, 26 | -- | 0.31% |
| CITADEL ADVISORS LLC | 30.22K | Jun 30, 26 | +8.79K | 0.30% |
| Tyche Wealth Partners LLC | 20.25K | Jun 30, 26 | -- | 0.20% |
| Bryn Mawr Capital Management, LLC | 19.70K | Jun 30, 26 | -36 | 0.20% |
| Kestra Advisory Services, LLC | 19.54K | Jun 30, 26 | +952 | 0.20% |
| B. Riley Wealth Advisors, Inc. | 16.09K | Jun 30, 26 | -455 | 0.16% |
| Private Advisor Group, LLC | 15.40K | Jun 30, 26 | -564 | 0.15% |
| Legacy Trust | 15.29K | Jun 30, 26 | -- | 0.15% |
| MML INVESTORS SERVICES, LLC | 14.69K | Jun 30, 26 | +2.52K | 0.15% |
| Capital Investment Advisory Services, LLC | 13.70K | Jun 30, 26 | +315 | 0.14% |
| UNIQUE WEALTH, LLC | 13.50K | Jun 30, 26 | +13.50K | 0.14% |
| ADE, LLC | 12.80K | Jun 30, 26 | -603 | 0.13% |
| Retirement Planning Group | 12.22K | Jun 30, 26 | -- | 0.12% |
| Concurrent Investment Advisors, LLC | 11.68K | Jun 30, 26 | -1.38K | 0.12% |
| WADDELL & ASSOCIATES, LLC | 11.57K | Jun 30, 26 | -- | 0.12% |
| Strategic Financial Partners, Ltd. | 10.54K | Jun 30, 26 | +205 | 0.11% |
| FOCUSED ALPHA, LLC | 10.51K | Jun 30, 26 | -239 | 0.11% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 9.87K | Jun 30, 26 | -49 | 0.10% |
| INDEPENDENT FINANCIAL GROUP, LLC | 9.86K | Jun 30, 26 | -1.79K | 0.10% |
| GeoWealth Management, LLC | 9.78K | Jun 30, 26 | +691 | 0.10% |
| J2 Capital Management Inc | 9.69K | Jun 30, 26 | -3.53K | 0.10% |
| J.W. COLE ADVISORS, INC. | 9.45K | Jun 30, 26 | +9.45K | 0.09% |
| Gimbal Financial | 9.32K | Jun 30, 26 | +9.32K | 0.09% |
| AMERIPRISE FINANCIAL INC | 9.04K | Jun 30, 26 | -2.63K | 0.09% |
| FLOW TRADERS U.S. LLC | 8.73K | Jun 30, 26 | +8.73K | 0.09% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 8.49K | Jun 30, 26 | +1.97K | 0.08% |
| MONECO Advisors, LLC | 8.34K | Jun 30, 26 | -716 | 0.08% |
| NFP Retirement, Inc. | 7.49K | Jun 30, 26 | +96 | 0.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6.87K | Jun 30, 26 | -41.26K | 0.07% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 6.76K | Jun 30, 26 | -2.26K | 0.07% |
| TCFG Investment Advisors, LLC | 6.68K | Jun 30, 26 | -9.23K | 0.07% |
| Mascagni Wealth Management, Inc. | 6.61K | Jun 30, 26 | -- | 0.07% |
| XTX Topco Ltd | 6.58K | Jun 30, 26 | +6.58K | 0.07% |
| Janney Montgomery Scott LLC | 6.14K | Jun 30, 26 | +6.14K | 0.06% |
| Stratos Wealth Partners, LTD. | 5.91K | Jun 30, 26 | -- | 0.06% |
| Bank of New York Mellon Corp | 5.87K | Jun 30, 26 | +1 | 0.06% |
| Buckingham Strategic Partners | 5.56K | Jun 30, 26 | -- | 0.06% |
| HARBOUR INVESTMENTS, INC. | 4.08K | Jun 30, 26 | -- | 0.04% |
| AMERIFLEX GROUP, INC. | 3.77K | Jun 30, 26 | +1.30K | 0.04% |
| ASSETMARK, INC | 3.20K | Jun 30, 26 | +1.29K | 0.03% |
| BANK OF MONTREAL /CAN/ | 3.19K | Jun 30, 26 | +2.80K | 0.03% |
| Steward Partners Investment Advisory, LLC | 3.05K | Jun 30, 26 | -- | 0.03% |
| MERCER GLOBAL ADVISORS INC /ADV | 2.81K | Jun 30, 26 | +2.81K | 0.03% |
| Keating Financial Advisory Services, Inc. | 2.43K | Jun 30, 26 | -- | 0.02% |
| Ameritas Advisory Services, LLC | 1.34K | Jun 30, 26 | +1.34K | 0.01% |
| Ancora Advisors, LLC | 1.07K | Jun 30, 26 | -- | 0.01% |
| EverSource Wealth Advisors, LLC | 1.05K | Jun 30, 26 | -- | 0.01% |
| Register Financial Advisors LLC | 883 | Jun 30, 26 | -- | 0.01% |
| AE Wealth Management LLC | 800 | Jun 30, 26 | +800 | 0.01% |
| ORG Wealth Partners, LLC | 747 | Jun 30, 26 | -- | 0.01% |
| Aptus Capital Advisors, LLC | 589 | Jun 30, 26 | -- | 0.01% |
| Johnson Financial Group, Inc. | 517 | Jun 30, 26 | -- | 0.01% |
| FIFTH THIRD BANCORP | 500 | Jun 30, 26 | -- | 0.01% |
| FMR LLC | 450 | Jun 30, 26 | -63 | 0.00% |
| IFP Advisors, Inc | 386 | Jun 30, 26 | -- | 0.00% |
| HAZLETT, BURT & WATSON, INC. | 250 | Jun 30, 26 | -- | 0.00% |
| Jackson, Grant Investment Advisers, Inc. | 122 | Jun 30, 26 | +122 | 0.00% |
| Qube Research & Technologies Ltd | 104 | Jun 30, 26 | +7 | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 100 | Jun 30, 26 | -- | 0.00% |
| Integrated Wealth Concepts LLC | 85 | Jun 30, 26 | +85 | 0.00% |
| Lodestone Wealth Management LLC | 2 | Jun 30, 26 | -77 | 0.00% |
| Russell Investments Group, Ltd. | 1 | Jun 30, 26 | -- | 0.00% |
| WealthShield Partners, LLC | 1 | Jun 30, 26 | -- | 0.00% |
| IFS Group,LLC | -- | Jun 30, 26 | -7.30K | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -5 | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -13.33K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -2.85K | -- |
| KEYBANK NATIONAL ASSOCIATION/OH | -- | Jun 30, 26 | -5.93K | -- |
| GOLDMAN SACHS GROUP INC | -- | Jun 30, 26 | -9.43K | -- |
| MILLINGTON SECURITIES, INC. | 53.75K | Mar 31, 26 | +53.75K | 0.54% |
| TCFG WEALTH MANAGEMENT, LLC | 15.91K | Mar 31, 26 | +2 | 0.16% |
| COMERICA BANK | 500 | Dec 31, 25 | -400 | 0.01% |
| Financial Advocates Investment Management | -- | Sep 30, 25 | -6.17K | -- |
| AVANTAX ADVISORY SERVICES, INC. | 173.21K | Jun 30, 25 | +37.74K | 1.73% |
| Orion Portfolio Solutions, LLC | 5.66K | Mar 31, 25 | -- | 0.06% |
| Kiely Wealth Advisory Group, Inc. | -- | Dec 31, 24 | -1.48K | -- |
| Raymond James Financial Services Advisors, Inc. | 223.12K | Sep 30, 24 | -8.49K | 2.23% |
| RAYMOND JAMES & ASSOCIATES | 27.34K | Sep 30, 24 | +1.70K | 0.27% |
| Aspire Wealth Management Corp | 959 | Sep 30, 24 | -- | 0.01% |
| RAYMOND JAMES TRUST N.A. | -- | Sep 30, 24 | -6.24K | -- |
| BENJAMIN F. EDWARDS & COMPANY, INC. | -- | Jun 30, 24 | -125 | -- |
| Cetera Advisor Networks LLC | 285.76K | Mar 31, 24 | -14.69K | 2.86% |
| Cetera Advisors LLC | 86.06K | Mar 31, 24 | -3.98K | 0.86% |
| Strategic Asset Management, LLC | 2.87K | Sep 30, 22 | -469 | 0.03% |
| American Portfolios Advisors | 643 | Sep 30, 22 | -- | 0.01% |
| Carroll Financial Associates, Inc. | 2.46K | Dec 31, 21 | -- | 0.02% |
| NEXT Financial Group, Inc | 550 | Dec 31, 21 | -282 | 0.01% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 11.79K | Sep 30, 21 | -- | 0.12% |
| Winslow, Evans & Crocker, Inc. | 170 | Dec 31, 20 | +170 | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 228.51K | Dec 31, 19 | -3.08K | 2.29% |
| Advisor Group, Inc. | 107.94K | Dec 31, 19 | -27.71K | 1.08% |
| CAPITAL ONE, NATIONAL ASSOCIATION | 11.61K | Dec 31, 19 | +11.61K | 0.12% |
| BB&T SECURITIES, LLC | 28.29K | Sep 30, 19 | +2.46K | 0.28% |
| Capital One Investing, Inc. | 11.61K | Sep 30, 19 | +11.61K | 0.12% |
| NEXT Financial Holdings | 250 | Mar 31, 19 | +250 | 0.00% |
| BB&T INVESTMENT SERVICES, INC. | 1.74K | Dec 31, 17 | -- | 0.02% |
| Commonwealth Equity Services, Inc | 24.82K | Jun 30, 17 | -16.92K | 0.25% |
| Virtu KCG Holdings LLC | 8.18K | Jun 30, 17 | +8.18K | 0.08% |
