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About 57.52% of PIM shares are held by financial institutions. STRATOS WEALTH PARTNERS, LTD. is the top corporate investor, holding 20.66K shares valued at $69.00K. A 0.04% stake in Putnam Master Intermediate Income Trust is owned by the company. TCG ADVISORY SERVICES, LLC owns 41.25K shares valued at $137.78K, which translates its holding of 0.08% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Dec 31, 2025 | STRATOS WEALTH PARTNERS, LTD. | 0.04% | 20.66K | 69K | 0 | 0 |
| Dec 31, 2025 | TCG ADVISORY SERVICES, LLC | 0.08% | 41.25K | 137.78K | 101 | +0.25% |
| Dec 31, 2025 | INVICTUS PRIVATE WEALTH, LLC | 0.09% | 42K | 140.28K | -34.87K | -45.36% |
| Dec 31, 2025 | FORTITUDE ADVISORY GROUP L.L.C. | 0.11% | 52.82K | 176.42K | 0 | 0 |
| Dec 31, 2025 | 1607 CAPITAL PARTNERS, LLC | 0.7% | 342.92K | 1.15M | -75.23K | -17.99% |
| Dec 31, 2025 | CORECAP ADVISORS, LLC | 0% | 130 | 434 | 130 | +100.00% |
| Dec 31, 2025 | FINANCIAL CONSULATE, INC | 0% | 200 | 668 | 0 | 0 |
| Dec 31, 2025 | HARBOUR INVESTMENTS, INC. | 0% | 339 | 1.13K | 0 | 0 |
| Dec 31, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0% | 400 | 1.34M | 0 | 0 |
| Dec 31, 2025 | HIGHLINE WEALTH PARTNERS LLC | 0% | 600 | 2K | 0 | 0 |
| Dec 31, 2025 | GLOBAL RETIREMENT PARTNERS, LLC | 0% | 649 | 2.17K | 0 | 0 |
| Dec 31, 2025 | MEASURED WEALTH PRIVATE CLIENT GROUP, LLC | 0.01% | 2.5K | 8.35K | 0 | 0 |
| Dec 31, 2025 | WELLS FARGO & COMPANY/MN | 0.01% | 4.62K | 15.42K | -729 | -13.64% |
| Dec 31, 2025 | ROTHSCHILD INVESTMENT LLC | 0.01% | 4.89K | 16.32K | 0 | 0 |
| Dec 31, 2025 | KARPUS MANAGEMENT, INC. | 0.01% | 5K | 16.7K | 5K | +100.00% |
| Dec 31, 2025 | MAI CAPITAL MANAGEMENT | 0.01% | 6K | 20.04K | 1K | +20.00% |
| Dec 31, 2025 | GLOBAL WEALTH STRATEGIES & ASSOCIATES | 0.02% | 9.22K | 30.8K | 0 | 0 |
| Dec 31, 2025 | KEY FINANCIAL INC | 0.02% | 9.5K | 31.73K | 0 | 0 |
| Dec 31, 2025 | GRIDIRON PARTNERS, LLC | 0.02% | 10.51K | 35.09K | 0 | 0 |
| Dec 31, 2025 | CHICAGO PARTNERS INVESTMENT GROUP LLC | 0.02% | 10.6K | 34.88K | 0 | 0 |
| Dec 31, 2025 | SHUFRO ROSE & CO LLC | 0.02% | 11K | 36.74K | 0 | 0 |
| Dec 31, 2025 | WEALTHSHIELD PARTNERS, LLC | 0.03% | 13K | 43.42K | 3K | +30.00% |
| Dec 31, 2025 | KOSHINSKI ASSET MANAGEMENT, INC. | 0.03% | 14K | 46.76K | 0 | 0 |
| Dec 31, 2025 | GRAVES LIGHT LENHART WEALTH, INC. | 0.03% | 14.3K | 47.76K | 0 | 0 |
| Dec 31, 2025 | ATRIA INVESTMENTS, INC | 0.03% | 16.09K | 53.73K | 16.09K | +100.00% |
| Dec 31, 2025 | STIFEL FINANCIAL CORP | 0.03% | 16.85K | 56.29K | -70.63K | -80.74% |
| Dec 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.03% | 17.01K | 57K | 0 | 0 |
| Dec 31, 2025 | 0.04% | 20.25K | 67.62K | 20.25K | +100.00% | |
| Dec 31, 2025 | COLONY GROUP, LLC | 0.39% | 189.73K | 633.68K | 189.73K | +100.00% |
| Dec 31, 2025 | VISIONPOINT ADVISORY GROUP, LLC | 0.04% | 21.12K | 70.54K | 61 | +0.29% |
| Dec 31, 2025 | UBS GROUP AG | 0.05% | 23.18K | 77.44K | -2.4K | -9.38% |
| Dec 31, 2025 | RONALD BLUE TRUST, INC. | 0.05% | 25.26K | 84.37K | 25.26K | +100.00% |
| Dec 31, 2025 | MOUNT YALE INVESTMENT ADVISORS, LLC | 0.06% | 27.7K | 92.52K | 0 | 0 |
| Dec 31, 2025 | VESTMARK ADVISORY SOLUTIONS, INC. | 0.06% | 27.7K | 92.52K | 27.7K | +100.00% |
| Dec 31, 2025 | COMERICA BANK | 0.07% | 35.09K | 117.21K | 0 | 0 |
| Dec 31, 2025 | WEAVER CONSULTING GROUP | 0.09% | 42K | 140.28K | 7K | +20.00% |
| Dec 31, 2025 | ETHOS FINANCIAL GROUP, LLC | 0.09% | 46.66K | 155.84K | -6.03K | -11.44% |
| Dec 31, 2025 | ECLECTIC ASSOCIATES INC /ADV | 0.11% | 53.58K | 178.96K | 53.58K | +100.00% |
| Dec 31, 2025 | MEZZASALMA ADVISORS, LLC | 0.11% | 53.63K | 178.32K | -2.43K | -4.34% |
| Dec 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.13% | 62.53K | 208.85K | 247 | +0.40% |
| Dec 31, 2025 | ALLWORTH FINANCIAL LP | 0.13% | 66.27K | 221.35K | 0 | 0 |
| Dec 31, 2025 | ROYAL BANK OF CANADA | 0.14% | 68.72K | 229K | -2.22K | -3.13% |
| Dec 31, 2025 | LPL FINANCIAL LLC | 0.14% | 70.4K | 235.12K | -735 | -1.03% |
| Dec 31, 2025 | MELFA WEALTH MANAGEMENT, LLC | 0.16% | 80.93K | 270.29K | 0 | 0 |
| Dec 31, 2025 | WEALTHTRUST AXIOM LLC | 0.22% | 108K | 360.72K | 11K | +11.34% |
| Dec 31, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.27% | 131.77K | 440K | -3.29K | -2.44% |
| Dec 31, 2025 | GILL CAPITAL PARTNERS, LLC | 0.28% | 137.9K | 460.57K | 1.72K | +1.26% |
| Dec 31, 2025 | PENBROOK MANAGEMENT LLC | 0.3% | 147.06K | 491.19K | 0 | 0 |
| Dec 31, 2025 | MORGAN STANLEY | 0.35% | 172.67K | 576.72K | -42.36K | -19.70% |
| Dec 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.46% | 226.02K | 754.89K | 168.55K | +293.30% |
| Dec 31, 2025 | SHEETS SMITH WEALTH MANAGEMENT | 0.49% | 241.23K | 805.7K | 0 | 0 |
| Dec 31, 2025 | PVG ASSET MANAGEMENT CORP | 0.98% | 482.76K | 1.61M | 444.18K | +1,151.25% |
| Dec 31, 2025 | SUMMIT FINANCIAL, LLC | 1.2% | 592.05K | 1.98M | 398.83K | +206.41% |
| Dec 31, 2025 | SIT INVESTMENT ASSOCIATES INC | 46.18% | 22.73M | 75.92M | -761.59K | -3.24% |
| Dec 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.01% | 3.22K | 10.74M | -339 | -9.54% |
| Dec 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.05% | 26.09K | 87.14K | 3.04K | +13.19% |
| Dec 31, 2025 | CETERA INVESTMENT ADVISERS | 0.08% | 39.85K | 133.09K | 2.54K | +6.82% |
| Dec 31, 2025 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.03% | 13.62K | 45.47K | 13.62K | +100.00% |
| Dec 31, 2025 | BAIRD FINANCIAL GROUP, INC. | 0.06% | 29.5K | 98.53K | 13.5K | +84.38% |
| Dec 31, 2025 | NEWEDGE ADVISORS, LLC | 0.16% | 79.53K | 265.63K | -2.01K | -2.47% |
| Sep 30, 2025 | COLDSTREAM CAPITAL MANAGEMENT INC | 0.05% | 22.22K | 76.44K | 429 | +1.97% |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.05% | 23.05K | 77.31K | 1.39K | +6.41% |
| Sep 30, 2025 | UBS GROUP AG | 0.05% | 25.58K | 88.01K | 215 | +0.85% |
| Sep 30, 2025 | MOUNT YALE INVESTMENT ADVISORS, LLC | 0.06% | 27.7K | 95.29K | 27.7K | +100.00% |
| Sep 30, 2025 | MEZZASALMA ADVISORS, LLC | 0.12% | 56.06K | 192.85K | -3.46K | -5.81% |
| Sep 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.12% | 57.47K | 197.69K | -81 | -0.14% |
| Sep 30, 2025 | GPS WEALTH STRATEGIES GROUP, LLC | 0% | 840 | 2.89K | 16 | +1.94% |
| Sep 30, 2025 | MEASURED WEALTH PRIVATE CLIENT GROUP, LLC | 0.01% | 2.5K | 8.6K | 2.5K | +100.00% |
| Sep 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.13% | 62.28K | 214K | -561 | -0.89% |
| Sep 30, 2025 | WELLS FARGO & COMPANY/MN | 0.01% | 5.35K | 18.39K | 6 | +0.11% |
| Sep 30, 2025 | GLOBAL WEALTH STRATEGIES & ASSOCIATES | 0.02% | 9.22K | 31.72K | 9.22K | +100.00% |
| Sep 30, 2025 | SHUFRO ROSE & CO LLC | 0.02% | 11K | 36.52K | 0 | 0 |
| Sep 30, 2025 | CHICAGO PARTNERS INVESTMENT GROUP LLC | 0.02% | 10.6K | 35.51K | 69 | +0.66% |
| Sep 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.04% | 17.01K | 59K | 580 | +3.53% |
| Sep 30, 2025 | NORTHSTAR FINANCIAL COMPANIES, INC. | 0.04% | 20.25K | 69.64K | 0 | 0 |
| Sep 30, 2025 | STRATOS WEALTH PARTNERS, LTD. | 0.04% | 20.66K | 71.07K | 478 | +2.37% |
| Sep 30, 2025 | VISIONPOINT ADVISORY GROUP, LLC | 0.04% | 21.06K | 72.44K | 10.56K | +100.56% |
| Sep 30, 2025 | BARD FINANCIAL SERVICES, INC. | 0.04% | 21.54K | 74.1K | 0 | 0 |
| Sep 30, 2025 | THRIVENT FINANCIAL FOR LUTHERANS | 0.07% | 32.81K | 113K | 32.81K | +100.00% |
| Sep 30, 2025 | WEAVER CONSULTING GROUP | 0.07% | 35K | 120.4K | 2.5K | +7.69% |
| Sep 30, 2025 | COMERICA BANK | 0.07% | 35.09K | 120.72K | 25.89K | +281.43% |
| Sep 30, 2025 | CETERA INVESTMENT ADVISERS | 0.08% | 37.3K | 128.33K | 24.49K | +191.09% |
| Sep 30, 2025 | TCG ADVISORY SERVICES, LLC | 0.09% | 41.15K | 141.56K | -298 | -0.72% |
| Sep 30, 2025 | ETHOS FINANCIAL GROUP, LLC | 0.11% | 52.69K | 181.25K | 2.87K | +5.77% |
| Sep 30, 2025 | LPL FINANCIAL LLC | 0.15% | 71.13K | 244.69K | -20.26K | -22.17% |
| Sep 30, 2025 | INVICTUS PRIVATE WEALTH, LLC | 0.16% | 76.87K | 264.44K | 76.87K | +100.00% |
| Sep 30, 2025 | MELFA WEALTH MANAGEMENT, LLC | 0.17% | 80.93K | 278.38K | 0 | 0 |
| Sep 30, 2025 | NEWEDGE ADVISORS, LLC | 0.17% | 81.54K | 280.5K | -912 | -1.11% |
| Sep 30, 2025 | STIFEL FINANCIAL CORP | 0.18% | 87.48K | 300.93K | 44.2K | +102.13% |
| Sep 30, 2025 | WEALTHTRUST AXIOM LLC | 0.2% | 97K | 333.68K | 46K | +90.20% |
| Sep 30, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.28% | 135.06K | 465K | -105 | -0.08% |
| Sep 30, 2025 | GILL CAPITAL PARTNERS, LLC | 0.28% | 136.18K | 468.45K | -29.76K | -17.93% |
| Sep 30, 2025 | PENBROOK MANAGEMENT LLC | 0.31% | 147.06K | 505.9K | -550 | -0.37% |
| Sep 30, 2025 | KOVITZ INVESTMENT GROUP PARTNERS, LLC | 0.39% | 189.73K | 652.65K | 20.5K | +12.11% |
| Sep 30, 2025 | SUMMIT FINANCIAL, LLC | 0.4% | 193.22K | 664.68K | 160.1K | +483.39% |
| Sep 30, 2025 | MORGAN STANLEY | 0.45% | 215.03K | 739.69K | 25.64K | +13.54% |
| Sep 30, 2025 | SHEETS SMITH WEALTH MANAGEMENT | 0.5% | 241.23K | 829.82K | 241.23K | +100.00% |
| Sep 30, 2025 | CONSOLIDATED PORTFOLIO REVIEW CORP | 0.76% | 367.19K | 1.26M | 3.99K | +1.10% |
| Sep 30, 2025 | 1607 CAPITAL PARTNERS, LLC | 0.87% | 418.15K | 1.44M | -604.32K | -59.10% |
| Sep 30, 2025 | SHEETS SMITH INVESTMENT MANAGEMENT | 2.29% | 1.1M | 3.79M | 1.1M | +100.00% |
| Sep 30, 2025 | SIT INVESTMENT ASSOCIATES INC | 48.75% | 23.49M | 80.81M | -147.33K | -0.62% |
| Sep 30, 2025 | HOLLENCREST CAPITAL MANAGEMENT | 0.01% | 3.07K | 10.55K | 0 | 0 |
| Sep 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.01% | 3.55K | 12.22K | 12 | +0.34% |
| Sep 30, 2025 | ROTHSCHILD INVESTMENT LLC | 0.01% | 4.89K | 16.8K | 0 | 0 |
| Sep 30, 2025 | GRAVES LIGHT LENHART WEALTH, INC. | 0.03% | 14.3K | 49.19K | 0 | 0 |
| Sep 30, 2025 | BAIRD FINANCIAL GROUP, INC. | 0.03% | 16K | 55.04K | 16K | +100.00% |
| Sep 30, 2025 | ROYAL BANK OF CANADA | 0.15% | 70.94K | 244K | 63 | +0.09% |
| Sep 30, 2025 | WMG FINANCIAL ADVISORS, LLC | 0% | 0 | - | -16.7K | -100.00% |
| Sep 30, 2025 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0% | 0 | - | -332.51K | -100.00% |
| Sep 30, 2025 | SHAKER FINANCIAL SERVICES, LLC | 0% | 0 | - | -60.89K | -100.00% |
| Sep 30, 2025 | AVANTAX PLANNING PARTNERS, INC. | 0% | 0 | - | -16.97K | -100.00% |
| Sep 30, 2025 | KOSHINSKI ASSET MANAGEMENT, INC. | 0.03% | 14K | 48.16K | 0 | 0 |
| Sep 30, 2025 | FORTITUDE ADVISORY GROUP L.L.C. | 0.11% | 52.82K | 181.7K | 0 | 0 |
| Sep 30, 2025 | CALDWELL SUTTER CAPITAL, INC. | 0% | 0 | - | -1.8K | -100.00% |
| Sep 30, 2025 | FINANCIAL CONSULATE, INC | 0% | 200 | 688 | 200 | +100.00% |
| Sep 30, 2025 | HARBOUR INVESTMENTS, INC. | 0% | 339 | 1.17K | 0 | 0 |
| Sep 30, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0% | 400 | 1.38K | 0 | 0 |
| Sep 30, 2025 | HIGHLINE WEALTH PARTNERS LLC | 0% | 600 | 2.06K | 600 | +100.00% |
| Sep 30, 2025 | GLOBAL RETIREMENT PARTNERS, LLC | 0% | 649 | 2.23K | 0 | 0 |
| Sep 30, 2025 | PVG ASSET MANAGEMENT CORP | 0.08% | 38.58K | 132.72K | 38.58K | +100.00% |
| Sep 30, 2025 | MAI CAPITAL MANAGEMENT | 0.01% | 5K | 17.2K | 0 | 0 |
| Sep 30, 2025 | ALLWORTH FINANCIAL LP | 0.14% | 66.27K | 227.98K | 0 | 0 |
| Sep 30, 2025 | KEY FINANCIAL INC | 0.02% | 9.5K | 32.49K | 0 | 0 |
| Sep 30, 2025 | WEALTHSHIELD PARTNERS, LLC | 0.02% | 10K | 34.4K | 0 | 0 |
| Sep 30, 2025 | GRIDIRON PARTNERS, LLC | 0.02% | 10.51K | 36.14K | 0 | 0 |
| Jun 30, 2025 | HRT FINANCIAL LP | 0.02% | 11.99K | 40K | 11.99K | +100.00% |
| Jun 30, 2025 | VISIONPOINT ADVISORY GROUP, LLC | 0.02% | 10.5K | 35.18K | 10.5K | +100.00% |
| Jun 30, 2025 | WEALTHSHIELD PARTNERS, LLC | 0.02% | 10K | 33.5K | 0 | 0 |
| Jun 30, 2025 | SIT INVESTMENT ASSOCIATES INC | 49.06% | 23.64M | 79.19M | 562.92K | +2.44% |
| Jun 30, 2025 | SUMMIT FINANCIAL, LLC | 0.07% | 33.12K | 110.95K | 33.12K | +100.00% |
| Jun 30, 2025 | GPS WEALTH STRATEGIES GROUP, LLC | 0% | 824 | 2.76K | 16 | +1.98% |
| Jun 30, 2025 | GLOBAL RETIREMENT PARTNERS, LLC | 0% | 649 | 2.17M | 649 | +100.00% |
| Jun 30, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.28% | 135.17K | 453K | 347 | +0.26% |
| Jun 30, 2025 | LPL FINANCIAL LLC | 0.19% | 91.39K | 306.16K | 40.96K | +81.23% |
| Jun 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.13% | 62.84K | 211K | 239 | +0.38% |
| Jun 30, 2025 | SHAKER FINANCIAL SERVICES, LLC | 0.13% | 60.89K | 203.98K | -59.6K | -49.46% |
| Jun 30, 2025 | MEZZASALMA ADVISORS, LLC | 0.12% | 59.52K | 199.39K | 1.16K | +1.99% |
| Jun 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.05% | 21.66K | 72.56K | -1K | -4.41% |
| Jun 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.03% | 16.43K | 55K | -21.05K | -56.16% |
| Jun 30, 2025 | GRAVES LIGHT LENHART WEALTH, INC. | 0.03% | 14.3K | 47.91K | 0 | 0 |
| Jun 30, 2025 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.69% | 332.51K | 1.11M | -359.84K | -51.97% |
| Jun 30, 2025 | MORGAN STANLEY | 0.39% | 189.39K | 634.45M | -3.06K | -1.59% |
| Jun 30, 2025 | KOVITZ INVESTMENT GROUP PARTNERS, LLC | 0.35% | 169.23K | 566.9K | 169.23K | +100.00% |
| Jun 30, 2025 | GILL CAPITAL PARTNERS, LLC | 0.34% | 165.94K | 555.88K | -1.95K | -1.16% |
| Jun 30, 2025 | PENBROOK MANAGEMENT LLC | 0.31% | 147.61K | 494.5K | -550 | -0.37% |
| Jun 30, 2025 | NEWEDGE ADVISORS, LLC | 0.17% | 82.45K | 276.21K | -1.71K | -2.03% |
| Jun 30, 2025 | MELFA WEALTH MANAGEMENT, LLC | 0.17% | 80.93K | 271.1K | -688 | -0.84% |
| Jun 30, 2025 | ROYAL BANK OF CANADA | 0.15% | 70.87K | 238K | -46 | -0.06% |
| Jun 30, 2025 | GRIDIRON PARTNERS, LLC | 0.02% | 10.51K | 35.2K | 0 | 0 |
| Jun 30, 2025 | ROTHSCHILD INVESTMENT LLC | 0.01% | 4.89K | 16.37K | 0 | 0 |
| Jun 30, 2025 | HOLLENCREST CAPITAL MANAGEMENT | 0.01% | 3.07K | 10.27K | 0 | 0 |
| Jun 30, 2025 | CALDWELL SUTTER CAPITAL, INC. | 0% | 1.8K | 6.02K | 0 | 0 |
| Jun 30, 2025 | HARBOUR INVESTMENTS, INC. | 0% | 339 | 1.14K | 0 | 0 |
| Jun 30, 2025 | PERIGON WEALTH MANAGEMENT, LLC | 0% | 0 | - | -11.25K | -100.00% |
| Jun 30, 2025 | MOORS & CABOT, INC. | 0% | 0 | - | -10K | -100.00% |
| Jun 30, 2025 | TRANSCEND CAPITAL ADVISORS, LLC | 0% | 0 | - | -26.2K | -100.00% |
| Jun 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.12% | 57.55K | 192.78K | -24.14K | -29.55% |
| Jun 30, 2025 | 1607 CAPITAL PARTNERS, LLC | 2.12% | 1.02M | 3.43M | -6.6K | -0.64% |
| Jun 30, 2025 | CONSOLIDATED PORTFOLIO REVIEW CORP | 0.75% | 363.2K | 1.22M | 33.88K | +10.29% |
| Jun 30, 2025 | ALLWORTH FINANCIAL LP | 0.14% | 66.27K | 222.01K | 66.27K | +100.00% |
| Jun 30, 2025 | FORTITUDE ADVISORY GROUP L.L.C. | 0.11% | 52.82K | 176.94K | 0 | 0 |
| Jun 30, 2025 | WEALTHTRUST AXIOM LLC | 0.11% | 51K | 170.85K | 24K | +88.89% |
| Jun 30, 2025 | ETHOS FINANCIAL GROUP, LLC | 0.1% | 49.82K | 166.88K | -1.09K | -2.14% |
| Jun 30, 2025 | STIFEL FINANCIAL CORP | 0.09% | 43.28K | 144.99K | -340 | -0.78% |
| Jun 30, 2025 | TCG ADVISORY SERVICES, LLC | 0.09% | 41.45K | 138.86K | 51 | +0.12% |
| Jun 30, 2025 | WEAVER CONSULTING GROUP | 0.07% | 32.5K | 108.88K | 32.5K | +100.00% |
| Jun 30, 2025 | UBS GROUP AG | 0.05% | 25.37K | 84.99K | 0 | 0 |
| Jun 30, 2025 | COLDSTREAM CAPITAL MANAGEMENT INC | 0.05% | 21.79K | 73.01K | 426 | +1.99% |
| Jun 30, 2025 | BARD FINANCIAL SERVICES, INC. | 0.04% | 21.54K | 72.16K | 0 | 0 |
| Jun 30, 2025 | KOSHINSKI ASSET MANAGEMENT, INC. | 0.03% | 14K | 46.9K | 0 | 0 |
| Jun 30, 2025 | 0.04% | 20.25K | 67.82K | 0 | 0 | |
| Jun 30, 2025 | STRATOS WEALTH PARTNERS, LTD. | 0.04% | 20.18K | 67.61K | 1.12K | +5.90% |
| Jun 30, 2025 | KEY FINANCIAL INC | 0.02% | 9.5K | 31.83K | 0 | 0 |
| Jun 30, 2025 | COMERICA BANK | 0.02% | 9.2K | 30.82K | 0 | 0 |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.02% | 7.32K | 24.54K | 7.32K | +100.00% |
| Jun 30, 2025 | WELLS FARGO & COMPANY/MN | 0.01% | 5.34K | 17.89K | 0 | 0 |
| Jun 30, 2025 | MAI CAPITAL MANAGEMENT | 0.01% | 5K | 16.75K | 0 | 0 |
| Jun 30, 2025 | AVANTAX PLANNING PARTNERS, INC. | 0.04% | 16.97K | 56.85K | 16.97K | +100.00% |
| Jun 30, 2025 | WMG FINANCIAL ADVISORS, LLC | 0.03% | 16.7K | 55.95K | -3K | -15.23% |
| Jun 30, 2025 | AVANTAX ADVISORY SERVICES, INC. | 0.03% | 16.67K | 55.86K | 326 | +1.99% |
| Jun 30, 2025 | CETERA INVESTMENT ADVISERS | 0.03% | 12.82K | 42.93K | 0 | 0 |
| Jun 30, 2025 | SHUFRO ROSE & CO LLC | 0.02% | 11K | 36.52K | 0 | 0 |
| Jun 30, 2025 | CONCURRENT INVESTMENT ADVISORS, LLC | 0.02% | 10.62K | 35.58K | 0 | 0 |
| Jun 30, 2025 | CHICAGO PARTNERS INVESTMENT GROUP LLC | 0.02% | 10.53K | 34.75K | 137 | +1.32% |
| Jun 30, 2025 | NORTHSTAR FINANCIAL COMPANIES, INC. | 0.04% | 20.25K | 67.82K | 0 | 0 |
| Mar 31, 2025 | CITADEL ADVISORS LLC | 0.04% | 20.86K | 69.26K | 9.68K | +86.50% |
| Mar 31, 2025 | WMG FINANCIAL ADVISORS, LLC | 0.04% | 19.7K | 65.4K | 0 | 0 |
| Mar 31, 2025 | TRANSCEND CAPITAL ADVISORS, LLC | 0.05% | 26.2K | 86.98K | 0 | 0 |
| Mar 31, 2025 | WEALTHTRUST AXIOM LLC | 0.06% | 27K | 89.64K | 13.41K | +98.69% |
| Mar 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.08% | 37.47K | 124K | 20.2K | +116.89% |
| Mar 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.08% | 40.43K | 134.22K | 8.8K | +27.81% |
| Mar 31, 2025 | TCG ADVISORY SERVICES, LLC | 0.09% | 41.4K | 137.44K | 141 | +0.34% |
| Mar 31, 2025 | STIFEL FINANCIAL CORP | 0.09% | 43.62K | 144.82K | 141 | +0.32% |
| Mar 31, 2025 | COMERICA BANK | 0.02% | 9.2K | 30.54K | 0 | 0 |
| Mar 31, 2025 | KEY FINANCIAL INC | 0.02% | 9.5K | 31.54K | 0 | 0 |
| Mar 31, 2025 | WEALTHSHIELD PARTNERS, LLC | 0.02% | 10K | 33.2K | 0 | 0 |
| Mar 31, 2025 | STRATOS WEALTH PARTNERS, LTD. | 0.04% | 19.06K | 63.27K | 0 | 0 |
| Mar 31, 2025 | PVG ASSET MANAGEMENT CORP | 0.1% | 47.07K | 156.28K | 985 | +2.14% |
| Mar 31, 2025 | LPL FINANCIAL LLC | 0.1% | 50.43K | 167.42K | -350 | -0.69% |
| Mar 31, 2025 | ETHOS FINANCIAL GROUP, LLC | 0.11% | 50.91K | 169.01K | 50.91K | +100.00% |
| Mar 31, 2025 | FORTITUDE ADVISORY GROUP L.L.C. | 0.11% | 52.82K | 172.19K | 0 | 0 |
| Mar 31, 2025 | MEZZASALMA ADVISORS, LLC | 0.12% | 58.36K | 193.75K | -777 | -1.31% |
| Mar 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.13% | 62.61K | 208K | 313 | +0.50% |
| Mar 31, 2025 | ROYAL BANK OF CANADA | 0.15% | 70.92K | 236K | -12.66K | -15.14% |
| Mar 31, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.28% | 134.82K | 448K | 134.82K | +100.00% |
| Mar 31, 2025 | PENBROOK MANAGEMENT LLC | 0.31% | 148.16K | 491.9K | -600 | -0.40% |
| Mar 31, 2025 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1.44% | 692.35K | 2.3M | -23K | -3.22% |
| Mar 31, 2025 | 1607 CAPITAL PARTNERS, LLC | 2.14% | 1.03M | 3.42M | -36.71K | -3.44% |
| Mar 31, 2025 | SIT INVESTMENT ASSOCIATES INC | 47.89% | 23.08M | 76.61M | 90.98K | +0.40% |
| Mar 31, 2025 | CHICAGO PARTNERS INVESTMENT GROUP LLC | 0.02% | 10.39K | 34.72K | 272 | +2.69% |
| Mar 31, 2025 | KOSHINSKI ASSET MANAGEMENT, INC. | 0.03% | 14K | 46.48K | 0 | 0 |
| Mar 31, 2025 | COLDSTREAM CAPITAL MANAGEMENT INC | 0.04% | 21.37K | 70.94K | 559 | +2.69% |
| Mar 31, 2025 | BARD FINANCIAL SERVICES, INC. | 0.04% | 21.54K | 71.51K | 0 | 0 |
| Mar 31, 2025 | PERIGON WEALTH MANAGEMENT, LLC | 0.02% | 11.25K | 37.35K | 11.25K | +100.00% |
| Mar 31, 2025 | CONSOLIDATED PORTFOLIO REVIEW CORP | 0.68% | 329.32K | 1.09M | 36.53K | +12.48% |
| Mar 31, 2025 | GRAVES LIGHT LENHART WEALTH, INC. | 0.03% | 14.3K | 47.48K | 0 | 0 |
| Mar 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.05% | 22.66K | 75.24K | -35.49K | -61.03% |
| Mar 31, 2025 | UBS GROUP AG | 0.05% | 25.37K | 84.23K | -15.22K | -37.50% |
| Mar 31, 2025 | WELLS FARGO & COMPANY/MN | 0.01% | 5.34K | 17.73K | 1 | +0.02% |
| Mar 31, 2025 | SHEAFF BROCK INVESTMENT ADVISORS, LLC | 0.14% | 66.27K | 220.02K | 0 | 0 |
| Mar 31, 2025 | GILL CAPITAL PARTNERS, LLC | 0.35% | 167.88K | 557.37K | -6.91K | -3.95% |
| Mar 31, 2025 | TRANSFORM WEALTH, LLC | 0.35% | 169.23K | 561.83K | 0 | 0 |
| Mar 31, 2025 | MORGAN STANLEY | 0.4% | 192.44K | 638.92K | 299 | +0.16% |
| Mar 31, 2025 | GRIDIRON PARTNERS, LLC | 0.02% | 10.51K | 34.88K | 0 | 0 |
| Mar 31, 2025 | CONCURRENT INVESTMENT ADVISORS, LLC | 0.02% | 10.62K | 35.26K | 10.62K | +100.00% |
| Mar 31, 2025 | SHUFRO ROSE & CO LLC | 0.02% | 11K | 36.52K | 0 | 0 |
| Mar 31, 2025 | MELFA WEALTH MANAGEMENT, LLC | 0.17% | 81.61K | 270.96K | 0 | 0 |
| Mar 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.17% | 81.69K | 271.2K | 9.23K | +12.73% |
| Mar 31, 2025 | NEWEDGE ADVISORS, LLC | 0.17% | 84.16K | 279.43K | -23.59K | -21.89% |
| Mar 31, 2025 | MOORS & CABOT, INC. | 0.02% | 10K | 33.2K | 0 | 0 |
| Mar 31, 2025 | CETERA INVESTMENT ADVISERS | 0.03% | 12.82K | 42.55K | 12.82K | +100.00% |
| Mar 31, 2025 | SHAKER FINANCIAL SERVICES, LLC | 0.25% | 120.49K | 400.02K | -14.95K | -11.04% |
| Mar 31, 2025 | AVANTAX ADVISORY SERVICES, INC. | 0.03% | 16.35K | 54.27K | 199 | +1.23% |
| Mar 31, 2025 | 0.04% | 19.69K | 65K | 19.69K | +100.00% | |
| Mar 31, 2024 | IFG ADVISORY, LLC | 0% | 0 | - | -10.75K | -100.00% |
| Mar 31, 2024 | CWM, LLC | 0% | 0 | - | -187 | -100.00% |
| Mar 31, 2024 | CLOUGH CAPITAL PARTNERS L P | 0% | 0 | - | -27.5K | -100.00% |
| Mar 31, 2024 | RAYMOND JAMES & ASSOCIATES | 0% | 0 | - | -14.21K | -100.00% |
| Mar 31, 2024 | INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 0% | 0 | - | -10.61K | -100.00% |
| Mar 31, 2024 | JPMORGAN CHASE & CO | 0% | 0 | - | -4.16K | -100.00% |
| Mar 31, 2024 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0% | 400 | 1.28K | 0 | 0 |
| Mar 31, 2024 | FNY INVESTMENT ADVISERS, LLC | 0% | 500 | 1K | 0 | 0 |
| Mar 31, 2024 | GPS WEALTH STRATEGIES GROUP, LLC | 0% | 741 | 2.37K | -227 | -23.45% |
| Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 0.01% | 3.41K | 10.92K | 2.35K | +221.37% |
| Mar 31, 2024 | ADVISOR GROUP HOLDINGS, INC. | 0.02% | 10.39K | 33.24K | 963 | +10.22% |
| Mar 31, 2024 | GRIDIRON PARTNERS, LLC | 0.02% | 10.51K | 33.62K | 0 | 0 |
| Mar 31, 2024 | SHUFRO ROSE & CO LLC | 0.02% | 11K | 35.2K | 0 | 0 |
| Mar 31, 2024 | GRAVES LIGHT LENHART WEALTH, INC. | 0.03% | 14.3K | 45.76K | 0 | 0 |
| Mar 31, 2024 | AVANTAX ADVISORY SERVICES, INC. | 0.03% | 15.29K | 48.92K | 517 | +3.50% |
| Mar 31, 2024 | DAKOTA WEALTH MANAGEMENT | 0.04% | 18.53K | 59.28K | 0 | 0 |
| Mar 31, 2024 | COLDSTREAM CAPITAL MANAGEMENT INC | 0.04% | 20K | 64K | 0 | 0 |
| Mar 31, 2024 | BARD FINANCIAL SERVICES, INC. | 0.04% | 21.54K | 68.93K | 0 | 0 |
| Mar 31, 2024 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.1% | 48.91K | 156.5K | 3.25K | +7.11% |
| Mar 31, 2024 | INVESCO LTD. | 0.14% | 65.81K | 210.59K | -125.02K | -65.51% |
| Mar 31, 2024 | GILL CAPITAL PARTNERS, LLC | 0.37% | 177.85K | 551.32K | 2.46K | +1.40% |
| Mar 31, 2024 | ALLWORTH FINANCIAL LP | 0% | 2K | 6.4K | 0 | 0 |
| Mar 31, 2024 | PNC FINANCIAL SERVICES GROUP, INC. | 0.01% | 5.17K | 16.53K | -97 | -1.84% |
| Mar 31, 2024 | HOLLENCREST CAPITAL MANAGEMENT | 0.02% | 7.62K | 24.37K | 0 | 0 |
| Mar 31, 2024 | ROYAL BANK OF CANADA | 0.02% | 7.7K | 25K | 5.54K | +255.80% |
| Mar 31, 2024 | WEALTHSHIELD PARTNERS, LLC | 0.02% | 10K | 32.22K | 0 | 0 |
| Mar 31, 2024 | FLOW STATE INVESTMENTS, L.P. | 0.14% | 70.01K | 224.03K | 70.01K | +100.00% |
| Mar 31, 2024 | MELFA WEALTH MANAGEMENT, LLC | 0.15% | 74.03K | 236.91K | 235 | +0.32% |
| Mar 31, 2024 | TCG ADVISORY SERVICES, LLC | 0.16% | 78.92K | 252.56K | 0 | 0 |
| Mar 31, 2024 | JANNEY MONTGOMERY SCOTT LLC | 0.2% | 99.25K | 318K | 12.82K | +14.84% |
| Mar 31, 2024 | NEWEDGE ADVISORS, LLC | 0.26% | 124.9K | 399.68K | 3.5K | +2.88% |
| Mar 31, 2024 | PENBROOK MANAGEMENT LLC | 0.31% | 149.96K | 479.88K | 0 | 0 |
| Mar 31, 2024 | COMERICA BANK | 0% | 0 | - | -3K | -100.00% |
| Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 0.02% | 7.94K | 25.39K | 0 | 0 |
| Mar 31, 2024 | KEY FINANCIAL INC | 0.02% | 9.5K | 30.4K | -2.38K | -20.05% |
| Mar 31, 2024 | MOORS & CABOT, INC. | 0.02% | 10K | 32K | 0 | 0 |
| Mar 31, 2024 | WEALTHTRUST AXIOM LLC | 0.03% | 13.59K | 43.48K | -1.5K | -9.94% |
| Mar 31, 2024 | FORTITUDE ADVISORY GROUP L.L.C. | 0.07% | 34.88K | 111.62K | 0 | 0 |
| Mar 31, 2024 | UBS GROUP AG | 0.08% | 38.58K | 123.46K | 2.96K | +8.29% |
| Mar 31, 2024 | SHAKER FINANCIAL SERVICES, LLC | 0.1% | 46.36K | 149.37K | 22.07K | +90.86% |
| Mar 31, 2024 | TRANSCEND CAPITAL ADVISORS, LLC | 0.1% | 47.2K | 151.04K | 600 | +1.29% |
| Mar 31, 2024 | LPL FINANCIAL LLC | 0.1% | 48.31K | 154.61K | 135 | +0.28% |
| Mar 31, 2024 | COMMONWEALTH EQUITY SERVICES, LLC | 0.14% | 65.95K | 211K | 65.95K | +100.00% |
| Mar 31, 2024 | SHEAFF BROCK INVESTMENT ADVISORS, LLC | 0.14% | 66.27K | 212.07K | 0 | 0 |
| Mar 31, 2024 | 1607 CAPITAL PARTNERS, LLC | 1.32% | 640.05K | 2.05M | -667.33K | -51.04% |
| Mar 31, 2024 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1.53% | 743.43K | 2.38M | 0 | 0 |
| Mar 31, 2024 | KARPUS MANAGEMENT, INC. | 1.7% | 826.91K | 2.65M | -3.09K | -0.37% |
| Mar 31, 2024 | PLANNED SOLUTIONS, INC. | 0% | 0 | - | -1.73K | -100.00% |
| Mar 31, 2024 | XTX TOPCO LTD | 0% | 0 | - | -11.29K | -100.00% |
| Mar 31, 2024 | FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA | 0% | 0 | - | -4.5K | -100.00% |
| Mar 31, 2024 | TRANSFORM WEALTH, LLC | 0% | 0 | - | -200.23K | -100.00% |
| Mar 31, 2024 | SIT INVESTMENT ASSOCIATES INC | 45.11% | 21.91M | 70.1M | 1.15M | +5.56% |
| Mar 31, 2024 | PFG INVESTMENTS, LLC | 0.49% | 240.16K | 768.51K | 240.16K | +100.00% |
| Mar 31, 2024 | CONSOLIDATED PORTFOLIO REVIEW CORP | 0.49% | 240.16K | 768.51K | -3.37K | -1.38% |
| Mar 31, 2024 | MORGAN STANLEY | 0.39% | 187.15K | 598.88K | -519 | -0.28% |
| Dec 31, 2023 | UBS GROUP AG | 0.07% | 35.63K | 113.65K | -3.23K | -8.31% |
| Dec 31, 2023 | FORTITUDE ADVISORY GROUP L.L.C. | 0.07% | 34.88K | 111.27K | 0 | 0 |
| Dec 31, 2023 | CLOUGH CAPITAL PARTNERS L P | 0.06% | 27.5K | 87.73K | -33.9K | -55.21% |
| Dec 31, 2023 | SHAKER FINANCIAL SERVICES, LLC | 0.05% | 24.29K | 78.02K | 5.04K | +26.20% |
| Dec 31, 2023 | BARD FINANCIAL SERVICES, INC. | 0.04% | 21.54K | 68.71K | 0 | 0 |
| Dec 31, 2023 | COLDSTREAM CAPITAL MANAGEMENT INC | 0.04% | 20K | 63.8K | 20K | +100.00% |
| Dec 31, 2023 | DAKOTA WEALTH MANAGEMENT | 0.04% | 18.53K | 59.1K | 0 | 0 |
| Dec 31, 2023 | WEALTHTRUST AXIOM LLC | 0.03% | 15.09K | 48.13K | 0 | 0 |
| Dec 31, 2023 | AVANTAX ADVISORY SERVICES, INC. | 0.03% | 14.77K | 47.12K | 186 | +1.28% |
| Dec 31, 2023 | GRAVES LIGHT LENHART WEALTH, INC. | 0.03% | 14.3K | 45.62K | 0 | 0 |
| Dec 31, 2023 | RAYMOND JAMES & ASSOCIATES | 0.03% | 14.21K | 45.33K | 14.21K | +100.00% |
| Dec 31, 2023 | KEY FINANCIAL INC | 0.02% | 11.88K | 37.9K | 0 | 0 |
| Dec 31, 2023 | XTX TOPCO LTD | 0.02% | 11.29K | 36.03K | -13.58K | -54.59% |
| Dec 31, 2023 | SHUFRO ROSE & CO LLC | 0.02% | 11K | 33.22K | 0 | 0 |
| Dec 31, 2023 | IFG ADVISORY, LLC | 0.02% | 10.75K | 34.29K | 10.75K | +100.00% |
| Dec 31, 2023 | INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 0.02% | 10.61K | 33.62K | 10.61K | +100.00% |
| Dec 31, 2023 | 0.02% | 10.51K | 33.52K | 10.51K | +100.00% | |
| Dec 31, 2023 | MOORS & CABOT, INC. | 0.02% | 10K | 31.9K | -56K | -84.85% |
| Dec 31, 2023 | WEALTHSHIELD PARTNERS, LLC | 0.02% | 10K | 31.9K | 10K | +100.00% |
| Dec 31, 2023 | ADVISOR GROUP HOLDINGS, INC. | 0.02% | 9.43K | 30.07K | -4.11K | -30.38% |
| Dec 31, 2023 | FNY INVESTMENT ADVISERS, LLC | 0% | 500 | 1K | 0 | 0 |
| Dec 31, 2023 | GPS WEALTH STRATEGIES GROUP, LLC | 0% | 968 | 3.09K | 21 | +2.22% |
| Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 0% | 1.06K | 3.39K | 0 | 0 |
| Dec 31, 2023 | PLANNED SOLUTIONS, INC. | 0% | 1.73K | 5.52K | 1.73K | +100.00% |
| Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 0.02% | 7.94K | 25.31K | 1.74K | +28.04% |
| Dec 31, 2023 | HOLLENCREST CAPITAL MANAGEMENT | 0.02% | 7.62K | 24.3K | 0 | 0 |
| Dec 31, 2023 | PNC FINANCIAL SERVICES GROUP, INC. | 0.01% | 5.26K | 16.79K | 132 | +2.57% |
| Dec 31, 2023 | ALLWORTH FINANCIAL LP | 0% | 2K | 6.38K | 2K | +100.00% |
| Dec 31, 2023 | ROYAL BANK OF CANADA | 0% | 2.17K | 7K | 0 | 0 |
| Dec 31, 2023 | FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA | 0.01% | 4.5K | 14K | 1.5K | +50.00% |
| Dec 31, 2023 | JPMORGAN CHASE & CO | 0.01% | 4.16K | 13.27K | 4.16K | +100.00% |
| Dec 31, 2023 | TCG ADVISORY SERVICES, LLC | 0.16% | 78.92K | 251.77K | 266 | +0.34% |
| Dec 31, 2023 | JANNEY MONTGOMERY SCOTT LLC | 0.18% | 86.42K | 276K | -5.55K | -6.03% |
| Dec 31, 2023 | NEWEDGE ADVISORS, LLC | 0.25% | 121.4K | 389.9K | 24.5K | +25.28% |
| Dec 31, 2023 | PENBROOK MANAGEMENT LLC | 0.31% | 149.96K | 478.38K | -17K | -10.18% |
| Dec 31, 2023 | GILL CAPITAL PARTNERS, LLC | 0.36% | 175.39K | 559.48K | 1.97K | +1.14% |
| Dec 31, 2023 | MORGAN STANLEY | 0.39% | 187.67K | 598.67K | -5.6K | -2.90% |
| Dec 31, 2023 | INVESCO LTD. | 0.39% | 190.83K | 608.75K | -91.78K | -32.48% |
| Dec 31, 2023 | TRANSFORM WEALTH, LLC | 0.41% | 200.23K | 639.46K | 5K | +2.56% |
| Dec 31, 2023 | CONSOLIDATED PORTFOLIO REVIEW CORP | 0.5% | 243.53K | 776.86K | 115.26K | +89.86% |
| Dec 31, 2023 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1.53% | 743.43K | 2.37M | 169.86K | +29.62% |
| Dec 31, 2023 | KARPUS MANAGEMENT, INC. | 1.71% | 830K | 2.65M | -24.84K | -2.91% |
| Dec 31, 2023 | 1607 CAPITAL PARTNERS, LLC | 2.69% | 1.31M | 4.17M | 92.38K | +7.60% |
| Dec 31, 2023 | SIT INVESTMENT ASSOCIATES INC | 42.74% | 20.75M | 66.2M | 863.62K | +4.34% |
| Dec 31, 2023 | COMERICA BANK | 0.01% | 3K | 9.57K | 0 | 0 |
| Dec 31, 2023 | SHEAFF BROCK INVESTMENT ADVISORS, LLC | 0.14% | 66.27K | 211.41K | 0 | 0 |
| Dec 31, 2023 | LPL FINANCIAL LLC | 0.1% | 48.18K | 153.69K | -2.21K | -4.39% |
| Dec 31, 2023 | TRANSCEND CAPITAL ADVISORS, LLC | 0.1% | 46.6K | 148.65K | 0 | 0 |
| Dec 31, 2023 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.09% | 45.66K | 145.66K | 32.86K | +256.78% |
| Dec 31, 2023 | MELFA WEALTH MANAGEMENT, LLC | 0.15% | 73.8K | 235.42K | -7.26K | -8.95% |
Among the PIM insiders holding of 0.01% of the stake in company, PUTNAM GEORGE III, director, holds the largest shares of 2.18K. HALDEMAN CHARLES E, Pres. & CEO of Putnam Invest-, is the second largest PIM insider with ownership of 510 shares. BAXTER JAMESON A, Trustee of Putnam Funds, stands third with possession of 461 shares of that stake.
| Insiders | Designation | Shares Held |
|---|---|---|
| PUTNAM GEORGE III | director | 2.18K |
| HALDEMAN CHARLES E | Pres. & CEO of Putnam Invest- | 510 |
| BAXTER JAMESON A | Trustee of Putnam Funds | 461 |
| SINGH MANOJ P | director | 313 |
| PILLAI MARIE | director | 310 |
| MURPHY JENNIFER | director | 299 |
| SUTPHEN MONA | director | 298 |
| HILL JOHN A | director | 256 |
| AHAMED LIAQUAT | director | 100 |
| DOMOTORFFY KATINKA | director | 100 |
| KENNAN ELIZABETH T | director | 100 |
| LEIBLER KENNETH R | director | 100 |
| STEPHENS W THOMAS | director | 100 |
| DARRETTA ROBERT J | director | 100 |
| BAUMANN BARBARA M | director | 100 |
| REYNOLDS ROBERT L | President and CEO | 100 |
| AKHOURY RAVI | director | 100 |
| HILL CATHARINE B | director | 100 |
| THORNDIKE W NICHOLAS | director | 0 |
| Date | Insider | Type | Cost | Shares | Value ($) | Shares Total |
|---|---|---|---|---|---|---|
| Jun 05, 2023 | SINGH MANOJ P | PURCHASE | 3.19 | 313 | 999.88 | 313 |
| Dec 01, 2022 | SUTPHEN MONA | PURCHASE | 3.35 | 298 | 998.3 | 298 |
| Nov 01, 2022 | MURPHY JENNIFER | PURCHASE | 3.35 | 299 | 1K | 299 |
| Oct 10, 2022 | PILLAI MARIE | PURCHASE | 3.23 | 310 | 1K | 310 |
| Feb 04, 2019 | HILL CATHARINE B | PURCHASE | 4.50 | 100 | 450 | 100 |
| Jan 08, 2013 | AHAMED LIAQUAT | PURCHASE | 5.15 | 100 | 514.8 | 100 |
| Dec 05, 2012 | DOMOTORFFY KATINKA | PURCHASE | 5.07 | 100 | 507 | 100 |
| Jan 10, 2012 | KENNAN ELIZABETH T | PURCHASE | 5.09 | 100 | 509 | 100 |
| Jan 07, 2011 | REYNOLDS ROBERT L | PURCHASE | 5.85 | 100 | 585 | 100 |
| Jul 02, 2010 | BAUMANN BARBARA M | PURCHASE | 6.20 | 100 | 619.93 | 100 |
| Jun 03, 2009 | STEPHENS W THOMAS | PURCHASE | 4.97 | 100 | 496.67 | 100 |
| Apr 02, 2009 | AKHOURY RAVI | PURCHASE | 4.28 | 100 | 428 | 100 |
| May 01, 2008 | DARRETTA ROBERT J | PURCHASE | 6.21 | 100 | 621 | 100 |
| Dec 03, 2007 | HILL JOHN A | SALE | 6.35 | 196 | 1.24K | 256 |
| Mar 26, 2007 | BAXTER JAMESON A | SALE | 6.53 | 1 | 6.35 | 461 |
| Nov 01, 2006 | LEIBLER KENNETH R | PURCHASE | 6.28 | 100 | 628 | 100 |
| Mar 27, 2006 | PUTNAM GEORGE III | PURCHASE | 6.09 | 1.2K | 7.31K | 2.18K |
| Nov 19, 2004 | HALDEMAN CHARLES E | PURCHASE | 6.50 | 510 | 3.32K | 510 |
| May 18, 2004 | THORNDIKE W NICHOLAS | SALE | 6.36 | 564 | 3.58K | 0 |