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Business Summary
Filings
Ownership
Valuation
Ownership — PAYM
Institutional Holdings
Insider Transactions
US Institutional Ownership
1.5%
Institution
Shares
Value
Ownership %
Change
Filing Date
Mid-American Wealth Advisory Group, Inc.
1.81M
$45.0M
0.68%
--
2026-06-30
AE Wealth Management LLC
1.21M
$30.0M
0.45%
+237.4K
2026-06-30
Lloyd Advisory Services, LLC.
213.0K
$5.0M
0.08%
+200.3K
2026-06-30
Authentikos Wealth Advisory, LLC
193.2K
$4.0M
0.07%
+9.6K
2026-06-30
B.O.S.S. Retirement Advisors, LLC
57.8K
$1.0M
0.02%
-2.4K
2026-06-30
HOWARD BAILEY SECURITIES, LLC
55.2K
$1.0M
0.02%
-1.8K
2026-06-30
Elevated Capital Advisors, LLC
54.2K
$1.0M
0.02%
+6.6K
2026-06-30
Aegis Wealth Management, Inc.
43.3K
$1.0M
0.02%
+23.7K
2026-06-30
FSA Advisors, Inc.
41.7K
$1.0M
0.02%
+30.0K
2026-06-30
Great Lakes Retirement, Inc.
38.8K
--
0.01%
-4.0K
2026-06-30
Integrated Wealth Management
36.9K
--
0.01%
+5.9K
2026-06-30
Wellment Financial
34.0K
--
0.01%
+271
2026-06-30
POM Investment Strategies, LLC
33.5K
--
0.01%
+8.2K
2026-06-30
Csenge Advisory Group
30.6K
--
0.01%
+18.7K
2026-06-30
TOUNJIAN ADVISORY PARTNERS, LLC
25.9K
--
0.01%
--
2026-06-30
ENVESTNET ASSET MANAGEMENT INC
23.9K
--
0.01%
--
2026-06-30
EVOLUTION WEALTH MANAGEMENT INC.
23.7K
--
0.01%
+6.1K
2026-06-30
Centennial Advisors, LLC
22.3K
--
0.01%
+208
2026-06-30
SMART Wealth LLC
19.4K
--
0.01%
-10.0K
2026-06-30
LifeWealth Investments, LLC
19.3K
--
0.01%
-6.3K
2026-06-30
FWG Investments, LLC.
14.2K
--
0.01%
+2.1K
2026-06-30
Outlook Wealth Advisors, LLC
14.0K
--
0.01%
+134
2026-06-30
Networth Advisors, LLC
11.8K
--
0.00%
+1.3K
2026-06-30
Kingdom Financial Group LLC.
11.6K
--
0.00%
-1.1K
2026-06-30
MORGAN STANLEY
11.5K
--
0.00%
-18.1K
2026-06-30
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