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Overview
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Business Summary
Filings
Ownership
Valuation
Ownership — PLTM
Institutional Holdings
Insider Transactions
US Institutional Ownership
15.6%
Institution
Shares
Value
Ownership %
Change
Filing Date
LPL Financial LLC
286.7K
$4.0M
2.63%
-62.7K
2026-06-30
Wealth Watch Advisors, INC
245.4K
$3.0M
2.25%
-40.9K
2026-06-30
RAYMOND JAMES FINANCIAL INC
180.6K
$2.0M
1.66%
-11.3K
2026-06-30
PCG Wealth Advisors, LLC
146.0K
$2.0M
1.34%
-3.0K
2026-06-30
ENVESTNET ASSET MANAGEMENT INC
80.9K
$1.0M
0.74%
-2.7K
2026-06-30
KESTRA PRIVATE WEALTH SERVICES, LLC
77.2K
$1.0M
0.71%
-65
2026-06-30
Cambridge Investment Research Advisors, Inc.
77.0K
$1.0M
0.71%
+5.0K
2026-06-30
CENTRAL TRUST Co
72.0K
$1.0M
0.66%
+71.8K
2026-06-30
Cetera Investment Advisers
67.1K
$1.0M
0.62%
-13.6K
2026-06-30
OSAIC HOLDINGS, INC.
59.9K
--
0.55%
-25.6K
2026-06-30
STIFEL FINANCIAL CORP
47.4K
--
0.44%
-2.2K
2026-06-30
BANK OF AMERICA CORP /DE/
36.4K
--
0.33%
--
2026-06-30
LAFFER TENGLER INVESTMENTS, INC.
30.7K
--
0.28%
+2.6K
2026-06-30
JANE STREET GROUP, LLC
30.0K
--
0.28%
--
2026-06-30
OPPENHEIMER & CO INC
29.4K
--
0.27%
-11.9K
2026-06-30
Sigma Planning Corp
28.7K
--
0.26%
-5.0K
2026-06-30
MML INVESTORS SERVICES, LLC
27.4K
--
0.25%
-17.2K
2026-06-30
TWIN FOCUS CAPITAL PARTNERS, LLC
26.0K
--
0.24%
--
2026-06-30
GK Wealth Management LLC
20.8K
--
0.19%
--
2026-06-30
SPROTT INC.
20.8K
--
0.19%
--
2026-06-30
COMPASS FINANCIAL MANAGEMENT LLC
18.0K
--
0.17%
--
2026-06-30
CITY HOLDING CO
15.0K
--
0.14%
--
2026-06-30
Concurrent Investment Advisors, LLC
14.2K
--
0.13%
-924
2026-06-30
WCG Wealth Advisors LLC
13.9K
--
0.13%
--
2026-06-30
Revisor Wealth Management LLC
11.1K
--
0.10%
+964
2026-06-30
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