Ticker: PLTM CUSIP: 38748T103 Class: SHS BEN INT
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Southeast Asset Advisors Inc. | 358,645 | $7,076 |
| Encompass More Asset Management | 18,322 | $361 |
| IAM Advisory, LLC | 12,200 | $241 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 23,901 | $472 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 74,491 | $1,470 |
| Simplicity Wealth,LLC | 17,059 | $337 |
| OPPENHEIMER & CO INC | 31,606 | $624 |
| MML INVESTORS SERVICES, LLC | 99,088 | $1,955 |
| NewEdge Advisors, LLC | 56,300 | $1,111 |
| Jessup Wealth Management, Inc | 1,004 | $20 |
| Sound Income Strategies, LLC | 2,965 | $66 |
| Key Financial Inc | 1,100 | $22 |
| FINANCIAL CONSULATE, INC | 1,200 | $24 |
| Kestra Advisory Services, LLC | 4,620 | $91 |
| MORGAN STANLEY | 500 | $10 |
| TD Waterhouse Canada Inc. | 428 | $8 |
| Laurel Wealth Advisors LLC | 50 | $1 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Wealth Watch Advisors, INC | 140,853 | 239,592 | +98,739 (+70.1%) |
| Sigma Planning Corp | 107,028 | 205,485 | +98,457 (+92.0%) |
| Laffer Tengler Investments, Inc. | 10,650 | 20,672 | +10,022 (+94.1%) |
| Sovereign Financial Group, Inc. | 16,190 | 20,290 | +4,100 (+25.3%) |
| LPL Financial LLC | 294,423 | 397,727 | +103,304 (+35.1%) |
| ENVESTNET ASSET MANAGEMENT INC | 104,378 | 199,736 | +95,358 (+91.4%) |
| RFG Advisory, LLC | 89,492 | 95,026 | +5,534 (+6.2%) |
| Cetera Investment Advisers | 74,729 | 92,152 | +17,423 (+23.3%) |
| OSAIC HOLDINGS, INC. | 14,439 | 31,601 | +17,162 (+118.9%) |
| RAYMOND JAMES FINANCIAL INC | 201,381 | 219,609 | +18,228 (+9.1%) |
| Concurrent Investment Advisors, LLC | 10,004 | 15,972 | +5,968 (+59.7%) |
| BNP PARIBAS ARBITRAGE, SA | 1,000 | 7,278 | +6,278 (+627.8%) |
| AdvisorNet Financial, Inc | 754 | 2,114 | +1,360 (+180.4%) |
| Steward Partners Investment Advisory, LLC | 1,225 | 3,377 | +2,152 (+175.7%) |
| Parkside Financial Bank & Trust | 939 | 1,878 | +939 (+100.0%) |
| Quadrature Capital Ltd | 73,753 | 75,179 | +1,426 (+1.9%) |
| Wealth Management Nebraska | 16,472 | 16,881 | +409 (+2.5%) |
| N.E.W. Advisory Services LLC | 747 | 1,061 | +314 (+42.0%) |
| Costello Asset Management, INC | 2,104 | 2,204 | +100 (+4.8%) |
| Grove Bank & Trust | 237 | 337 | +100 (+42.2%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| PCG Wealth Advisors, LLC | 170,723 | 164,692 | -6,031 (-3.5%) |
| JOURNEY STRATEGIC WEALTH LLC | 32,200 | 21,300 | -10,900 (-33.9%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 33,707 | 31,617 | -2,090 (-6.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| IHT Wealth Management, LLC | 15,063 | $228 |
| STIFEL FINANCIAL CORP | 39,126 | $591 |
| CITADEL ADVISORS LLC | 10,962 | $166 |
| UBS Group AG | 8,000 | $121 |
| Heartwood Wealth Advisors LLC | 1,000 | $15 |
| Cambridge Investment Research Advisors, Inc. | 104,235 | $2 |
| Advisory Services Network, LLC | 565 | $9 |
| Allworth Financial LP | 500 | $8 |
| TFC Financial Management, Inc. | 300 | $5 |
| Financial Gravity Asset Management, Inc. | 3 | $0 |