| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | 71.49K (0.01%) | 30.55K Increased by +42.74% | Jun 30, 24 |
| 2 | Integrated Investment Consultants, LLC | 21.43K (0.00%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 3 | Lindbrook Capital, LLC | 1.09K (0.00%) | 184.00 Increased by +16.80% | Jun 30, 24 |
| 4 | NewSquare Capital, LLC | 307.00 (0.00%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | Rothschild Investment, LLC | 95.00 (0.00%) | 70.00 Increased by +73.68% | Sep 30, 24 |
| 6 | Bruce G Allen Investments LLC | 40.00 (0.00%) | 40.00 Increased by +100.00% | Sep 30, 24 |
| 7 | Hexagon Capital Partners LLC | 29.00 (0.00%) | 29.00 Increased by +100.00% | Sep 30, 24 |
| 8 | AdvisorNet Financial, Inc | 0.00 (0.00%) | -10.00 Decreased by N/A% | Mar 31, 24 |
| 9 | Applied Finance Capital Management LLC | 0.00 (0.00%) | -141.12K Decreased by N/A% | Sep 30, 23 |
| 10 | BakerAvenue Asset Management, LP | 0.00 (0.00%) | -21.00 Decreased by N/A% | Dec 31, 23 |
| 11 | CapTrust Financial Advisors | 0.00 (0.00%) | -30.26K Decreased by N/A% | Sep 30, 23 |
| 12 | Disciplined Investments, LLC | 0.00 (0.00%) | -4.00 Decreased by N/A% | Sep 30, 23 |
| 13 | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0.00 (0.00%) | -17.00 Decreased by N/A% | Jun 30, 24 |
| 14 | Versant Capital Management Inc | 0.00 (0.00%) | -27.00 Decreased by N/A% | Sep 30, 23 |
| 15 | Vestor Capital Partners | 0.00 (0.00%) | -142.54K Decreased by N/A% | Jun 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Symmetry Balanced Port A | 1.19K (0.00%) | -4.00 Decreased by -0.34% | Aug 31, 24 |
| 2 | Symmetry Moderate Growth Port A | 1.16K (0.00%) | -9.00 Decreased by -0.78% | Aug 31, 24 |
| 3 | Symmetry Growth Port A | 926.00 (0.00%) | 5.00 Increased by +0.54% | Aug 31, 24 |
| 4 | Symmetry Conservative Port A | 373.00 (0.00%) | -26.00 Decreased by -6.97% | Aug 31, 24 |
| 5 | Symmetry Equity Portfolio F | 323.00 (0.00%) | -1.00 Decreased by -0.31% | Aug 31, 24 |
| 6 | Symmetry Conservative Inc Port LB | 200.00 (0.00%) | -17.00 Decreased by -8.50% | Aug 31, 24 |
| 7 | Symmetry Fixed Inc Port A | 1.00 (0.00%) | -9.00 Decreased by -900.00% | Aug 31, 24 |