| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Bard Associates Inc | 670.55K (6.38%) | -8.63K Decreased by -1.29% | Mar 31, 24 |
| 2 | Vanguard Group Inc | 513.74K (4.89%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 3 | Winmill & Co Inc | 439.67K (4.19%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 4 | Marathon Capital Management LLC | 369.94K (3.52%) | 1.69K Increased by +0.46% | Jun 30, 24 |
| 5 | Renaissance Technologies Corp | 187.41K (1.78%) | -8.43K Decreased by -4.50% | Jun 30, 24 |
| 6 | Geode Capital Management, LLC | 150.73K (1.44%) | -2.33K Decreased by -1.55% | Jun 30, 24 |
| 7 | LPL Financial Corp | 120.07K (1.14%) | -5.91K Decreased by -4.92% | Mar 31, 24 |
| 8 | Morgan Stanley - Brokerage Accounts | 107.93K (1.03%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 9 | BlackRock Inc | 102.33K (0.97%) | 270.00 Increased by +0.26% | Jun 30, 24 |
| 10 | STANSBERRY ASSET MANAGEMENT, LLC | 76.33K (0.73%) | -6.03K Decreased by -7.90% | Jun 30, 24 |
| 11 | Laffer Tengler Investments, Inc. | 75.59K (0.72%) | 75.59K Increased by +100.00% | Jun 30, 24 |
| 12 | Burgundy Asset Management Ltd | 70.74K (0.67%) | -186.50K Decreased by -263.64% | Dec 31, 23 |
| 13 | Financial Gravity Wealth, Inc. | 70.67K (0.67%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 14 | Dimensional Fund Advisors, Inc. | 55.87K (0.53%) | 2.15K Increased by +3.85% | Jun 30, 24 |
| 15 | Towneley Capital Management Inc / DE | 44.46K (0.42%) | 617.00 Increased by +1.39% | Sep 30, 24 |
| 16 | Commonwealth Equity Services Inc | 36.31K (0.35%) | -520.00 Decreased by -1.43% | Dec 31, 23 |
| 17 | T. Rowe Price Associates, Inc. | 33.40K (0.32%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 18 | KESTRA PRIVATE WEALTH SERVICES, LLC | 33.29K (0.32%) | 33.29K Increased by +100.00% | Mar 31, 24 |
| 19 | Envestnet Asset Management Inc | 32.64K (0.31%) | 32.64K Increased by +100.00% | Dec 31, 23 |
| 20 | Goodwin Daniel L | 32.00K (0.30%) | -3.00K Decreased by -9.38% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 319.66K (3.04%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | Vanguard Institutional Extnd Mkt Idx Tr | 170.57K (1.62%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | RiverPark Strategic Income Institutional | 101.03K (0.96%) | 101.03K Increased by +100.00% | Sep 30, 24 |
| 4 | Fidelity Extended Market Index | 82.31K (0.78%) | -5.64K Decreased by -6.86% | Sep 30, 24 |
| 5 | Fidelity® Extended Market Index | 71.93K (0.68%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 6 | SAM Income | 69.03K (0.66%) | -3.57K Decreased by -5.17% | Sep 30, 24 |
| 7 | DFA Real Estate Securities I | 43.98K (0.42%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 8 | Commonwealth Real Estate Securities | 39.00K (0.37%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 9 | T. Rowe Price Extended Equity Market Idx | 33.40K (0.32%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 10 | Fidelity® Total Market Index | 28.36K (0.27%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | Fidelity Total Market Index | 28.10K (0.27%) | -69.00 Decreased by -0.25% | Sep 30, 24 |
| 12 | FT Income & Treasury 3 CA | 27.77K (0.26%) | 349.00 Increased by +1.26% | Oct 18, 24 |
| 13 | Perritt Ultra MicroCap | 25.00K (0.24%) | -5.00K Decreased by -20.00% | Jun 30, 24 |
| 14 | iShares Micro-Cap ETF | 23.92K (0.23%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 15 | Nationwide Bailard Cogntv Val M | 21.64K (0.21%) | 21.64K Increased by +100.00% | Jul 31, 24 |
| 16 | Fidelity Series Total Market Index | 18.11K (0.17%) | 1.99K Increased by +11.01% | Sep 30, 24 |
| 17 | Fidelity® Series Total Market Index | 14.41K (0.14%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | NT Ext Equity Mkt Idx Fd - NL | 11.22K (0.11%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 19 | Vanguard Balanced Index Inv | 10.82K (0.10%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 20 | NT Ext Equity Mkt Idx Fd - L | 9.56K (0.09%) | 0.00 Increased by 0.00% | Sep 30, 24 |