First-hand SEC EDGAR 13F-HR institutional holdings: the top 25 holders ranked by market value, plus the largest adds and trims this quarter. Quarter 2026-03-31.
| Filer | Shares | Market Value | Δ Shares | Change |
|---|---|---|---|---|
NBC SECURITIES, INC.CIK 0000791540 | 160,000 | $43.84K | – | no_change |
Diversified Trust CoCIK 0001479844 | 45,790 | $12.55K | – | no_change |
Williams Jones Wealth Management, LLC.CIK 0001788587 | 45,001 | $12.33K | – | no_change |
Next Capital Management LLCCIK 0001752762 | 25,000 | $6.85K | -7,500 | ↓ DEC |
HORIZON FINANCIAL SERVICES, LLCCIK 0001674020 | 18,200 | $4.99K | – | no_change |
Ancora Advisors LLCCIK 0001446114 | 9,488 | $2.60K | – | no_change |
CAZ INVESTMENTS LPCIK 0001159363 | 4,000 | $1.10K | – | no_change |
VSM Wealth Advisory, LLCCIK 0002050660 | 500 | $137.00 | +500 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
VSM Wealth Advisory, LLCNEW | +500 | $137.00 |
| Filer | Δ Shares | Value |
|---|---|---|
Next Capital Management LLC↓ DEC | -7,500 | $6.85K |