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 |
|---|---|---|---|---|
Financial Gravity Asset Management, Inc.CIK 0001741736 | 63,194 | $858.17K | +36,670 | ↑ INC |
NBC SECURITIES, INC.CIK 0000791540 | 4,623 | $62.79K | – | no_change |
Main Street Group, LTDCIK 0001965796 | 182 | $2.47K | +182 | NEW |
HANTZ FINANCIAL SERVICES, INC.CIK 0001071061 | 8,343 | $113.00 | – | no_change |
VESTOR CAPITAL, LLCCIK 0001132699 | 4,744 | $64.00 | -2,373 | ↓ DEC |
| Filer | Δ Shares | Value |
|---|---|---|
Financial Gravity Asset Management, Inc.↑ INC | +36,670 | $858.17K |
Main Street Group, LTDNEW | +182 | $2.47K |
| Filer | Δ Shares | Value |
|---|---|---|
VESTOR CAPITAL, LLC↓ DEC | -2,373 | $64.00 |