| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| MONEY CONCEPTS CAPITAL CORP | 53.2% | +4.3% | $72,610,748 | +$2,107,021 | 2,259,905 | +3% | MONEY CONCEPTS CAPITAL CORP | 30 Jun 2025 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 3,068,331 | $102,822,808 | +$2,587,392 | $33.51 | 39 |
| 2025 Q2 | 2,994,819 | $93,028,194 | +$2,501,909 | $31.05 | 36 |
| 2025 Q1 | 2,837,857 | $85,140,283 | +$1,919,512 | $30 | 37 |
| 2024 Q4 | 3,160,846 | $102,905,614 | +$10,101,036 | $32.48 | 39 |
| 2024 Q3 | 2,860,974 | $93,082,145 | +$66,516,504 | $32.2 | 31 |
| 2024 Q2 | 809,657 | $23,679,701 | -$19,610,797 | $29.2 | 31 |
| 2024 Q1 | 1,142,964 | $36,367,405 | -$13,049,835 | $30.62 | 29 |
| 2023 Q4 | 1,015,103 | $31,260,802 | +$3,697,597 | $30.8 | 32 |
| 2023 Q3 | 895,949 | $23,649,816 | +$1,836,003 | $26.4 | 26 |
| 2023 Q2 | 826,344 | $22,055,117 | -$13,393,675 | $26.69 | 27 |
| 2023 Q1 | 1,328,477 | $35,303,355 | -$22,519,337 | $26.61 | 35 |
| 2022 Q4 | 2,150,018 | $60,512,204 | +$3,964,932 | $28.14 | 38 |
| 2022 Q3 | 1,994,825 | $51,442,000 | -$9,590,699 | $25.67 | 33 |
| 2022 Q2 | 2,827,100 | $75,523,000 | -$13,738,802 | $26.72 | 32 |
| 2022 Q1 | 3,255,043 | $99,955,840 | +$19,822,220 | $30.71 | 39 |
| 2021 Q4 | 2,542,518 | $81,309,973 | +$7,534,996 | $31.98 | 27 |
| 2021 Q3 | 2,308,528 | $69,209,081 | -$3,840,115 | $29.98 | 21 |
| 2021 Q2 | 2,433,139 | $74,743,997 | +$16,218,204 | $30.72 | 24 |
| 2021 Q1 | 1,905,302 | $58,359,121 | +$39,145,197 | $30.63 | 17 |
| 2020 Q4 | 627,360 | $15,431,000 | +$15,431,000 | $24.61 | 5 |