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Institutional Holdings
ACPOwnership Summary
Institutions Holding
16
Total Shares Held
77,887
Total Value Held
$405,012
Quarter
2026-06-30
Active Positions
Increased Positions
3
55,264 shares
Decreased Positions
1
15,427 shares
Held Positions
3
5,846 shares
New Positions
2
1,350 shares
Sold Out Positions
7
98,231 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| HARBOUR INVESTMENTS, INC. | 28,473 | $148,060 | ▲ +10 | 0.00% | 2026-06-30 |
| CoreCap Advisors, LLC | 22,730 | $118,195 | ▲ +1,685 | 0.00% | 2026-06-30 |
| KINGSWOOD WEALTH ADVISORS, LLC | 15,427 | $80,220 | ▼ -188,544 | 0.00% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 4,061 | $21,117 | ▲ +85 | 0.00% | 2026-06-30 |
| HIGHLINE WEALTH PARTNERS LLC | 2,174 | $11,305 | Unchanged | 0.00% | 2026-06-30 |
| HARBOR INVESTMENT ADVISORY, LLC | 1,893 | $9,844 | Unchanged | 0.00% | 2026-06-30 |
| Aventura Private Wealth, LLC | 1,779 | $9,251 | Unchanged | 0.00% | 2026-06-30 |
| First Bancorp, Inc /ME/ | 764 | $3,973 | New position | 0.00% | 2026-06-30 |
| Strategic Advocates LLC | 586 | $3,047 | New position | 0.01% | 2026-06-30 |
| Keating Financial Advisory Services, Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| Fisher Asset Management, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| LANARK FINANCIAL, INC. | 0 | $0 | Sold out | 2026-06-30 | |
| Z3 Capital Partners, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Advisory Services Network, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| JONES FINANCIAL COMPANIES LLLP | 0 | $0 | Sold out | 2026-06-30 | |
| Gen-Wealth Partners Inc | 0 | $0 | Sold out | 2026-06-30 |