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Institutional Holdings
BGTOwnership Summary
Institutions Holding
14
Total Shares Held
171,962
Total Value Held
$1,889,578
Quarter
2026-06-30
Active Positions
Increased Positions
2
113,329 shares
Decreased Positions
3
38,991 shares
Held Positions
3
19,638 shares
New Positions
1
4 shares
Sold Out Positions
5
114,241 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 94,184 | $1,035,092 | ▲ +16,007 | 0.28% | 2026-06-30 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | 35,746 | $392,849 | ▼ -9,299 | 0.18% | 2026-06-30 |
| CoreCap Advisors, LLC | 19,145 | $210,405 | ▲ +11,635 | 0.01% | 2026-06-30 |
| GILL CAPITAL PARTNERS, LLC | 17,102 | $187,951 | Unchanged | 0.05% | 2026-06-30 |
| Greykasell Wealth Strategies, Inc. | 2,351 | $25,837 | ▼ -1,000 | 0.01% | 2026-06-30 |
| HARBOUR INVESTMENTS, INC. | 2,286 | $25,123 | Unchanged | 0.00% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 894 | $9,530 | ▼ -163 | 0.00% | 2026-06-30 |
| HIGHLINE WEALTH PARTNERS LLC | 250 | $2,748 | Unchanged | 0.00% | 2026-06-30 |
| Capital Advisor Network LLC | 4 | $43 | New position | 0.00% | 2026-06-30 |
| Arkadios Wealth Advisors | 0 | $0 | Sold out | 2026-06-30 | |
| Arax Advisory Partners | 0 | $0 | Sold out | 2026-06-30 | |
| LANARK FINANCIAL, INC. | 0 | $0 | Sold out | 2026-06-30 | |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 0 | $0 | Sold out | 2026-06-30 | |
| High Point Wealth Management, LLC | 0 | $0 | Sold out | 2026-06-30 |