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Institutional Holdings
BLWOwnership Summary
Institutions Holding
11
Total Shares Held
400,049
Total Value Held
$357,462
Quarter
2026-06-30
Active Positions
Increased Positions
1
1,229 shares
Decreased Positions
1
19,063 shares
Held Positions
7
378,757 shares
New Positions
1
1,000 shares
Sold Out Positions
1
260 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| Pointe Capital Management LLC | 19,063 | $238,097 | ▼ -6,579 | 0.11% | 2026-06-30 |
| HOLLENCREST CAPITAL MANAGEMENT | 3,500 | $43,715 | Unchanged | 0.00% | 2026-06-30 |
| Bogart Wealth, LLC | 1,618 | $20,209 | Unchanged | 0.00% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 1,229 | $15,350 | ▲ +676 | 0.00% | 2026-06-30 |
| LifeSteps Financial, Inc. | 1,000 | $12,490 | New position | 0.01% | 2026-06-30 |
| Farther Finance Advisors, LLC | 848 | $10,592 | Unchanged | 0.00% | 2026-06-30 |
| North Star Investment Management Corp. | 500 | $6,245 | Unchanged | 0.00% | 2026-06-30 |
| COHEN & STEERS, INC. | 371,801 | $4,644 | Unchanged | 0.01% | 2026-06-30 |
| HIGHLINE WEALTH PARTNERS LLC | 300 | $3,747 | Unchanged | 0.00% | 2026-06-30 |
| HARBOUR INVESTMENTS, INC. | 190 | $2,373 | Unchanged | 0.00% | 2026-06-30 |
| Osbon Capital Management LLC | 0 | $0 | Sold out | 2026-06-30 |