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Institutional Holdings
CRLBFOwnership Summary
Institutions Holding
6
Total Shares Held
145,772
Total Value Held
$112,850
Quarter
2026-06-30
Active Positions
Increased Positions
1
9,509 shares
Decreased Positions
1
48,028 shares
Held Positions
2
88,235 shares
New Positions
0
0 shares
Sold Out Positions
2
133,998 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| ALBERT D MASON INC | 88,035 | $73,069 | Unchanged | 0.04% | 2026-06-30 |
| Ancora Advisors LLC | 48,028 | $39,607 | ▼ -12,141 | 0.00% | 2026-06-30 |
| MassMutual Private Wealth & Trust, FSB | 200 | $166 | Unchanged | 0.00% | 2026-06-30 |
| HANTZ FINANCIAL SERVICES, INC. | 9,509 | $8 | ▲ +489 | 0.00% | 2026-06-30 |
| First National Trust Co | 0 | $0 | Sold out | 2026-06-30 | |
| CURIO WEALTH, LLC | 0 | $0 | Sold out | 2026-06-30 |