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Institutional Holdings
CYDYOwnership Summary
Institutions Holding
8
Total Shares Held
129,279
Total Value Held
$30,871
Quarter
2026-06-30
Active Positions
Increased Positions
0
0 shares
Decreased Positions
0
0 shares
Held Positions
5
129,279 shares
New Positions
0
0 shares
Sold Out Positions
3
170,500 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| DIVERSIFIED TRUST CO | 45,790 | $10,934 | Unchanged | 0.00% | 2026-06-30 |
| Williams Jones Wealth Management, LLC. | 45,001 | $10,746 | Unchanged | 0.00% | 2026-06-30 |
| Next Capital Management LLC | 25,000 | $5,970 | Unchanged | 0.00% | 2026-06-30 |
| Ancora Advisors LLC | 9,488 | $2,266 | Unchanged | 0.00% | 2026-06-30 |
| CAZ INVESTMENTS LP | 4,000 | $955 | Unchanged | 0.00% | 2026-06-30 |
| LANARK FINANCIAL, INC. | 0 | $0 | Sold out | 2026-06-30 | |
| NORTHSTAR ASSET MANAGEMENT Co | 0 | $0 | Sold out | 2026-06-30 | |
| VSM Wealth Advisory, LLC | 0 | $0 | Sold out | 2026-06-30 |