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Institutional Holdings
FRBPOwnership Summary
Institutions Holding
7
Total Shares Held
81,407
Total Value Held
$920,191
Quarter
2026-06-30
Active Positions
Increased Positions
2
70,927 shares
Decreased Positions
0
0 shares
Held Positions
2
4,926 shares
New Positions
2
5,554 shares
Sold Out Positions
1
4,623 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| Financial Gravity Companies, Inc. | 62,565 | $842,744 | ▲ +10,847 | 0.14% | 2026-06-30 |
| Your Advocates Ltd., LLP | 5,198 | $70,020 | New position | 0.02% | 2026-06-30 |
| Luminist Capital LLC | 356 | $4,802 | New position | 0.01% | 2026-06-30 |
| Main Street Group, LTD | 182 | $2,448 | Unchanged | 0.00% | 2026-06-30 |
| HANTZ FINANCIAL SERVICES, INC. | 8,362 | $113 | ▲ +19 | 0.00% | 2026-06-30 |
| VESTOR CAPITAL, LLC | 4,744 | $64 | Unchanged | 0.00% | 2026-06-30 |
| LANARK FINANCIAL, INC. | 0 | $0 | Sold out | 2026-06-30 |