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Institutional Holdings
ISDOwnership Summary
Institutions Holding
10
Total Shares Held
317,326
Total Value Held
$4,012,510
Quarter
2026-06-30
Active Positions
Increased Positions
3
50,413 shares
Decreased Positions
0
0 shares
Held Positions
2
1,072 shares
New Positions
2
265,841 shares
Sold Out Positions
3
2,166 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 255,741 | $3,339,976 | New position | 0.00% | 2026-06-30 |
| Mallini Complete Financial Planning LLC | 23,330 | $304,697 | ▲ +938 | 0.22% | 2026-06-30 |
| Intellus Advisors LLC | 22,349 | $291,879 | ▲ +4,435 | 0.04% | 2026-06-30 |
| CoreCap Advisors, LLC | 4,734 | $61,826 | ▲ +33 | 0.00% | 2026-06-30 |
| AdvisorNet Financial, Inc | 872 | $11,388 | Unchanged | 0.00% | 2026-06-30 |
| HIGHLINE WEALTH PARTNERS LLC | 200 | $2,612 | Unchanged | 0.00% | 2026-06-30 |
| BESSEMER GROUP INC | 10,100 | $132 | New position | 0.00% | 2026-06-30 |
| Keating Financial Advisory Services, Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| Sound Income Strategies, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Osbon Capital Management LLC | 0 | $0 | Sold out | 2026-06-30 |