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Institutional Holdings

TY

Ownership Summary

Institutions Holding
18
Total Shares Held
112,111
Total Value Held
$3,092,246
Quarter
2026-06-30

Active Positions

Increased Positions
6
37,866 shares
Decreased Positions
0
0 shares
Held Positions
8
54,102 shares
New Positions
4
20,143 shares
Sold Out Positions
0
0 shares
Institution Shares Value Change % of Portfolio Reported
Heritage Wealth Advisors 17,846 $614,259 Unchanged 0.02% 2026-06-30
JPMORGAN CHASE & CO 15,910 $556,691 ▲ +299 0.00% 2026-06-30
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 10,144 $349,145 ▲ +8 0.00% 2026-06-30
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 9,266 $318,936 Unchanged 0.00% 2026-06-30
AMERIPRISE FINANCIAL INC 7,969 $274,305 New position 0.00% 2026-06-30
BNP PARIBAS FINANCIAL MARKETS 6,400 $220,288 ▲ +3,110 0.00% 2026-06-30
BRADLEY FOSTER & SARGENT INC/CT 5,963 $205,246 New position 0.00% 2026-06-30
First Command Advisory Services, Inc. 4,766 $164,046 New position 0.00% 2026-06-30
BROWN BROTHERS HARRIMAN & CO 3,057 $105,222 Unchanged 0.00% 2026-06-30
JONES FINANCIAL COMPANIES LLLP 2,639 $91,441 Unchanged 0.00% 2026-06-30
BAYBAN 2,310 $79,510 Unchanged 0.06% 2026-06-30
NBT BANK, N.A. 1,481 $50,976 Unchanged 0.00% 2026-06-30
Fourth Dimension Wealth, LLC 1,445 $49,750 New position 0.02% 2026-06-30
Thomas J. Herzfeld Advisors, Inc. 200 $6,887 ▲ +5 0.00% 2026-06-30
NewEdge Advisors, LLC 139 $4,767 ▲ +1 0.00% 2026-06-30
First PREMIER Bank 16,574 $570 Unchanged 0.09% 2026-06-30
BESSEMER GROUP INC 5,073 $175 ▲ +76 0.00% 2026-06-30
Hanson & Doremus Investment Management 929 $32 Unchanged 0.00% 2026-06-30