First-hand SEC EDGAR 13F-HR institutional holdings: the top 25 holders ranked by market value, plus the largest adds and trims this quarter. Quarter 2026-03-31.
| Filer | Shares | Market Value | Δ Shares | Change |
|---|---|---|---|---|
FIRST NATIONAL TRUST COCIK 0001277303 | 113,837 | $99.04K | – | no_change |
ALBERT D MASON INCCIK 0001169318 | 88,035 | $76.59K | -3,120 | ↓ DEC |
CURIO WEALTH, LLCCIK 0002049201 | 20,161 | $17.54K | – | no_change |
Strategic Investment Solutions, Inc. /ILCIK 0001960144 | 1,408 | $1.23K | – | no_change |
Ascentis Independent AdvisorsCIK 0001845003 | 1,300 | $1.13K | +1,300 | NEW |
Hurley Capital, LLCCIK 0001632844 | 1,014 | $882.00 | – | no_change |
THOMPSON INVESTMENT MANAGEMENT, INC.CIK 0001277279 | 725 | $631.00 | – | no_change |
MassMutual Private Wealth & Trust, FSBCIK 0001103653 | 200 | $174.00 | – | no_change |
HANTZ FINANCIAL SERVICES, INC.CIK 0001071061 | 9,020 | $8.00 | +10 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Ascentis Independent AdvisorsNEW | +1,300 | $1.13K |
HANTZ FINANCIAL SERVICES, INC.↑ INC | +10 | $8.00 |
| Filer | Δ Shares | Value |
|---|---|---|
ALBERT D MASON INC↓ DEC | -3,120 | $76.59K |