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 |
|---|---|---|---|---|
ALBERT D MASON INCCIK 0001169318 | 75,079 | $160.67K | -1,899 | ↓ DEC |
NANO CAP NEW MILLENNIUM GROWTH FUND L PCIK 0001277890 | 32,500 | $69.55K | +32,500 | NEW |
MARK SHEPTOFF FINANCIAL PLANNING, LLCCIK 0001607355 | 800 | $2.78K | +800 | NEW |
Ascentis Independent AdvisorsCIK 0001845003 | 600 | $1.28K | +600 | NEW |
Heritage Wealth AdvisorsCIK 0001591122 | 356 | $765.00 | – | no_change |
NBC SECURITIES, INC.CIK 0000791540 | 22 | $47.00 | – | no_change |
| Filer | Δ Shares | Value |
|---|---|---|
NANO CAP NEW MILLENNIUM GROWTH FUND L PNEW | +32,500 | $69.55K |
MARK SHEPTOFF FINANCIAL PLANNING, LLCNEW | +800 | $2.78K |
Ascentis Independent AdvisorsNEW | +600 | $1.28K |
| Filer | Δ Shares | Value |
|---|---|---|
ALBERT D MASON INC↓ DEC | -1,899 | $160.67K |