NTG

Institutional Ownership

Top 9 Institutional Holders
HolderSharesDateChange% Held
RAYMOND JAMES & ASSOCIATES6.11KSep 30, 24--0.12%
Highlander Capital Management, LLC272Mar 31, 24--0.01%
Baystate Wealth Management LLC511Dec 31, 23+5110.01%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.10.57KSep 30, 23-2.35K0.21%
KCS Wealth Advisory9.96KSep 30, 23-1.35K0.20%
BDO Wealth Advisors, LLC--Jun 30, 23-3.83K--
WIPFLI FINANCIAL ADVISORS LLC,50Sep 30, 22+500.00%
6 Meridian15.97KDec 31, 21-5.76K0.31%
NEXT Financial Group, Inc--Dec 31, 21-255--

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.