Ticker: FBGRX CUSIP: 316389303 Class: MUTUAL FUND
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Garton & Associates Financial Advisors LLC | 19,662 | $5,251 |
| CARRET ASSET MANAGEMENT, LLC | 4,691 | $1,253 |
| Williams Jones Wealth Management, LLC. | 4,491 | $1,199 |
| Fulton Bank, N.A. | 2,365 | $632 |
| NEVILLE RODIE & SHAW INC | 1,989 | $1 |
| Coston, McIsaac & Partners | 1,885 | $1 |
| Financial Gravity Asset Management, Inc. | 359 | $96 |
| Total (7 institutions) | 35,442 | $8,431 |