Ticker: FRIAX CUSIP: 353496847 Class: US Bal / Asset Alloc
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Coston, McIsaac & Partners | 24,699 | $0 |
| Motiv8 Investments LLC | 9,275 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Oakworth Capital, Inc. | 10,306 | 10,481 | +175 (+1.7%) |
| KELLEHER FINANCIAL ADVISORS | 2,651 | 2,695 | +44 (+1.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Meadowbrook Wealth Management, LLC | 244,211 | $598 |
| Vermillion Wealth Management, Inc. | 173,156 | $424 |