Ticker: AIVSX CUSIP: 461308108 Class: Mutual Funds
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| NORTH STAR ASSET MANAGEMENT INC | 6,401 | $401 |
| Coston, McIsaac & Partners | 5,699 | $0 |
| Williams Jones Wealth Management, LLC. | 4,728 | $296 |
| Emprise Bank | 3,409 | $214 |
| Game Plan Financial Advisors, LLC | 2,737 | $171 |
| Westside Investment Management, Inc. | 1,257 | $79 |
| Estabrook Capital Management | 1,237 | $78 |
| Motiv8 Investments LLC | 1,171 | $0 |
| Total (8 institutions) | 26,639 | $1,240 |