Ticker: TBCIX CUSIP: 77954Q403 Class: BLUE CHIP GW I
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Kohmann Bosshard Financial Services, LLC | 1,045 | $221 |
| Steigerwald, Gordon & Koch Inc. | 168 | $36 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | 1,586 | 1,429 | -157 (-9.9%) |
| Fulton Bank, N.A. | 4,111 | 3,551 | -560 (-13.6%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Vermillion Wealth Management, Inc. | 740 | $162 |