Ticker: TBGVX CUSIP: 901165100 Class: MFC
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| KELLEHER FINANCIAL ADVISORS | 268,376 | $7,563 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Redwood Wealth Management Group, LLC | 9,515 | 10,677 | +1,162 (+12.2%) |
| Coston, McIsaac & Partners | 839 | 942 | +103 (+12.3%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| NORTH STAR ASSET MANAGEMENT INC | 83,673 | 75,992 | -7,681 (-9.2%) |