Ticker: FWMIX CUSIP: 939330775 Class: MF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Kohmann Bosshard Financial Services, LLC | 5,648 | $368 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Ethos Financial Group, LLC | 3,964 | 4,166 | +202 (+5.1%) |
| Game Plan Financial Advisors, LLC | 27 | 29 | +2 (+7.4%) |
| Coston, McIsaac & Partners | 278 | 292 | +14 (+5.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | 7,387 | 4,750 | -2,637 (-35.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Vermillion Wealth Management, Inc. | 6,622 | $443 |