CUSIP 024071102LOAD EQUITY FUNDABALXQ4 2025
Aggregate 13F value by quarter
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6 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ethos Financial Group, LLC | 26.4K | $989.0K | −2.6K | Reduced |
| 2 | Tower Bridge Advisors | 9.0K | $337.3K | +584 | Added |
| 3 | Financial Gravity Asset Management, Inc. | 5.0K | $187.5K | +271 | Added |
| 4 | Neville Rodie & Shaw Inc | 6.0K | $224 |
| +389 |
| Added |
| 5 | Coston, Mcisaac & Partners | 1.2K | $43 | +48 | Added |
| 6 | Motiv8 Investments LLC | 395 | $15 | +395 | New |