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Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Bay Harbor Wealth Management, LLC

UNCHANGED

Shares2,806 from 2,806

Change0 (0%)

Value$117.0K (-$1.5K)

Filed 2026-11-03

First American Trust, FSB

N/A

Shares— from 22,765

Change-22,765 (-100%)

Value—

	Status
Bay Harbor Wealth Management, LLC	UNCHANGED	2,806	2,806	0	0%	$118.6K	$117.0K	-$1.5K	2026-11-03
First American Trust, FSB	N/A	—	22,765	-22,765	-100%	$962.0K	—	—	—

Showing 2 of 2 institutions