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Balanced Pool

CUSIP: 808516306 | 11 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Westside Investment Management, Inc.2,441
0.0% of portfolio›$250.2K
RHL Group, LLC98
0.0% of portfolio›$10.0K
StyleTurnoverLocationFiled
Westside Investment Management, Inc.
2,441$250.2K0.0%GrowthLowSanta Monica, CA2026-11-02
RHL Group, LLC
98$10.0K0.0%Agg GrowthVery HighHolly, MI2026-11-04