CUSIP 10964R103
DESTINATIONS LARGE CAP E
4 institutions · $775.1K total · 47,886 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | MOODY LYNN & LIEBERSON, LLC | 24,018 | $386.0K | 50.15% | 2024-03-31 |
| 2 | Ethos Financial Group, LLC | 13,685 | $221.6K | 28.57% | 2025-06-30 |
| 3 | TUCKER ASSET MANAGEMENT LLC | 8,652 | $142.4K | 18.06% | 2024-06-30 |
| 4 | ORG Partners LLC | 1,531 | $25.2K | 3.19% | 2024-06-30 |