CUSIP 14064D865
FULLERTHALER BEHAVIORAL SMCP EQ INST
5 institutions · $3.2M total · 66,048 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Garton & Associates Financial Advisors LLC | 51,542 | $2.6M | 78.03% | 2025-12-31 |
| 2 | GREAT LAKES ADVISORS, LLC | 8,184 | $367.1K | 12.39% | 2025-06-30 |
| 3 | WEST MICHIGAN ADVISORS, LLC | 5,694 | $212.9K | 8.62% | 2023-09-30 |
| 4 | Kohmann Bosshard Financial Services, LLC | 521 | $26.1K | 0.78% | 2025-12-31 |
| 5 | TUCKER ASSET MANAGEMENT LLC | 107 | $4.8K | 0.16% | 2024-12-31 |