CUSIP 14064D865
FULLERTHALER BEHAVIORAL SMCP EQ INST
4 institutions · $3.0M total · 60,354 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Garton & Associates Financial Advisors LLC | 51,542 | $2.6M | 85.39% | 2025-12-31 |
| 2 | GREAT LAKES ADVISORS, LLC | 8,184 | $367.1K | 13.55% | 2025-06-30 |
| 3 | Kohmann Bosshard Financial Services, LLC | 521 | $26.1K | 0.86% | 2025-12-31 |
| 4 | TUCKER ASSET MANAGEMENT LLC | 107 | $4.8K | 0.17% | 2024-12-31 |