CUSIP 648018778
AMERICAN FUNDS NEW PERSPECTIVE F3
15 institutions · $3.1M total · 91,903 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | MOTCO | 11,274 | $703.5K | 12.26% | 2024-06-30 |
| 2 | Mengis Capital Management, Inc. | 8,273 | $609.6K | 9.00% | 2025-09-30 |
| 3 | RiverFront Investment Group, LLC | 7,288 | $509.3K | 7.93% | 2025-06-30 |
| 4 | NORTHSTAR ASSET MANAGEMENT LLC | 5,822 | $411.1K | 6.33% | 2025-12-31 |
| 5 | ORG Partners LLC | 4,353 | $272.9K | 4.73% | 2024-06-30 |
| 6 | Laffer Tengler Investments | 4,552 | $237.5K | 4.95% | 2023-06-30 |
| 7 | Strategic Investment Solutions, Inc. /IL | 2,954 | $168.9K | 3.21% | 2023-12-31 |
| 8 | Kohmann Bosshard Financial Services, LLC | 782 | $55.2K | 0.85% | 2025-12-31 |
| 9 | Garton & Associates Financial Advisors LLC | 545 | $38.5K | 0.59% | 2025-12-31 |
| 10 | Vermillion Wealth Management, Inc. | 487 | $35.9K | 0.52% | 2025-09-30 |
| 11 | MFA Wealth Advisors, LLC | 252 | $15.7K | 0.27% | 2024-06-30 |
| 12 | TUCKER ASSET MANAGEMENT LLC | 125 | $8.3K | 0.13% | 2024-12-31 |
| 13 | ORG Wealth Partners, LLC | 63 | $3.9K | 0.06% | 2025-03-31 |
| 14 | ROTHSCHILD INVESTMENT CORP /IL | 45,113 | $2.4K | 49.08% | 2023-12-31 |
| 15 | RE Dickinson Investment Advisors, LLC | 20 | $1 | 0.02% | 2023-09-30 |