CUSIP 651495103
NEWLAKE CAPITAL PART COM
8 institutions · $992.0K total · 63,923 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Ancora Advisors, LLC | 33,210 | $528.9K | 51.95% | 2025-12-31 |
| 2 | AXS Investments LLC | 25,520 | $446.6K | 39.92% | 2024-12-31 |
| 3 | Luminist Capital LLC | 400 | $6.4K | 0.62% | 2025-12-31 |
| 4 | Trivant Custom Portfolio Group, LLC | 424 | $6.1K | 0.66% | 2025-03-31 |
| 5 | Redwood Wealth Management Group, LLC | 200 | $4.0K | 0.31% | 2024-06-30 |
| 6 | Canton Hathaway, LLC | 2,050 | $41 | 3.20% | 2024-09-30 |
| 7 | Copeland Capital Management, LLC | 1,619 | $20 | 2.53% | 2023-06-30 |
| 8 | HBC Financial Services, PLLC | 500 | $9 | 0.78% | 2024-03-31 |