CUSIP 742935489
OSTERWEIS STRATEGIC INCO
6 institutions · $330.3K total · 61,006 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | ORG Partners LLC | 24,351 | $269.1K | 39.91% | 2024-06-30 |
| 2 | Strategic Investment Solutions, Inc. /IL | 4,095 | $43.3K | 6.71% | 2023-09-30 |
| 3 | MFA Wealth Advisors, LLC | 1,123 | $12.6K | 1.84% | 2024-09-30 |
| 4 | Livelsberger Financial Advisory | 451 | $4.9K | 0.73% | 2024-03-31 |
| 5 | Wallington Asset Management, LLC | 28,376 | $297 | 46.51% | 2023-06-30 |
| 6 | RE Dickinson Investment Advisors, LLC | 2,610 | $28 | 4.27% | 2023-09-30 |