13F QoQ Ownership Changes
CURLF Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 0 new · 0 added · 3 reduced · 2 exited
Reduced(3)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| ALBERT D MASON INC | 76,978 | -3,024 | $194.0K | -$29.2K | -3.8% |
| Heritage Wealth Advisors | 356 | 0 | $886 | -$94 | 0.0% |
| NBC SECURITIES, INC. | 22 | 0 | $55 | -$6 | 0.0% |
Sold Out(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Vermillion & White Wealth Management Group, LLC | 0 | -17,775 | $0 | -$49.6K | — |
| CROWLEY WEALTH MANAGEMENT, INC. | 0 | -100 | $0 | -$279 | — |