13F QoQ Ownership Changes
LKNCY Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 5 new · 2 added · 4 reduced · 3 exited
New Positions(5)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| ATLAS CAPITAL ADVISORS INC. | 920 | +920 | $30.8K | +$30.8K | — |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 693 | +693 | $23.2K | +$23.2K | — |
| IMA Advisory Services, Inc. | 13 | +13 | $435 | +$435 | — |
| MILLER WEALTH ADVISORS, LLC | 8 | +8 | $268 | +$268 | — |
| FNY Investment Advisers, LLC | 1,683 | +1,683 | $63 | +$63 | — |
Added To(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| KINGSWOOD WEALTH ADVISORS, LLC | 14,937 | +2,337 | $500.4K | +$21.5K | 18.5% |
| PNC Financial Services Group, Inc. | 15 | +8 | $503 | +$237 | 114.3% |
Reduced(4)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| First National Trust Co | 15,965 | 0 | $534.8K | -$72.0K | 0.0% |
| RHUMBLINE ADVISERS | 442 | -61 | $14.8K | -$4.3K | -12.1% |
| Byrne Asset Management LLC | 140 | 0 | $4.7K | -$631 | 0.0% |
| HANTZ FINANCIAL SERVICES, INC. | 2 | 0 | $0 | $0 | 0.0% |
Sold Out(3)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Franchise Capital Ltd | 0 | -421,321 | $0 | -$16.0M | — |
| Strengthening Families & Communities, LLC | 0 | -9 | $0 | -$342 | — |
| EMC Capital Management | 0 | -2,500 | $0 | -$95 | — |