Institutional Owners for BA
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
PEAK ASSET MANAGEMENT LLC COM 1501 $1,145,341 4,394 0.00 0.00 -120 -2.66 12-31-2023
NICOLET BANKSHARES INC COMMON STOCK 1502 $1,144,819 4,392 0.00 0.00 90 2.09 12-31-2023
CREATIVEONE WEALTH LLC COM 1503 $1,145,000 4,392 0.07 0.08 -1,503 -25.50 12-31-2023
COASTLINE TRUST CO COMMON STOCK 1504 $1,142,734 4,384 0.00 0.00 45 1.04 12-31-2023
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