REFI
Chicago Atlantic Real Estate Finance, Inc.• Financial Services
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Sowell Financial Services Llc | $10.1M | 1.06M | 0.16% | +3.9% |
Doliver Advisors, Lp | $1.3M | 128.8K | 0.28% | +16.0% |
Transce3Nd, Llc | $629K | 69.1K | 0.63% | New Position |
Commonwealth Equity Services, Llc | $603K | 60.2K | 0.00% | +3.9% |
Sage Mountain Advisors Llc | $600K | 61.4K | 0.02% | -10.8% |
Magnus Financial Group Llc | $483K | 48.2K | 0.03% | +21.1% |
Apollon Wealth Management, Llc | $375K | 39.4K | 0.00% | -19.4% |
Firethorn Wealth Partners, Llc | $363K | 38.0K | 0.12% | -1.7% |
Entrewealth, Llc | $271K | 28.4K | 0.10% | +134.0% |
Sterling Capital Management Llc | $237K | 23.7K | 0.00% | +6108.1% |
Mission Financial Group, Llc | $228K | 22.8K | 0.18% | +4.3% |
Bernardo Wealth Planning Llc | $196K | 20.6K | 0.02% | +100.0% |
Everett Harris & Co /Ca/ | $184K | 18.4K | 0.00% | Unchanged |
Hb Wealth Management, Llc | $107K | 10.7K | 0.00% | +4.4% |
Compass Financial Management Llc | $102K | 10.7K | 0.01% | Unchanged |
Triumph Capital Management | $71K | 7.5K | 0.01% | Unchanged |
Strs Ohio | $62K | 6.2K | 0.00% | +93.8% |
Gamma Investing Llc | $21K | 2.1K | 0.00% | +18.3% |
Pension & Wealth Management Advisors, Inc. | $7K | 748 | 0.00% | New Position |
Nisa Investment Advisors, Llc | $7K | 672 | 0.00% | Unchanged |
Versant Capital Management, Inc | $6K | 626 | 0.00% | New Position |
Westside Investment Management, Inc. | $5K | 500 | 0.00% | Unchanged |
Harbor Capital Advisors, Inc. | $3K | 345 | 0.00% | +3.0% |
Covestor Ltd | $2K | 170 | 0.00% | +79.0% |
Spire Wealth Management | $2K | 200 | 0.00% | Unchanged |
Parkside Financial Bank & Trust | $1K | 120 | 0.00% | New Position |
Farther Finance Advisors, Llc | $982 | 98 | 0.00% | +226.7% |
Sjs Investment Consulting Inc. | $732 | 73 | 0.00% | +1360.0% |
True Wealth Design, Llc | $391 | 39 | 0.00% | -22.0% |
Massmutual Private Wealth & Trust, Fsb | $311 | 31 | 0.00% | New Position |
Essential Partners Llc | $291 | 29 | 0.00% | -17.1% |
Ifp Advisors, Inc | $271 | 27 | 0.00% | -84.1% |
Root Financial Partners, Llc | $190 | 19 | 0.00% | New Position |
Caitong International Asset Management Co., Ltd | $10 | 1 | 0.00% | -90.9% |