Stock
ACVF
| Ownership Count: | 71 |
| Ownership Count: | 71 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| ATRIA INVESTMENTS LLC | 0.08% |
Added 96.93%
|
147,811 | $6,099,000.0 |
| LPL Financial LLC | 0.0% |
Added 12.14%
|
96,699 | $4,227,000.0 |
| WorthPointe, LLC | 1.33% |
No Change
|
71,204 | $2,597,000.0 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.0% |
Added 6.88%
|
40,288 | $1,761,000.0 |
| ENVESTNET ASSET MANAGEMENT INC | 0.0% |
Added 7.65%
|
34,274 | $1,498,000.0 |
| MORGAN STANLEY | 0.0% |
No Change
|
32,028 | $1,397,000.0 |
| CITADEL ADVISORS LLC | 0.0% |
Reduced 1.73%
|
19,458 | $850,000.0 |
| AE Wealth Management LLC | 0.01% |
Added 46.05%
|
19,311 | $844,000.0 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.0% |
Reduced 42.53%
|
18,960 | $691,000.0 |
| MML INVESTORS SERVICES, LLC | 0.0% |
Added 28.72%
|
17,999 | $787,000.0 |
| AVANTAX ADVISORY SERVICES, INC. | 0.0% |
Added 0.15%
|
16,878 | $737,000.0 |
| Brookstone Capital Management | 0.01% |
Added 7.99%
|
16,083 | $703,000.0 |
| Encompass More Asset Management | 0.26% |
No Change
|
15,289 | $668,000.0 |
| Creative Planning | 0.0% |
Reduced 0.54%
|
12,464 | $544,000.0 |
| Private Advisor Group, LLC | 0.0% |
Added 59.82%
|
12,338 | $539,000.0 |