Stock
AGZD
| Ownership Count: | 154 |
| Ownership Count: | 154 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| SimpliFi, Inc. | 22.02% |
Reduced 0.27%
|
932,805 | $42,517,000.0 |
| Trilogy Capital Inc. | 1.05% |
Added 5.12%
|
899,650 | $20,206,000.0 |
| LPL Financial LLC | 0.01% |
Reduced 8.72%
|
578,752 | $12,998,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.0% |
Reduced 2.22%
|
494,786 | $11,112,000.0 |
| Barber Financial Group, Inc. | 2.28% |
Added 2.78%
|
297,579 | $12,953,000.0 |
| ENVESTNET ASSET MANAGEMENT INC | 0.0% |
Added 1224.46%
|
262,429 | $5,894,000.0 |
| Harborview Advisors, LLC | 6.85% |
Added 0.07%
|
260,907 | $12,229,000.0 |
| Dogwood Wealth Management LLC | 2.98% |
No Change
|
230,479 | $5,167,336,000.0 |
| CAPTRUST FINANCIAL ADVISORS | 0.01% |
Added 0.86%
|
228,639 | $5,135,000.0 |
| WORLD EQUITY GROUP, INC. | 1.02% |
No Change
|
220,649 | $4,881,000.0 |
| D.A. DAVIDSON & CO. | 0.1% |
Added 1.54%
|
217,695 | $9,630,000.0 |
| McAdam, LLC | 0.25% |
Added 3.67%
|
203,374 | $4,567,000.0 |
| Modern Wealth Management, LLC | 0.16% |
Reduced 80.52%
|
200,309 | $4,520,000.0 |
| HighTower Advisors, LLC | 0.01% |
Reduced 25.94%
|
188,608 | $4,236,000.0 |
| Hershey Financial Advisers, LLC | 3.66% |
No Change
|
181,235 | $4,070,000.0 |