Stock
AUSF
| Ownership Count: | 66 |
| Ownership Count: | 66 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| Carroll Financial Associates, Inc. | 9.35% |
Reduced 1.02%
|
5,531,364 | $175,525,000.0 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.43% |
Added 0.04%
|
4,749,122 | $202,787,000.0 |
| LPL Financial LLC | 0.01% |
Added 55.21%
|
319,403 | $13,414,000.0 |
| Tidemark, LLC | 4.66% |
Added 8.30%
|
288,208 | $12,104,000.0 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.02% |
Added 388.98%
|
262,316 | $11,017,000.0 |
| Private Advisor Group, LLC | 0.06% |
Added 8.89%
|
218,104 | $9,159,000.0 |
| CHANNEL WEALTH LLC | 1.98% |
No Change
|
143,048 | $6,007,000.0 |
| RAYMOND JAMES FINANCIAL INC | 0.0% |
No Change
|
140,834 | $5,914,000.0 |
| ARQ WEALTH ADVISORS, LLC | 2.28% |
Added 16.16%
|
139,575 | $5,866,000.0 |
| Equitable Holdings, Inc. | 0.05% |
Added 69.34%
|
119,208 | $5,006,000.0 |
| Sharkey, Howes & Javer | 0.51% |
Reduced 1.58%
|
78,434 | $3,111,000.0 |
| Concurrent Investment Advisors, LLC | 0.09% |
Added 4.32%
|
75,147 | $3,155,000.0 |
| GOLDMAN SACHS GROUP INC | 0.0% |
Added 121.14%
|
44,227 | $1,857,000.0 |
| Able Wealth Management LLC | 1.16% |
Added 460.84%
|
40,874 | $1,716,000.0 |
| Tactive Advisors, LLC | 0.85% |
No Change
|
38,839 | $1,587,000.0 |