Stock
BAR
| Ownership Count: | 303 |
| Ownership Count: | 303 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| CSat Investment Advisory, L.P. | 11.59% |
Reduced 4.63%
|
4,123,070 | $77,308,000.0 |
| Toroso Investments, LLC | 3.42% |
No Change
|
4,123,070 | $70,010,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.02% |
Reduced 3.44%
|
3,836,642 | $99,330,000.0 |
| Richard Bernstein Advisors LLC | 1.82% |
Reduced 2.25%
|
3,091,364 | $80,035,000.0 |
| Silicon Valley Community Foundation | 2.06% |
No Change
|
1,720,143 | $31,220,000.0 |
| Mirae Asset Global Investments Co., Ltd. | 0.18% |
Added 18.60%
|
1,237,658 | $21,956,000.0 |
| ENVESTNET ASSET MANAGEMENT INC | 0.01% |
Added 0.81%
|
840,860 | $21,769,000.0 |
| Royal Bank of Canada | 0.01% |
Added 6.37%
|
806,434 | $20,879,000.0 |
| Bouchey Financial Group Ltd | 1.83% |
No Change
|
701,994 | $12,573,000.0 |
| LPL Financial LLC | 0.01% |
Added 4.97%
|
679,644 | $17,595,000.0 |
| Greenline Partners, LLC | 2.32% |
Reduced 1.81%
|
596,801 | $10,689,000.0 |
| BANK OF MONTREAL /CAN/ | 0.01% |
Added 469.74%
|
495,893 | $10,889,000.0 |
| Brandywine Oak Private Wealth LLC | 1.23% |
Added 1.22%
|
483,041 | $12,505,000.0 |
| Rockefeller Capital Management L.P. | 0.04% |
Reduced 0.63%
|
440,220 | $11,397,000.0 |
| Cambria Investment Management, L.P. | 0.69% |
Reduced 7.77%
|
420,687 | $10,891,000.0 |