Stock
BILS
| Ownership Count: | 392 |
| Ownership Count: | 392 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| LPL Financial LLC | 0.11% |
Added 14.41%
|
2,571,571 | $254,971,000.0 |
| CWM, LLC | 0.7% |
Reduced 0.64%
|
1,667,377 | $165,320,000.0 |
| Miller Investment Management, LP | 12.2% |
Reduced 7.41%
|
1,102,401 | $109,303,000.0 |
| RENAISSANCE TECHNOLOGIES LLC | 0.13% |
Added 9.20%
|
813,900 | $80,698,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.01% |
Added 6.49%
|
810,868 | $80,397,000.0 |
| AJ WEALTH STRATEGIES, LLC | 3.28% |
No Change
|
682,188 | $67,850,000.0 |
| Advisor Group Holdings, Inc. | 0.23% |
Added 3.82%
|
680,106 | $67,432,000.0 |
| OSAIC HOLDINGS, INC. | 0.22% |
Added 8.48%
|
655,069 | $65,231,000.0 |
| Proficio Capital Partners LLC | 5.08% |
Added 18.86%
|
641,204 | $63,575,000.0 |
| Bell Bank | 4.65% |
Added 68.70%
|
626,344 | $62,102,000.0 |
| AMERIPRISE FINANCIAL INC | 0.02% |
Added 10.38%
|
554,404 | $54,981,000.0 |
| Sargent Investment Group, LLC | 9.06% |
Added 0.69%
|
551,801 | $54,788,000.0 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 1.47% |
Reduced 36.61%
|
508,437 | $50,411,000.0 |
| RiverFront Investment Group, LLC | 1.56% |
No Change
|
477,789 | $47,520,000.0 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.06% |
Added 8.82%
|
418,313 | $41,476,000.0 |