Stock
BMAY
| Ownership Count: | 154 |
| Ownership Count: | 154 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| Wealthquest Corp | 6.77% |
Reduced 7.40%
|
1,748,756 | $50,730,000.0 |
| Penserra Capital Management LLC | 0.3% |
Added 12.41%
|
378,832 | $15,273,000.0 |
| Frisch Financial Group, Inc. | 3.4% |
Added 820.94%
|
289,839 | $8,762,000.0 |
| Valtinson Bruner Financial Planning LLC | 3.27% |
Reduced 1.17%
|
222,088 | $8,953,000.0 |
| RAYMOND JAMES FINANCIAL INC | 0.0% |
No Change
|
173,041 | $6,976,000.0 |
| RAYMOND JAMES & ASSOCIATES | 0.0% |
No Change
|
141,134 | $5,569,000.0 |
| Hudson Capital Management LLC | 1.48% |
Added 5.32%
|
126,583 | $3,672,000.0 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.01% |
Reduced 22.52%
|
101,889 | $4,108,000.0 |
| OSAIC HOLDINGS, INC. | 0.01% |
Reduced 5.13%
|
81,605 | $3,220,000.0 |
| Advisor Group Holdings, Inc. | 0.01% |
No Change
|
81,605 | $3,220,000.0 |
| Cerity Partners LLC | 0.01% |
Reduced 28.60%
|
79,563 | $3,207,000.0 |
| SageView Advisory Group, LLC | 0.0% |
No Change
|
65,702 | $65,000.0 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0.5% |
Reduced 1.04%
|
64,030 | $2,581,000.0 |
| Verity Asset Management, Inc. | 0.0% |
No Change
|
57,710 | $2,000.0 |
| ENVESTNET ASSET MANAGEMENT INC | 0.0% |
Reduced 11.03%
|
56,176 | $2,264,000.0 |