Stock
BSMU
| Ownership Count: | 89 |
| Ownership Count: | 89 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| LPL Financial LLC | 0.0% |
Added 37.32%
|
372,800 | $8,097,000.0 |
| WELLS FARGO & COMPANY/MN | 0.0% |
Reduced 1.61%
|
345,991 | $7,514,000.0 |
| Hills Bank & Trust Co | 0.56% |
Added 477.01%
|
327,128 | $7,105,000.0 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 0.08% |
Added 1706.36%
|
253,992 | $5,516,000.0 |
| Envision Financial Planning, LLC | 2.26% |
Reduced 7.68%
|
179,520 | $3,899,000.0 |
| Farmer Steven Patrick | 0.06% |
No Change
|
177,397 | $3,862,000.0 |
| RAYMOND JAMES FINANCIAL INC | 0.0% |
No Change
|
172,115 | $3,738,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.0% |
Added 4.41%
|
167,971 | $3,648,000.0 |
| Invesco Ltd. | 0.0% |
Reduced 1.52%
|
140,490 | $3,051,000.0 |
| Atlantic Union Bankshares Corp | 0.24% |
Added 33.77%
|
138,122 | $3,000,000.0 |
| Insight Wealth Partners, LLC | 1.84% |
Reduced 0.82%
|
133,750 | $2,905,000.0 |
| Sanctuary Advisors, LLC | 0.02% |
No Change
|
132,637 | $2,890,000.0 |
| ATRIA INVESTMENTS LLC | 0.04% |
No Change
|
129,957 | $2,822,000.0 |
| Key Financial Inc | 0.58% |
Added 1.79%
|
116,725 | $2,535,000.0 |
| Pineridge Advisors LLC | 0.86% |
Added 4.25%
|
98,346 | $2,136,000.0 |