Stock
CLTL
| Ownership Count: | 238 |
| Ownership Count: | 238 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| Invesco Ltd. | 0.12% |
No Change
|
3,888,700 | $410,646,000.0 |
| PNC Financial Services Group, Inc. | 0.1% |
Added 8.20%
|
1,076,737 | $113,703,000.0 |
| The PNC Financial Services Group, Inc. | 0.09% |
Added 1.87%
|
995,134 | $105,145,000.0 |
| OSAIC HOLDINGS, INC. | 0.23% |
Added 4.55%
|
658,070 | $69,531,000.0 |
| LPL Financial LLC | 0.03% |
Reduced 5.71%
|
654,527 | $69,118,000.0 |
| AWM CAPITAL, LLC | 5.8% |
Reduced 8.51%
|
412,299 | $43,538,000.0 |
| MML INVESTORS SERVICES, LLC | 0.15% |
Added 35.84%
|
397,326 | $41,958,000.0 |
| MORGAN STANLEY | 0.01% |
Added 6.02%
|
396,695 | $41,891,000.0 |
| RENAISSANCE TECHNOLOGIES LLC | 0.06% |
No Change
|
355,700 | $37,561,000.0 |
| CPR Investments Inc. | 40.36% |
Added 28.36%
|
347,355 | $36,680,000.0 |
| UBS Group AG | 0.01% |
Reduced 31.17%
|
331,552 | $35,011,000.0 |
| Brookstone Capital Management | 0.52% |
Reduced 0.68%
|
312,235 | $32,971,000.0 |
| CASTLE WEALTH MANAGEMENT LLC | 14.64% |
Added 27.01%
|
311,435 | $32,887,000.0 |
| AMERIPRISE FINANCIAL INC | 0.01% |
Added 198.23%
|
288,164 | $30,439,000.0 |
| WELLS FARGO & COMPANY/MN | 0.01% |
Added 68.00%
|
286,291 | $30,232,000.0 |