Stock
CWS
| Ownership Count: | 79 |
| Ownership Count: | 79 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| Colony Group, LLC | 0.01% |
No Change
|
178,253 | $3,975,000.0 |
| LPL Financial LLC | 0.0% |
Reduced 2.58%
|
115,772 | $7,498,000.0 |
| CIBC WORLD MARKET INC. | 0.02% |
Added 25.95%
|
109,240 | $7,075,000.0 |
| STIFEL FINANCIAL CORP | 0.01% |
Added 6.20%
|
70,709 | $4,579,000.0 |
| Kestra Advisory Services, LLC | 0.02% |
Added 18.15%
|
47,923 | $3,103,000.0 |
| Mason & Associates Inc | 0.58% |
Added 3.95%
|
37,145 | $2,405,000.0 |
| OSAIC HOLDINGS, INC. | 0.01% |
Reduced 4.72%
|
33,633 | $2,311,000.0 |
| Advisor Group Holdings, Inc. | 0.01% |
No Change
|
33,633 | $2,311,000.0 |
| Cetera Investment Advisers | 0.0% |
Added 4.95%
|
31,751 | $2,056,000.0 |
| Fulcrum Equity Management | 1.74% |
No Change
|
27,885 | $1,504,000.0 |
| Kovack Advisors, Inc. | 0.15% |
Added 0.91%
|
23,224 | $1,504,000.0 |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 0.48% |
Reduced 5.31%
|
20,986 | $1,442,000.0 |
| Cetera Advisor Networks LLC | 0.01% |
Reduced 8.23%
|
19,941 | $1,270,000.0 |
| Thrivent Financial for Lutherans | 0.0% |
Added 0.18%
|
19,101 | $1,366,000.0 |
| Catalytic Wealth RIA, LLC | 0.22% |
Added 31.47%
|
18,699 | $1,211,000.0 |