Stock
DEF
| Ownership Count: | 198 |
| Ownership Count: | 198 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| Jackson Financial Management | 10.64% |
No Change
|
359,127 | $20,011,000.0 |
| LPL Financial LLC | 0.01% |
Added 5.92%
|
262,791 | $21,357,000.0 |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 7.89% |
Added 1.33%
|
244,642 | $16,127,000.0 |
| AMUNDI | 0.01% |
Added 62.74%
|
173,159 | $11,845,000.0 |
| BerganKDV Wealth Management, LLC | 1.07% |
No Change
|
153,820 | $10,652,000.0 |
| Financial Engines Advisors L.L.C. | 0.03% |
No Change
|
143,021 | $9,624,000.0 |
| MERCER GLOBAL ADVISORS INC /ADV | 0.03% |
Reduced 3.98%
|
136,584 | $11,100,000.0 |
| ENVESTNET ASSET MANAGEMENT INC | 0.0% |
Reduced 1.78%
|
128,046 | $10,406,000.0 |
| WIN ADVISORS, INC | 4.3% |
Added 2022.30%
|
107,834 | $9,154,000.0 |
| GeoWealth Management, LLC | 0.27% |
No Change
|
85,061 | $6,677,000.0 |
| Creative Planning | 0.01% |
Reduced 12.25%
|
64,875 | $5,272,000.0 |
| 1900 WEALTH MANAGEMENT LLC | 0.42% |
Reduced 8.39%
|
60,549 | $4,920,000.0 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.01% |
Reduced 5.12%
|
46,669 | $3,793,000.0 |
| GOLDMAN SACHS GROUP INC | 0.0% |
Added 352.16%
|
43,588 | $3,542,000.0 |
| Stratos Wealth Advisors, LLC | 0.22% |
Added 88.86%
|
42,489 | $3,106,000.0 |