Stock
DOL
| Ownership Count: | 216 |
| Ownership Count: | 216 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| Creative Planning | 0.13% |
Added 0.15%
|
2,615,778 | $129,324,000.0 |
| HUNTINGTON NATIONAL BANK | 0.3% |
Reduced 3.51%
|
763,410 | $37,742,000.0 |
| MORGAN STANLEY | 0.0% |
Added 12.73%
|
627,529 | $31,025,000.0 |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 0.05% |
Reduced 0.49%
|
362,262 | $16,526,000.0 |
| JPMORGAN CHASE & CO | 0.0% |
Reduced 2.10%
|
356,506 | $17,625,000.0 |
| BIP Wealth, LLC | 1.07% |
Added 72.97%
|
320,365 | $15,838,000.0 |
| Key Financial Inc | 3.38% |
Added 4.82%
|
296,917 | $14,679,000.0 |
| Royal Bank of Canada | 0.01% |
Added 0.58%
|
208,336 | $10,300,000.0 |
| LPL Financial LLC | 0.0% |
Added 6.83%
|
205,684 | $10,169,000.0 |
| Cascade Financial Partners, LLC | 1.29% |
No Change
|
199,986 | $9,887,000.0 |
| BEACON FINANCIAL GROUP | 0.94% |
Added 81.04%
|
194,261 | $4,443,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.0% |
Reduced 0.61%
|
158,345 | $7,828,000.0 |
| CX Institutional | 0.33% |
No Change
|
131,072 | $5,979,000.0 |
| M&T Bank Corp | 0.05% |
No Change
|
128,797 | $6,367,000.0 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.01% |
Reduced 1.76%
|
125,971 | $6,228,000.0 |