Stock
EFAX
| Ownership Count: | 137 |
| Ownership Count: | 137 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| Betterment LLC | 0.14% |
Added 8.31%
|
1,435,788 | $57,159,000.0 |
| FRANKLIN RESOURCES INC | 0.02% |
Added 26.19%
|
669,699 | $24,806,000.0 |
| LAKE STREET ADVISORS GROUP, LLC | 1.17% |
Added 0.04%
|
626,295 | $24,932,000.0 |
| Gemmer Asset Management LLC | 1.53% |
Added 8.33%
|
385,271 | $15,337,000.0 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 0.18% |
Reduced 3.95%
|
240,166 | $9,560,000.0 |
| Leith Wheeler Investment Counsel Ltd. | 0.64% |
Reduced 1.50%
|
223,428 | $8,894,000.0 |
| LPL Financial LLC | 0.0% |
Added 0.55%
|
159,842 | $6,363,000.0 |
| Miracle Mile Advisors, LLC | 0.13% |
Reduced 5.07%
|
152,180 | $6,058,000.0 |
| BAILARD, INC. | 0.14% |
Added 12.73%
|
136,368 | $5,428,000.0 |
| SEI INVESTMENTS CO | 0.01% |
Added 1.62%
|
127,360 | $5,070,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.0% |
Added 382.51%
|
125,438 | $4,993,000.0 |
| Cerity Partners LLC | 0.01% |
Added 7.45%
|
99,651 | $3,967,000.0 |
| Rockefeller Capital Management L.P. | 0.01% |
No Change
|
97,255 | $3,871,000.0 |
| Toroso Investments, LLC | 0.08% |
No Change
|
69,484 | $2,464,000.0 |
| CITADEL ADVISORS LLC | 0.0% |
Added 91.97%
|
68,853 | $2,685,000.0 |