Stock
ERTH
| Ownership Count: | 261 |
| Ownership Count: | 261 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| EVERETT HARRIS & CO /CA/ | 0.34% |
Reduced 3.28%
|
383,250 | $23,547,000.0 |
| UBS Group AG | 0.0% |
Reduced 9.53%
|
127,071 | $5,138,000.0 |
| Money Design Co.,Ltd. | 0.15% |
Reduced 8.45%
|
69,366 | $2,832,000.0 |
| MORGAN STANLEY | 0.0% |
Reduced 19.14%
|
68,156 | $2,756,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.0% |
Reduced 2.14%
|
57,891 | $2,340,000.0 |
| AVAII WEALTH MANAGEMENT, LLC | 2.36% |
Reduced 17.38%
|
46,563 | $2,269,000.0 |
| BLUESTEM FINANCIAL ADVISORS, LLC | 0.0% |
No Change
|
34,825 | $2,000.0 |
| LPL Financial LLC | 0.0% |
Reduced 6.09%
|
34,645 | $1,400,000.0 |
| STIFEL FINANCIAL CORP | 0.0% |
Reduced 9.87%
|
34,600 | $1,399,000.0 |
| SageView Advisory Group, LLC | 0.04% |
No Change
|
34,177 | $1,314,000.0 |
| PICTET ASSET MANAGEMENT LTD | 0.0% |
No Change
|
29,005 | $2,007,000.0 |
| FRANKLIN RESOURCES INC | 0.0% |
No Change
|
27,360 | $1,106,000.0 |
| Mid-American Wealth Advisory Group, Inc. | 1.19% |
No Change
|
24,845 | $1,526,000.0 |
| PICTET ASSET MANAGEMENT SA | 0.0% |
Reduced 20.69%
|
23,005 | $1,534,000.0 |
| JANE STREET GROUP, LLC | 0.0% |
Reduced 61.39%
|
22,765 | $920,000.0 |