Stock
FHLC
| Ownership Count: | 696 |
| Ownership Count: | 696 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| Charles Schwab Investment Advisory, Inc. | 0.15% |
No Change
|
2,023,415 | $100,645,000.0 |
| Lido Advisors, LLC | 0.78% |
Added 4.95%
|
1,816,945 | $118,737,000.0 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.02% |
Added 4.52%
|
1,634,514 | $106,815,000.0 |
| Demars Financial Group, LLC | 0.28% |
Added 5780.87%
|
557,330 | $8,528,000.0 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.05% |
Added 0.64%
|
523,252 | $34,194,000.0 |
| LPL Financial LLC | 0.01% |
Added 35.22%
|
517,910 | $33,845,000.0 |
| Clal Insurance Enterprises Holdings Ltd | 0.21% |
No Change
|
325,000 | $23,660,000.0 |
| MORGAN STANLEY | 0.0% |
Added 2.67%
|
312,334 | $20,411,000.0 |
| AGF MANAGEMENT LTD | 0.11% |
Added 17.56%
|
298,614 | $19,514,000.0 |
| WELLS FARGO & COMPANY/MN | 0.01% |
Added 6.31%
|
257,440 | $16,823,000.0 |
| McGlone Suttner Wealth Management, Inc. | 2.81% |
Added 36.88%
|
255,256 | $16,680,000.0 |
| WEATHERLY ASSET MANAGEMENT L. P. | 1.48% |
Added 7.67%
|
253,170 | $16,544,000.0 |
| Full Sail Capital, LLC | 1.04% |
Reduced 2.78%
|
249,200 | $16,285,000.0 |
| Kestra Advisory Services, LLC | 0.09% |
Added 5.47%
|
241,144 | $15,758,000.0 |
| Adviser Investments LLC | 0.23% |
Reduced 1.11%
|
233,839 | $15,281,000.0 |