Stock

FLQL

Ownership Count: 137

Ownership

Manager Name % of Portfolio Recent Activity Share Value
FRANKLIN RESOURCES INC 0.14%
Added 18.03%
5,109,343 $299,611,000.0
Sanctuary Advisors, LLC 0.57%
No Change
1,444,690 $88,010,000.0
Steward Partners Investment Advisory, LLC 0.47%
Added 0.85%
886,481 $51,983,000.0
Bank of New York Mellon Corp 0.02%
Added 7.05%
865,768 $50,768,000.0
BANK OF AMERICA CORP /DE/ 0.01%
Added 1.51%
825,047 $48,380,000.0
Pensionmark Financial Group, LLC 1.59%
Added 0.15%
782,204 $45,868,000.0
Cannon Financial Strategists, Inc. 2.72%
No Change
536,963 $13,832,000.0
RAYMOND JAMES FINANCIAL INC 0.01%
No Change
514,275 $30,157,000.0
Raymond James Financial Services Advisors, Inc. 0.04%
No Change
506,049 $29,426,000.0
LPL Financial LLC 0.01%
Added 11.40%
448,406 $26,294,000.0
MORGAN STANLEY 0.0%
Reduced 8.52%
439,437 $25,553,000.0
Janney Montgomery Scott LLC 0.07%
Added 0.01%
394,239 $23,118,000.0
Cetera Investment Advisers 0.03%
Added 10.70%
270,704 $15,874,000.0
ATRIA INVESTMENTS LLC 0.19%
Added 4.07%
243,841 $14,298,000.0
JPMORGAN CHASE & CO 0.0%
Added 5.37%
238,930 $14,010,000.0