Stock
FNCL
| Ownership Count: | 509 |
| Ownership Count: | 509 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| Lido Advisors, LLC | 1.03% |
Added 1.36%
|
2,296,844 | $157,747,000.0 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.02% |
Reduced 4.06%
|
1,920,253 | $131,882,000.0 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.07% |
Added 65.02%
|
633,842 | $43,532,000.0 |
| FormulaFolio Investments, LLC | 0.78% |
Added 1226.81%
|
494,157 | $14,518,000.0 |
| Pinnacle Advisory Group, Inc. | 1.08% |
No Change
|
478,539 | $23,425,000.0 |
| AGF MANAGEMENT LTD | 0.15% |
Added 54.97%
|
375,527 | $25,791,000.0 |
| Congress Wealth Management LLC / DE / | 0.32% |
Added 0.77%
|
320,907 | $22,040,000.0 |
| VICUS CAPITAL | 1.95% |
Added 17.49%
|
319,325 | $21,931,000.0 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.02% |
Added 106.39%
|
276,332 | $18,978,000.0 |
| NorthCoast Asset Management LLC | 0.51% |
No Change
|
261,873 | $14,065,000.0 |
| Full Sail Capital, LLC | 1.12% |
Reduced 5.18%
|
253,563 | $17,414,000.0 |
| Kovitz Investment Group Partners, LLC | 0.05% |
Added 21.94%
|
232,385 | $15,960,000.0 |
| Beaumont Financial Partners, LLC | 0.94% |
Added 26.25%
|
230,922 | $12,913,000.0 |
| LPL Financial LLC | 0.01% |
Added 116.10%
|
224,613 | $15,426,000.0 |
| First Allied Advisory Services, Inc. | 0.32% |
No Change
|
212,306 | $9,434,000.0 |