Stock
GEM
| Ownership Count: | 374 |
| Ownership Count: | 374 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| SigFig Wealth Management, LLC | 3.81% |
Added 2.27%
|
3,291,658 | $105,332,000.0 |
| GOLDMAN SACHS GROUP INC | 0.02% |
Reduced 37.35%
|
2,220,841 | $71,466,000.0 |
| WELLS FARGO & COMPANY/MN | 0.03% |
Added 12.92%
|
2,161,599 | $68,998,000.0 |
| Betterment LLC | 0.13% |
Added 5.06%
|
1,744,334 | $55,679,000.0 |
| WMS Partners, LLC | 3.11% |
Added 3.90%
|
1,724,202 | $55,036,000.0 |
| RAYMOND JAMES FINANCIAL INC | 0.02% |
No Change
|
1,610,736 | $51,414,000.0 |
| LPL Financial LLC | 0.02% |
Added 2.38%
|
1,576,418 | $50,319,000.0 |
| RAYMOND JAMES & ASSOCIATES | 0.03% |
No Change
|
1,371,535 | $48,154,000.0 |
| Arvest Bank Trust Division | 2.55% |
Added 0.28%
|
1,205,568 | $38,481,000.0 |
| ARVEST TRUST CO N A | 2.53% |
Added 0.32%
|
1,202,880 | $39,298,000.0 |
| Element Wealth, LLC | 2.14% |
No Change
|
1,047,359 | $35,485,000.0 |
| RiverFront Investment Group, LLC | 0.58% |
No Change
|
664,154 | $14,827,000.0 |
| ENVESTNET ASSET MANAGEMENT INC | 0.01% |
Added 12.99%
|
651,220 | $20,786,000.0 |
| MORGAN STANLEY | 0.0% |
Added 6.27%
|
637,045 | $20,334,000.0 |
| VICTORY CAPITAL MANAGEMENT INC | 0.03% |
Reduced 14.40%
|
613,117 | $24,212,000.0 |