Stock
HPF
| Ownership Count: | 149 |
| Ownership Count: | 149 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| Axim Planning & Wealth | 7.25% |
Reduced 2.07%
|
411,288 | $6,806,000.0 |
| UBS Group AG | 0.0% |
Reduced 9.94%
|
274,919 | $4,549,000.0 |
| J.W. COLE ADVISORS, INC. | 0.0% |
Added 840.63%
|
232,166 | $12,000.0 |
| AMERIPRISE FINANCIAL INC | 0.0% |
Added 5.22%
|
215,674 | $3,843,000.0 |
| Invesco Ltd. | 0.0% |
Added 7.51%
|
155,210 | $2,568,000.0 |
| FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 0.89% |
No Change
|
146,342 | $3,260,000.0 |
| STIFEL FINANCIAL CORP | 0.0% |
Reduced 7.40%
|
131,039 | $2,168,000.0 |
| MORGAN STANLEY | 0.0% |
Reduced 2.62%
|
128,131 | $2,120,000.0 |
| Moors & Cabot, Inc. | 0.0% |
No Change
|
100,000 | $103,000.0 |
| B. Riley Wealth Management, Inc. | 0.0% |
Reduced 14.89%
|
89,452 | $1,608,000.0 |
| Koshinski Asset Management, Inc. | 0.11% |
Reduced 3.30%
|
72,771 | $1,204,000.0 |
| One Capital Management, LLC | 0.04% |
No Change
|
66,283 | $1,124,000.0 |
| MARINER INVESTMENT GROUP LLC | 2.62% |
No Change
|
64,511 | $1,226,000.0 |
| Everstar Asset Management, LLC | 0.74% |
No Change
|
62,460 | $1,033,000.0 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.0% |
Reduced 6.05%
|
59,308 | $982,000.0 |