Stock
IBDP
| Ownership Count: | 614 |
| Ownership Count: | 614 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 5.76% |
Added 7.74%
|
6,931,910 | $173,991,000.0 |
| MORGAN STANLEY | 0.01% |
No Change
|
2,848,150 | $71,801,000.0 |
| HM PAYSON & CO | 1.13% |
No Change
|
2,454,489 | $61,877,000.0 |
| UBS Group AG | 0.02% |
Reduced 17.65%
|
2,336,329 | $58,898,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.01% |
Reduced 12.99%
|
2,334,760 | $58,859,000.0 |
| LPL Financial LLC | 0.02% |
Reduced 11.28%
|
1,708,177 | $43,063,000.0 |
| Glenview Trust Co | 0.8% |
Reduced 1.86%
|
1,578,571 | $39,795,000.0 |
| Raymond James Financial Services Advisors, Inc. | 0.05% |
No Change
|
1,528,387 | $38,530,000.0 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.05% |
No Change
|
1,250,521 | $31,526,000.0 |
| Royal Bank of Canada | 0.01% |
No Change
|
1,144,807 | $28,861,000.0 |
| RENAISSANCE TECHNOLOGIES LLC | 0.04% |
Added 40.69%
|
1,118,200 | $28,189,000.0 |
| Gratus Wealth Advisors, LLC | 4.52% |
Added 4.86%
|
1,101,714 | $27,686,000.0 |
| US BANCORP \DE\ | 0.05% |
No Change
|
1,045,122 | $26,347,000.0 |
| CAPTRUST FINANCIAL ADVISORS | 0.08% |
Reduced 2.58%
|
1,032,323 | $26,024,000.0 |
| TOBIAS FINANCIAL ADVISORS, INC. | 2.01% |
No Change
|
984,800 | $25,536,000.0 |