Stock
IBDR
| Ownership Count: | 551 |
| Ownership Count: | 551 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 5.94% |
Added 98.54%
|
7,281,389 | $179,486,000.0 |
| AMERIPRISE FINANCIAL INC | 0.03% |
Reduced 19.78%
|
4,271,111 | $102,814,000.0 |
| MORGAN STANLEY | 0.01% |
Added 10.65%
|
3,969,472 | $95,545,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.01% |
Added 9.03%
|
3,473,009 | $83,595,000.0 |
| ENVESTNET ASSET MANAGEMENT INC | 0.02% |
Added 6.71%
|
2,306,571 | $55,519,000.0 |
| LPL Financial LLC | 0.02% |
Added 7.46%
|
2,288,819 | $55,091,000.0 |
| CAPITAL ADVISORS INC/OK | 1.09% |
Added 6.50%
|
2,218,999 | $53,411,000.0 |
| MERCER GLOBAL ADVISORS INC /ADV | 0.13% |
Added 3.23%
|
2,202,542 | $53,015,000.0 |
| UBS Group AG | 0.03% |
No Change
|
2,084,079 | $49,809,000.0 |
| RAYMOND JAMES FINANCIAL INC | 0.02% |
No Change
|
2,057,432 | $49,522,000.0 |
| Lido Advisors, LLC | 0.3% |
Added 37.00%
|
1,928,270 | $46,413,000.0 |
| HM PAYSON & CO | 0.85% |
Added 43.22%
|
1,916,550 | $46,131,000.0 |
| WELLS FARGO & COMPANY/MN | 0.02% |
Reduced 6.23%
|
1,749,624 | $42,113,000.0 |
| Venture Visionary Partners LLC | 1.3% |
Added 116.05%
|
1,639,796 | $39,471,000.0 |
| SHUFRO ROSE & CO LLC | 2.85% |
Added 2.38%
|
1,446,798 | $34,824,000.0 |