Stock
IBDT
| Ownership Count: | 442 |
| Ownership Count: | 442 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| MORGAN STANLEY | 0.01% |
Reduced 13.65%
|
3,065,524 | $78,262,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.01% |
Added 7.03%
|
2,976,383 | $74,111,000.0 |
| Capital Investment Advisors, LLC | 1.46% |
Added 8.41%
|
2,784,813 | $69,341,000.0 |
| CAPITAL ADVISORS INC/OK | 1.38% |
Added 6.47%
|
2,698,707 | $67,197,000.0 |
| ENVESTNET ASSET MANAGEMENT INC | 0.02% |
Added 8.17%
|
2,146,776 | $53,454,000.0 |
| Aptus Capital Advisors, LLC | 0.67% |
Reduced 37.70%
|
2,075,033 | $51,668,000.0 |
| UBS Group AG | 0.02% |
Added 10.21%
|
1,984,298 | $49,409,000.0 |
| MERCER GLOBAL ADVISORS INC /ADV | 0.12% |
Added 4.94%
|
1,977,557 | $49,241,000.0 |
| RAYMOND JAMES FINANCIAL INC | 0.02% |
No Change
|
1,975,839 | $49,198,000.0 |
| Royal Bank of Canada | 0.02% |
Added 10.24%
|
1,636,629 | $40,752,000.0 |
| LPL Financial LLC | 0.02% |
Added 12.26%
|
1,621,651 | $40,379,000.0 |
| WOODMONT INVESTMENT COUNSEL LLC | 2.85% |
Added 5.02%
|
1,539,109 | $38,323,000.0 |
| HighTower Advisors, LLC | 0.05% |
Added 5.97%
|
1,309,592 | $32,608,000.0 |
| WELLS FARGO & COMPANY/MN | 0.01% |
Added 20.99%
|
1,225,388 | $30,512,000.0 |
| SUMMITRY LLC | 1.54% |
Reduced 3.78%
|
1,208,359 | $30,088,000.0 |