Stock
IBDV
| Ownership Count: | 264 |
| Ownership Count: | 264 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 1.2% |
Added 66.77%
|
4,341,723 | $92,739,000.0 |
| AMERIPRISE FINANCIAL INC | 0.02% |
Reduced 20.47%
|
3,422,181 | $73,072,000.0 |
| Capital Investment Advisors, LLC | 1.3% |
Added 10.19%
|
2,890,502 | $61,741,000.0 |
| RAYMOND JAMES FINANCIAL INC | 0.02% |
No Change
|
2,660,892 | $56,836,000.0 |
| CAPITAL ADVISORS INC/OK | 1.08% |
Added 6.49%
|
2,478,139 | $52,933,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.01% |
Added 9.20%
|
2,385,562 | $50,955,000.0 |
| Raymond James Financial Services Advisors, Inc. | 0.06% |
Added 11.68%
|
2,156,307 | $47,805,000.0 |
| MORGAN STANLEY | 0.01% |
No Change
|
1,878,249 | $41,640,000.0 |
| HighTower Advisors, LLC | 0.06% |
Added 30.07%
|
1,855,633 | $39,636,000.0 |
| Venture Visionary Partners LLC | 1.29% |
Added 110.18%
|
1,833,366 | $39,161,000.0 |
| Royal Bank of Canada | 0.02% |
Added 35.26%
|
1,765,866 | $37,719,000.0 |
| WELLS FARGO & COMPANY/MN | 0.02% |
Added 8.57%
|
1,753,012 | $37,444,000.0 |
| Gateway Advisory, LLC | 5.9% |
Added 3.29%
|
1,540,405 | $34,150,000.0 |
| SIGMA INVESTMENT COUNSELORS INC | 1.85% |
Added 7.02%
|
1,460,180 | $31,189,000.0 |
| Klingman & Associates, LLC | 1.54% |
Added 19.40%
|
1,169,191 | $24,973,000.0 |