Stock
IBDW
| Ownership Count: | 219 |
| Ownership Count: | 219 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 1.4% |
Added 49.72%
|
5,312,844 | $108,116,000.0 |
| Venture Visionary Partners LLC | 2.8% |
Added 115.04%
|
4,173,424 | $84,931,000.0 |
| Capital Investment Advisors, LLC | 1.09% |
Added 16.06%
|
2,554,613 | $51,986,000.0 |
| MORGAN STANLEY | 0.01% |
Added 11.75%
|
2,410,675 | $49,057,000.0 |
| WELLS FARGO & COMPANY/MN | 0.02% |
Reduced 0.25%
|
2,367,384 | $48,176,000.0 |
| RAYMOND JAMES FINANCIAL INC | 0.02% |
No Change
|
1,973,030 | $40,151,000.0 |
| Gateway Advisory, LLC | 5.93% |
Added 3.39%
|
1,617,206 | $34,317,000.0 |
| SIGMA INVESTMENT COUNSELORS INC | 1.79% |
Added 8.41%
|
1,483,109 | $30,181,000.0 |
| SUMMITRY LLC | 1.42% |
Added 121.72%
|
1,369,729 | $27,873,000.0 |
| Raymond James Financial Services Advisors, Inc. | 0.04% |
No Change
|
1,301,012 | $27,607,000.0 |
| Advisors Capital Management, LLC | 0.41% |
Added 94.22%
|
1,228,959 | $25,009,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.0% |
Added 9.32%
|
1,170,486 | $23,819,000.0 |
| UBS Group AG | 0.01% |
Added 23.76%
|
1,169,143 | $23,792,000.0 |
| Klingman & Associates, LLC | 1.28% |
Added 32.34%
|
1,024,300 | $20,844,000.0 |
| NewEdge Advisors, LLC | 0.12% |
Added 4.43%
|
963,198 | $19,601,000.0 |