Stock
IBHD
| Ownership Count: | 199 |
| Ownership Count: | 199 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| Mid-American Wealth Advisory Group, Inc. | 21.58% |
Added 2.96%
|
1,287,816 | $29,993,000.0 |
| Baltimore-Washington Financial Advisors, Inc. | 0.89% |
Added 6.91%
|
663,728 | $15,425,000.0 |
| LPL Financial LLC | 0.01% |
Reduced 28.15%
|
485,443 | $11,305,000.0 |
| Raymond James Financial Services Advisors, Inc. | 0.01% |
Added 1.77%
|
469,021 | $10,923,000.0 |
| WELLS FARGO & COMPANY/MN | 0.0% |
No Change
|
393,398 | $9,162,000.0 |
| Asset Dedication, LLC | 0.52% |
No Change
|
326,654 | $7,607,000.0 |
| MORGAN STANLEY | 0.0% |
No Change
|
282,164 | $6,571,000.0 |
| PFG Private Wealth Management, LLC | 3.7% |
Added 3.20%
|
273,675 | $6,373,000.0 |
| TMD Wealth Management, LLC | 1.7% |
Added 12.55%
|
253,430 | $5,861,000.0 |
| Richard P Slaughter Associates Inc | 1.68% |
No Change
|
233,354 | $5,299,000.0 |
| EP Wealth Advisors, LLC | 0.05% |
No Change
|
228,305 | $5,317,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.0% |
Reduced 66.30%
|
194,690 | $4,534,000.0 |
| Mutual Advisors, LLC | 0.15% |
Added 11.98%
|
188,008 | $4,363,000.0 |
| Lloyd Advisory Services, LLC. | 2.18% |
No Change
|
183,830 | $4,266,000.0 |
| Wright Fund Managment, LLC | 0.19% |
No Change
|
169,900 | $3,948,000.0 |