Stock
IBHG
| Ownership Count: | 97 |
| Ownership Count: | 97 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.01% |
Added 241.34%
|
718,842 | $15,987,000.0 |
| LBMC INVESTMENT ADVISORS, LLC | 0.95% |
Added 55.67%
|
540,414 | $12,018,000.0 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.01% |
Added 4.05%
|
381,279 | $8,480,000.0 |
| HighTower Advisors, LLC | 0.01% |
Added 4.06%
|
347,132 | $7,720,000.0 |
| Commonwealth Financial Services, LLC | 1.54% |
Added 1.54%
|
345,347 | $7,680,000.0 |
| Mutual Advisors, LLC | 0.18% |
Added 2676.07%
|
264,948 | $5,945,000.0 |
| BlackRock Inc. | 0.0% |
No Change
|
235,000 | $5,058,000.0 |
| LPL Financial LLC | 0.0% |
Reduced 30.84%
|
215,491 | $4,792,000.0 |
| GAMMA Investing LLC | 0.36% |
Added 44.73%
|
183,996 | $4,092,000.0 |
| RAYMOND JAMES FINANCIAL INC | 0.0% |
No Change
|
158,121 | $3,516,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.0% |
Added 40.05%
|
152,370 | $3,388,000.0 |
| MORGAN STANLEY | 0.0% |
Added 6.14%
|
145,328 | $3,232,000.0 |
| Lido Advisors, LLC | 0.02% |
Added 47.03%
|
130,896 | $2,911,000.0 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.78% |
No Change
|
83,216 | $15,884,000.0 |
| Straight Path Wealth Management | 0.67% |
Added 7.86%
|
74,739 | $1,662,000.0 |