Stock
IBMP
| Ownership Count: | 220 |
| Ownership Count: | 220 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| HighTower Advisors, LLC | 0.03% |
Added 21.98%
|
969,627 | $24,376,000.0 |
| ENVESTNET ASSET MANAGEMENT INC | 0.01% |
Added 2.52%
|
900,326 | $22,634,000.0 |
| Clearstead Advisors, LLC | 0.34% |
Added 8.57%
|
880,117 | $22,126,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.0% |
Added 8.86%
|
841,189 | $21,147,000.0 |
| MERCER GLOBAL ADVISORS INC /ADV | 0.05% |
Reduced 14.08%
|
822,923 | $20,688,000.0 |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 0.53% |
No Change
|
746,061 | $18,778,000.0 |
| Heartwood Wealth Advisors LLC | 2.01% |
Added 0.76%
|
709,060 | $17,825,000.0 |
| WELLS FARGO & COMPANY/MN | 0.01% |
Added 10.63%
|
645,906 | $16,238,000.0 |
| Kathmere Capital Management, LLC | 1.46% |
Reduced 1.21%
|
628,341 | $15,796,000.0 |
| MORGAN STANLEY | 0.0% |
No Change
|
596,126 | $15,171,000.0 |
| US BANCORP \DE\ | 0.03% |
Added 5.38%
|
592,291 | $14,890,000.0 |
| RAYMOND JAMES FINANCIAL INC | 0.0% |
No Change
|
416,559 | $10,472,000.0 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 0.98% |
Added 0.81%
|
414,560 | $10,422,000.0 |
| UBS Group AG | 0.0% |
Reduced 11.24%
|
411,482 | $10,344,000.0 |
| Corient Private Wealth LLC | 0.02% |
Reduced 5.16%
|
378,512 | $9,515,000.0 |