Stock
IBMQ
| Ownership Count: | 196 |
| Ownership Count: | 196 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| Clearstead Advisors, LLC | 0.34% |
Added 7.32%
|
878,265 | $22,114,000.0 |
| ENVESTNET ASSET MANAGEMENT INC | 0.01% |
Reduced 3.35%
|
836,187 | $21,055,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.0% |
Added 42.41%
|
802,074 | $20,196,000.0 |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 0.53% |
Added 6.03%
|
753,826 | $19,049,000.0 |
| MERCER GLOBAL ADVISORS INC /ADV | 0.04% |
Reduced 16.08%
|
689,819 | $17,369,000.0 |
| HighTower Advisors, LLC | 0.02% |
Reduced 0.82%
|
663,225 | $16,700,000.0 |
| Kathmere Capital Management, LLC | 1.46% |
Reduced 1.19%
|
626,748 | $15,781,000.0 |
| US BANCORP \DE\ | 0.03% |
Added 11.03%
|
591,362 | $14,890,000.0 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 0.94% |
Reduced 0.54%
|
397,149 | $10,000,000.0 |
| RAYMOND JAMES FINANCIAL INC | 0.0% |
No Change
|
388,111 | $9,772,000.0 |
| WELLS FARGO & COMPANY/MN | 0.0% |
Reduced 12.19%
|
384,340 | $9,677,000.0 |
| NewEdge Advisors, LLC | 0.06% |
No Change
|
370,144 | $9,320,000.0 |
| UBS Group AG | 0.0% |
Reduced 3.89%
|
356,853 | $8,985,000.0 |
| Hills Bank & Trust Co | 0.66% |
Added 10.89%
|
328,783 | $8,278,000.0 |
| Raymond James Financial Services Advisors, Inc. | 0.01% |
No Change
|
319,129 | $8,179,000.0 |