Stock
IBTF
| Ownership Count: | 414 |
| Ownership Count: | 414 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| Essential Planning, LLC. | 1.29% |
Added 6418.24%
|
8,462,892 | $197,405,000.0 |
| HM PAYSON & CO | 1.56% |
Added 5.52%
|
3,645,058 | $85,002,000.0 |
| MORGAN STANLEY | 0.01% |
No Change
|
3,593,055 | $84,149,000.0 |
| Capital Investment Advisors, LLC | 1.37% |
Added 17.01%
|
2,798,063 | $65,250,000.0 |
| COLONY GROUP LLC | 0.92% |
No Change
|
2,645,525 | $61,059,000.0 |
| GLOBALT Investments LLC / GA | 2.44% |
No Change
|
2,638,123 | $61,283,000.0 |
| Stratos Wealth Advisors, LLC | 2.87% |
Added 94.47%
|
2,504,474 | $58,404,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.01% |
Added 17.39%
|
2,333,347 | $54,413,000.0 |
| LPL Financial LLC | 0.02% |
Added 24.26%
|
2,329,584 | $54,325,000.0 |
| UBS Group AG | 0.02% |
Reduced 38.45%
|
2,222,396 | $51,826,000.0 |
| Hills Bank & Trust Co | 4.0% |
Added 2.39%
|
2,167,909 | $50,555,000.0 |
| RAYMOND JAMES FINANCIAL INC | 0.02% |
No Change
|
2,017,255 | $47,042,000.0 |
| WELLS FARGO & COMPANY/MN | 0.02% |
Added 5.83%
|
1,960,402 | $45,716,000.0 |
| CAPTRUST FINANCIAL ADVISORS | 0.13% |
Reduced 26.93%
|
1,851,301 | $43,172,000.0 |
| Freestone Capital Holdings, LLC | 1.72% |
No Change
|
1,835,648 | $42,458,000.0 |