Stock
IBTG
| Ownership Count: | 314 |
| Ownership Count: | 314 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| HM PAYSON & CO | 1.47% |
Added 12.78%
|
3,498,497 | $79,800,000.0 |
| MORGAN STANLEY | 0.01% |
Added 1.00%
|
3,436,411 | $79,260,000.0 |
| Essential Planning, LLC. | 0.51% |
Added 6411.28%
|
3,425,586 | $78,223,000.0 |
| Colony Group, LLC | 0.18% |
Added 1.86%
|
2,936,714 | $66,986,000.0 |
| Capital Investment Advisors, LLC | 1.12% |
Added 2.23%
|
2,328,673 | $53,117,000.0 |
| NewEdge Advisors, LLC | 0.29% |
Added 41.13%
|
2,018,258 | $46,036,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.01% |
Added 52.27%
|
1,615,744 | $36,855,000.0 |
| InterOcean Capital Group, LLC | 0.84% |
No Change
|
1,507,057 | $34,225,000.0 |
| GWM Advisors LLC | 0.22% |
Reduced 5.14%
|
1,430,109 | $32,985,000.0 |
| Financial Advisory Corp | 5.52% |
No Change
|
1,386,484 | $31,625,000.0 |
| WELLS FARGO & COMPANY/MN | 0.01% |
Added 17.76%
|
1,283,768 | $29,282,000.0 |
| Integrated Wealth Concepts LLC | 0.34% |
Added 36.57%
|
1,241,811 | $28,325,000.0 |
| UBS Group AG | 0.01% |
Added 5.74%
|
1,163,475 | $26,538,000.0 |
| RAYMOND JAMES FINANCIAL INC | 0.01% |
No Change
|
1,110,250 | $25,324,000.0 |
| Apollon Wealth Management, LLC | 0.53% |
Added 6258.11%
|
982,328 | $22,406,000.0 |