Stock
IBTK
| Ownership Count: | 149 |
| Ownership Count: | 149 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 0.01% |
Added 3.08%
|
1,792,435 | $34,402,000.0 |
| ATWOOD & PALMER INC | 1.44% |
Added 5.81%
|
1,078,973 | $20,708,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.0% |
Added 53.95%
|
830,795 | $15,945,000.0 |
| ENVESTNET ASSET MANAGEMENT INC | 0.0% |
Added 2.79%
|
553,501 | $10,623,000.0 |
| Waycross Investment Management Co | 11.11% |
Added 0.96%
|
546,893 | $10,496,000.0 |
| RAYMOND JAMES FINANCIAL INC | 0.0% |
No Change
|
505,550 | $9,702,000.0 |
| Legacy Private Trust Co. | 0.54% |
Added 14.60%
|
421,636 | $8,092,000.0 |
| RAYMOND JAMES & ASSOCIATES | 0.0% |
No Change
|
370,832 | $7,433,000.0 |
| Krilogy Financial LLC | 0.48% |
Added 4.87%
|
341,765 | $6,559,000.0 |
| Probity Advisors, Inc. | 1.2% |
No Change
|
306,881 | $6,151,000.0 |
| TMD Wealth Management, LLC | 1.61% |
No Change
|
300,940 | $5,934,000.0 |
| Trust Co | 0.61% |
Added 2.01%
|
275,105 | $5,280,000.0 |
| UBS Group AG | 0.0% |
Reduced 7.25%
|
274,019 | $5,259,000.0 |
| D.A. DAVIDSON & CO. | 0.04% |
Added 12.26%
|
271,767 | $5,215,000.0 |
| Royal Bank of Canada | 0.0% |
Added 3.94%
|
251,731 | $4,831,000.0 |