Stock
ICSH
| Ownership Count: | 977 |
| Ownership Count: | 977 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| Magnolia Wealth Management, LLC | 54.52% |
Added 13838.06%
|
15,043,485 | $756,403,000.0 |
| SVB WEALTH LLC | 7.22% |
Reduced 1.80%
|
7,787,019 | $390,519,000.0 |
| FMR LLC | 0.02% |
Reduced 54.89%
|
4,034,874 | $203,478,000.0 |
| SUN LIFE FINANCIAL INC | 7.93% |
No Change
|
3,422,000 | $171,613,000.0 |
| UBS Group AG | 0.05% |
Added 5.83%
|
3,199,451 | $161,348,000.0 |
| BlackRock Inc. | 0.01% |
No Change
|
2,595,161 | $131,133,000.0 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.24% |
Reduced 0.68%
|
2,278,248 | $115,598,000.0 |
| DONALDSON CAPITAL MANAGEMENT, LLC | 4.31% |
Added 1.70%
|
2,239,192 | $112,922,000.0 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 8.59% |
Added 161.38%
|
2,180,482 | $109,961,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.02% |
Added 15.70%
|
1,941,216 | $97,895,000.0 |
| Doyle Wealth Management | 7.85% |
Added 4.28%
|
1,827,207 | $91,379,000.0 |
| RENAISSANCE TECHNOLOGIES LLC | 0.14% |
Added 15.03%
|
1,803,400 | $90,945,000.0 |
| Royal Bank of Canada | 0.04% |
Reduced 17.77%
|
1,772,067 | $89,365,000.0 |
| LPL Financial LLC | 0.04% |
Added 3.32%
|
1,714,833 | $86,479,000.0 |
| RAYMOND JAMES FINANCIAL INC | 0.03% |
No Change
|
1,487,614 | $75,020,000.0 |