Stock
IDHQ
| Ownership Count: | 149 |
| Ownership Count: | 149 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| LPL Financial LLC | 0.01% |
Reduced 17.63%
|
1,028,063 | $29,114,000.0 |
| Cedar Wealth Management, LLC | 8.06% |
Reduced 0.10%
|
786,750 | $22,280,000.0 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.02% |
Added 14.69%
|
729,193 | $20,650,000.0 |
| MORGAN STANLEY | 0.0% |
Added 3.50%
|
684,229 | $19,377,000.0 |
| KWB Wealth | 1.64% |
Reduced 2.21%
|
413,904 | $13,145,000.0 |
| WCG Wealth Advisors LLC | 0.7% |
Added 2.89%
|
358,536 | $10,154,000.0 |
| Heck Capital Advisors, LLC | 0.53% |
No Change
|
286,531 | $8,114,000.0 |
| Chaney Capital Management, Inc. | 3.25% |
Added 28.16%
|
242,672 | $6,872,000.0 |
| Equitable Holdings, Inc. | 0.07% |
Added 10.71%
|
238,900 | $6,765,000.0 |
| RAYMOND JAMES FINANCIAL INC | 0.0% |
No Change
|
232,914 | $6,596,000.0 |
| AVANTAX ADVISORY SERVICES, INC. | 0.04% |
Added 2.43%
|
231,916 | $6,567,000.0 |
| BOS Asset Management, LLC | 2.55% |
Added 17.25%
|
230,879 | $6,538,000.0 |
| RAYMOND JAMES & ASSOCIATES | 0.0% |
Added 1.53%
|
204,098 | $6,482,000.0 |
| Systelligence, LLC | 1.43% |
No Change
|
150,272 | $3,891,000.0 |
| Cornerstone Wealth Management, LLC | 0.29% |
Added 2.37%
|
150,139 | $4,251,000.0 |