Stock
IEO
| Ownership Count: | 441 |
| Ownership Count: | 441 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| Granite Bay Wealth Management, LLC | 1.76% |
Reduced 2.86%
|
2,075,791 | $196,972,000.0 |
| FIL Ltd | 0.04% |
No Change
|
429,882 | $23,871,000.0 |
| MORGAN STANLEY | 0.0% |
Reduced 4.27%
|
383,008 | $34,329,000.0 |
| Redhawk Wealth Advisors, Inc. | 2.42% |
No Change
|
134,146 | $14,349,000.0 |
| RAYMOND JAMES FINANCIAL INC | 0.0% |
No Change
|
130,683 | $11,713,000.0 |
| LPL Financial LLC | 0.0% |
Reduced 0.41%
|
111,881 | $10,027,000.0 |
| Altus Wealth Management, LLC | 4.31% |
Added 3.51%
|
107,507 | $9,635,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.0% |
Reduced 4.65%
|
93,232 | $8,356,000.0 |
| WELLS FARGO & COMPANY/MN | 0.0% |
Added 27.88%
|
91,473 | $8,198,000.0 |
| Karp Capital Management Corp | 0.8% |
No Change
|
85,751 | $2,892,000.0 |
| Brinker Capital Investments, LLC | 0.16% |
No Change
|
85,000 | $4,720,000.0 |
| EP Wealth Advisors, LLC | 0.06% |
Reduced 2.75%
|
81,779 | $7,329,000.0 |
| MML INVESTORS SERVICES, LLC | 0.03% |
Added 3.63%
|
80,088 | $7,178,000.0 |
| Royal Bank of Canada | 0.0% |
Added 27.36%
|
74,617 | $6,688,000.0 |
| AMICA MUTUAL INSURANCE CO | 0.66% |
No Change
|
71,219 | $6,383,000.0 |