Stock
IMCV
| Ownership Count: | 261 |
| Ownership Count: | 261 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| MORGAN STANLEY | 0.01% |
Added 1.84%
|
820,289 | $62,867,000.0 |
| Equitable Holdings, Inc. | 0.34% |
Added 13.19%
|
417,911 | $31,034,000.0 |
| Orgel Wealth Management, LLC | 0.67% |
Reduced 0.46%
|
343,362 | $25,498,000.0 |
| Colony Group, LLC | 0.06% |
Added 2220.83%
|
305,677 | $22,699,000.0 |
| RAYMOND JAMES FINANCIAL INC | 0.01% |
No Change
|
298,735 | $22,184,000.0 |
| Raymond James Financial Services Advisors, Inc. | 0.03% |
Added 5.60%
|
269,620 | $20,663,000.0 |
| Steele Capital Management, Inc. | 0.77% |
Added 0.23%
|
198,225 | $14,720,000.0 |
| Matrix Trust Co | 2.56% |
Added 0.23%
|
198,225 | $14,720,000.0 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.02% |
Added 2.55%
|
197,852 | $14,692,000.0 |
| Arlington Financial Advisors, LLC | 3.79% |
No Change
|
187,104 | $12,670,000.0 |
| LPL Financial LLC | 0.0% |
Reduced 3.43%
|
157,764 | $11,715,000.0 |
| AXA S.A. | 0.11% |
No Change
|
133,237 | $21,450,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.0% |
Reduced 1.64%
|
129,006 | $9,579,000.0 |
| OSAIC HOLDINGS, INC. | 0.03% |
Added 44.62%
|
124,621 | $9,551,000.0 |
| Advisor Group Holdings, Inc. | 0.03% |
No Change
|
124,621 | $9,551,000.0 |