Stock
IMTB
| Ownership Count: | 115 |
| Ownership Count: | 115 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| Mariner, LLC | 0.09% |
Added 2.89%
|
1,117,290 | $47,422,000.0 |
| FinTrust Capital Advisors, LLC | 3.94% |
No Change
|
505,050 | $22,487,000.0 |
| Destination Wealth Management | 0.58% |
Added 1.54%
|
435,400 | $18,480,000.0 |
| Octavia Wealth Advisors, LLC | 1.12% |
No Change
|
216,250 | $9,178,000.0 |
| Global Retirement Partners, LLC | 0.2% |
Added 9910.53%
|
162,571 | $6,900,000.0 |
| PFG Advisors | 0.41% |
Added 5.73%
|
153,267 | $6,505,000.0 |
| D.A. DAVIDSON & CO. | 0.07% |
Reduced 1.55%
|
132,634 | $6,282,000.0 |
| 55I, LLC | 0.2% |
Reduced 8.94%
|
127,406 | $6,518,000.0 |
| TAP Consulting, LLC | 1.11% |
Added 1.85%
|
123,812 | $5,255,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.0% |
Added 14.19%
|
121,859 | $5,172,000.0 |
| MORGAN STANLEY | 0.0% |
Reduced 0.79%
|
97,356 | $4,132,000.0 |
| Demars Financial Group, LLC | 2.14% |
Reduced 8.83%
|
89,746 | $4,250,000.0 |
| LPL Financial LLC | 0.0% |
Reduced 24.50%
|
81,793 | $3,471,000.0 |
| JPMORGAN CHASE & CO | 0.0% |
Added 182.76%
|
57,974 | $2,460,000.0 |
| CITADEL ADVISORS LLC | 0.0% |
No Change
|
52,295 | $2,274,000.0 |