Stock
ITM
| Ownership Count: | 440 |
| Ownership Count: | 440 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 0.12% |
Added 17.44%
|
15,029,903 | $692,878,000.0 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.13% |
Added 25.40%
|
3,230,428 | $148,922,000.0 |
| LPL Financial LLC | 0.03% |
Added 12.08%
|
1,771,835 | $81,681,000.0 |
| HTLF Bank | 6.62% |
Reduced 0.37%
|
1,235,344 | $56,949,000.0 |
| ENVESTNET ASSET MANAGEMENT INC | 0.02% |
Added 28.06%
|
1,207,979 | $55,687,000.0 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.08% |
Added 0.52%
|
807,035 | $37,890,000.0 |
| DUBUQUE BANK & TRUST CO | 4.87% |
Added 7.11%
|
800,356 | $35,295,000.0 |
| Dubuque Bank & Trust | 4.87% |
No Change
|
800,356 | $35,295,000.0 |
| FMR LLC | 0.0% |
Reduced 6.10%
|
796,279 | $36,708,000.0 |
| CX Institutional | 1.36% |
Added 8.55%
|
738,357 | $34,038,000.0 |
| MORGAN STANLEY | 0.0% |
Added 31.44%
|
716,754 | $33,042,000.0 |
| WELLS FARGO & COMPANY/MN | 0.01% |
Added 151.23%
|
670,680 | $30,918,000.0 |
| Willis Johnson & Associates, Inc. | 1.75% |
Added 1.65%
|
494,886 | $22,814,000.0 |
| STA Wealth Management, LLC | 0.93% |
Reduced 2.92%
|
441,292 | $20,343,000.0 |
| JANE STREET GROUP, LLC | 0.02% |
Reduced 68.03%
|
374,047 | $17,146,000.0 |