Stock
JMOM
| Ownership Count: | 156 |
| Ownership Count: | 156 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.15% |
Added 0.00%
|
9,619,652 | $549,570,000.0 |
| Ronald Blue Trust, Inc. | 3.09% |
Added 26.16%
|
3,966,830 | $231,147,000.0 |
| Thrivent Financial for Lutherans | 0.42% |
Reduced 1.93%
|
2,913,056 | $140,613,000.0 |
| Equitable Holdings, Inc. | 0.57% |
Added 11.39%
|
900,983 | $52,500,000.0 |
| Shore Point Advisors, LLC | 16.03% |
Reduced 0.62%
|
499,074 | $29,081,000.0 |
| Klaas Financial Asset Advisors, LLC | 4.35% |
Added 0.46%
|
423,844 | $24,697,000.0 |
| PACIFIC FINANCIAL GROUP INC | 0.91% |
No Change
|
303,785 | $9,238,000.0 |
| JPMORGAN CHASE & CO | 0.0% |
Added 219.48%
|
249,136 | $14,517,000.0 |
| LPL Financial LLC | 0.01% |
Added 10.33%
|
241,063 | $14,046,000.0 |
| GeoWealth Management, LLC | 0.35% |
Added 290.21%
|
178,333 | $10,391,000.0 |
| ARQ WEALTH ADVISORS, LLC | 4.03% |
Reduced 0.21%
|
178,109 | $10,378,000.0 |
| Vident Advisory, LLC | 0.26% |
Added 17.30%
|
176,111 | $10,262,000.0 |
| Integrated Wealth Concepts LLC | 0.12% |
Added 2881.68%
|
174,637 | $10,176,000.0 |
| Nova R Wealth, Inc. | 4.17% |
Reduced 1.81%
|
141,679 | $8,255,000.0 |
| Cornerstone Wealth Management, LLC | 0.55% |
Reduced 1.38%
|
139,120 | $8,106,000.0 |