Stock
JQUA
| Ownership Count: | 524 |
| Ownership Count: | 524 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| Savant Capital, LLC | 2.9% |
Added 21.57%
|
6,224,628 | $356,484,000.0 |
| SIGNATUREFD, LLC | 5.91% |
Reduced 2.50%
|
5,395,512 | $309,000,000.0 |
| LPL Financial LLC | 0.09% |
Added 5.29%
|
3,726,426 | $213,412,000.0 |
| ST GERMAIN D J CO INC | 7.14% |
Added 1.70%
|
2,682,855 | $153,647,000.0 |
| Sage Mountain Advisors LLC | 10.19% |
Added 34.22%
|
2,404,155 | $137,685,000.0 |
| Annex Advisory Services, LLC | 4.35% |
Reduced 7.94%
|
2,368,039 | $135,617,000.0 |
| MIDLAND WEALTH ADVISORS LLC | 6.99% |
Reduced 1.21%
|
2,016,799 | $115,502,000.0 |
| MORGAN STANLEY | 0.02% |
No Change
|
1,985,661 | $112,328,000.0 |
| Mason & Associates Inc | 18.71% |
Added 57.45%
|
1,355,653 | $77,638,000.0 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.06% |
Added 8.82%
|
1,330,909 | $76,221,000.0 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.11% |
Added 18.46%
|
1,298,163 | $74,346,000.0 |
| QuadCap Wealth Management, LLC | 11.18% |
Added 13.95%
|
1,291,912 | $73,987,000.0 |
| Hamilton Capital Management, Inc. | 5.13% |
Reduced 7.77%
|
1,240,350 | $69,285,000.0 |
| Hamilton Capital, LLC | 5.31% |
Reduced 1.79%
|
1,218,086 | $69,759,000.0 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | 0.83% |
Reduced 12.56%
|
1,203,445 | $45,322,000.0 |