Stock
MLPA
| Ownership Count: | 471 |
| Ownership Count: | 471 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| MORGAN STANLEY | 0.02% |
Added 8.32%
|
3,574,861 | $176,633,000.0 |
| RATIONAL ADVISORS LLC | 6.07% |
Added 26.69%
|
2,801,787 | $98,007,000.0 |
| Budros, Ruhlin & Roe, LLC | 2.85% |
Added 452.36%
|
2,527,710 | $19,918,000.0 |
| Creative Planning | 0.1% |
Added 0.69%
|
1,957,710 | $96,730,000.0 |
| UBS Group AG | 0.02% |
Reduced 1.52%
|
947,693 | $46,825,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.01% |
Reduced 3.03%
|
876,151 | $43,290,000.0 |
| LPL Financial LLC | 0.02% |
Added 6.86%
|
763,739 | $37,736,000.0 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 0.06% |
Added 200.00%
|
750,000 | $26,235,000.0 |
| RAYMOND JAMES FINANCIAL INC | 0.01% |
No Change
|
685,004 | $33,846,000.0 |
| Bard Financial Services, Inc. | 2.16% |
Reduced 0.59%
|
661,906 | $28,415,000.0 |
| WELLS FARGO & COMPANY/MN | 0.01% |
Added 13.77%
|
537,755 | $26,570,000.0 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 0.93% |
Added 5.04%
|
498,718 | $24,641,000.0 |
| ENVESTNET ASSET MANAGEMENT INC | 0.01% |
Added 14.10%
|
491,460 | $24,283,000.0 |
| RAYMOND JAMES & ASSOCIATES | 0.01% |
Added 38.56%
|
465,116 | $22,316,000.0 |
| McGowan Group Asset Management, Inc. | 3.27% |
No Change
|
433,909 | $20,923,000.0 |