Stock
PHB
| Ownership Count: | 359 |
| Ownership Count: | 359 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| Bank of New York Mellon Corp | 0.01% |
Added 6.02%
|
2,083,483 | $37,669,000.0 |
| CAPITAL ADVISORS INC/OK | 0.75% |
No Change
|
1,917,831 | $34,770,000.0 |
| PFS INVESTMENTS INC. | 0.44% |
Added 1.08%
|
1,543,592 | $26,982,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.0% |
Added 1.16%
|
1,388,256 | $25,099,000.0 |
| WELLS FARGO & COMPANY/MN | 0.01% |
Added 4.14%
|
1,100,932 | $19,904,000.0 |
| LPL Financial LLC | 0.01% |
Added 4.69%
|
786,369 | $14,217,000.0 |
| Invesco Ltd. | 0.0% |
Reduced 38.83%
|
673,121 | $12,170,000.0 |
| Adviser Investments LLC | 0.25% |
Reduced 35.43%
|
563,233 | $9,912,000.0 |
| Anfield Capital Management, LLC | 3.78% |
Reduced 1.81%
|
550,518 | $9,953,000.0 |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 0.55% |
No Change
|
481,909 | $9,282,000.0 |
| ENVESTNET ASSET MANAGEMENT INC | 0.0% |
Added 14.13%
|
435,016 | $7,865,000.0 |
| MORGAN STANLEY | 0.0% |
Added 3.11%
|
379,529 | $6,861,000.0 |
| MBL Wealth, LLC | 0.73% |
Reduced 1.06%
|
343,506 | $6,368,000.0 |
| Foundations Investment Advisors, LLC | 0.12% |
Reduced 0.12%
|
338,167 | $6,114,000.0 |
| Fiera Capital Corp | 0.03% |
Reduced 4.23%
|
325,737 | $5,896,000.0 |