Stock
PIO
| Ownership Count: | 232 |
| Ownership Count: | 232 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| Snowden Capital Advisors LLC | 0.0% |
Added 249900.00%
|
500,000 | $5,000.0 |
| MD Financial Management Inc. | 0.43% |
Added 2.56%
|
406,058 | $17,644,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.0% |
Reduced 0.18%
|
384,337 | $15,011,000.0 |
| 1832 Asset Management L.P. | 0.03% |
Added 1.91%
|
383,574 | $14,982,000.0 |
| MORGAN STANLEY | 0.0% |
Reduced 1.77%
|
271,340 | $10,598,000.0 |
| Congress Wealth Management LLC / DE / | 0.1% |
Reduced 0.16%
|
180,660 | $7,056,000.0 |
| Money Design Co.,Ltd. | 0.23% |
Reduced 13.88%
|
109,366 | $4,272,000.0 |
| LPL Financial LLC | 0.0% |
Added 0.72%
|
84,194 | $3,288,000.0 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.0% |
Added 20.99%
|
75,733 | $2,958,000.0 |
| WELLS FARGO & COMPANY/MN | 0.0% |
Added 88.40%
|
67,014 | $2,617,000.0 |
| UBS Group AG | 0.0% |
Reduced 3.30%
|
61,467 | $2,400,000.0 |
| CIBC WORLD MARKET INC. | 0.0% |
Added 4.93%
|
47,181 | $1,843,000.0 |
| Elmwood Wealth Management, Inc. | 0.76% |
Reduced 0.47%
|
45,738 | $1,786,000.0 |
| STIFEL FINANCIAL CORP | 0.0% |
Added 8.35%
|
41,431 | $1,618,000.0 |
| Financial & Tax Architects, LLC | 0.8% |
No Change
|
41,044 | $1,629,000.0 |