Stock
PWZ
| Ownership Count: | 222 |
| Ownership Count: | 222 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| Charles Schwab Investment Advisory, Inc. | 0.32% |
No Change
|
9,504,808 | $236,384,000.0 |
| Miracle Mile Advisors, LLC | 1.24% |
Added 6.79%
|
2,424,844 | $59,893,000.0 |
| Stratos Wealth Partners, LTD. | 0.53% |
Added 4.54%
|
1,475,592 | $36,447,000.0 |
| FIRST FOUNDATION ADVISORS | 1.35% |
Reduced 9.11%
|
1,294,456 | $31,973,000.0 |
| MERCER GLOBAL ADVISORS INC /ADV | 0.08% |
Added 184.64%
|
1,249,535 | $30,863,000.0 |
| ENVESTNET ASSET MANAGEMENT INC | 0.01% |
Added 18.64%
|
1,243,755 | $30,720,000.0 |
| Gerber Kawasaki Wealth & Investment Management | 1.33% |
Added 5.51%
|
1,230,304 | $30,388,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.0% |
Added 19.03%
|
1,132,401 | $27,970,000.0 |
| SYON CAPITAL LLC | 2.47% |
No Change
|
1,090,712 | $26,940,000.0 |
| EP Wealth Advisors, LLC | 0.17% |
Added 8.17%
|
836,569 | $20,663,000.0 |
| LPL Financial LLC | 0.01% |
Added 8.50%
|
552,990 | $13,658,000.0 |
| MORGAN STANLEY | 0.0% |
No Change
|
515,671 | $12,933,000.0 |
| Atlas Legacy Advisors, LLC | 2.7% |
No Change
|
449,290 | $11,097,000.0 |
| BANK OF MONTREAL /CAN/ | 0.01% |
No Change
|
447,310 | $11,209,000.0 |
| AMERIPRISE FINANCIAL INC | 0.0% |
Added 6.19%
|
432,446 | $10,681,000.0 |