Stock
PXI
| Ownership Count: | 133 |
| Ownership Count: | 133 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| HighTower Advisors, LLC | 0.06% |
Added 12.46%
|
554,579 | $23,970,000.0 |
| MORGAN STANLEY | 0.0% |
Added 39.64%
|
172,523 | $7,442,000.0 |
| GOLDMAN SACHS GROUP INC | 0.0% |
Added 84.78%
|
103,245 | $4,579,000.0 |
| Consolidated Planning Corp | 1.17% |
Reduced 7.84%
|
98,103 | $4,240,000.0 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 2.88% |
Added 2.98%
|
96,693 | $4,171,000.0 |
| One + One Wealth Management, LLC | 2.81% |
Reduced 2.52%
|
94,258 | $4,180,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.0% |
Reduced 4.07%
|
71,420 | $3,167,000.0 |
| WIN ADVISORS, INC | 1.6% |
No Change
|
70,582 | $3,263,000.0 |
| WELLS FARGO & COMPANY/MN | 0.0% |
Reduced 5.81%
|
68,132 | $3,022,000.0 |
| Unique Wealth Strategies, LLC | 1.63% |
No Change
|
54,824 | $2,450,000.0 |
| STIFEL FINANCIAL CORP | 0.0% |
Added 3.15%
|
52,451 | $2,267,000.0 |
| Financial Management Professionals, Inc. | 0.43% |
Added 16.94%
|
47,871 | $1,880,000.0 |
| LPL Financial LLC | 0.0% |
Added 6.33%
|
47,218 | $2,094,000.0 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 1.36% |
Reduced 1.88%
|
40,869 | $1,562,000.0 |
| IHT Wealth Management, LLC | 0.05% |
Added 4.42%
|
35,917 | $1,593,000.0 |