Stock
RFV
| Ownership Count: | 189 |
| Ownership Count: | 189 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| Portfolio Strategies, Inc. | 4.56% |
No Change
|
247,927 | $23,373,000.0 |
| MORGAN STANLEY | 0.0% |
Added 4.85%
|
149,841 | $18,174,000.0 |
| LPL Financial LLC | 0.01% |
Added 4.07%
|
102,860 | $12,476,000.0 |
| RAYMOND JAMES FINANCIAL INC | 0.0% |
No Change
|
80,446 | $9,757,000.0 |
| Systelligence, LLC | 2.36% |
Added 0.20%
|
78,995 | $8,824,000.0 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.01% |
Added 4.82%
|
73,682 | $8,937,000.0 |
| Cardan Capital Partners, LLC | 0.68% |
Reduced 25.61%
|
66,837 | $6,086,000.0 |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 0.26% |
No Change
|
62,100 | $3,383,000.0 |
| RAYMOND JAMES & ASSOCIATES | 0.0% |
No Change
|
60,936 | $7,217,000.0 |
| RETIREMENT CAPITAL STRATEGIES | 2.14% |
Reduced 45.12%
|
60,895 | $5,604,000.0 |
| Stratos Wealth Advisors, LLC | 0.35% |
Added 6.99%
|
59,200 | $7,180,000.0 |
| AVANTAX ADVISORY SERVICES, INC. | 0.04% |
Added 6.33%
|
51,360 | $6,229,000.0 |
| CONDOR CAPITAL MANAGEMENT | 0.74% |
No Change
|
50,121 | $3,456,000.0 |
| Royal Bank of Canada | 0.0% |
Reduced 5.49%
|
44,545 | $5,403,000.0 |
| Sanctuary Advisors, LLC | 0.03% |
No Change
|
39,050 | $5,022,000.0 |