Stock
RWK
| Ownership Count: | 231 |
| Ownership Count: | 231 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| MORGAN STANLEY | 0.02% |
Reduced 4.99%
|
1,007,975 | $117,247,000.0 |
| LPL Financial LLC | 0.03% |
Reduced 0.01%
|
557,460 | $64,793,000.0 |
| Fusion Family Wealth LLC | 5.37% |
Added 4.17%
|
503,385 | $58,560,000.0 |
| WELLS FARGO & COMPANY/MN | 0.01% |
Added 8.97%
|
235,047 | $27,319,000.0 |
| Prism Advisors, Inc. | 6.56% |
Added 23.05%
|
187,246 | $21,763,000.0 |
| Resonant Capital Advisors, LLC | 1.32% |
Added 1.96%
|
154,708 | $17,981,000.0 |
| Personal Resources Investment & Strategic Management, Inc. | 5.1% |
No Change
|
152,166 | $17,699,000.0 |
| Portfolio Strategies, Inc. | 2.66% |
No Change
|
151,185 | $13,385,000.0 |
| AMERIPRISE FINANCIAL INC | 0.01% |
Reduced 0.31%
|
146,845 | $17,066,000.0 |
| RVW Wealth, LLC | 1.57% |
Reduced 7.21%
|
143,392 | $16,666,000.0 |
| RAYMOND JAMES FINANCIAL INC | 0.01% |
No Change
|
121,035 | $14,067,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.0% |
Reduced 3.95%
|
113,706 | $13,216,000.0 |
| Systelligence, LLC | 3.34% |
Reduced 18.09%
|
113,311 | $13,170,000.0 |
| Advisor Group Holdings, Inc. | 0.04% |
No Change
|
106,004 | $12,330,000.0 |
| OSAIC HOLDINGS, INC. | 0.04% |
Added 1.38%
|
106,004 | $12,330,000.0 |