Stock
RWL
| Ownership Count: | 382 |
| Ownership Count: | 382 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| LPL Financial LLC | 0.16% |
Added 15.38%
|
3,997,747 | $391,459,000.0 |
| AMERIPRISE FINANCIAL INC | 0.11% |
Added 0.62%
|
3,224,592 | $315,756,000.0 |
| MORGAN STANLEY | 0.04% |
Reduced 2.01%
|
2,846,268 | $279,133,000.0 |
| Allworth Financial LP | 1.25% |
Reduced 8.00%
|
2,205,003 | $225,483,000.0 |
| Fusion Family Wealth LLC | 13.18% |
Added 3.67%
|
1,467,672 | $143,714,000.0 |
| Invesco Ltd. | 0.04% |
No Change
|
1,225,300 | $119,981,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.02% |
Added 3.68%
|
1,011,783 | $99,073,000.0 |
| Kozak & Associates, Inc. | 12.45% |
Added 14.91%
|
549,917 | $54,381,000.0 |
| RAYMOND JAMES FINANCIAL INC | 0.02% |
No Change
|
538,235 | $52,704,000.0 |
| UBS Group AG | 0.02% |
Reduced 3.50%
|
517,836 | $50,706,000.0 |
| Raymond James Financial Services Advisors, Inc. | 0.07% |
No Change
|
495,981 | $48,640,000.0 |
| ERn Financial, LLC | 5.88% |
Added 0.61%
|
398,974 | $39,067,000.0 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.06% |
Added 18.35%
|
392,645 | $38,448,000.0 |
| WELLS FARGO & COMPANY/MN | 0.01% |
Added 5.55%
|
359,341 | $35,186,000.0 |
| STIFEL FINANCIAL CORP | 0.04% |
Added 3.37%
|
276,350 | $27,061,000.0 |