Stock
SLQD
| Ownership Count: | 586 |
| Ownership Count: | 586 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| MORGAN STANLEY | 0.02% |
Reduced 5.89%
|
2,173,033 | $109,586,000.0 |
| UBS Group AG | 0.02% |
Reduced 10.41%
|
1,092,818 | $54,356,000.0 |
| LJI Wealth Management, LLC | 10.58% |
Added 20.62%
|
1,074,587 | $53,449,000.0 |
| RAYMOND JAMES FINANCIAL INC | 0.02% |
No Change
|
1,064,274 | $52,936,000.0 |
| FARMERS & MERCHANTS INVESTMENTS INC | 1.65% |
Added 3.59%
|
1,049,110 | $52,182,000.0 |
| LPL Financial LLC | 0.02% |
Added 30.70%
|
1,016,824 | $50,576,000.0 |
| FIRST TRUST ADVISORS LP | 0.06% |
Reduced 14.53%
|
984,340 | $46,658,000.0 |
| Raymond James Financial Services Advisors, Inc. | 0.07% |
Added 3.34%
|
968,893 | $48,861,000.0 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 0.09% |
No Change
|
842,675 | $39,943,000.0 |
| Allspring Global Investments Holdings, LLC | 0.07% |
Added 30.21%
|
835,389 | $41,552,000.0 |
| AMERIPRISE FINANCIAL INC | 0.01% |
Reduced 55.96%
|
807,328 | $40,157,000.0 |
| MAI Capital Management | 0.3% |
No Change
|
802,146 | $39,898,000.0 |
| Pensionmark Financial Group, LLC | 1.35% |
Reduced 2.64%
|
783,225 | $38,957,000.0 |
| GREENUP STREET WEALTH MANAGEMENT LLC | 6.24% |
Added 88.87%
|
631,455 | $31,408,000.0 |
| Crews Bank & Trust | 5.33% |
No Change
|
630,908 | $31,381,000.0 |