Stock
SMIG
| Ownership Count: | 67 |
| Ownership Count: | 67 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| MORGAN STANLEY | 0.02% |
Added 32.12%
|
3,755,093 | $109,273,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.01% |
Added 48.21%
|
2,762,395 | $80,385,000.0 |
| Royal Bank of Canada | 0.03% |
Added 13.57%
|
1,770,862 | $51,532,000.0 |
| UBS Group AG | 0.01% |
Added 236.71%
|
889,927 | $25,896,000.0 |
| RAYMOND JAMES FINANCIAL INC | 0.01% |
No Change
|
727,115 | $21,159,000.0 |
| RAYMOND JAMES & ASSOCIATES | 0.01% |
Added 29.26%
|
457,620 | $13,389,000.0 |
| WA Asset Management, LLC | 0.35% |
Reduced 3.14%
|
369,753 | $9,317,000.0 |
| Waverly Advisors, LLC | 0.35% |
No Change
|
369,753 | $9,317,000.0 |
| Pine Valley Investments Ltd Liability Co | 0.67% |
Added 1.79%
|
334,410 | $9,750,000.0 |
| Cetera Advisors LLC | 0.06% |
No Change
|
276,901 | $7,459,000.0 |
| CASTLE WEALTH MANAGEMENT LLC | 2.67% |
Reduced 7.18%
|
205,552 | $5,995,000.0 |
| US BANCORP \DE\ | 0.01% |
Added 12.98%
|
201,503 | $5,863,000.0 |
| INTEGRITY WEALTH ADVISORS, INC. | 3.84% |
No Change
|
178,708 | $5,200,000.0 |
| U.S. Capital Wealth Advisors, LLC | 0.16% |
Reduced 1.87%
|
174,057 | $5,065,000.0 |
| ENVESTNET ASSET MANAGEMENT INC | 0.0% |
Added 19.79%
|
164,214 | $4,778,000.0 |