Stock
SPAB
| Ownership Count: | 997 |
| Ownership Count: | 997 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| LPL Financial LLC | 0.27% |
Reduced 2.06%
|
25,684,190 | $641,847,000.0 |
| CWM, LLC | 1.74% |
Added 8.39%
|
16,328,149 | $408,040,000.0 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 6.22% |
Added 7.45%
|
12,821,067 | $320,398,000.0 |
| ENVESTNET ASSET MANAGEMENT INC | 0.09% |
Reduced 5.00%
|
10,947,430 | $273,576,000.0 |
| STATE STREET CORP | 0.01% |
Reduced 21.06%
|
10,187,564 | $254,587,000.0 |
| Cerity Partners LLC | 0.52% |
Added 2.47%
|
9,394,590 | $234,770,000.0 |
| RiverFront Investment Group, LLC | 4.31% |
Added 0.16%
|
7,410,178 | $185,180,000.0 |
| Cerity Partners OCIO LLC | 5.32% |
Added 1.44%
|
6,590,529 | $165,620,000.0 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.25% |
Added 16.18%
|
4,552,262 | $118,996,000.0 |
| Gradient Investments LLC | 2.72% |
Added 2.18%
|
4,351,067 | $108,733,000.0 |
| WEALTHSOURCE PARTNERS, LLC | 6.84% |
No Change
|
4,068,854 | $104,325,000.0 |
| Private Advisor Group, LLC | 0.6% |
Added 4.42%
|
3,837,322 | $95,894,000.0 |
| SYON CAPITAL LLC | 8.27% |
Added 2.69%
|
3,605,454 | $90,100,000.0 |
| Willow Creek Wealth Management Inc. | 9.19% |
Added 11.90%
|
3,479,841 | $86,961,000.0 |
| RATIONAL ADVISORS LLC | 9.85% |
Reduced 2.09%
|
3,391,024 | $84,741,000.0 |