Stock
SPBO
| Ownership Count: | 299 |
| Ownership Count: | 299 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| Adviser Investments LLC | 5.27% |
Added 3.22%
|
12,163,194 | $348,353,000.0 |
| NEPC LLC | 4.97% |
Added 162.20%
|
6,459,529 | $185,000,000.0 |
| LPL Financial LLC | 0.04% |
Added 13.28%
|
3,615,030 | $103,534,000.0 |
| ST GERMAIN D J CO INC | 3.22% |
Reduced 2.19%
|
2,419,567 | $69,296,000.0 |
| CX Institutional | 2.03% |
Added 45.05%
|
1,776,829 | $50,888,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.01% |
Added 22.36%
|
1,600,757 | $45,845,000.0 |
| ASSETMARK, INC | 0.1% |
Added 19.97%
|
1,284,657 | $36,792,000.0 |
| Procyon Advisors, LLC | 2.28% |
Added 9.89%
|
1,234,639 | $35,360,000.0 |
| AMERIPRISE FINANCIAL INC | 0.01% |
Added 38.33%
|
1,201,403 | $34,421,000.0 |
| Gerber Kawasaki Wealth & Investment Management | 1.5% |
Added 7.31%
|
1,200,094 | $34,370,000.0 |
| Congress Wealth Management LLC / DE / | 0.47% |
Added 1.49%
|
1,145,172 | $32,797,000.0 |
| Procyon Private Wealth Partners, LLC | 2.34% |
Added 3.19%
|
1,123,541 | $33,740,000.0 |
| Stadion Money Management, LLC | 2.58% |
Reduced 0.94%
|
1,078,448 | $31,890,000.0 |
| CoreCap Advisors, LLC | 1.2% |
Added 309.76%
|
900,237 | $25,782,000.0 |
| Private Advisor Group, LLC | 0.14% |
Added 12.50%
|
779,710 | $22,330,000.0 |