Stock
SPIP
| Ownership Count: | 669 |
| Ownership Count: | 669 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| LINCOLN NATIONAL CORP | 3.67% |
Added 3.21%
|
8,349,134 | $213,904,000.0 |
| Charles Schwab Investment Advisory, Inc. | 0.12% |
Reduced 3.61%
|
3,536,643 | $90,608,000.0 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.02% |
Reduced 3.30%
|
3,485,744 | $88,224,000.0 |
| STATE STREET CORP | 0.0% |
Reduced 0.70%
|
1,851,273 | $46,855,000.0 |
| LPL Financial LLC | 0.02% |
Added 9.53%
|
1,549,007 | $39,205,000.0 |
| Pure Financial Advisors, LLC | 0.66% |
Reduced 1.45%
|
1,144,983 | $28,979,000.0 |
| Capitol Family Office, Inc. | 20.57% |
No Change
|
951,604 | $29,976,000.0 |
| Cerity Partners LLC | 0.05% |
Added 0.80%
|
895,945 | $22,676,000.0 |
| 3EDGE Asset Management, LP | 1.3% |
Reduced 75.17%
|
782,945 | $19,816,000.0 |
| Cannon Financial Strategists, Inc. | 3.35% |
Added 7.59%
|
772,291 | $19,546,000.0 |
| Stadion Money Management, LLC | 1.51% |
Added 0.34%
|
759,521 | $19,223,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.0% |
Added 12.09%
|
619,698 | $15,684,000.0 |
| Willow Creek Wealth Management Inc. | 1.61% |
No Change
|
600,290 | $15,193,000.0 |
| Hughes Financial Services, LLC | 2.99% |
No Change
|
569,946 | $14,425,000.0 |
| UBP Investment Advisors SA | 7.01% |
Reduced 15.66%
|
537,012 | $13,620,000.0 |