Stock
USMF
| Ownership Count: | 135 |
| Ownership Count: | 135 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| Lido Advisors, LLC | 0.76% |
No Change
|
2,337,374 | $116,120,000.0 |
| HighTower Advisors, LLC | 0.09% |
Reduced 0.15%
|
1,288,412 | $64,008,000.0 |
| Private Wealth Strategies, L.L.C. | 10.89% |
No Change
|
1,191,758 | $54,154,000.0 |
| Stearns Financial Services Group | 4.18% |
No Change
|
851,574 | $26,654,000.0 |
| GREAT VALLEY ADVISOR GROUP, INC. | 0.55% |
Reduced 1.28%
|
458,373 | $22,772,000.0 |
| Team Financial Group, LLC | 11.27% |
Added 2.97%
|
379,142 | $18,835,000.0 |
| RAYMOND JAMES FINANCIAL INC | 0.01% |
No Change
|
343,024 | $17,041,000.0 |
| Raymond James Financial Services Advisors, Inc. | 0.02% |
Added 32.31%
|
305,667 | $14,938,000.0 |
| Archer Investment Management, LLC | 10.58% |
No Change
|
276,149 | $13,719,000.0 |
| LPL Financial LLC | 0.01% |
Added 119.98%
|
245,663 | $12,204,000.0 |
| COLUMBIA ADVISORY PARTNERS LLC | 7.44% |
No Change
|
156,323 | $7,766,000.0 |
| Insight Advisors, LLC/ PA | 1.34% |
Added 6.74%
|
145,596 | $7,241,000.0 |
| Cetera Investment Advisers | 0.01% |
Added 942.53%
|
120,183 | $5,970,000.0 |
| Private Advisor Group, LLC | 0.04% |
Added 1.86%
|
115,467 | $5,736,000.0 |
| CABOT WEALTH MANAGEMENT INC | 0.66% |
Added 23.21%
|
111,485 | $5,065,000.0 |