Stock
UTES
| Ownership Count: | 105 |
| Ownership Count: | 105 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| LPL Financial LLC | 0.01% |
Added 25.37%
|
193,590 | $12,341,000.0 |
| Cambridge Investment Research Advisors, Inc. | 0.04% |
Reduced 13.83%
|
177,203 | $11,297,000.0 |
| Kraft, Davis & Associates, LLC | 2.73% |
Added 1.14%
|
135,614 | $9,478,000.0 |
| Royal Bank of Canada | 0.0% |
Reduced 2.04%
|
132,865 | $8,470,000.0 |
| Beaumont Financial Advisors, LLC | 0.57% |
Added 0.88%
|
104,508 | $6,662,000.0 |
| GREAT VALLEY ADVISOR GROUP, INC. | 0.15% |
No Change
|
95,793 | $6,106,000.0 |
| Riggs Asset Managment Co. Inc. | 1.5% |
Added 9.52%
|
87,496 | $5,602,000.0 |
| GOLDMAN SACHS GROUP INC | 0.0% |
No Change
|
87,202 | $5,559,000.0 |
| WJ Wealth Management, LLC | 1.36% |
No Change
|
72,158 | $3,740,000.0 |
| Simplicity Solutions, LLC | 0.04% |
Added 0.39%
|
63,957 | $2,572,000.0 |
| Royal Harbor Partners, LLC | 1.42% |
Added 1.41%
|
55,044 | $3,509,000.0 |
| NIEMANN CAPITAL MANAGEMENT INC | 1.73% |
No Change
|
51,008 | $2,105,000.0 |
| Synergy Asset Management, LLC | 0.36% |
No Change
|
50,996 | $3,261,000.0 |
| STIFEL FINANCIAL CORP | 0.0% |
Added 54.99%
|
49,448 | $3,153,000.0 |
| Cetera Investment Advisers | 0.01% |
Added 20.05%
|
49,214 | $3,137,000.0 |