Stock
VRP
| Ownership Count: | 526 |
| Ownership Count: | 526 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| MORGAN STANLEY | 0.03% |
Added 9.90%
|
7,483,311 | $181,021,000.0 |
| Charles Schwab Investment Advisory, Inc. | 0.15% |
No Change
|
3,956,880 | $102,206,000.0 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.04% |
Reduced 1.76%
|
3,390,165 | $87,975,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.01% |
Reduced 1.92%
|
2,704,098 | $65,412,000.0 |
| UBS Group AG | 0.02% |
Added 2.39%
|
2,337,335 | $56,540,000.0 |
| Advisory Alpha, LLC | 1.87% |
Reduced 0.11%
|
2,161,914 | $52,298,000.0 |
| LPL Financial LLC | 0.02% |
Added 47.73%
|
2,098,397 | $50,760,000.0 |
| WELLS FARGO & COMPANY/MN | 0.01% |
Added 11.74%
|
1,456,261 | $35,226,000.0 |
| STEPHENS INC /AR/ | 0.5% |
Added 1.26%
|
1,431,932 | $34,638,000.0 |
| ENVESTNET ASSET MANAGEMENT INC | 0.01% |
Reduced 5.12%
|
1,156,558 | $27,977,000.0 |
| Advisors Capital Management, LLC | 0.4% |
Added 2.77%
|
1,023,617 | $24,761,000.0 |
| HighTower Advisors, LLC | 0.03% |
Added 11.50%
|
953,200 | $23,057,000.0 |
| Spectrum Asset Management, Inc. | 20.79% |
Added 1293.89%
|
863,487 | $20,887,000.0 |
| Royal Bank of Canada | 0.01% |
Added 20.74%
|
788,136 | $19,065,000.0 |
| Altium Wealth Management LLC | 1.07% |
No Change
|
668,995 | $14,845,000.0 |