Stock
WIP
| Ownership Count: | 229 |
| Ownership Count: | 229 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| STATE STREET CORP | 0.0% |
Added 2.87%
|
544,124 | $19,686,000.0 |
| MD Financial Management Inc. | 0.44% |
No Change
|
341,395 | $18,370,000.0 |
| Family Firm, Inc. | 1.14% |
Added 1.44%
|
335,717 | $5,110,000.0 |
| HANTZ FINANCIAL SERVICES, INC. | 0.23% |
Added 5.65%
|
283,916 | $10,272,000.0 |
| GenTrust, LLC | 0.44% |
Added 5.73%
|
276,817 | $10,015,000.0 |
| LBJ Family Wealth Advisors, Ltd. | 5.96% |
No Change
|
234,722 | $9,384,000.0 |
| Forefront Analytics, LLC | 3.79% |
Added 45.58%
|
217,314 | $7,862,000.0 |
| Synergy Asset Management, LLC | 2.35% |
No Change
|
206,901 | $8,942,000.0 |
| RETIREMENT CAPITAL STRATEGIES | 2.92% |
Added 403.15%
|
160,476 | $6,730,000.0 |
| Prospera Financial Services Inc | 0.23% |
Reduced 0.43%
|
144,488 | $6,033,000.0 |
| MORGAN STANLEY | 0.0% |
Reduced 26.92%
|
139,837 | $5,059,000.0 |
| Idaho Trust Bank | 2.49% |
Added 11.37%
|
136,403 | $4,934,000.0 |
| BANK OF MONTREAL /CAN/ | 0.0% |
Added 23590.10%
|
122,004 | $5,285,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.0% |
Added 26.13%
|
120,890 | $4,373,000.0 |
| MILESTONE ASSET MANAGEMENT, LLC | 2.91% |
No Change
|
117,366 | $5,072,000.0 |