Stock
XMLV
| Ownership Count: | 557 |
| Ownership Count: | 557 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| MORGAN STANLEY | 0.0% |
Added 1.45%
|
571,768 | $34,774,000.0 |
| PFS INVESTMENTS INC. | 0.44% |
Added 4.47%
|
518,329 | $26,824,000.0 |
| Cambridge Investment Research Advisors, Inc. | 0.1% |
Reduced 2.57%
|
450,099 | $27,375,000.0 |
| FormulaFolio Investments, LLC | 0.45% |
No Change
|
442,932 | $21,314,000.0 |
| LPL Financial LLC | 0.01% |
Reduced 0.73%
|
393,865 | $23,954,000.0 |
| Bank of New York Mellon Corp | 0.01% |
Added 1.75%
|
392,575 | $23,876,000.0 |
| HUNTINGTON NATIONAL BANK | 0.18% |
Added 4.27%
|
386,247 | $21,332,000.0 |
| Brookstone Capital Management | 0.33% |
Reduced 4.04%
|
341,837 | $20,790,000.0 |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 0.19% |
No Change
|
335,941 | $18,077,000.0 |
| Paragon Wealth Strategies, LLC | 8.7% |
No Change
|
324,729 | $17,473,000.0 |
| ENVESTNET ASSET MANAGEMENT INC | 0.01% |
Reduced 2.48%
|
305,666 | $18,590,000.0 |
| UBS Group AG | 0.01% |
Reduced 2.71%
|
298,439 | $18,151,000.0 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.03% |
Added 13.14%
|
285,293 | $17,352,000.0 |
| Almanack Investment Partners, LLC. | 1.4% |
No Change
|
243,584 | $13,592,000.0 |
| The PNC Financial Services Group, Inc. | 0.01% |
Reduced 4.66%
|
243,118 | $14,839,000.0 |