Stock
XSHQ
| Ownership Count: | 108 |
| Ownership Count: | 108 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| LPL Financial LLC | 0.02% |
Added 0.52%
|
1,326,833 | $56,191,000.0 |
| STIFEL FINANCIAL CORP | 0.06% |
Reduced 1.84%
|
998,070 | $42,268,000.0 |
| BENJAMIN EDWARDS INC | 0.54% |
Added 1.27%
|
807,247 | $34,186,000.0 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 0.22% |
Added 0.37%
|
508,483 | $21,534,000.0 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 0.26% |
Added 2.40%
|
427,904 | $18,121,000.0 |
| Independent Advisor Alliance | 0.25% |
No Change
|
391,689 | $16,588,000.0 |
| SPX Equities Gestao de Recursos Ltda | 2.06% |
No Change
|
314,950 | $13,338,000.0 |
| Madison Asset Management, LLC | 0.12% |
No Change
|
234,561 | $9,933,000.0 |
| MADISON INVESTMENT ADVISORS, LLC | 0.12% |
No Change
|
234,561 | $9,933,000.0 |
| Larson Financial Group LLC | 0.48% |
Added 116.46%
|
214,212 | $9,071,000.0 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.01% |
Added 32.32%
|
210,196 | $8,901,000.0 |
| Mutual Advisors, LLC | 0.53% |
No Change
|
205,759 | $7,585,000.0 |
| MORGAN STANLEY | 0.0% |
Added 19.64%
|
190,226 | $8,056,000.0 |
| Breakwater Capital Group | 1.52% |
Added 3.25%
|
177,554 | $7,519,000.0 |
| Schwallier Wealth Management LLC | 5.33% |
Added 5.15%
|
165,083 | $6,991,000.0 |