Stock
XSVM
| Ownership Count: | 295 |
| Ownership Count: | 295 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| LPL Financial LLC | 0.04% |
Added 2.50%
|
1,682,054 | $91,638,000.0 |
| CWM, LLC | 0.17% |
Added 8.66%
|
731,622 | $39,859,000.0 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.06% |
Added 1.55%
|
700,345 | $38,155,000.0 |
| Portfolio Strategies, Inc. | 6.64% |
Added 79.66%
|
659,370 | $33,446,000.0 |
| MORGAN STANLEY | 0.0% |
Reduced 6.99%
|
545,344 | $29,710,000.0 |
| AVANTAX ADVISORY SERVICES, INC. | 0.1% |
Added 2.89%
|
287,423 | $15,658,000.0 |
| 360 Financial, Inc. | 5.58% |
Added 5.91%
|
282,990 | $15,417,000.0 |
| Valmark Advisers, Inc. | 0.23% |
Added 7.29%
|
267,955 | $14,598,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.0% |
Reduced 5.81%
|
237,075 | $12,915,000.0 |
| Systelligence, LLC | 1.86% |
Added 234.31%
|
228,176 | $6,130,000.0 |
| Horizon Family Wealth, Inc. | 4.15% |
No Change
|
219,519 | $10,453,000.0 |
| RAYMOND JAMES FINANCIAL INC | 0.0% |
No Change
|
205,536 | $11,197,000.0 |
| Traction Financial Partners, LLC | 8.61% |
Added 3.69%
|
203,407 | $11,081,000.0 |
| RAYMOND JAMES & ASSOCIATES | 0.01% |
Added 5.51%
|
187,778 | $10,325,000.0 |
| CIBC WORLD MARKET INC. | 0.02% |
Reduced 58.99%
|
166,919 | $9,094,000.0 |