News + Filings Key Docs Ownership
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Floto Paul Johnstone (FLOT)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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BANK OF AMERICA CORP /DE/
| 8,988,741 | -1,617,102 | 456,807,833,000 | 0.05 | |
Hist
| 06/30/2023 |
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BlackRock Inc.
| 6,878,044 | -444,623 | 349,542,197,000 | 0.01 | |
Hist
| 06/30/2023 |
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MORGAN STANLEY
| 4,378,873 | -1,740,367 | 222,534,386,000 | 0.02 | |
Hist
| 06/30/2023 |
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FRANKLIN RESOURCES INC
| 3,717,934 | 131,995 | 188,945,406,000 | 0.09 | |
Hist
| 06/30/2023 |
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UBS Group AG
| 3,388,042 | 159,694 | 172,180,295,000 | 0.06 | |
Hist
| 06/30/2023 |
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LPL Financial LLC
| 3,305,239 | -181,542 | 166,550,994,000 | 0.13 | |
Hist
| 03/31/2023 |
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NORTHERN TRUST CORP
| 2,962,290 | 414,294 | 150,543,578,000 | 0.03 | |
Hist
| 06/30/2023 |
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ENVESTNET ASSET MANAGEMENT INC
| 2,880,986 | 748,686 | 146,411,697,000 | 0.06 | |
Hist
| 06/30/2023 |
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WELLS FARGO & COMPANY/MN
| 2,298,521 | -100,193 | 116,810,850,000 | 0.03 | |
Hist
| 06/30/2023 |
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ASSETMARK, INC
| 2,204,161 | 2,005,929 | 112,015,437,000 | 0.44 | |
Hist
| 06/30/2023 |
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DAVENPORT & Co LLC
| 1,990,545 | -19,043 | 100,183,000,000 | 0.82 | |
Hist
| 12/31/2022 |
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PNC FINANCIAL SERVICES GROUP, INC.
| 1,970,933 | -1,036,436 | 100,162,814,000 | 0.09 | |
Hist
| 06/30/2023 |
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Glenview Trust Co
| 1,711,466 | -82,991 | 86,976,701,000 | 2.37 | |
Hist
| 06/30/2023 |
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ROYAL BANK OF CANADA
| 1,494,899 | -400,448 | 75,971,000,000 | 0.02 | |
Hist
| 06/30/2023 |
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AMERIPRISE FINANCIAL INC
| 1,155,384 | -146,773 | 59,580,197,000 | 0.02 | |
Hist
| 06/30/2023 |
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Haverford Trust Co
| 1,049,522 | -3,425 | 53,336,724,000 | 0.60 | |
Hist
| 06/30/2023 |
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BARINGS LLC
| 1,031,000 | -155,140 | 52,395,420,000 | 1.77 | |
Hist
| 06/30/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 971,187 | -900,587 | 49,348,179,000 | | |
Hist
| 06/30/2023 |
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Advocacy Wealth Management Services, LLC
| 952,543 | 82,560 | 47,941,492,000 | 6.33 | |
Hist
| 12/31/2022 |
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BlueCrest Capital Management Ltd
| 916,140 | 0 | 46,558,235,000 | 1.55 | |
Hist
| 06/30/2023 |
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TRUIST FINANCIAL CORP
| 916,537 | -258,621 | 46,129,294,000 | 0.08 | |
Hist
| 12/31/2022 |
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Modera Wealth Management, LLC
| 850,105 | 850,105 | 43,202,348,000 | 0.78 | |
Hist
| 06/30/2023 |
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HSBC HOLDINGS PLC
| 825,135 | -30,475 | 41,933,361,000 | 0.04 | |
Hist
| 06/30/2023 |
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Demars Financial Group, LLC
| 816,795 | 17,105 | 41,509,526,000 | 23.05 | |
Hist
| 06/30/2023 |
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Parsec Financial Management, Inc.
| 807,198 | 292,245 | 40,674,706,000 | 1.71 | |
Hist
| 03/31/2023 |
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FLPUTNAM INVESTMENT MANAGEMENT CO
| 730,062 | 46,877 | 37,101,728,000 | 1.01 | |
Hist
| 06/30/2023 |
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TRUSTMARK NATIONAL BANK TRUST DEPARTMENT
| 711,845 | -324 | 36,175,963,000 | 3.35 | |
Hist
| 06/30/2023 |
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Kiwi Wealth Investments Limited Partnership
| 662,876 | 662,876 | 33,362,549,000 | 2.22 | |
Hist
| 12/31/2022 |
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JPMORGAN CHASE & CO
| 626,623 | 145,660 | 31,844,981,000 | 0.00 | |
Hist
| 06/30/2023 |
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NEW YORK LIFE INVESTMENT MANAGEMENT LLC
| 616,583 | -32,600 | 31,069,618,000 | 0.35 | |
Hist
| 03/31/2023 |
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Sowell Financial Services LLC
| 563,717 | 563,717 | 28,648,000,000 | 1.60 | |
Hist
| 06/30/2023 |
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Towercrest Capital Management
| 536,078 | 83,889 | 27,243,487,000 | 5.07 | |
Hist
| 06/30/2023 |
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Raymond James Financial Services Advisors, Inc.
| 523,074 | -179,242 | 26,326,530,000 | 0.05 | |
Hist
| 12/31/2022 |
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BANCO BILBAO VIZCAYA ARGENTARIA, S.A.
| 489,470 | -47,002 | 24,894,634,000 | 0.32 | |
Hist
| 06/30/2023 |
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Integrated Wealth Concepts LLC
| 489,709 | -335 | 24,887,029,000 | 0.43 | |
Hist
| 06/30/2023 |
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