HoldingsChannel.com
Funds Holding SPTM
HolderAmountPosition Size
($ in 1000's)
 As of
Allworth Financial LP15,906,933$634,050 12/31/2019
     SPTM15,906,933$634,050 12/31/2019
Balentine LLC3,008,009$110,514 09/30/2019
     SPTM3,008,009$110,514 09/30/2019
Parametric Portfolio Associates LLC2,632,816$96,730 09/30/2019
     SPTM2,632,816$96,730 09/30/2019
Annex Advisory Services LLC2,128,812$78,213 09/30/2019
     SPTM2,128,812$78,213 09/30/2019
FormulaFolio Investments LLC1,940,950$77,366 12/31/2019
     SPTM1,940,950$77,366 12/31/2019
Boston Standard Wealth Management LLC1,797,697$71,656 12/31/2019
     SPTM1,797,697$71,656 12/31/2019
CLS Investments LLC1,522,773$55,947 09/30/2019
     SPTM1,522,773$55,947 09/30/2019
Shepherd Financial Partners LLC1,366,264$50,197 09/30/2019
     SPTM1,366,264$50,197 09/30/2019
Barber Financial Group Inc.1,046,817$38,460 09/30/2019
     SPTM1,046,817$38,460 09/30/2019
TRH Financial LLC761,227$30,426 12/31/2019
     SPTM761,227$30,426 12/31/2019
Compass Ion Advisors LLC659,296$26,280 12/31/2019
     SPTM659,296$26,280 12/31/2019
UBS Group AG657,239$24,147 09/30/2019
     SPTM657,239$24,147 09/30/2019
LPL Financial LLC648,697$23,833 09/30/2019
     SPTM648,697$23,833 09/30/2019
Wealth Enhancement Advisory Services LLC629,735$23,099 09/30/2019
     SPTM629,735$23,099 09/30/2019
CWM LLC623,916$22,923 09/30/2019
     SPTM623,916$22,923 09/30/2019
Advisor Group Inc.580,877$21,341 09/30/2019
     SPTM580,877$21,341 09/30/2019
Pure Financial Advisors Inc.510,888$20,364 12/31/2019
     SPTM510,888$20,364 12/31/2019
Cambridge Investment Research Advisors Inc.491,591$18,061 09/30/2019
     SPTM491,591$18,061 09/30/2019
Waller Financial Planning Group Inc.435,756$17,369 12/31/2019
     SPTM435,756$17,369 12/31/2019
FMR LLC461,992$16,973 09/30/2019
     SPTM461,992$16,973 09/30/2019
SigFig Wealth Management LLC455,376$16,730 09/30/2019
     SPTM455,376$16,730 09/30/2019
KEMPER Corp425,000$15,615 09/30/2019
     SPTM425,000$15,615 09/30/2019
Savant Capital LLC409,170$15,033 09/30/2019
     SPTM409,170$15,033 09/30/2019
Winch Advisory Services LLC408,775$15,018 09/30/2019
     SPTM408,775$15,018 09/30/2019
United Capital Financial Advisers LLC396,986$14,585 09/30/2019
     SPTM396,986$14,585 09/30/2019
Ameriprise Financial Inc.396,208$14,513 09/30/2019
     SPTM396,208$14,513 09/30/2019
Captrust Financial Advisors394,426$14,491 09/30/2019
     SPTM394,426$14,491 09/30/2019
Bank of America Corp DE375,751$13,805 09/30/2019
     SPTM375,751$13,805 09/30/2019
Lee Financial Group Hawaii Inc.328,487$12,069 09/30/2019
     SPTM328,487$12,069 09/30/2019
Global Retirement Partners LLC293,646$11,705 12/31/2019
     SPTM293,646$11,705 12/31/2019
Ladenburg Thalmann Financial Services Inc.310,353$11,402 09/30/2019
     SPTM310,353$11,402 09/30/2019
RFG Advisory LLC277,645$11,067 12/31/2019
     SPTM277,645$11,067 12/31/2019
Mutual Advisors LLC295,120$10,843 09/30/2019
     SPTM295,120$10,843 09/30/2019
Envestnet Asset Management Inc.291,754$10,719 09/30/2019
     SPTM291,754$10,719 09/30/2019
WealthPLAN Partners LLC275,518$10,541 09/30/2019
     SPTM275,518$10,541 09/30/2019
Morgan Stanley271,307$9,968 09/30/2019
     SPTM271,307$9,968 09/30/2019
CX Institutional233,659$9,314 12/31/2019
     SPTM233,659$9,314 12/31/2019
Parallel Advisors LLC245,930$9,035 09/30/2019
     SPTM245,930$9,035 09/30/2019
Evensky & Katz LLC228,292$8,387 09/30/2019
     SPTM228,292$8,387 09/30/2019
Strategic Blueprint LLC207,900$8,287 12/31/2019
     SPTM207,900$8,287 12/31/2019
Nicolet Advisory Services LLC205,761$8,202 12/31/2019
     SPTM205,761$8,202 12/31/2019
Peterson Wealth Advisors LLC200,871$8,007 12/31/2019
     SPTM200,871$8,007 12/31/2019
Homrich & Berg210,498$7,734 09/30/2019
     SPTM210,498$7,734 09/30/2019
AE Wealth Management LLC192,610$7,677 12/31/2019
     SPTM192,610$7,677 12/31/2019
BB&T Securities LLC204,627$7,494 09/30/2019
     SPTM204,627$7,494 09/30/2019
Larson Financial Group LLC184,944$7,372 12/31/2019
     SPTM184,944$7,372 12/31/2019
55I LLC183,684$7,322 12/31/2019
     SPTM183,684$7,322 12/31/2019
SlateStone Wealth LLC195,714$7,191 09/30/2019
     SPTM195,714$7,191 09/30/2019
Arete Wealth Advisors LLC176,895$6,499 09/30/2019
     SPTM176,895$6,499 09/30/2019
Iron Financial LLC166,814$6,129 09/30/2019
     SPTM166,814$6,129 09/30/2019
Jackson Wealth Management LLC168,209$6,100 09/30/2019
     SPTM168,209$6,100 09/30/2019
Aptus Capital Advisors LLC160,404$5,893 09/30/2019
     SPTM160,404$5,893 09/30/2019
Tradition Asset Management LLC153,704$5,647 09/30/2019
     SPTM153,704$5,647 09/30/2019
Quantitative Advantage LLC136,099$5,000 09/30/2019
     SPTM136,099$5,000 09/30/2019
Strategic Financial Group LLC133,237$4,895 09/30/2019
     SPTM133,237$4,895 09/30/2019
Jane Street Group LLC131,748$4,840 09/30/2019
     SPTM131,748$4,840 09/30/2019
G&S Capital LLC115,933$4,621 12/31/2019
     SPTM115,933$4,621 12/31/2019
Stone House Investment Management LLC110,231$4,394 12/31/2019
     SPTM110,231$4,394 12/31/2019
LexAurum Advisors LLC116,553$4,282 09/30/2019
     SPTM116,553$4,282 09/30/2019
Bernardo Wealth Planning LLC115,518$4,244 09/30/2019
     SPTM115,518$4,244 09/30/2019
Great Lakes Advisors LLC112,978$4,151 09/30/2019
     SPTM112,978$4,151 09/30/2019
AdvisorNet Financial Inc109,647$4,028 09/30/2019
     SPTM109,647$4,028 09/30/2019
Creative Planning108,951$4,003 09/30/2019
     SPTM108,951$4,003 09/30/2019
Raymond James Financial Services Advisors Inc.99,271$3,647 09/30/2019
     SPTM99,271$3,647 09/30/2019
HBW Advisory Services LLC86,969$3,491 12/31/2019
     SPTM86,969$3,491 12/31/2019
Isthmus Partners LLC85,194$3,130 09/30/2019
     SPTM85,194$3,130 09/30/2019
Raab & Moskowitz Asset Management LLC83,461$3,066 09/30/2019
     SPTM83,461$3,066 09/30/2019
JRM Investment Counsel LLC83,179$3,056 09/30/2019
     SPTM83,179$3,056 09/30/2019
Wechter Feldman Wealth Management Inc.77,206$2,837 09/30/2019
     SPTM77,206$2,837 09/30/2019
LVM Capital Management Ltd. MI68,322$2,723 12/31/2019
     SPTM68,322$2,723 12/31/2019
Doyle Wealth Management70,936$2,606 09/30/2019
     SPTM70,936$2,606 09/30/2019
Sanctuary Wealth Management L.L.C.70,893$2,605 09/30/2019
     SPTM70,893$2,605 09/30/2019
Redwood Investment Management LLC70,461$2,589 09/30/2019
     SPTM70,461$2,589 09/30/2019
Wealthsource Partners LLC69,564$2,556 09/30/2019
     SPTM69,564$2,556 09/30/2019
Wells Fargo & Company MN66,785$2,454 09/30/2019
     SPTM66,785$2,454 09/30/2019
LifePlan Financial Group Inc60,352$2,406 12/31/2019
     SPTM60,352$2,406 12/31/2019
Belpointe Asset Management LLC65,286$2,399 09/30/2019
     SPTM65,286$2,399 09/30/2019
SNS Financial Group LLC65,190$2,395 09/30/2019
     SPTM65,190$2,395 09/30/2019
Polaris Greystone Financial Group LLC66,852$2,382 09/30/2019
     SPTM66,852$2,382 09/30/2019
Clearshares LLC64,684$2,376 09/30/2019
     SPTM64,684$2,376 09/30/2019
Wedbush Securities Inc.58,992$2,351 12/31/2019
     SPTM58,992$2,351 12/31/2019
Sterneck Capital Management LLC63,966$2,350 09/30/2019
     SPTM63,966$2,350 09/30/2019
TCG Advisors LP63,547$2,335 09/30/2019
     SPTM63,547$2,335 09/30/2019
Brio Consultants LLC60,210$2,212 09/30/2019
     SPTM60,210$2,212 09/30/2019
Aldebaran Financial Inc.59,399$2,154 09/30/2019
     SPTM59,399$2,154 09/30/2019
Commonwealth Equity Services LLC57,028$2,095 09/30/2019
     SPTM57,028$2,095 09/30/2019
MBM Wealth Consultants LLC54,365$1,997 09/30/2019
     SPTM54,365$1,997 09/30/2019
Brown Brothers Harriman & Co.53,888$1,980 09/30/2019
     SPTM53,888$1,980 09/30/2019
Foundations Investment Advisors LLC49,145$1,970 12/31/2019
     SPTM49,145$1,970 12/31/2019
Principal Financial Group Inc.53,112$1,951 09/30/2019
     SPTM53,112$1,951 09/30/2019
Sawtooth Solutions LLC52,802$1,940 09/30/2019
     SPTM52,802$1,940 09/30/2019
Patriot Financial Group Insurance Agency LLC48,416$1,930 12/31/2019
     SPTM48,416$1,930 12/31/2019
Towercrest Capital Management51,941$1,908 09/30/2019
     SPTM51,941$1,908 09/30/2019
Susquehanna International Group LLP51,235$1,883 09/30/2019
     SPTM51,235$1,883 09/30/2019
Compass Financial Group Inc.51,062$1,876 09/30/2019
     SPTM51,062$1,876 09/30/2019
MML Investors Services LLC51,041$1,875 09/30/2019
     SPTM51,041$1,875 09/30/2019
ACG Wealth51,016$1,874 09/30/2019
     SPTM51,016$1,874 09/30/2019
Alliance Wealth Management Group51,018$1,874 09/30/2019
     SPTM51,018$1,874 09/30/2019
Resources Investment Advisors LLC.47,386$1,741 09/30/2019
     SPTM47,386$1,741 09/30/2019
Townsquare Capital LLC45,046$1,717 09/30/2019
     SPTM45,046$1,717 09/30/2019
Change Path LLC45,980$1,689 09/30/2019
     SPTM45,980$1,689 09/30/2019
JT Stratford LLC45,223$1,662 09/30/2019
     SPTM45,223$1,662 09/30/2019
Wealthcare Capital Management LLC44,810$1,646 09/30/2019
     SPTM44,810$1,646 09/30/2019
Broderick Brian C39,100$1,559 12/31/2019
     SPTM39,100$1,559 12/31/2019
DT Investment Partners LLC41,677$1,531 09/30/2019
     SPTM41,677$1,531 09/30/2019
IFP Advisors Inc36,575$1,462 12/31/2019
     SPTM36,575$1,462 12/31/2019
D. Scott Neal Inc.35,721$1,424 12/31/2019
     SPTM35,721$1,424 12/31/2019
Wealthquest Corp38,555$1,416 09/30/2019
     SPTM38,555$1,416 09/30/2019
GeoWealth Management LLC37,905$1,393 09/30/2019
     SPTM37,905$1,393 09/30/2019
Sowell Financial Services LLC35,354$1,299 09/30/2019
     SPTM35,354$1,299 09/30/2019
ARGI Investment Services LLC34,802$1,279 09/30/2019
     SPTM34,802$1,279 09/30/2019
Prestige Wealth Management Group LLC34,351$1,262 09/30/2019
     SPTM34,351$1,262 09/30/2019
Fernwood Investment Management LLC33,303$1,224 09/30/2019
     SPTM33,303$1,224 09/30/2019
Simplex Trading LLC33,091$1,215 09/30/2019
     SPTM33,091$1,215 09/30/2019
Genovese Burford & Brothers Wealth & Retirement Plan Management LLC31,585$1,160 09/30/2019
     SPTM31,585$1,160 09/30/2019
Wealth & Pension Services Group Inc.31,302$1,150 09/30/2019
     SPTM31,302$1,150 09/30/2019
Lincoln National Corp30,094$1,106 09/30/2019
     SPTM30,094$1,106 09/30/2019
Moseley Investment Management Inc.25,454$1,015 12/31/2019
     SPTM25,454$1,015 12/31/2019
JFS Wealth Advisors LLC27,575$1,013 09/30/2019
     SPTM27,575$1,013 09/30/2019
Copperwynd Financial LLC25,385$1,012 12/31/2019
     SPTM25,385$1,012 12/31/2019
Northwest Wealth Management LLC24,274$968 12/31/2019
     SPTM24,274$968 12/31/2019
Guidant Wealth Advisors25,411$934 09/30/2019
     SPTM25,411$934 09/30/2019
Dynamic Advisor Solutions LLC24,318$893 09/30/2019
     SPTM24,318$893 09/30/2019
Garrison Asset Management LLC24,285$892 09/30/2019
     SPTM24,285$892 09/30/2019
Kalos Management Inc.22,840$873 09/30/2019
     SPTM22,840$873 09/30/2019
Brighton Jones LLC23,082$848 09/30/2019
     SPTM23,082$848 09/30/2019
Roundview Capital LLC22,821$838 09/30/2019
     SPTM22,821$838 09/30/2019
Telos Capital Management Inc.20,980$836 12/31/2019
     SPTM20,980$836 12/31/2019
Signet Financial Management LLC20,392$813 12/31/2019
     SPTM20,392$813 12/31/2019
Royal Bank of Canada21,104$776 09/30/2019
     SPTM21,104$776 09/30/2019
Capital Investment Advisory Services LLC21,048$773 09/30/2019
     SPTM21,048$773 09/30/2019
EP Wealth Advisors LLC20,820$765 09/30/2019
     SPTM20,820$765 09/30/2019
Vista Investment Management20,366$748 09/30/2019
     SPTM20,366$748 09/30/2019
FTB Advisors Inc.17,602$702 12/31/2019
     SPTM17,602$702 12/31/2019
Hayden Royal LLC18,940$696 09/30/2019
     SPTM18,940$696 09/30/2019
Retirement Planning Group18,551$682 09/30/2019
     SPTM18,551$682 09/30/2019
Hanlon Investment Management Inc.16,747$668 12/31/2019
     SPTM16,747$668 12/31/2019
Private Trust Co. NA16,684$665 12/31/2019
     SPTM16,684$665 12/31/2019
Capital Analysts LLC17,163$630 09/30/2019
     SPTM17,163$630 09/30/2019
JNBA Financial Advisors16,144$593 09/30/2019
     SPTM16,144$593 09/30/2019
BOKF NA16,058$590 09/30/2019
     SPTM16,058$590 09/30/2019
Cetera Advisors LLC16,105$588 09/30/2019
     SPTM16,105$588 09/30/2019
Tower Research Capital LLC TRC 15,953$586 09/30/2019
     SPTM15,953$586 09/30/2019
Girard Partners LTD.15,305$562 09/30/2019
     SPTM15,305$562 09/30/2019
OLD Dominion Capital Management Inc.14,253$524 09/30/2019
     SPTM14,253$524 09/30/2019
Lido Advisors LLC13,546$498 09/30/2019
     SPTM13,546$498 09/30/2019
Proficio Capital Partners LLC13,540$497 09/30/2019
     SPTM13,540$497 09/30/2019
Van Hulzen Asset Management LLC13,131$482 09/30/2019
     SPTM13,131$482 09/30/2019
Signaturefd LLC12,774$469 09/30/2019
     SPTM12,774$469 09/30/2019
Ausdal Financial Partners Inc.12,291$452 09/30/2019
     SPTM12,291$452 09/30/2019
RDA Financial Network11,422$441 09/30/2019
     SPTM11,422$441 09/30/2019
Moulton Wealth Management Inc.10,763$430 12/31/2019
     SPTM10,763$430 12/31/2019
Texas Yale Capital Corp.11,216$412 09/30/2019
     SPTM11,216$412 09/30/2019
AlphaStar Capital Management LLC10,929$402 09/30/2019
     SPTM10,929$402 09/30/2019
Beacon Financial Advisory LLC9,975$397 12/31/2019
     SPTM9,975$397 12/31/2019
Paulson Wealth Management Inc.9,510$391 12/31/2019
     SPTM9,510$391 12/31/2019
Tlwm9,684$386 12/31/2019
     SPTM9,684$386 12/31/2019
Private Advisor Group LLC10,158$373 09/30/2019
     SPTM10,158$373 09/30/2019
Moneta Group Investment Advisors LLC9,418$346 09/30/2019
     SPTM9,418$346 09/30/2019
Heritage Investors Management Corp8,568$342 12/31/2019
     SPTM8,568$342 12/31/2019
Stockman Wealth Management Inc.9,245$340 09/30/2019
     SPTM9,245$340 09/30/2019
Kelman Lazarov Inc.8,984$330 09/30/2019
     SPTM8,984$330 09/30/2019
Jackson Grant Investment Advisers Inc.8,801$323 09/30/2019
     SPTM8,801$323 09/30/2019
PrairieView Partners LLC8,087$322 12/31/2019
     SPTM8,087$322 12/31/2019
Braun Bostich & Associates Inc.8,744$321 09/30/2019
     SPTM8,744$321 09/30/2019
Telemus Capital LLC8,000$319 12/31/2019
     SPTM8,000$319 12/31/2019
Harwood Advisory Group LLC8,665$318 09/30/2019
     SPTM8,665$318 09/30/2019
NorthRock Partners LLC8,521$313 09/30/2019
     SPTM8,521$313 09/30/2019
Retirement Capital Strategies8,083$297 09/30/2019
     SPTM8,083$297 09/30/2019
Good Life Advisors LLC7,353$292 12/31/2019
     SPTM7,353$292 12/31/2019
Cabot Wealth Management Inc.7,909$291 09/30/2019
     SPTM7,909$291 09/30/2019
Murphy Capital Management Inc.6,830$250 09/30/2019
     SPTM6,830$250 09/30/2019
Ruggie Capital Group6,780$249 09/30/2019
     SPTM6,780$249 09/30/2019
Alexandria Capital LLC6,457$237 09/30/2019
     SPTM6,457$237 09/30/2019
Capital Investment Advisors LLC5,812$232 12/31/2019
     SPTM5,812$232 12/31/2019
Wealthcare Advisory Partners LLC6,193$228 09/30/2019
     SPTM6,193$228 09/30/2019
DAGCO Inc.6,033$222 09/30/2019
     SPTM6,033$222 09/30/2019
Gradient Capital Advisors LLC5,486$219 12/31/2019
     SPTM5,486$219 12/31/2019
Truepoint Inc.5,848$215 09/30/2019
     SPTM5,848$215 09/30/2019
Stratos Wealth Advisors LLC5,851$215 09/30/2019
     SPTM5,851$215 09/30/2019
Calton & Associates Inc.5,714$210 09/30/2019
     SPTM5,714$210 09/30/2019
Zurich Insurance Group Ltd FI6,050$207 09/30/2019
     SPTM6,050$207 09/30/2019
Formidable Asset Management LLC5,641$207 09/30/2019
     SPTM5,641$207 09/30/2019
Successful Portfolios LLC5,090$203 12/31/2019
     SPTM5,090$203 12/31/2019
Measured Wealth Private Client Group LLC5,043$201 12/31/2019
     SPTM5,043$201 12/31/2019
Investors Research Corp5,434$200 09/30/2019
     SPTM5,434$200 09/30/2019
Trustcore Financial Services LLC5,400$198 09/30/2019
     SPTM5,400$198 09/30/2019
Focused Wealth Management Inc4,837$193 12/31/2019
     SPTM4,837$193 12/31/2019
Ameritas Investment Partners Inc.4,638$170 09/30/2019
     SPTM4,638$170 09/30/2019
Stearns Financial Services Group3,557$131 09/30/2019
     SPTM3,557$131 09/30/2019
Asset Dedication LLC3,372$123 09/30/2019
     SPTM3,372$123 09/30/2019
BlackRock Inc.3,251$119 09/30/2019
     SPTM3,251$119 09/30/2019
Fifth Third Bancorp3,141$115 09/30/2019
     SPTM3,141$115 09/30/2019
Loomis Sayles & Co. L P2,760$101 09/30/2019
     SPTM2,760$101 09/30/2019
Sound Income Strategies LLC2,116$84 12/31/2019
     SPTM2,116$84 12/31/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC1,979$72 09/30/2019
     SPTM1,979$72 09/30/2019
Steward Partners Investment Advisory LLC1,734$69 12/31/2019
     SPTM1,734$69 12/31/2019
Moisand Fitzgerald Tamayo LLC1,478$59 12/31/2019
     SPTM1,478$59 12/31/2019
Financial Architects Inc1,595$59 09/30/2019
     SPTM1,595$59 09/30/2019
Advisory Services Network LLC1,630$59 09/30/2019
     SPTM1,630$59 09/30/2019
Blair William & Co. IL1,150$42 09/30/2019
     SPTM1,150$42 09/30/2019
MUFG Americas Holdings Corp1,112$41 09/30/2019
     SPTM1,112$41 09/30/2019
Northwestern Mutual Wealth Management Co.1,041$38 09/30/2019
     SPTM1,041$38 09/30/2019
Huntington National Bank776$31 12/31/2019
     SPTM776$31 12/31/2019
Advisory Alpha LLC854$31 09/30/2019
     SPTM854$31 09/30/2019
PNC Financial Services Group Inc.785$29 09/30/2019
     SPTM785$29 09/30/2019
Ameritas Investment Corp737$27 09/30/2019
     SPTM737$27 09/30/2019
NEXT Financial Group Inc475$19 12/31/2019
     SPTM475$19 12/31/2019
Claraphi Advisory Network LLC480$18 09/30/2019
     SPTM480$18 09/30/2019
Crewe Advisors LLC413$15 09/30/2019
     SPTM413$15 09/30/2019
First Allied Advisory Services Inc.375$14 09/30/2019
     SPTM375$14 09/30/2019
Stuart Chaussee & Associates Inc.311$11 09/30/2019
     SPTM311$11 09/30/2019
Barnett & Company Inc.215$9 12/31/2019
     SPTM215$9 12/31/2019
Citigroup Inc.250$9 09/30/2019
     SPTM250$9 09/30/2019
Tarbox Family Office Inc.165$6 09/30/2019
     SPTM165$6 09/30/2019
Accurate Investment Solutions Inc.112$4 12/31/2019
     SPTM112$4 12/31/2019
Global Trust Asset Management LLC101$4 09/30/2019
     SPTM101$4 09/30/2019
Certified Advisory Corp114$4 09/30/2019
     SPTM114$4 09/30/2019
Proequities Inc.77$3 09/30/2019
     SPTM77$3 09/30/2019
SRS Capital Advisors Inc.73$3 09/30/2019
     SPTM73$3 09/30/2019
Front Row Advisors LLC81$3 09/30/2019
     SPTM81$3 09/30/2019
TCI Wealth Advisors Inc.65$2 09/30/2019
     SPTM65$2 09/30/2019
Stratos Wealth Partners LTD.29$0 09/30/2019
     SPTM29$0 09/30/2019

See Summary: Institutional Holders of SPTM
See Details: Top 10 Hedge Funds Holding SPTM
Also See: SPTM Holdings Changes

Quotes delayed 20 minutes

Funds Holding SPTM | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.